2025年2月27日，同花顺数据显示，立讯精密(SZ.002475)新增"机器人概念"，入选理由为："江苏立讯机 器人有限公司是立讯精密控股子公司。公司基于对电子相关产业所需工艺的深度掌握，对进入人形机器 人等相关新兴产业具备成熟的能力与商业基础。" 当前，消费电子与人形机器人之间的产业融合正在加快推进。东吴证券发布的研报显示，消费电子公司 的迭代降本能力契合人形机器人产业核心诉求，消费电子的成本控制能力有望迁移，成为进军机器人行 业的巨大优势。这意味着莱特定律正在人形机器人领域重现，即生产单位数量每增加一倍，成本就会以 固定百分比下降。 摩根士丹利测算，若人形机器人售价降至1万美元，全球市场规模将突破60万亿美元，而中国供应链凭 借63%的硬件制造份额，将成为最大受益者。 此外，在机器人产业迈向规模化落地的关键阶段，消费电子企业凭借成熟的"快速迭代基因"正展现出独 特的跨界竞争力。消费电子行业常年积累的高频产品迭代能力——从硬件模组标准化开发、供应链敏捷 响应到用户需求快速反馈的闭环体系，恰是突破机器人产业化瓶颈的关键。 3月5日，立讯精密在投资互动平台上再度针对机器人行业进行发声，公司称"立讯拥有从机器人 ...

NEWS REMIND 1.特朗普再次延长TikTok"不卖就禁"期限75天，计划推动成立TikTok美国公司，字节跳动凌晨回应：未达成 任何协议 2. 无招回归后钉钉被曝严查考勤，要求拒加微信只用钉钉，内部人士：部分内容过于夸张，抓考勤是假、回 归创业为真 要闻提示 3. 美团高管变动：高级副总裁张川转顾问，点评交由李树斌负责 4. 余承东卸任华为车BU董事长，知情人士：更聚焦终端与鸿蒙智行 5.东风、长安整合进入方案讨论阶段，长安汽车高管辟谣"长安股东变更后，某些子品牌将关停消失" 6.支付宝测试境外NFC功能，支持余额、花呗、余额宝付款 7.为应对关税，苹果要求供应商降价：推动供应链多元化 8.进口车一律加征25%关税，捷豹路虎：暂停向美国发货 今日头条 HEADLINE NEWS 特朗普再次延长TikTok"不卖就禁"期限75天，计划推动成立TikTok美国公司，字节跳动凌晨 回应：未达成任何协议 当地时间4月4日，美国总统特朗普在社交媒体上宣布，他将再次推迟执行TikTok禁令75天。特朗普称其 政府一直在努力推动一项协议以「挽救TikTok」，并「已经取得重大进展」，但TikTok交易「需要更多 ...

据多家媒体报道，公司计划于2025年在香港上市，预计融资20亿至30亿美元（约合145亿至218亿元人民 币），目前已与多家投行磋商，即将委任承销商启动流程。若成功上市，立讯精密将成为继蓝思科技、 歌尔股份后，又一家登陆港股的"果链三巨头"成员，进一步拓宽国际融资渠道。 2024年前三季度，立讯精密实现营收1771.77亿元，同比增长13.67%；归母净利润90.75亿元，同比上升 23.06%。公司预计2024全年净利润将达131亿至137亿元，增速20%-25%。尽管业绩稳健，但其75.24% 的营收来自苹果业务，客户集中度风险显著。分析人士指出，港股上市有助于立讯引入国际资本，对冲 单一客户波动风险。 2025年以来，港股IPO市场显著回暖。数据显示，香港一季度新股集资额跃居全球第四，中国证监 会"支持行业龙头赴港上市"政策效应凸显。除立讯精密外，宁德时代、美的集团等企业近期均启动港股 融资计划。 作为苹果AirPods核心供应商，立讯精密近年来通过并购快速拓展业务边界。2024年，公司以控股方式 收购德国汽车线束巨头莱尼（LEONI AG），切入奔驰、博世等顶级车企供应链；2025年3月又以6.16亿 ...

Core Insights - Apple COO Jeff Williams emphasized the importance of China in Apple's supply chain, stating that the company will continue to invest heavily in the region, reflecting a long-term commitment to the market [1][2] - The partnership between Apple and Luxshare Precision has expanded significantly since its inception in 2011, with Luxshare now involved in the manufacturing of a wide range of Apple products, including the iPhone 16 and Apple Vision Pro [1][2] - Luxshare's business related to Apple has grown over 50% in the past two years, with the establishment of four new factories in Jiangsu, Shanghai, and Guangdong, employing approximately 160,000 workers across 17 factories [2] Company Performance - Luxshare Precision has been recognized in the Fortune Global 500 for two consecutive years and has consistently ranked in the Fortune China 500 for nine years, highlighting its value creation and resilience [3] - The company anticipates a net profit of between 13.143 billion and 13.691 billion yuan for the fiscal year 2024, representing a year-on-year growth of 20% to 25% [3] - Long-term prospects for Luxshare's consumer electronics business are promising, particularly with the rise of AI and innovative products, aiming to expand its market share and profitability [3] Strategic Focus - Luxshare's future international strategy will focus on deep collaboration with global tech leaders in cutting-edge fields such as AI, smart vehicles, and robotics, while also enhancing international cooperation on technology and standards [4] - The company aims to strengthen its role in the global value chain by participating in the formulation of industry standards and establishing joint laboratories [4]

Core Insights - Lixun Precision has successfully navigated multiple economic cycles since its establishment in 2004, achieving a market capitalization of 300 billion and annual revenue exceeding 230 billion, with net profits surpassing 10 billion [1][2] - The company's growth is attributed to its ability to seize opportunities, deepen core competencies, and adhere to an innovation-driven development strategy [1][2] - Lixun Precision has expanded from consumer electronics into telecommunications and automotive sectors, leveraging precision manufacturing and continuous technological breakthroughs to provide comprehensive solutions [1][2] R&D and Innovation - The company prioritizes R&D innovation, investing heavily in technology to modernize traditional manufacturing processes and enhance automation levels [2] - Lixun Precision focuses on core technologies such as sound, light, electricity, heat, magnetism, and radio frequency, enabling it to offer one-stop product solutions from components to systems for global brand clients [2] Business Expansion - Since its IPO in 2010, Lixun Precision has experienced rapid revenue growth, from 1 billion in 2010 to over 230 billion in 2023, with a 13.67% year-on-year increase in the first three quarters of 2024 [2] - The company announced the acquisition of subsidiaries and business assets from Wentai Technology to enhance its capabilities in the Android ecosystem ODM system integration [3] Global Strategy - Lixun Precision aims to build a "manufacturing + technology" dual-driven global industrial ecosystem, focusing on deep collaboration with leading global technology companies and international cooperation on technology, standards, and ecosystems [4][5] - The acquisition of the German automotive wiring harness company Leoni Group has accelerated the company's transition from regional to global operations in the automotive sector, expanding its customer base to include major global automotive brands [5] Risk Management - The company emphasizes risk control in its strategic decision-making, utilizing a diversified customer structure, localized production, and independent innovation in core technologies to mitigate the impacts of market fluctuations and geopolitical risks [5]

Market Overview - The Shanghai Composite Index rose by 0.05% on April 2, with 18 out of 28 sectors experiencing gains, led by textiles and apparel (up 1.45%) and beauty and personal care (up 1.01%) [1] - The sectors that saw declines included defense and military (down 1.17%) and non-ferrous metals (down 0.87%) [1] - The electronic sector experienced a slight decline of 0.02% [1] Capital Flow Analysis - The net outflow of capital from the two markets was 8.051 billion yuan, with 9 sectors seeing net inflows [1] - The non-bank financial sector had the largest net inflow of 1.787 billion yuan, rising by 0.58% [1] - The communication sector also saw a positive performance with a 0.97% increase and a net inflow of 0.963 billion yuan [1] Electronic Sector Performance - The electronic sector had a net outflow of 2 billion yuan, with 222 stocks rising and 228 stocks falling among 461 total stocks [2] - The top three stocks with the highest net inflow were Huadian Co., Ltd. (1.33 billion yuan), Wanrun Technology (1.16 billion yuan), and Landai Technology (1.05 billion yuan) [2] - The stocks with the largest net outflow included Luxshare Precision (3.77 billion yuan), Xuguang Electronics (2.13 billion yuan), and Gongda Electronics (1.76 billion yuan) [2] Electronic Sector Capital Inflow - The top stocks in the electronic sector by capital inflow included: - Huadian Co., Ltd. (up 1.87%, 133.28 million yuan) - Wanrun Technology (up 4.40%, 115.66 million yuan) - Landai Technology (up 5.35%, 105.29 million yuan) [3] Electronic Sector Capital Outflow - The stocks with the largest capital outflow in the electronic sector included: - Luxshare Precision (down 2.70%, -377.13 million yuan) - Xuguang Electronics (down 0.31%, -213.09 million yuan) - Gongda Electronics (down 8.60%, -175.99 million yuan) [3]

| | 证券代码：002475 | | 证券简称：立讯精密 | | | | | 公告编号：2025-031 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 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 | | | | | | | | | | | | | 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 | | 4 月 | 2 日接到公司控 | | | | | | | | | | 股股东香港立讯有限公司（以下简称"立讯有限"）的函告，获悉其在上海浦东发展银 | | | | | | | | | | | | 行股份有限公司深圳分行（以下简称"浦发银行"）质押的本公司部分股份已解除 | | | | | ...

| 证券代码：002475 | 证券简称：立讯精密 | 公告编号：2025-031 | | --- | --- | --- | | 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 关于控股股东部分股权解除质押的公告 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 4 月 2 日接到公司控 股股东香港立讯有限公司（以下简称"立讯有限"）的函告，获悉其在上海浦东发展银 行股份有限公司深圳分行（以下简称"浦发银行"）质押的本公司部分股份已解除 质押。现将有关情况说明如下： 一、股东股份解除质押情况 本次股份解除质押基本情况： | 股东 | 是否为控股股东 或第一大股东及 | 本次解除质押 | 占其所持 | 占公司总 | 起始日 | 解除日期 | 质权人 | | --- | --- | --- | --- | --- | --- | --- | --- | | 名称 | 其一致行动人 | 股份数量（股） | 股份比例 | 股本比例 | | | | | 立讯 有限 | 是 | ...

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：2025-030 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 2025年第一季度可转换公司债券转股情况公告 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。 特别提示： 证券代码：002475 证券简称：立讯精密 债券代码：128136 债券简称：立讯转债 转股价格：人民币56.47元/股（2025年4月2日生效） 转股期限：2021年5月10日至2026年11月2日 根据《深圳证券交易所股票上市规则》、《深圳证券交易所可转换公司债券业务实施细则》等有关规 定，立讯精密工业股份有限公司（以下简称"公司"）现将2025年第一季度可转换公司债券转股及公司股 份变动情况公告如下： 一、可转换公司债券发行上市概况 （一）可转换公司债券发行情况 经中国证券监督管理委员会《关于核准立讯精密工业股份有限公司公开发行可转换公司债券的批复》 （证监许可[2020]247号）批准，公司于2020年11月3日公开发行3,000.00万张可转换公司债券，每张 ...

Group 1 - The core index, the CSI 300 Value Stable Strategy Index, closed down 0.18% at 6828.26 points with a trading volume of 90.703 billion [1] - The index has increased by 1.02% in the past month, decreased by 0.14% in the past three months, and has also decreased by 0.14% year-to-date [1] - The index is based on a sample space of the CSI 300, CSI 500, and CSI 1000, utilizing factors such as quality, value, and volatility to provide a multi-factor investment tool for investors [1] Group 2 - The top ten holdings of the CSI 300 Value Stable Strategy Index include Kweichow Moutai (6.39%), CATL (4.29%), Ping An Insurance (3.62%), China Merchants Bank (3.41%), Midea Group (3.26%), Industrial Bank (2.97%), Yangtze Power (2.67%), Gree Electric (2.40%), Zijin Mining (2.25%), and Luxshare Precision (2.24%) [1] - The market capitalization distribution of the index shows that the Shanghai Stock Exchange accounts for 64.39% and the Shenzhen Stock Exchange accounts for 35.61% [1] Group 3 - The industry composition of the index includes Financials (21.63%), Industrials (19.74%), Consumer Discretionary (10.50%), Consumer Staples (9.69%), Materials (8.76%), Information Technology (8.00%), Communication Services (6.91%), Health Care (6.34%), Utilities (4.40%), Energy (3.37%), and Real Estate (0.66%) [2] - The index samples are adjusted quarterly, with adjustments occurring in the second week of March, June, September, and December [2] - Public funds tracking the CSI 300 Value Stable Strategy include Huaxia CSI 300 Value Stable Strategy Link A, Huaxia CSI 300 Value Stable Strategy Link C, and Huaxia CSI 300 Value Stable Strategy ETF [2]