富时中国A50指数连续 十几码代 长江电力 中国恢电 (发表) 1935.45亿市值 2526,38亿市值 7063.97亿市值 8.73亿成交额 31.31亿成交额 8.87亿成交额 28.87 16.31 9.41 +0.20(+1.24%) -0.31(-1.06%) -0.01(-0.11%) 证券 电池 中信证券 宁德时代 国泰海通 CATL 4453.57亿市值 3571.78亿市值 13074.73亿市值 35.22亿成交额 18.45亿成交额 34.85亿成交额 20.26 30.05 286.77 +0.27(+0.91%) +0.26(+1.30%) -0.25(-0.09%) 消费电子 互联网服务 工业富联 立讯精密 东方财富 Fil 5455.40亿市值 2719.51亿市值 3810.35亿市值 30.07亿成交额 22.61亿成交额 90.97亿成交额 37.50 27.47 24.11 +0.89(+3.35%) -0.46(-1.21%) +0.40(+1.69%) 家电行业 食品饮料 海天味业 格力电器 kk 海尔智家 2672.99亿市值 2310.30亿市值 2577.4 ...

Group 1 - The article discusses the abnormal taste in water supply in Yuhang District, attributing it to a combination of climate, environmental, and hydrodynamic factors [5] - A joint investigation team was formed to analyze the water quality and environmental data, revealing the presence of sulfur compounds that caused the unpleasant odor [5] - The investigation concluded that the rapid growth of algae due to high temperatures contributed to the issue, with the problem arising from a combination of various factors [5] Group 2 - Juzi Technology submitted its listing application to the Hong Kong Stock Exchange, with Wihua Financing as the sole sponsor [3] - Luxshare Precision announced plans to issue overseas listed foreign shares (H-shares) to enhance its global strategy and improve governance transparency [4] Group 3 - The article highlights the reopening of tourism visas for Chinese citizens by India after a five-year suspension [12][13] - The article mentions the upcoming closure of Hainan Free Trade Port, set to officially start on December 18, 2025, which is seen as a significant step in China's commitment to high-level openness [13][14] Group 4 - The U.S. stock market saw all three major indices rise, with notable gains in popular Chinese concept stocks [14] - Tesla's first Supercharger diner in Los Angeles generated $47,000 in revenue within six hours, indicating strong consumer interest and potential for expansion [21] Group 5 - Amazon's AWS Shanghai AI Research Institute has been disbanded due to strategic adjustments, with the company emphasizing support for affected employees [15] - Volvo plans to reform its dealer management processes and introduce a "one-price" model to enhance consumer service quality [15] Group 6 - Pop Mart is suing 7-Eleven in the U.S. for selling counterfeit LABUBU toys, highlighting issues of brand protection in international markets [16][17] - The article mentions the launch of new AI products by various companies, including Alibaba's AI glasses and 360's AI recording pen, indicating a trend towards AI integration in consumer electronics [25][26]

Core Insights - The annual Fortune China 500 list reveals a shift in competition among top companies from scale to "value" amidst a macroeconomic backdrop seeking new balance, with total revenue slightly adjusted and total profit rising [2] Group 1: Company Performance - SF Express ranked 93rd, leading the Bao'an group, with a remarkable financial performance, achieving a net profit exceeding 10.17 billion yuan for the first time [3] - Luxshare Precision ranked 103rd, transitioning from consumer electronics to the smart automotive sector, with a 50% year-on-year growth in automotive interconnect products [3] - Aoxin Energy, ranked 299th, saw a 107% surge in energy storage system installations, establishing itself as a significant player in the energy storage sector [4] - Grinmei, ranked 411th, is a leader in the global supply of ternary precursor materials for power batteries, converting waste batteries into key materials for electric vehicles [4] - Pengding Holdings, maintaining its position as the largest PCB manufacturer globally, ranked 397th, showcasing steady growth and solidifying its role in high-end manufacturing [4] Group 2: Regional Development - Bao'an's industrial land preparation ranked first in the city over the past three years, supplying 31 plots totaling 934,000 square meters, supporting 35 key enterprises and potentially increasing output by over 200 billion yuan [6] - The "industrial building up" model has opened new avenues for industrial development, enhancing land utilization efficiency [6] - Bao'an has developed a highly collaborative industrial ecosystem in electronics, intelligent equipment, and new materials, enabling efficient manufacturing processes within a one-hour production circle [7] - The district has implemented a "three ones" enterprise service system, achieving a 98.4% completion rate for 2,563 collected enterprise requests and facilitating approximately 47.43 billion yuan in financing [7][8]

Core Viewpoint - Luxshare Precision plans to issue H shares and list on the Hong Kong Stock Exchange to enhance its global strategy, improve overseas financing capabilities, and increase governance transparency [1][6]. Meeting Details - The 14th meeting of the 6th Supervisory Board was held on July 20, 2025, with all three supervisors present, and the meeting complied with relevant laws and regulations [1]. H Share Issuance Proposal - The Supervisory Board approved the proposal for issuing H shares and listing on the Hong Kong Stock Exchange, which requires shareholder approval [1][6]. - The proposed H shares will have a nominal value of RMB 1.00 and will be issued in foreign currency [1][6]. Issuance Plan - The issuance will include both public offerings in Hong Kong and international placements, with a maximum of 5% of the total share capital being offered [1][4]. - The final issuance scale will be determined based on market conditions and regulatory approvals [1][6]. Pricing Mechanism - The pricing of the H shares will be determined through a market-oriented approach, considering shareholder interests and market demand [3][5]. Fund Utilization - Proceeds from the H share issuance will be used for expanding production capacity, upgrading facilities, R&D, and repaying bank loans, among other purposes [6][7]. Validity of Resolutions - The resolutions regarding the H share issuance will remain valid for 24 months from the date of shareholder approval [8]. Profit Distribution - The undistributed profits before the H share issuance will be shared among all shareholders based on their holdings after the issuance [9]. Insurance and Audit - The company will purchase liability insurance for directors and senior management and has appointed a reputable auditing firm for the H share issuance [9][10]. Company Structure Change - Following the H share issuance, the company will transition to a foreign-funded company, allowing it to be publicly listed in both A-share and H-share markets [6].

证券代码：002475 证券简称：立讯精密 公告编号：2025-110 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 关于制定发行 H 股股票后适用的公司章程及其附件的公告 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"立讯精密"或"公司"）于 2025 年 7 月 23 日召开第六届董事会第十五次会议，审议通过了《关于制定公司于 H 股发行上 市后适用的 <立讯精密工业股份有限公司章程 草案="草案"> 及相关议事规则（草案）的 议案》，本议案尚需提交股东会审议，现将有关情况公告如下： 一、修订说明 鉴于公司拟发行境外上市外资股（H 股）股票并申请在香港联合交易所有限公司 （以下简称"香港联交所"）主板挂牌上市（以下简称"本次发行上市"），根据相关 规定，公司拟对《立讯精密工业股份有限公司章程》及其附件《立讯精密工业股份有 限公司股东会议事规则》和《立讯精密工业股份有限公司董事会议事规则》进行修订， 形成本次发行上市后适用的《立讯精密工业股份有限公司章程（草案）》及其附件《立 讯精密工业股份有限公 ...

证券代码：002475 证券简称：立讯精密 公告编号：2025-108 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"立讯精密"或"公司"）于 2025 年 7 月 23 日召开第六届董事会第十五次会议，审议通过了《关于修订 <立讯精密工业股> 份有限公司章程>及内部治理制度的议案》，本议案尚需提交股东会审议，现将有关 情况公告如下： 一、修改《公司章程》及其附件的原因及依据 根据《中华人民共和国公司法》 《关于新 <公司法> 配套制度规则实施相关过渡期 安排》 《上市公司章程指引》 《深圳证券交易所股票上市规则》 《深圳证券交易所上市 公司自律监管指引第 1 号——主板上市公司规范运作》等法律、法规的相关规定， 结合公司实际情况，公司对《立讯精密工业股份有限公司章程》 （以下简称"《公司章 程》"）及其附件《立讯精密工业股份有限公司股东会议事规则》 《立讯精密工业股份 有限公司董事会议事规则》中相关条款作出相应修订。 二、《公司章程》修改情况 本次《公 ...

Group 1 - The company held its sixth board meeting on July 23, 2025, where it approved the establishment of a worker representative director position to enhance corporate governance and protect employee rights [1][2] - The election of the worker representative director is contingent upon the approval of the revised articles of association at the fourth extraordinary general meeting of shareholders in 2025 [1] - The board's nomination committee will be adjusted following the company's upcoming listing of H shares on the Hong Kong Stock Exchange, with specific members appointed to the committee [2] Group 2 - The newly elected worker representative director meets all legal and regulatory qualifications as per the company’s articles of association [2] - The adjustment of the nomination committee will take effect upon the board's approval and the listing of H shares [2]

Market Performance - In Q2 2025, major A-share indices generally rose, with the North Star 50 increasing by 13.85% and the Shanghai Composite Index rising by 3.26%[13][17] - The top five performing sectors included Comprehensive Finance (32.16%), National Defense and Military Industry (16.03%), and Banking (12.62%) while the worst performers were Food and Beverage (-5.13%) and Home Appliances (-3.45%) [17][18] Fund Issuance and Positioning - A total of 66 equity-oriented active funds were established in Q2 2025, with a total share of 338.57 billion, marking an increase in issuance compared to the previous quarter[2][25] - The average stock positions of various types of equity-oriented active funds increased, with mixed equity funds reaching an average position of 88.46%[29] Sector and Stock Holdings - The top five sectors with increased holdings were Communication, Banking, National Defense and Military Industry, Non-Bank Financials, and Media, with Communication and Banking seeing increases of over 1%[4][42] - The top five stocks with the largest increases in holdings were Zhongji Xuchuang, Xinyi Sheng, Hudian Co., Shenghong Technology, and SF Express, while the largest reductions were seen in BYD, Kweichow Moutai, and Wuliangye[5][43] Billion Fund Holdings - The largest changes in holdings among billion-dollar funds were observed in SF Express, Xinlitai, and Ningde Times, with the National Defense and Military Industry sector seeing a significant increase from 0 to 10.76 billion[6] Southbound Capital Analysis - In Q2 2025, the top five stocks held by southbound funds included Tencent Holdings, Xiaomi Group, and Alibaba, with notable increases in holdings for Sinda Biopharmaceuticals and Pop Mart[7]

苹果供应链龙头企业立讯精密（002475）赴港上市加速推进。 作为高端精密制造领域的领军企业，立讯精密形成了覆盖消费电子、汽车、通信及数据中心等领域的多 元化头部客户矩阵。在全球产能布局方面，公司制造基地广泛分布于中国、越南、泰国、印尼、马来西 亚、罗马尼亚、摩洛哥、印度、墨西哥、德国等国家。 在中国，立讯精密于广东、江西、福建、湖北、江苏、浙江、安徽、河北、陕西、四川等地设立制造基 地，公司有效整合了本土完整的产业链配套资源与高素质人才储备，形成了精密制造的技术高地。在东 南亚、东亚地区，立讯精密布局越南、泰国、印尼、马来西亚、印度等国家，借助当地具备相对优势的 劳动力成本与优惠政策，有效降低生产成本，提升产品价格竞争力。在墨西哥、德国、罗马尼亚、摩洛 哥等国家，立讯精密的产能布局有助于更贴近当地及周边市场，快速响应客户需求，缩短产品交付周 期，增强市场响应灵活性，同时进一步拓展国际市场份额，优化全球市场布局。 业绩方面，2024年全年，立讯精密实现营业收入2687.95亿元，同比增长15.91%，实现净利润133.66亿 元，同比增长22.03%。今年一季度，立讯精密延续业绩增长，实现营收617.88亿元 ...

立讯精密工业股份有限公司 信息披露管理办法 第一章 总则 第一条 为了规范立讯精密工业股份有限公司（以下简称"公司"）的信息 披露行为，保护公司、公司股东及其他利益相关方的合法权益，根据《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 "中国证监会"）发布的《上市公司信息披露管理办法》《深圳证券交易所股票 上市规则》《深圳证券交易所上市公司自律监管指引第 5 号——信息披露事务管 理》等有关法律法规及《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，并结合公司实际情况，制定本办法。 第二条 信息披露义务人应当及时依法履行信息披露义务，披露的信息应当 真实、准确、完整，简明清晰、通俗易懂，不得有虚假记载、误导性陈述或者重 大遗漏。 证券及其衍生品种同时在境内境外公开发行、交易的，其信息披露义务人在 境外市场披露的信息，应当同时在境内市场披露。 信息披露义务人暂缓、豁免披露信息的，应当遵守法律、行政法规和中国证 监会的规定。 第三条 公司的董事、高级管理人员应忠实、勤勉地履行职责，保证披露信 息的真实、准确、完整，信息披露及时、公平。 第四条 除依法需要披 ...