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002475,紧急澄清!
证券时报· 2026-01-03 14:14
立讯精密强调,公司将持续专注主业,以稳健经营和长期价值创造回馈客户、投资者及社会各界。同时,对于任何捏造事实、散布谣言、恶 意损害公司声誉的行为,公司将依法保留追究相关法律责任的权利。 立讯精密( 002475 )最新澄清。 1月3日, "果链龙头"企业 立讯精密(002475)官方公众号发布澄清说明。立讯精密表示, 近日,市场上出现涉及公司的不实传闻,相关 内容对市场认知造成干扰。 公司特此郑重说明: 目前公司核心业务推进有序,按计划正常开展,不存在影响公司正常经营与发展的异常情 况。 证券时报各平台所有原创内容,未经书面授权,任何单位及个人不得转载。我社保留追 究相关 行 为主体法律责任的权利。 转载与合作可联系证券时报小助理,微信ID:SecuritiesTimes END 股价方面,节前最后一个交易日,立讯精密股价收跌2.34%,报56.71元/股,总市值4132亿元。2025年全年,公司股价累计上涨近40%, 最高一度至72.2元/股,刷新历史纪录。 业绩方面,2025年前三季度,公司实现营业收入2209.15亿元,同比增长24.69%;实现归母净利润115.18亿元,同比增长26.92%。 综合自 ...
立讯精密发布澄清说明
财联社· 2026-01-03 13:49
立讯精密发布澄清说明: 近日,市场上出现涉及本公司的不实传闻,相关内容对市场认知造成干扰。 公司特此郑重说明: 目前公司核心业务推进有序,按计划正常开展,不存在影响公司正常经营与发展的异常情况。 下载财联社APP获取更多资讯 准确 快速 权威 专业 7x24h电报 头条新闻 VIP资讯 实时盯盘 ...
4000亿消费电子龙头 澄清!
Core Viewpoint - Recently, Luxshare Precision issued a clarification regarding false rumors affecting its market perception, asserting that its core business operations are proceeding as planned without any abnormal situations impacting its normal operations [2] Group 1: Business Operations - Luxshare Precision confirmed that its core business is progressing smoothly and as scheduled, with no disruptions to its operations [2] - The company has a strong vertical integration capability in high-end consumer electronics and smart terminal fields, supported by mature product engineering and mass production experience [5] - Luxshare Precision is actively exploring AI and hardware integration, with various product forms expected to emerge by 2026 [4][5] Group 2: Partnerships and Developments - There were reports that OpenAI's first AI hardware product, initially planned to be manufactured by Luxshare Precision, has shifted to Foxconn due to production location considerations [4] - Luxshare Precision is collaborating with global leading clients in the communications computing sector, focusing on four product lines: electrical connectivity, optical connectivity, thermal management, and power management [5] - The company has expanded its automotive segment, focusing on core components like wiring harnesses and connectors, and has recently completed an acquisition of a German company to enhance its global production capacity [5] Group 3: Financial Performance - As of December 31, 2025, Luxshare Precision's stock price was 56.71 yuan per share, reflecting a decline of 2.34%, with a market capitalization of 413.2 billion yuan [7]
4000亿消费电子龙头,澄清!
Core Viewpoint - Recently, Lixun Precision issued a clarification regarding false rumors affecting the company, asserting that its core business operations are proceeding as planned without any abnormal situations impacting normal operations [2][5]. Group 1: Business Operations - Lixun Precision emphasized that its core business is progressing smoothly and as scheduled, with no disruptions to its normal operations and development [2][5]. - The company has a strong vertical integration capability in high-end consumer electronics and smart terminal fields, supported by mature product engineering and mass production experience [5]. - Lixun Precision is actively exploring AI and hardware integration, with various product forms expected to emerge by 2026, particularly in eyewear and headphones [5][6]. Group 2: Product Development and Market Position - The company is focusing on four product lines in the communication computing sector: electrical connections, optical connections, thermal management, and power management, with ongoing collaborations with leading global clients [6]. - In the automotive sector, Lixun Precision is expanding its focus on core components like wiring harnesses and connectors, and has recently completed an acquisition of German company Leoni to enhance its global production capacity [6]. Group 3: Financial Performance - As of December 31, 2025, Lixun Precision's stock price was reported at 56.71 yuan per share, reflecting a decline of 2.34%, with a market capitalization of 413.2 billion yuan [8].
立讯精密辟谣
券商中国· 2026-01-03 12:40
Group 1 - The core business of the company is progressing smoothly and as planned, with no abnormal situations affecting normal operations and development [1] - The company has a long-standing focus on high-end consumer electronics and smart terminal fields, possessing vertical integration capabilities across multiple component categories, mature product engineering, and mass production experience [1] - The company has a global production capacity layout covering multiple regions, enabling it to provide stable, flexible, and high-quality manufacturing and supply support to various types of customers [1] Group 2 - Recent reports indicated that OpenAI's first AI hardware product was initially planned to be manufactured by the company, but due to considerations regarding production locations, the contract was shifted to Hon Hai [1]
刚刚,立讯精密,澄清!
Shen Zhen Shang Bao· 2026-01-03 11:22
Core Viewpoint - The company, Luxshare Precision, has issued a clarification regarding recent false rumors affecting its market perception, asserting that its core business operations are proceeding as planned without any abnormal situations impacting its normal operations [2][4]. Group 1: Business Operations - The company emphasizes its long-term focus on high-end consumer electronics and smart terminal sectors, showcasing its vertical integration capabilities across multiple component categories, mature product engineering, mass production experience, and a global production layout [4]. - Luxshare Precision plans to continue focusing on its main business, aiming for stable operations and long-term value creation for customers, investors, and society [5]. Group 2: Financial Performance - On October 30, the company released a profit forecast for 2025, estimating a net profit attributable to shareholders between 16.518 billion and 17.186 billion yuan, representing a year-on-year growth of 23.59% to 28.59% [6]. - The anticipated growth is attributed to the deepening of its globalization strategy, effective utilization of overseas production bases, and a dual-driven approach of "underlying capability innovation" and "smart manufacturing upgrades" to enhance cost control across the entire industry chain [6]. Group 3: Market Position and Strategy - The company is increasing strategic investments in emerging fields such as AI edge hardware, high-speed interconnects for data centers, thermal management, smart vehicles, and robotics, aiming to build a more resilient business matrix for long-term shareholder returns [6]. - Recent media reports suggested that OpenAI's first AI terminal hardware product was initially planned to be manufactured by Luxshare Precision but has since been shifted to Foxconn due to production location considerations [5].
立讯精密:核心业务正常开展,不存在影响经营与发展的异常情况
Bei Ke Cai Jing· 2026-01-03 09:57
Core Viewpoint - Lixun Precision has issued a clarification regarding recent false rumors that have affected market perception, asserting that its core business operations are proceeding as planned without any abnormal situations impacting normal operations [1] Group 1 - The company emphasizes that it is focused on its main business and is committed to stable operations and long-term value creation for customers, investors, and society [1] - Lixun Precision warns that it will take legal action against any individuals or entities spreading false information or damaging the company's reputation [1]
立讯精密:目前不存在影响公司正常经营与发展的异常情况
Core Viewpoint - Lixun Precision has issued a clarification regarding recent false rumors affecting the company's market perception, asserting that its core business operations are proceeding as planned without any abnormal situations impacting normal operations [1] Group 1: Company Operations - The company emphasizes its long-term focus on high-end consumer electronics and smart terminal sectors, showcasing its vertical integration capabilities across multiple component categories [1] - Lixun Precision possesses mature product engineering and mass production experience, along with a global production capacity that spans multiple regions, enabling it to provide stable, flexible, and high-quality manufacturing and supply support to various clients [1] - The company's capabilities and layout have been validated by long-term industry chain experiences [1] Group 2: Market Developments - Previous reports indicated that OpenAI's first AI hardware product was initially planned to be manufactured by Lixun Precision, but recent decisions to shift production locations away from mainland China led to Foxconn being chosen as the exclusive manufacturer instead [1]
立讯精密:关于近期不实传闻的澄清说明
Ge Long Hui· 2026-01-03 09:17
Core Viewpoint - The company addresses recent false rumors affecting market perception, emphasizing that its core business operations are proceeding as planned without any abnormal conditions impacting normal operations and development [1] Group 1: Business Operations - The company is actively engaged in the high-end consumer electronics and smart terminal sectors, demonstrating a strong vertical integration capability across multiple component categories [1] - The company possesses mature product engineering and mass production experience, ensuring stable and flexible manufacturing and supply support for various types of customers [1] Group 2: Global Presence - The company has established a global production capacity that spans multiple regions, which has been validated by long-term industry chain verification [1]
上市公司回购与增持:是信心信号,还是市场博弈(二)
Sou Hu Cai Jing· 2026-01-02 15:07
Core Viewpoint - The actions of stock buybacks and insider purchases by companies like Luxshare Precision signal confidence in their undervalued stock and financial health, but the market's reaction can be complex and influenced by various factors [1][2]. Group 1: Buybacks and Insider Purchases - Stock buybacks involve companies using their cash reserves to repurchase shares, which can enhance earnings per share by reducing the number of shares outstanding, signaling that management believes the stock is undervalued [1]. - Insider purchases, particularly by controlling shareholders or executives, indicate a strong belief in the company's actual value, as these individuals invest their own money [1]. - Luxshare Precision's controlling shareholder invested 201 million yuan to buy 4.4145 million shares at an average price of 45.52 yuan, followed by a company announcement to repurchase shares worth 1 to 2 billion yuan at a price ceiling of 86.96 yuan, showcasing a coordinated effort [1]. Group 2: Market Reactions - The market's response to buybacks and insider purchases is not straightforward; it can be influenced by market sentiment and the broader economic context [2]. - In bearish markets, buyback announcements may temporarily halt stock price declines, while in bullish markets, they might be interpreted as a lack of better investment opportunities, causing concern among investors [2]. - The long-term impact on stock prices is ultimately determined by the company's ability to create value rather than just capital maneuvers [2]. Group 3: Signal Interpretation - The timing of buybacks and insider purchases can raise questions about their sincerity, as insiders may buy before good news or use buybacks to facilitate future sell-offs [3]. - The efficiency of capital allocation is crucial; funds used for buybacks could potentially yield higher returns if invested in high-return projects instead [3]. - The phenomenon of "herding" in the market can lead to companies with poor fundamentals engaging in buybacks to mask underlying issues, rather than genuinely creating value [4]. Group 4: Beyond the Surface - The dual actions of buybacks and insider purchases by Luxshare Precision suggest a strong value signal, but investors must assess the sustainability of these actions [5]. - It is essential to consider whether buybacks align with the company's strategic direction and the competitive landscape [5]. - Critical thinking is necessary; even positive signals should not replace independent analysis of financial statements, business models, and industry trends [5]. Group 5: Conclusion - The actions of buybacks and insider purchases serve as a unique communication tool between company management and the market, but their true intentions can vary [6]. - The ongoing narrative of Luxshare Precision will ultimately reveal whether these actions represent a genuine discovery of value or a temporary market maneuver [6]. - Investors should focus on the ability to create sustained value rather than being swayed by individual market actions [6].