立讯精密工业股份有限公司 财务报告 （2025 年 01 月 01 日至 2025 年 6 月 30 日止） | 目录 | 页次 | | --- | --- | | 财务报表 | | | 合并资产负债表和母公司资产负债表 | 1-4 | | 合并利润表和母公司利润表 | 5-6 | | 合并现金流量表和母公司现金流量表 | 7-8 | | 合并所有者权益变动表和母公司所有者权益变动表 | 9-12 | | 财务报表附注 | 1-187 | 立讯精密工业股份有限公司 合并资产负债表 2025年6月30日 （除特别注明外，金额单位均为人民币元） | 资产 | 附注五 | 期末余额 | 上年年末余额 | | --- | --- | --- | --- | | 流动资产： | | | | | 货币资金 | (一) | 58,564,722,555.56 | 48,359,655,992.93 | | 结算备付金 | | | | | 拆出资金 | | | | | 交易性金融资产 | (二) | 4,827,848,697.35 | 1,403,110,810.03 | | 衍生金融资产 | | | | | 应收票据 | ...

母公司资产负债表 2025年6月30日 合并资产负债表 2025年6月30日 | 单位名称:立讯精密工业股份有限公司 | | | | 会合01表 单位:人民币元 | | --- | --- | --- | --- | --- | | 资产 | 2025年6月30日 | 2024年12月31日 负债与所有者权益 | 2025年6月30日 | 2024年12月31日 | | 流动资产： | | 流动负债： | | | | 货币资金 | 58,564,722,555.56 | 48,359,655,992.93 短期借款 | 55,844,304,206.80 | 35,313,128,924.26 | | 结算备付金 | | 向中央银行借款 | | | | 拆出资金 | | 拆入资金 | | | | 交易性金融资产 | 4,827,848,697.35 | 1,403,110,810.03 交易性金融负债 | 438,531,774.57 | 155,278,918.84 | | 以公允价值计量且其变动计入当 | | 以公允价值计量且其变动计入当期 | | | | 期损益的金融资产 | | 损益的金融负债 | | ...

8月25日，立讯精密公告，2025年上半年营业收入1245.03亿元，同比增长20.18%。净利润66.44亿元， 同比增长23.13%。公司计划不派发现金红利，不送红股，不以公积金转增股本。 ...

| 证券代码：002475 | 证券简称：立讯精密 | 公告编号：2025-120 | | --- | --- | --- | | 债券代码：128136 | 债券简称：立讯转债 | | 与会董事同意通过公司《2025 年半年度报告》。 公司半年度报告全文及其摘要详见公司指定信息披露网站巨潮资讯网（http://w ww.cninfo.com.cn）。 表决结果：8 票赞成、0 票反对、0 票弃权。 特此公告。 立讯精密工业股份有限公司 立讯精密工业股份有限公司 第六届董事会第十七次会议决议公告 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"立讯精密"或"公司"）第六届董事会第十 七次会议于 2025 年 8 月 15 日以电子邮件或电话方式发出通知，并于 2025 年 8 月 25 日以现场及结合通讯的方式在广东省东莞市清溪镇北环路 313 号公司综合楼四楼 会议室召开。本次会议应到董事 8 名，实到董事 8 名，公司部分高级管理人员列席 了会议，符合《公司法》和《公司章程》的规定。本次会议由王来春董事长主持， 会议审议 ...

市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何 意见、观点或结论是否符合其特定状况。据此投资，责任自负。 风险提示及免责条款 立讯精密：预计第三季度净利润42.46亿元–46.99亿元，同比增长15.41%–27.74%。 ...

Group 1 - The latest stock price of Luxshare Precision is 42.95 yuan, up 0.59% from the previous trading day [1] - The company opened at 43.38 yuan, reached a high of 44.29 yuan, and a low of 42.13 yuan, with a trading volume of 6.571 billion yuan and a fluctuation of 5.06% [1] - Luxshare Precision operates in the consumer electronics industry, headquartered in Shenzhen, Guangdong, focusing on the R&D, production, and sales of connectors, cables, motors, and wireless charging products [1] Group 2 - The company has recently submitted an application for H-share listing on the Hong Kong Stock Exchange, aiming to raise funds for capacity expansion, production base upgrades, technology R&D, and upstream and downstream mergers and acquisitions [1] - Luxshare Precision stated that the Hong Kong listing will assist in advancing its international strategic layout [1] Group 3 - Data shows that on August 25, Luxshare Precision experienced a net outflow of 499.8 million yuan in main funds, accounting for 0.16% of its circulating market value [1] - Over the past five trading days, the cumulative net outflow reached 71.2556 million yuan, representing 0.02% of its circulating market value [1]

Group 1 - Since August, nearly 20 A-share listed companies have announced plans to list in Hong Kong, with companies like Luxshare Precision and Victory Technology formally submitting H-share listing applications [1][6] - The main motivations for these companies to pursue a Hong Kong listing include expanding international strategies, optimizing overseas business layouts, enhancing brand recognition, and improving overseas financing capabilities [1][5] Group 2 - The recent A-share companies planning to list in Hong Kong span various industries, including electronics, machinery, pharmaceuticals, food and beverage, chemicals, and media, with the electronics sector being the most concentrated [5][6] - Notable companies in the electronics sector include Huajin Technology, Chipsea Technologies, and Luxshare Precision, while the pharmaceutical sector features companies like Sinovac Biotech and Kefu Medical [5][6] Group 3 - Industry analysts suggest that sectors with strong global attributes, such as resource energy, equipment manufacturing, and pharmaceutical innovation, are more likely to benefit from the "A+H" listing strategy [5][7] - For instance, Sinovac Biotech aims to deepen its "innovation + internationalization" strategy through its Hong Kong listing, which will accelerate overseas business development and enhance its international brand image [5][6] Group 4 - Companies in the electronics industry, such as Jinghe Integration and Huajin Technology, believe that listing in Hong Kong will help them expand overseas customer bases and optimize investment layouts [6][7] - Leading companies like Luxshare Precision, with a market value exceeding 300 billion, plan to use the funds raised from their IPO for capacity expansion and technological research [6][7] Group 5 - Market analysts indicate that large state-owned enterprises and industry leaders prefer the "A+H" model to support long-term international financing needs, while mid-sized growth companies can enhance international investor recognition through this model [7] - The new regulations effective from August 4 at the Hong Kong Stock Exchange have improved the pricing and public market rules for initial public offerings, which is expected to further encourage A-share companies to list in Hong Kong [7]

Core Insights - Hong Kong Stock Exchange (HKEX) has reported record-high trading volumes across spot, derivatives, and Stock Connect, with IPO financing returning to the top globally [1][2] - The IPO market in Hong Kong is experiencing strong growth, particularly with companies from Shenzhen's Bao'an District showing significant activity [1][2] - Notable companies from Bao'an, including Luxshare Precision, Xinwanda, and Zhaowei Electromechanical, are pursuing IPOs, reflecting the region's attractiveness for capital [1][2][6] IPO Market Performance - In the first half of 2025, HKEX saw 44 new listings, raising HKD 109.4 billion, an eightfold increase year-on-year, marking the highest half-year performance since 2021 [2] - The trend of mainland leading companies going public in Hong Kong is driven by the need for international market presence and financing [2][6] Company Strategies and Focus - Companies like Xinwanda and Zhaowei Electromechanical are focusing their IPO proceeds on global expansion and technological development [2][3] - Luxshare Precision aims to enhance its production capacity, particularly in automotive and consumer electronics sectors, through its IPO funding [3] Emerging Industry Clusters - Bao'an is witnessing the rise of "hidden champions" in sectors like robotics, AI, and semiconductors, showcasing the region's industrial evolution [4][5] - Companies such as Haiching Zhiyuan and Wanan Robotics are leading in their respective fields, with significant market shares in AI and robotics [5] Government Support and Capital Dynamics - The local government's policies have been instrumental in fostering a conducive environment for tech startups, facilitating direct financing through IPOs [6][7] - Bao'an has established a robust pipeline of over 800 potential listing companies and a fund matrix exceeding RMB 100 billion to support early-stage financing [6][7]

Group 1 - Since August, nearly 20 A-share companies have announced plans to list in Hong Kong, with notable firms like Luxshare Precision and Victory Technology submitting H-share applications [1][5] - The primary motivations for these companies to pursue Hong Kong listings include expanding international strategies, optimizing overseas business layouts, enhancing brand recognition, and improving overseas financing capabilities [1][5] Group 2 - The recent A-share companies planning to list in Hong Kong span various industries, including electronics, machinery, pharmaceuticals, food and beverage, chemicals, and media, with the electronics sector being the most concentrated [5][6] - Companies like Kexing Pharmaceutical, a global biopharmaceutical firm, aim to deepen their "innovation + internationalization" strategy through the Hong Kong listing, which will accelerate overseas business development and enhance their international brand image [5][6] Group 3 - Electronic industry firms such as Jinghe Integration and Huqin Technology view the Hong Kong listing as a means to expand overseas customer bases and optimize investment layouts, which is crucial given the fast-paced product iteration and high technology investment in the sector [6] - Leading companies in their respective fields, such as Luxshare Precision and Victory Technology, have submitted H-share applications, with Luxshare Precision's market value exceeding 300 billion yuan and plans to use raised funds for capacity expansion and technological research [6] Group 4 - The new regulations effective from August 4 at the Hong Kong Stock Exchange have improved IPO market pricing and public market rules, enhancing financing flexibility for issuers and strengthening investor protection, which is expected to further encourage A-share companies to list in Hong Kong [6]

不完全统计显示，目前宝安区已有立讯精密、欣旺达、兆威机电、创智芯联、卧安机器人、大行科工、海清 智元等7家企业递表港交所，数量位居全市前列。 前海开源基金首席经济学家杨德龙指出，本轮宝安赴港IPO的企业，多集中于消费电子、机器人、智能硬件 等硬科技赛道，充分体现新质生产力特征，既契合港股"科企专线"政策方向，也更易获得国际资本青睐，反 映出宝安作为先进制造高地的资本吸引力正在显著提升。 龙头上市企业积极出海 港股IPO融资额重回全球榜首，正吸引一批内地龙头企业积极布局出海。 目前宝安区已有立讯精密、欣旺达等7家企业递表港交所，数量居全市前列。图为立讯精密厂区。（受访者供 图） 深圳商报记者 吴素红 张郗郡 8月20日，香港交易所（简称"港交所"）最新半年报出炉：现货、衍生品及沪深港通成交量全线创新高，IPO 融资额更是重登全球榜首。 港股IPO市场增长强劲，正吸引国内企业扎堆赴港递表。记者盘点发现，这一波港股IPO热潮中，深圳宝安区 表现抢眼。 8月18日晚间，立讯精密发布公告称，公司已于2025年8月18日向香港联合交易所有限公司递交了发行境外上 市股份（H股）并在香港联交所主板挂牌上市的申请。 根据港交所 ...