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 ...

| 证券代码：002475 | 证券简称：立讯精密 | 公告编号：2025-027 | | --- | --- | --- | | 债券代码：128136 | 债券简称：立讯转债 | | 经审核，监事会认为： 本次交易事项交易对价以后续相关审计评估结果为依据，在双方协商基础上确 定，遵循了公平、公正、公允的原则，没有损害公司及股东尤其是中小股东的利益。 监事会同意本次股权及资产交易事项。 表决结果：三票赞成、零票反对、零票弃权。 根据相关法律法规的要求，本议案尚需提交股东会审议，股东会召开时间另行通 知。 立讯精密工业股份有限公司 第六届监事会第九次会议决议公告 本公司及监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"）第六届监事会第九 次会议于 2025 年 3 月 18 日以电子邮件或电话方式发出通知，并于 2025 年 3 月 20 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。应出席会议监事 3 人，实际出席会议监事 3 人，会议由监事会主席夏艳 容女士主持，会 ...

| 证券代码：002475 | 证券简称：立讯精密 | 公告编号：2025-026 | | --- | --- | --- | | 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 第六届董事会第十次会议决议公告 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 次会议于 2025 年 3 月 18 日以电子邮件或电话方式发出通知，并于 2025 年 3 月 20 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 7 名，实到董事 7 名，公司部分监事及高级管理人员 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， 会议审议了会议通知所列明的以下事项，并通过决议如下： 一、审议通过《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议案》 与会董事同意通过公司《关于收购闻泰科技股份有限公司部分子公司股权及资 产的议案》。 经审核，董事会认为： 本次交易是为了进一步提升公司 ...

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 3 月 13 日召开第 六届董事会第九次会议和第六届监事会第八次会议，审议通过了《关于调整 2019 年 股票期权激励计划预留授予行权数量及注销部分股票期权的议案》。 在 2019 年股票期权激励计划预留授予的第五个等待期内，原激励对象中有 7 名 激励对象因个人原因离职，不再具备激励资格；10 名激励对象考核的结果为 B，可 行权比例为第五期可行权数量的 70%。公司董事会经公司 2019 年第一次临时股东 大会的授权，根据《上市公司股权激励管理办法》及公司《2019 年股票期权激励计 划（草案）》及相关规定，同意上述 7 名离职人员已获授但尚未行权的全部股票期权， 以及 10 名绩效考核不达标人员已获授但尚未行权的当期部分股票期权不得行权，由 公司进行注销，拟注销的股票期权共计 338,541 份。以上内容详见巨潮资讯网 （http://www.cninfo.com.cn）《关于调整 2019 年股票期权激励计划预留授予行权数 量及注销部分股票期权 ...

| 证券代码：002475 | 证券简称：立讯精密 | 公告编号：2025-025 | | --- | --- | --- | | 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 2019 年股票期权激励计划预留授予第五个行权期 采用自主行权模式的提示性公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假记 载、误导性陈述或重大遗漏。 特别提示： 1、2019 年股票期权激励计划预留授予期权简称：立讯 JLC3，期权代码：037849。 2、2019 年股票期权激励计划预留授予符合本次行权条件的 207 名激励对象在 第五个行权期可行权的股票期权数量共计 3,249,094 份，行权价格为 13.05 元/股。 3、本次行权采用自主行权模式。 4、公司 2019 年股票期权激励计划预留授予部分共五个行权期，第五个行权期 可行权期限为 2025 年 3 月 21 日至 2025 年 11 月 26 日。截至本公告日，中国证券 登记结算有限责任公司深圳分公司的手续已办理完成。 5、本次可行权股票期权若全部行权，公司股份仍具备上市条件。 立讯精密工业股份有 ...