Group 1 - Lixun Precision has seen a stock price increase of 2.34% to 59.98 CNY per share, with a total market capitalization of 436.78 billion CNY and a trading volume of 10.92 billion CNY, reflecting a turnover rate of 2.50% [1] - The stock has experienced a cumulative increase of 5.3% over the past three days [1] - The company specializes in the research, production, and sales of connectors, with its main business revenue composition being 78.55% from consumer electronics, 8.91% from communication interconnect products, 6.95% from automotive interconnect products, 3.93% from computer interconnect products, and 1.65% from other connectors and businesses [1] Group 2 - Hongtu Innovation Fund holds a significant position in Lixun Precision, with 415,600 shares representing 5.06% of the fund's net value, making it the seventh-largest holding [2] - The fund has realized a floating profit of approximately 569,400 CNY today and a total of 1,255,100 CNY during the three-day stock price increase [2] - The Hongtu Innovation Emerging Industry Mixed Fund has achieved a year-to-date return of 122.64%, ranking 11th out of 8,122 similar funds, and a one-year return of 115.77%, ranking 21st out of 8,056 similar funds [2]

Market Overview - The market experienced a downturn in early trading, with all three major indices declining. The Shanghai Composite Index fell by 0.55%, the Shenzhen Component Index dropped by 0.77%, and the ChiNext Index decreased by 0.88%. Nearly 4,000 stocks in the market saw declines [1][2]. Sector Performance - The Fujian sector continued to perform strongly, with Hai Xin Food achieving five consecutive trading limit-ups and Pingtan Development recording two limit-ups in three days [1]. - The commercial aerospace concept showed active performance, with Aerospace Development achieving nine limit-ups in thirteen days and Tongyu Communication recording four consecutive limit-ups [1]. - The AI mobile phone concept also saw localized strength, with Da Ming Optical achieving four consecutive limit-ups [1]. Declining Sectors - The battery sector experienced fluctuations and declines, with Shida Shenghua dropping nearly 7% [2]. - The non-ferrous metals sector showed weak performance, with Huaxi Nonferrous Metals also declining by nearly 7% [2]. Trading Volume - The total trading volume in the Shanghai and Shenzhen markets reached 1.05 trillion yuan, a decrease of 179.6 billion yuan compared to the previous trading day [2]. Notable Stocks - Zhongji Xuchuang had the highest trading volume, exceeding 16 billion yuan, followed by Industrial Fulian and Xinyi Sheng with significant trading volumes as well [2][3]. - Notable stock performances included: - Aerospace Development up by 10.03% to 16.35 yuan [3] - Saiwei Electronics surged by 14.40% to 57.99 yuan [3] - Industrial Fulian increased by 2.51% to 61.31 yuan [3]

Core Insights - The main focus of the article is on the significant inflow of capital into specific stocks as of December 2, with notable amounts recorded for various companies [1] Group 1: Capital Inflows - The top stock receiving capital inflow is Industrial Fulian, with an inflow of 844 million yuan [1] - Luxshare Precision follows with an inflow of 619 million yuan [1] - Pingtan Development and Shenghong Technology also show strong inflows of 546 million yuan and 544 million yuan respectively [1] Group 2: Other Notable Stocks - Other companies with significant capital inflows include: - Tianfu Communication with 358 million yuan [1] - BYD with 319 million yuan [1] - Aerospace Power with 297 million yuan [1] - Additional companies in the top inflow list include: - GoerTek with 287 million yuan [1] - Rongji Software with 276 million yuan [1] - Aerospace Development with 228 million yuan [1]

December 1, 2025 04:44 AM GMT Luxshare Precision Industry Co., Ltd. | Asia Pacific M Idea AirPod Shipments vs. Luxshare's Share Price In this report, we focus on AirPod shipments vs. Luxshare's share price. According to IDC, AirPod shipments in 3Q25 were 17.2mn units (+42% QoQ, +9% YoY). Accelerated YoY shipments will likely support Luxshare's share price, in our view. Exhibit 1: Quarterly AirPod shipment trends vs. Luxshare share price performance since 2017 Rmb mn units Share price (LHS) AirPods Shipment ...

Group 1 - The 3D camera sector is leading the market with a rise of 1.1% [1] - Luxshare Precision increased by 1.93% [1] - Zhongke Optical rose by 1.5% [1] - Crystal Optoelectronics saw an increase of 0.64% [1]

| 证券代码：002475 | 证券简称：立讯精密 | 公告编号：2025-147 | | --- | --- | --- | | 债券代码：128136 | 债券简称：立讯转债 | | 立讯精密工业股份有限公司 关于 2026 年度对外担保额度预计的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 立讯精密工业股份有限公司（以下简称"公司"）于 2025 年 12 月 1 日召开第 六届董事会第二十次会议，审议通过了《关于 2026 年度对外担保额度预计的议案》， 同时董事会提请股东会授权公司管理层具体实施相关事宜。根据《深圳证券交易所 股票上市规则》《公司章程》等的规定，该事项尚需提交公司股东会审议。现将相 关情况公告如下： 一、担保情况概述 1、担保金额 为提高决策效率，保证公司及子公司业务顺利开展，同时加强公司及子公司对 外担保的日常管理，增强对外担保行为的计划性和合理性，公司预计在 2026 年度内， 公司及合并报表范围内子公司可为公司合并报表范围内的子公司，提供累计不超过 等值人民币 80 亿元的担保额度（简称"本担保额度"），其中向资产负债率 ...

| 证券代码：002475 | 证券简称：立讯精密 | 公告编号：2025-146 | | --- | --- | --- | | 债券代码：128136 | 债券简称：立讯转债 | | 立讯精密工业股份有限公司 关于公司2026年度日常关联交易预计公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记 载、误导性陈述或重大遗漏。 一、日常关联交易基本情况 （一）日常关联交易概述 立讯精密工业股份有限公司（以下简称"立讯精密"或"公司"）根据日常经营 与业务发展需要，对2026年度同类日常关联交易的总金额进行合理预计。公司 及子公司预计2026年度内拟与关联方LUXSAN TECHNOLOGY LIMITED（以下 简称"香港立臻"）、东莞杜博皮件有限公司（以下简称"东莞杜博"）、TELERAY (HONG KONG) INTERNATIONAL COMPANY LIMITED（以下简称"香港泰睿"）、 安徽立德汽车部件有限公司（以下简称"安徽立德"）、BCS Automotive Interface Solutions US, LLC (USA)（以下简称"BCS美国"）、立胜汽车科技（ ...

| 证券代码：002475 | 证券简称：立讯精密 | 公告编号：2025-145 | | --- | --- | --- | | 债券代码：128136 | 债券简称：立讯转债 | | 立讯精密工业股份有限公司 关于公司2025年度增加日常关联交易预计的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记 载、误导性陈述或重大遗漏。 一、日常关联交易基本情况 （一）日常关联交易概述 立讯精密工业股份有限公司（以下简称"立讯精密"或"公司"）第六届董事会 第九次会议、第六届监事会第八次会议、2024年年度股东会审议通过了《关于 公司2025年度日常关联交易预计的议案》，预计了2025年公司及子公司与关联 方发生的日常关联交易预计金额，总金额不超过1,153,500万元。具体内容详见 公司于巨潮资讯网（http://www.cninfo.com.cn）披露的《关于公司2025年度日 常关联交易预计公告》（公告编号：2025-021）。 现根据实际经营与业务发展需要，以平等互利、等价有偿为商业原则，公司 及 子 公 司 拟 增 加 与 关 联 方 TELERAY (HONG KONG) IN ...

立讯精密公告称，公司召开董事会审议通过2026年度对外担保额度预计议案，尚需股东会审议。2026年 公司及子公司为合并报表内子公司提供累计不超80亿元担保额度，其中向资产负债率70%以上、以下子 公司分别提供不超60亿元、20亿元。截至2025年，公司及子公司累计担保余额20.13亿元，占2024年度 经审计归属于上市公司股东净资产的2.90%，无逾期担保及对合并报表外主体担保。 ...

证券代码：002475 证券简称：立讯精密 公告编号：2025-148 债券代码：128136 债券简称：立讯转债 立讯精密工业股份有限公司 4、会议时间： （1）现场会议时间：2025 年 12 月 22 日 15:00 （2）网络投票时间：通过深圳证券交易所系统进行网络投票的具体时间为 2025 年 12 月 22 日 9:15-9:25，9:30-11:30，13:00-15:00；通过深圳证券交易所互联网投票系统 投票的具体时间为 2025 年 12 月 22 日 9:15 至 15:00 的任意时间。 5、会议的召开方式：现场表决与网络投票相结合。 关于召开 2025 年第五次临时股东会的通知 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误 导性陈述或重大遗漏。 重要提示： 根据立讯精密工业股份有限公司（以下简称"立讯精密"或"公司"）第六届董事会第二十 次会议决议，定于 2025 年 12 月 22 日召开公司 2025 年第五次临时股东会。本次股东会 采取现场投票与网络投票相结合的方式进行，现将有关具体情况通知如下： 一、召开会议的基本情况 1、股东会届次：2025 ...