| | 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]

Group 1 - The core viewpoint of the news is that Luxshare Precision (立讯精密) has shown positive financial performance with significant revenue and profit growth, indicating a strong market position and potential for future investment [1][3] - As of March 28, 2025, Luxshare Precision's stock closed at 41.21 yuan, up 1.05%, with a trading volume of 497,900 lots and a transaction amount of 2.045 billion yuan [1] - The company reported total operating revenue of 177.177 billion yuan for the third quarter of 2024, representing a year-on-year growth of 13.67%, and a net profit attributable to shareholders of 9.075 billion yuan, up 23.06% year-on-year [1] Group 2 - The company has a liquidity ratio of 1.222 and a quick ratio of 0.839, with a debt-to-asset ratio of 63.04%, indicating a moderate level of financial leverage [1] - Luxshare Precision has made investments in 49 companies and participated in 86 bidding projects, showcasing its active engagement in business expansion [2] - The company holds 129 trademark registrations and 647 patents, along with 29 administrative licenses, reflecting its commitment to innovation and intellectual property [2]

Group 1 - The core viewpoint of the news is that the 中证A100动态指数 has shown a decline of 4.88% over the past month but has increased by 1.41% year-to-date, indicating mixed performance in the market [1] - The top ten holdings of the 中证A100动态指数 include 宁德时代 (13.11%), 中国平安 (10.74%), 比亚迪 (6.71%), 中信证券 (5.03%), 立讯精密 (3.95%), 中芯国际 (3.53%), 汇川技术 (2.84%), 北方华创 (2.63%), 寒武纪 (2.55%), and 海光信息 (2.53%) [1] - The market capitalization distribution of the 中证A100动态指数 shows that 51.23% of the holdings are from the Shenzhen Stock Exchange, while 48.77% are from the Shanghai Stock Exchange [1] Group 2 - The industry composition of the 中证A100动态指数 indicates that Information Technology accounts for 29.75%, Industrial for 27.99%, Financial for 15.78%, Materials for 8.48%, Consumer Discretionary for 7.88%, Communication Services for 5.04%, Real Estate for 2.76%, and Healthcare for 2.33% [2] - The index sample is adjusted biannually, with adjustments occurring on the next trading day after the second Friday of June and December, with a sample adjustment ratio generally not exceeding 10% [2] - In special circumstances, the index may undergo temporary adjustments, and companies that are delisted will be removed from the index sample [2]

Group 1 - The China Securities High-end Manufacturing Quality Growth 50 Index decreased by 0.1%, closing at 1959.99 points with a trading volume of 54.314 billion yuan [1] - Over the past month, the index has declined by 4.54%, increased by 0.33% over the last three months, and has risen by 2.06% year-to-date [1] - The index includes high-growth, high-profitability, and strong cash flow companies in the high-end manufacturing sector, reflecting the overall performance of quality listed companies in this field [1] Group 2 - The top ten weighted companies in the index are: CATL (9.39%), BYD (8.04%), Hansoh Pharmaceutical (4.87%), Luxshare Precision (4.87%), SMIC (4.23%), WuXi AppTec (3.88%), BOE Technology (3.68%), Inovance Technology (3.49%), Mindray Medical (3.44%), and Northern Huachuang (3.22%) [1] - The index's holdings are primarily listed on the Shenzhen Stock Exchange (63.14%) and the Shanghai Stock Exchange (36.86%) [1] Group 3 - In terms of industry composition, the index's sample companies are distributed as follows: Information Technology (36.54%), Industrials (26.29%), Healthcare (17.43%), Consumer Discretionary (12.67%), and Communication Services (7.07%) [2] - The index samples are adjusted biannually, with adjustments occurring on the next trading day after the second Friday of June and December [2] - Weight factors are generally fixed until the next scheduled adjustment, with special circumstances allowing for temporary adjustments [2]

Core Insights - Apple's COO Jeff Williams visited Chinese suppliers Goer and Luxshare Precision, highlighting the importance of the supply chain and collaboration with Chinese companies [1][3][6] Group 1: Goer Technology - Goer has been collaborating with Apple since 2010, expanding partnerships across multiple fields including speakers, receivers, precision components, and assembly projects for AirPods and HomePod [3] - The automation production line at Goer integrates flexible manufacturing and AI technology, significantly improving production line utilization and efficiency [3][4] - Goer has achieved 100% renewable energy usage for Apple production since 2023 and incorporates 80% recycled materials in HomePod injection parts, demonstrating a commitment to sustainable development [5] Group 2: Luxshare Precision - Luxshare began its partnership with Apple in 2011, initially supplying connectors and now covering nearly all Apple product lines, with a 50% growth in Apple-related business over the past two years [6][10] - The Changshu factory of Luxshare integrates various advanced manufacturing technologies, achieving vertical integration from mold processing to component production [6][8] - Luxshare has also achieved 100% renewable energy usage for Apple-related production and actively participates in Apple's training programs, benefiting over 17,000 employees [10] Group 3: Innovation and Future Prospects - The collaboration between Apple and its suppliers has led to significant innovations in manufacturing processes, such as automated glue application, which was previously done manually [9] - Apple's ongoing investment in China includes a new 720 million RMB clean energy fund aimed at enhancing renewable energy capacity [8] - Williams expressed confidence in the future of development through interactions with supply chain engineers, emphasizing the potential for innovation and growth [10]

Group 1: Acquisition and Development Strategy - The acquisition of assets from Wenta aligns with the company's philosophy of "internal growth and external mergers" [2] - The company aims to leverage its strengths in management, smart manufacturing, and vertical integration to enhance the acquired assets' performance [2][3] - The goal is to achieve operational efficiency and profitability in both ODM and OEM businesses within the current fiscal year [3] Group 2: Financial Performance and Projections - The transitional losses from the acquisition will be deducted from the final transaction price [3] - The company expects to balance the profits and losses of ODM and OEM businesses within the current year and reach existing operational standards within three years [3][6] - The anticipated return on equity (ROE) for the ODM business is expected to exceed the current ROE of the company within 2-3 years [6] Group 3: Challenges and Solutions - The profitability issues in Wenta's ODM business stem from both external market pressures and internal coordination inefficiencies [4] - The company plans to optimize supply chain and operational processes to enhance overall efficiency and profitability [4] - The competitive landscape poses challenges for new entrants, making mergers a more effective strategy for resource consolidation [9] Group 4: Customer Engagement and Market Response - Customers have positively responded to the acquisition, expressing strong expectations for improved service and product offerings [5][7] - The company is committed to maintaining effective communication with clients to ensure a smooth transition and integration of resources [5][10] - The strategy includes exploring new business models to better meet diverse customer needs while enhancing market competitiveness [10]

| 证券代码：002475 | 证券简称：立讯精密 | 公告编号：2025-028 | | --- | --- | --- | | 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 关于收购闻泰科技股份有限公司部分子公司股权及资产的公告 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。 一、本次及前次与同一主体交易概述 2025 年 1 月 23 日，立讯精密工业股份有限公司（以下简称"公司"或"立讯 精密"）之全资子公司立讯通讯（上海）有限公司（以下简称"立讯通讯"）与闻泰 科技股份有限公司（以下简称"闻泰科技"）之全资子公司闻泰通讯股份有限公司（以 下简称"闻泰通讯"）共同签署《股权转让协议》（以下简称"ODM 第一期转让协 议"），协议约定立讯通讯以 6.16 亿元的交易对价收购闻泰通讯下属子公司嘉兴永 瑞电子科技有限公司（以下简称"嘉兴永瑞"）100%股权（含下属子公司，下同）、 上海闻泰信息技术有限公司 100%股权（以下简称"上海闻泰信息"）、上海闻泰电 子科技有限公司（以下简称"上海闻泰电子"）100%股权（以下合称 ...