Group 1 - The China Securities Consumer Electronics Theme Index (931494) has risen by 2.18% as of August 12, 2025, with notable increases in constituent stocks such as Cambrian (688256) up 20.00%, Chipone (688521) up 7.43%, and Industrial Fulian (601138) up 7.21% [1] - The Consumer Electronics ETF (561600) has increased by 2.12%, with the latest price reported at 0.92 yuan [1] - The index tracks 50 listed companies involved in component production and brand design in the consumer electronics sector, reflecting the overall performance of these securities [1] Group 2 - As of July 31, 2025, the top ten weighted stocks in the China Securities Consumer Electronics Theme Index account for 51.57% of the index, including Luxshare Precision (002475), SMIC (688981), BOE Technology (000725), and Cambrian (688256) [1]

Group 1 - The core viewpoint of the article highlights that Huiju Technology (01729) has seen its stock price rise over 5%, reaching a historical high of 11.48 HKD, driven by strong sales orders in its data center segment [1] - The company expects a profit increase of approximately 50% to 60% for the six months ending June 30, 2025, compared to the mid-year report of 2024, primarily due to increased sales orders in the wire component division [1] - Luxshare Precision plans to issue H-shares for a listing in Hong Kong to deepen its global strategic layout, having acquired a 74.67% stake in Huiju Technology through its subsidiary [1] Group 2 - The trading volume for Huiju Technology reached 39.81 million HKD at the time of reporting, indicating strong market interest [1] - Huatai Securities anticipates that 19 stocks, including Huiju Technology, may be included in the Hong Kong Stock Connect in early September [1]

Group 1 - The core viewpoint of the article highlights that Huiju Technology (01729) has seen its stock price increase by over 5%, reaching a historical high of 11.48 HKD, with a current price of 11.47 HKD and a trading volume of 39.81 million HKD [1] - Huiju Technology announced an expected growth of approximately 50% to 60% in net profit for the six months ending June 30, 2025, compared to the mid-year report of 2024, primarily driven by increased sales orders in the data center segment of its wire components division [1] - Luxshare Precision (002475) plans to issue H-shares for a listing in Hong Kong to deepen its global strategic layout, having acquired Huiju Technology through its subsidiary in February 2022, holding 74.67% of Huiju's shares post-acquisition [1] Group 2 - Huatai Securities anticipates that 19 stocks, including Huiju Technology, may be included in the Hong Kong Stock Connect in early September [1]

Core Viewpoint - Huitian Technology (01729) has seen its stock price rise over 5%, reaching a historical high of 11.48 HKD, driven by strong profit growth expectations and increased sales orders in its wire component division [1] Group 1: Company Performance - Huitian Technology expects a profit increase of approximately 50% to 60% for the six months ending June 30, 2025, compared to the mid-year report of 2024 [1] - The growth is primarily attributed to increased sales orders from data centers within the wire component division, which is expected to boost the company's revenue [1] Group 2: Market Developments - Luxshare Precision plans to issue H-shares for a listing in Hong Kong, aiming to deepen its global strategic layout [1] - In February 2022, Luxshare Precision acquired Huitian Technology through its subsidiary, holding a 74.67% stake post-acquisition [1] - Huatai Securities anticipates that 19 stocks, including Huitian Technology, may be included in the Hong Kong Stock Connect by early September [1]

Group 1 - The latest stock price of Luxshare Precision is 38.01 yuan, an increase of 1.57 yuan from the previous trading day, with a trading range of 36.49 to 38.20 yuan and a total transaction amount of 5.351 billion yuan [1] - The company operates in the consumer electronics sector, with its main business covering consumer electronics, communication interconnect products, precision components, and automotive interconnect products, where the consumer electronics business accounted for 83.37% of its revenue in 2024 [1] - On August 11, the company held a board meeting and approved the proposal not to adjust the conversion price of "Luxshare Convertible Bonds," despite the stock closing below 80% of the current conversion price for 15 trading days from July 22 to August 11 [1] Group 2 - On the same day, the net inflow of main funds was 350.1064 million yuan, with a cumulative net inflow of 602.1123 million yuan over the past five days [1]

(产品代码: 159601) ★ 跟踪：MSCI中国A50互联互通人民币指数 近五日涨跌：1.61% 资金流向：最新份额为32.7亿份，减少了5980.0万份，主力资金 净流入591.3万元。 北京市汉坤（深圳）律师事务所 关于 立讯精密工业股份有限公司 的 法律意见书 汉坤（证）字[2025]第 33893-11-O-3 号 中国广东省深圳市福田区中心四路 1-1 号嘉里建设广场第三座 20 层 518048 电话：(86 755) 3680 6500；传真：(86 755) 3680 6599 北京 ? 上海 ? 深圳 ? 香港 ? 海口 ? 武汉 ? 新加坡 ? 纽约 www.hankunlaw.com 北京市汉坤（深圳）律师事务所 法律意见书 致：立讯精密工业股份有限公司 北京市汉坤（深圳）律师事务所（以下简称本所）接受立讯精密工业股份有限 公司（以下简称公司或立讯精密）的委托，担任立讯精密 2025 年股票期权激励计 划（以下简称本次激励计划）的专项法律顾问，并根据《中华人民共和国公司法》 （以下简称《公司法》）、《中华人民共和国证券法》（以下简称《证券法》）、 中国证券监督管理委员会（以下简称中国 ...

Core Viewpoint - The legal opinion issued by Hankun Law Firm confirms that the adjustments to the stock option incentive plan of Luxshare Precision Industry Co., Ltd. have complied with relevant laws and internal decision-making procedures [1][5]. Group 1: Approval and Authorization of the Incentive Plan - The incentive plan was approved and authorized by the company's board and independent directors, confirming that the initial grant of stock options meets the qualifications set forth in the Company Law and the company's articles of association [1][2]. - The independent directors provided opinions on various related proposals, including the adjustment of exercise prices and the verification of the eligibility of incentive recipients [2][3]. Group 2: Adjustment of Exercise Prices - The exercise price for stock options granted under the incentive plan has been adjusted from 35.87 CNY/share to 35.76 CNY/share, and subsequently to 35.63 CNY/share, and finally to 35.33 CNY/share due to various adjustments [2][3][4]. - The final adjustment of the exercise price is set at 35.13 CNY/share, taking into account the cash dividends distributed to shareholders [4]. Group 3: Compliance and Conclusion - The legal opinion concludes that the adjustments to the exercise prices have followed necessary internal procedures and are in accordance with the Management Measures and the draft stock option incentive plan [5].

Core Viewpoint - The legal opinion issued by Hankun Law Firm confirms the compliance and validity of the stock option incentive plan adjustments for Luxshare Precision Industry Co., Ltd, including the adjustment of exercise prices for stock options granted under previous incentive plans [1][2][3]. Group 1: Approval and Authorization of the Incentive Plan - The incentive plan for 2022 has been approved, allowing the grant of 17,202.10 million stock options to 3,759 incentive targets at an exercise price of 30.35 CNY per share [2]. - The independent directors and the supervisory board have verified and approved the list of incentive targets and the related proposals for the incentive plan [1][2]. Group 2: Adjustment of Exercise Prices - The exercise price for the stock options under the 2022 incentive plan has been adjusted from 30.35 CNY to 30.22 CNY due to certain conditions being met [2]. - Further adjustments have been made, reducing the exercise price from 30.22 CNY to 29.92 CNY, with independent directors and the supervisory board confirming these changes [3]. Group 3: Compliance with Regulations - The adjustments to the exercise prices are in accordance with the relevant laws and regulations, including the Company Law and the Management Measures for Equity Incentives [4]. - The adjustments have been authorized by the board of directors and do not require further approval from the shareholders' meeting, as they fall within the authorized scope [4].

Key Points - The company has decided not to adjust the conversion price of its convertible bonds despite triggering conditions for a downward adjustment [1][2] - The current conversion price is set at RMB 56.25 per share, with the adjustment period running from May 10, 2021, to November 2, 2026 [1] - The company issued a total of RMB 3 billion in convertible bonds, which began trading on December 2, 2020 [1] - The initial conversion price was RMB 58.62 per share, which was adjusted to RMB 56.45 and then to RMB 56.25 due to corporate actions [1][2] - The board's decision not to adjust the conversion price is based on confidence in the company's long-term development and intrinsic value [1][2]

北京市汉坤（深圳）律师事务所 关于 立讯精密工业股份有限公司 法律意见书 汉坤（证）字[2025]第 33893-6-O-9 号 中国广东省深圳市福田区中心四路 1-1 号嘉里建设广场第三座 20 层 518048 电话：(86 755) 3680 6500；传真：(86 755) 3680 6599 北京 ? 上海 ? 深圳 ? 香港 ? 海口 ? 武汉 ? 新加坡 ? 纽约 www.hankunlaw.com 北京市汉坤（深圳）律师事务所 法律意见书 致：立讯精密工业股份有限公司 北京市汉坤（深圳）律师事务所（以下简称"本所"）接受立讯精密工业股份有 限公司（以下简称"公司"或"立讯精密"）的委托，担任立讯精密 2019 年股票期权 激励计划（以下简称"本次激励计划"）的专项法律顾问，并根据《中华人民共和国 公司法》（以下简称"《公司法》"）、《中华人民共和国证券法》、中国证券监督 管理委员会（以下简称"中国证监会"）发布的《上市公司股权激励管理办法》（以 下简称"《管理办法》"）等相关法律法规、规章及其他规范性文件和《立讯精密工 业股份有限公司章程》（以下简称"《公司章程》"）的规定，就本次激励计划调整 ...