登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002475 证券简称：立讯精密 公告编号：2026-010 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 关于股份回购进展情况的公告 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。 （二）公司以集中竞价交易方式回购股份符合下列要求： 1、委托价格不得为公司股票当日交易涨幅限制的价格； 立讯精密工业股份有限公司（以下简称"公司"或"立讯精密"）于2025年12月31日召开第六届董事会第二 十一次会议，审议通过《关于以集中竞价交易方式回购公司股份方案的议案》，同意公司使用自有资金 或自筹资金（含股票回购专项贷款资金等）以集中竞价交易方式回购股份，回购资金总额不低于人民币 100,000万元，不超过人民币200,000万元；回购股份价格不超过人民币86.96元/股，回购期限自董事会 审议通过本次回购方案之日起不超过12个月，具体回购数量以回购期满时实际回购的股份数量为准，回 购股份用于后期实施股权激励计划或员工持股计划。 根据《上市公司股份回购规则》《深圳证券交易所上市公司自律监管 ...

富士康工业互联网股份有限公司（以下简称"工业富联"）预计2025年归属于母公司所有者的净利润将达 到351亿元至357亿元，较2024年大幅增长51%至54%。业绩预告显示，在云计算与通信网络设备的协同 爆发中，AI服务器与高速交换机业务成为工业富联业绩增长的核心引擎。 据同花顺iFind数据，截至2月2日，A股共63家消费电子相关上市公司披露2025年业绩预告。其中，除1 家业绩不确定外，22家业绩预喜（包含预增、略增、扭亏），其余40家则预减、略减或亏损。 梳理公告可知，当前消费电子行业呈现两极分化态势，产业"冷与热"交织。一方面，因传统业务端竞争 激烈，不少企业业绩依旧承压；另一方面，行业的积极因素也在持续涌现，AI眼镜、新能源、机器人 等新兴赛道的崛起，成为驱动不少消费电子企业盈利的核心因素。 "回顾2025年，消费电子行业的增长韧性，源于技术革新与跨界拓展的共振。"巨丰投顾高级投资顾问丁 臻宇对记者说。 AI正为消费电子产业注入新动能。例如，立讯精密工业股份有限公司（以下简称"立讯精密"）预计， 2025年实现归属于上市公司股东的净利润165.18亿元至171.86亿元，同比增长23.59%至28. ...

公告明确，截至2026年1月31日，公司尚未通过回购专用证券账户进行股份回购操作。对于未实施回购 的原因，公告未作具体说明，仅表示后续将根据市场情况在回购期限内推进方案实施。 合规性说明 立讯精密在公告中强调，公司回购股份的时间、数量、价格及集中竞价交易委托时间段均符合《深圳证 券交易所上市公司自律监管指引第9号——回购股份》等相关规定。具体而言，公司未在以下期间进行 回购：可能对公司证券交易价格产生重大影响的重大事项发生或决策过程中至依法披露后；深圳证券交 易所开盘集合竞价、收盘集合竞价及股票价格无涨跌幅限制的交易日；中国证监会和深圳证券交易所规 定的其他禁止回购期间。 后续计划 登录新浪财经APP 搜索【信披】查看更多考评等级 2月2日，立讯精密工业股份有限公司（以下简称"立讯精密"）发布股份回购进展公告，披露截至2026年 1月31日，公司尚未通过回购专用证券账户以集中竞价交易方式实施股份回购。这是公司自2025年12月 31日通过回购方案以来的首次月度进展公告。 回购方案回顾 据公告显示，立讯精密于2025年12月31日召开第六届董事会第二十一次会议，审议通过了股份回购方 案。根据方案，公司计划使用自 ...

Investment Strategy Overview - The report anticipates a volatile market in February due to previous regulatory signals and significant ETF outflows, with market activity expected to decline before the Spring Festival and improve post-holiday as policy catalysts emerge [3][4] - The focus remains on cyclical price increases, particularly in sectors like semiconductors and AI, which are expected to maintain a positive trend [3][4] - The liquidity situation is mixed, with increased inflows from retail investors countered by significant ETF sell-offs, leading to a challenging funding environment before the Spring Festival [3][4] Key Stock Recommendations - **Jianghuai Automobile (江淮汽车)**: Positioned as the only domestic ultra-luxury brand, with the S800 model outperforming competitors like Mercedes-Benz. The company plans to launch 6-7 high-end models, indicating substantial growth potential [5][8] - **Luxshare Precision (立讯精密)**: A key player in the Apple supply chain, with strong growth prospects in consumer electronics and automotive sectors. The company is expected to achieve rapid earnings growth over the next few years [5][11] - **Sinyi Technology (生益科技)**: As a leading manufacturer of CCL, the company is well-positioned for long-term growth with a focus on high-end product upgrades and strong market demand [5][15] - **Tianqi Lithium (天赐材料)**: The largest manufacturer of electrolytes with a market share of approximately 40%. The company is expected to see significant profit recovery due to improved supply-demand dynamics in the lithium industry [5][20] - **Li Ning (李宁)**: The company is accelerating its product and channel expansion, with new product launches expected to drive a turnaround in performance [5][20] - **Zhongji Xuchuang (中际旭创)**: A leader in optical modules, benefiting from strong overseas demand. The company is expanding its production capacity to meet increasing market needs [5][27] - **Xinyi Technology (新易盛)**: The company is experiencing continuous growth in high-speed products, with a strong outlook for 2026 [5][27] - **Foshan Plastics (佛塑科技)**: The acquisition of a key supplier is expected to enhance performance significantly, with a focus on the tightening supply-demand situation in the industry [5][27] - **Century Huatong (世纪华通)**: The company is leveraging its partnership with Tencent to enhance its game development and distribution capabilities, indicating strong future growth potential [5][27] - **Tencent Holdings (腾讯控股)**: The company has a solid foundation with a rich game product pipeline and is accelerating its AI application ecosystem [6][27] Market Trends and Expectations - The report highlights a trend of price increases spreading from cyclical sectors like oil and food to technology sectors, particularly AI and semiconductors, which are expected to continue benefiting from policy support [3][4] - The upcoming Two Sessions in March are anticipated to catalyze policy developments that could positively impact market performance [3][4] - The report emphasizes the importance of sector rotation as a key characteristic of the market in February, with a focus on cyclical price increases and technology sectors [3][4]

立讯精密工业股份有限公司 关于股份回购进展情况的公告 | 证券代码：002475 | 证券简称：立讯精密 | 公告编号：2026-010 | | --- | --- | --- | | 债券代码：128136 | 债券简称：立讯转债 | | 2、中国证监会和深圳证券交易所规定的其他情形。 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"或"立讯精密"）于 2025 年 12 月 31 日召开第六届董事会第二十一次会议，审议通过《关于以集中竞价交易方式回 购公司股份方案的议案》，同意公司使用自有资金或自筹资金（含股票回购专项贷款 资金等）以集中竞价交易方式回购股份，回购资金总额不低于人民币 100,000 万元， 不超过人民币 200,000 万元；回购股份价格不超过人民币 86.96 元/股，回购期限自 董事会审议通过本次回购方案之日起不超过 12 个月，具体回购数量以回购期满时实 际回购的股份数量为准，回购股份用于后期实施股权激励计划或员工持股计划。 根据《上市公司股份回购规则》《深圳证券交易所上市公司自律监管指引第 ...

每经AI快讯，立讯精密2月2日晚间发布公告称，截至2026年1月31日，公司尚未通过回购专用证券账户 以集中竞价交易方式回购股份。 每经头条（nbdtoutiao）——曾卖劳斯莱斯、保时捷等豪车，汽车销售巨头宝利德如今破产清算：杭州 总部已人去楼空，义乌子公司贴上了封条 （记者 王晓波） ...

Market Overview - The consumer electronics sector experienced a decline of 2.51% on February 2, with Tonglian Precision leading the drop [1] - The Shanghai Composite Index closed at 4015.75, down 2.48%, while the Shenzhen Component Index closed at 13824.35, down 2.69% [1] Stock Performance - Notable gainers in the consumer electronics sector included: - Litong Electronics (603629) with a closing price of 41.14, up 10.00% and a trading volume of 600,600 shares, totaling 2.397 billion yuan [1] - Wanxiang Technology (301180) closed at 18.81, up 7.00% with a trading volume of 153,800 shares, totaling 293 million yuan [1] - Kosen Technology (603626) closed at 20.95, up 3.25% with a trading volume of 381,700 shares, totaling 803 million yuan [1] - Conversely, significant decliners included: - Tonglian Precision (688210) closed at 54.08, down 11.34% with a trading volume of 98,400 shares, totaling 560 million yuan [2] - Deep Technology (000021) closed at 29.24, down 10.00% with a trading volume of 1,411,500 shares, totaling 424.2 million yuan [2] - Xiechuang Data (300857) closed at 210.00, down 7.88% with a trading volume of 144,200 shares, totaling 3.121 billion yuan [2] Capital Flow - The consumer electronics sector saw a net outflow of 3.755 billion yuan from major funds, while retail investors contributed a net inflow of 2.224 billion yuan [2] - Notable capital flows for specific stocks included: - Luxshare Precision (002475) had a net inflow of 5.16 billion yuan from major funds, but a net outflow of 1.40 billion yuan from retail investors [3] - Litong Electronics (603629) experienced a net inflow of 1.17 billion yuan from major funds, with a net outflow of 94.837 million yuan from retail investors [3] - Kosen Technology (603626) had a net inflow of 87.3392 million yuan from major funds, but a net outflow of 88.2512 million yuan from retail investors [3]

Group 1 - The top 20 stocks with significant capital inflow as of February 2 include Zhongchao Holdings (1.435 billion), Shenghong Technology (676 million), and Xibu Materials (601 million) [1] - Zhongchao Holdings experienced a price increase of 9.96%, while Shuangjie Electric saw a notable rise of 16.58% [2] - The sectors represented among the top inflow stocks include power grid equipment, electronic components, and the liquor industry [2][3] Group 2 - Other notable stocks with significant inflows include Guizhou Moutai (5.46 billion), Baobian Electric (5.45 billion), and Zhejiang Wenlian (5.36 billion) [1] - The banking sector is represented by Industrial and Commercial Bank of China, which had an inflow of 348 million [3] - The highest percentage increase in stock price was observed in Tongguang Cable, which rose by 20% [3]

Core Insights - The main focus of the news is the significant inflow of capital into various stocks, indicating strong investor interest and potential market trends. Group 1: Stock Performance and Capital Inflow - Zhongchao Holdings saw a capital inflow of 1.369 billion, with a price increase of 9.96% [1][2] - Xinyi Technology experienced a capital inflow of 838 million, with a price increase of 7.26% [1][2] - Western Materials had a capital inflow of 765 million, with a price increase of 9.99% [1][2] - Shenghong Technology attracted 731 million, with a price increase of 2.35% [1][2] - Liou Co. received 722 million, with a price increase of 7.3% [1][2] - Kweichow Moutai had a capital inflow of 576 million, with a price increase of 1.53% [1][2] - Luxshare Precision saw a capital inflow of 566 million, with a price increase of 1.84% [1][2] - Zhejiang Wenhu Interconnect attracted 551 million, with a price increase of 9.99% [1][2] - Shuangjie Electric received 522 million, with a price increase of 19.97% [1][2] - Yaowang Technology had a capital inflow of 496 million, with a price increase of 10% [1][2] - China Western Electric attracted 482 million, with a price increase of 8.97% [1][3] Group 2: Additional Stock Insights - Runze Technology saw a capital inflow of 464 million, with a price increase of 5.44% [3] - Baobian Electric attracted 454 million, with a price increase of 10.04% [3] - Zhongkong Technology had a capital inflow of 355 million, with a price increase of 4.01% [3] - Shanziko High-Tech received 342 million, with a price increase of 3% [3] - Huanghe Xuanfeng attracted 340 million, with a price increase of 10.08% [3] - Hancable saw a capital inflow of 332 million, with a price increase of 9.94% [3] - Midea Group had a capital inflow of 314 million, with a price increase of 0.46% [3] - Century Huayun attracted 310 million, with a price increase of 1.32% [3] - Industrial and Commercial Bank of China saw a capital inflow of 303 million, with a price increase of 0.97% [3]

Group 1 - The company, Jingda Co., Ltd. (stock code: 600577), has established long-term partnerships with several notable firms including Amphenol, TE Connectivity, Lattice Semiconductor, Luxshare Precision (stock code: 002475), Anlan Wanjin, Baitong, Molex, and Huichuan [1] - Detailed information regarding these partnerships can be found in the company's regular reports [1]