本周三大指数集体下跌，沪指周跌3.11%。秋乐种业周涨幅达96.77%，金山办公获主力资金加仓超5亿元，宁德时代获融资净买入居首，立讯精密获500家机 构关注。多图速览>> 本周（4月7日至4月11日）A股三大指数集体下跌，沪指周跌3.11%，深成指跌5.13%，创业板指跌6.73%。 ►牛熊股：11只个股涨超40%，这只种业股周涨幅居首 Wind数据显示，本周（4月7日至4月11日）共有25只个股涨幅超30%，11只个股涨超40%。 秋乐种业涨幅居首，周涨幅达96.77%。华光源海、连云港、国芳集团涨幅居前，分别为76.96%、61.41%、61.07%。 跌幅榜中，本周23只个股跌幅超20%，C瑞林周跌41.14%居首，首航新能、浙江华业跌幅分别为30.34%、29.68%。 | 证券间称 | 周涨跌幅 | 证券简称 | 周涨跌幅 | | --- | --- | --- | --- | | 秋乐种业 | 96.77% | C瑞林 | -41.14% | | 天米道短 | 76.96% | 首航新能 | -30.34% | | 连云港 | 61.41% | 浙江华业 | -29.68% | | 国芳集团 | ...

金十数据4月11日讯，4月11日，沪深两市全天成交额合计13486.65亿元，较上一日缩量2608.03亿元。其 中，沪市成交额为5807.91亿元（上一交易日为6823.57亿元），成交量为4.76亿手（上一交易日为5.91亿 手）；深市成交额为7678.74亿元（上一交易日为9271.11亿元），成交量为6.38亿手（上一交易日为7.98 亿手）。立讯精密成交额居首，为86.24亿元。其次是宁德时代、中芯国际、比亚迪、东方财富，成交 额分别为66.97亿元、66.35亿元、66.22亿元、65.4亿元。 沪深两市今日成交额合计13486.65亿元，立讯精密成交额居首 ...

Summary of the Conference Call for Luxshare Precision Industry Co., Ltd. Industry Overview - The conference call primarily discusses the impact of recent changes in tariff policies between the U.S. and China on the consumer electronics manufacturing industry, particularly focusing on Luxshare Precision Industry Co., Ltd. [3][21] Key Points and Arguments 1. **Impact of Tariff Changes**: The recent tariff changes have exceeded market expectations, particularly the U.S. tariffs on products from Southeast Asian countries. Although most products from Luxshare do not export to the U.S., some finished products have been affected, leading to potential production shifts to lower-tariff regions [3][4] 2. **Production Capacity Transfer**: The likelihood of large-scale production capacity transfer from Vietnam to other countries is low unless tariffs in Vietnam exceed those in other countries by 10%. Vietnam's advantages in supply chain connectivity and logistics make it less likely for brands and manufacturers to disrupt existing value chains [4][5] 3. **Cost Sharing Mechanism**: Increased tariff costs are typically shared between supply chain customers and end consumers, rather than being fully borne by manufacturers. The specific sharing ratio depends on market negotiations and the bargaining power of each party [6] 4. **Customer Collaboration**: When facing increased tariffs, customers usually collaborate with suppliers to enhance competitiveness rather than directly passing cost pressures onto manufacturers. Historical data shows that cost pressures due to tariffs have not been directly transmitted to manufacturers [7][8] 5. **Competition Landscape**: The competitive landscape of the consumer electronics industry is not expected to change significantly due to tariff variations. Geopolitical factors and local policies have already influenced the market, and the core competitiveness of companies remains crucial [8][9] 6. **Production Timeline**: If customers require production capacity to be established in low-tariff regions, the fastest timeline for Luxshare to complete production lines is estimated to be between one to one and a half years [14] 7. **Global Tariff Policy Changes**: The current global tariff policy changes are not expected to have a large-scale impact on the consumer electronics manufacturing and automotive industries. The overall market structure remains relatively stable despite tariff fluctuations [21][22] 8. **Inventory Management**: Some companies are preparing inventory in advance to respond to fluctuations in U.S. market demand, but this practice is not widespread. Most companies are only slightly adjusting their inventory levels due to capacity constraints across the entire supply chain [23] 9. **Manufacturing Return to the U.S.**: The feasibility of manufacturing returning to the U.S. is questioned, as it requires a complete and long-term industrial chain, which is currently challenging for the consumer electronics sector. However, high-automation products may have some potential for U.S. production [12] 10. **Regional Production Strategies**: The discussion indicates that while there are considerations for production in regions like India, Mexico, or Brazil, the current conditions do not favor such moves. Vietnam remains a strong manufacturing base due to its established ecosystem [10][11] Other Important Insights - **Tariff Calculation**: Export tariffs are calculated based on the terminal export price, and there may be potential for tariff exemptions based on origin rules, although this remains uncertain [26] - **Flexibility in Global Layout**: Companies are encouraged to maintain a flexible global layout to quickly adapt to policy changes and reduce costs, as demonstrated by Luxshare's established factories in multiple countries [25] - **Market Dynamics**: The dynamics of the consumer electronics market are influenced by various factors, including tariffs, exchange rates, and overall competitiveness, which should be prioritized over panic regarding external changes [28]

Group 1 - The core viewpoint of the article highlights that Lixun Precision has a limited impact from the recent U.S. tariffs on its exports, as the proportion of finished products exported to the U.S. is relatively small [1] - The company anticipates that clients will seek to relocate products exported to the U.S. to regions with lower tariffs, with Vietnam emerging as a key location due to its advantages in logistics, industry chain, and talent [1] - Lixun Precision believes that the competitive landscape in the consumer electronics industry will not significantly change due to tariffs, as the supply chain structure primarily depends on corporate competitiveness [1] Group 2 - Shanghai Jinglin Asset Management Company is a private equity fund management firm focused on investing in listed companies in China, with a strong emphasis on value investment [2] - The firm has a robust track record, with its Jinglin Stable Trust achieving a compound annual return of 26.84% as of April 30, 2015, significantly outperforming the benchmark index [2] - Jinglin Asset Management has a team of over 50 professionals with extensive experience and educational backgrounds, enabling them to conduct in-depth industry and company research [2]

以上内容为证券之星据公开信息整理，由智能算法生成（网信算备310104345710301240019号），不构成投资建议。 机构简介： 永安期货股份有限公司（简称：永安期货）是新三板挂牌企业，证券代码833840，注册资本人民币13.1亿元。公司自成立以来经营规模牢固占据 浙江省第一，是国内唯一连续十八年跻身全国十强行列的期货公司。经营范围：商品期货经纪、金融期货经纪、期货投资咨询、资产管理、基金 销售。公司总部设在杭州，北京、上海、广州、深圳等38个城市设有营业部、分公司，美国芝加哥设有办事处，香港、新加坡设有子公司。全资 子公司--浙江永安资本管理有限公司、浙江中邦实业有限公司、中国新永安（香港）期货有限公司；参股公司--永安国富资产管理有限公司、证通 股份有限公司、浙江玉皇山南对冲基金投资管理有限公司、浙江永安投资咨询有限公司（与欧洲交易量最大的自营交易商OSTC合资成立）。公 司积极创新拓展混业经营、风险管理、财富管理、互联网化、全球配置五大业务领域，致力于成为国内第一、国际一流的综合金融衍生品服务 商。 根据市场公开信息及4月10日披露的机构调研信息，知名私募永安国富近期对1家上市公司进行了调研，相 ...

4月10日早间，果链龙头立讯精密（SZ002475，股价30.73元，市值2227亿元）在最新发布的投资者关系 活动记录表中，就美国对全球其他国家尤其是东南亚国家加征关税的政策影响及公司应对策略做出详细 回应。公司管理层表示："立讯精密国内制造的只有很少一部分成品出口到美国，这部分略有影响。公 司会观察未来关税落地情况，相信客户会要求将这部分出口美国的产品移到相对关税比中国低的地方， 这会带来一些挑战。" 立讯精密再次明确表示："一直以来，按照常规贸易规则，所有硬件制造厂商都不会承担关税、物流、 仓储等成本，这些不是硬件供应商需要考虑的。过往遇到关税问题，都没有出现客户让供应商承担关税 的情况。" Counterpoint Research研究副总裁Neil Shah表示："没有巨额补贴和更便宜、熟练的劳动力，这是绝不可 能实现的。美国制造没有任何成本优势。" 立讯精密还透露，若客户要求在其他低关税地区扩产，公司在已有厂的情况下，可在一年至一年半内完 成新产线并投产。"目前，汽车产业公司早已在北美附近布局，受关税影响较小；通信产业两三年前就 有增加布局墨西哥和越南，但需求量不像消费电子体量那么大，受波及也较小 ...

4月10日，立讯精密在深交所互动易平台回复了关于赴美建厂一事，该公司表示："公司目前没有相关计划。请以 公司披露信息为准，对于有关媒体报道的失实信息，公司保留一切追究其法律责任的权利。" 据《2025年4月9日投资者关系活动记录表》显示，4月9日，立讯精密董事长王来春和众投资者进行了电话会议。 会议中，当被问及未来制造业流回到美国的可能性如何时，王来春表示："各国为自身利益而提出制造业回流目标 很正常，但美国是否具备相关条件是较大的考量，这不只是人才、人力及成本的问题，还涉及非常长的产业链构 成。"她表示，对自动化程度比较高的，类似半导体、集成模组等，也许有可能回流；但产业链条很长、需快速应 变的消费电子产品制造回流非常难。 "有部份汽车和通讯客户希望公司在美国对自动化程度较高的产品提供服务，公司会在要求商业保障的前提下，从 长远发展和安全性考虑。"王来春补充道。 王来春在电话会议中并未提及客户的名字。 此前4月2日，美国总统唐纳德·特朗普在白宫宣布对部分国家和地区加征对等关税，其中对中国大陆、越南、泰 国、日本等进口商品分别加征34%、46%、36%和24%。 4月9日中午12点，美国特朗普政府宣布对华加征 ...

| 序号 | 代码 | 名称 | 最新价 | 涨跌幅 | 主力净流入 | 主力净占比 | | --- | --- | --- | --- | --- | --- | --- | | 1 | 002475 | 立讯精密 | 30.73 | 7.15 | 2.36亿元 | 2.62% | | 2 | 002594 | 比亚迪 | 336.4 | 3.64 | 1.12亿元 | 1.57% | | 3 | 300870 | 欧陆通 | 103.15 | 10.31 | 5732.10万元 | 8.44% | | 4 | 300207 | 欣旺达 | 17.87 | 3.9 | 4887.10万元 | 5.59% | | 5 | 600699 | 均胜电子 | 15.14 | 4.49 | 4670.06万元 | 7.64% | | 6 | 300866 | 安克创新 | 79.35 | 6.62 | 3750.17万元 | 4.69% | | 7 | 603595 | 东尼电子 | 17.62 | 9.99 | 1970.50万元 | 24.42% | | 8 | 002906 | 华阳集团 | 29.03 | 3 ...

立讯精密辟谣美国建厂 智通财经4月10日电，立讯精密4月10日在互动平台辟谣美国建厂传闻。立讯精密称，"目前没有相关计 划。" ...

立讯精密回应美国关税影响：只有很少一部分成品出口到美国，公司消费电子海外扩充计划会优先考虑 东南亚 订阅A股市场资讯 +订阅 金十数据4月10日讯，4月10日早间，果链龙头立讯精密在最新发布的投资者关系活动记录表中，就美国 对全球其他国家尤其是东南亚国家加征关税的政策影响及公司应对策略做出详细回应。公司管理层表 示："立讯国内制造的只有很少一部分成品出口到美国，这部分略有影响。公司会观察未来关税落地情 况，相信客户会要求将这部分出口美国的产品移到相对关税比中国低的地方，这会带来一些挑战。" （每经） ...