| 证券代码：002475 | 证券简称：立讯精密 | 公告编号：2025-091 | | --- | --- | --- | | 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"立讯转债"恢复转股的公告 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。 特别提示： 债券代码：128136 债券简称：立讯转债 转股期限：自2025年7月14日起恢复转股 立讯精密工业股份有限公司（以下简称"公司"）因实施公司2024年年度权 益分派，根据《立讯精密工业股份有限公司公开发行可转换公司债券募集说明书》 及相关规定，公司可转换公司债券（债券简称：立讯转债；债券代码：128136） 于2025年7月3日起暂停转股。根据规定，立讯转债将在本次权益分派股权登记 日后的第一个交易日（即2025年7月14日）起恢复转股。敬请公司可转换公司债 券持有人注意。 特此公告。 立讯精密工业股份有限公司 董事会 2025 年 7 月 9 日 ...

Group 1 - The core index of the A-share market, the China Securities Industrial 4.0 Index, closed down by 0.49% at 3904.5 points with a trading volume of 43.951 billion yuan [1] - Over the past month, the China Securities Industrial 4.0 Index has increased by 3.35%, by 12.78% over the last three months, and by 4.33% year-to-date [1] - The index reflects the overall performance of companies related to Industrial 4.0, including control hardware, control software, and terminal hardware providers [1] Group 2 - The top ten weighted stocks in the China Securities Industrial 4.0 Index include Industrial Fulian (6.27%), Zhongke Shuguang (5.42%), and Lixun Precision (5.38%) [1] - The market capitalization distribution shows that 56.43% of the index is from the Shenzhen Stock Exchange, 43.35% from the Shanghai Stock Exchange, and 0.22% from the Beijing Stock Exchange [1] - The index sample is adjusted quarterly, with adjustments occurring in the second Friday of March, June, September, and December [2] Group 3 - The industry composition of the index sample indicates that information technology accounts for 60.75%, industrial sector for 33.51%, and communication services for 5.74% [2] - Weight factors are generally fixed until the next scheduled adjustment, with special circumstances allowing for temporary adjustments [2] - Companies that are delisted or undergo mergers, acquisitions, or splits will be handled according to the calculation and maintenance guidelines [2]

Core Viewpoint - Hongshida Intelligent Technology Co., Ltd. has been accepted for IPO on the Beijing Stock Exchange, aiming to raise 217 million yuan for expansion and development [3]. Company Overview - Hongshida was established in 2011 with a registered capital of 42.66 million yuan, focusing on the R&D, production, and sales of intelligent automation equipment and flexible production lines [3]. - The company is recognized as a high-tech enterprise and a national-level "little giant" enterprise [3]. Financial Highlights - The company plans to use approximately 46% of the raised funds (100 million yuan) for repaying bank loans and supplementing working capital [3]. - Total assets increased from 609.25 million yuan in 2022 to 855.92 million yuan in 2024, showing a significant growth trend [4]. - Shareholder equity rose from 264.12 million yuan in 2022 to 422.17 million yuan in 2024 [4]. - Revenue increased from 397.27 million yuan in 2022 to 648.58 million yuan in 2024, with a net profit growth from 29.69 million yuan to 53.49 million yuan during the same period [4]. Customer Concentration - The company has a high customer concentration, with the top five customers accounting for 70.35%, 50.26%, and 62.67% of total revenue in the respective years [6]. - The largest customer is Luxshare Precision, contributing 22.63% of sales in 2024 [5][6].

Core Viewpoint - The China A-share market shows mixed performance with the China Securities Index for Global Information Technology of Mainland Enterprises (CN Information Composite) closing at 6497.48 points, reflecting a 6.09% increase over the past month, a 19.95% increase over the past three months, and a 10.76% increase year-to-date [1] Group 1: Index Performance - The CN Information Composite Index has increased by 6.09% in the last month [1] - The index has seen a 19.95% rise over the past three months [1] - Year-to-date, the index has grown by 10.76% [1] Group 2: Index Composition - The top ten holdings in the CN Information Composite Index include Xiaomi Group-W (10.74%), SMIC (2.19%), Luxshare Precision (1.99%), BOE Technology Group (1.64%), and others [1] - The index is composed of various sectors, with the largest being electronic terminals and components (27.42%), integrated circuits (22.06%), and software development (14.79%) [2] Group 3: Market Distribution - The Shenzhen Stock Exchange accounts for 45.12% of the holdings, while the Shanghai Stock Exchange represents 36.04% [2] - The Hong Kong Stock Exchange has a 17.90% share, with minimal contributions from other exchanges such as the Beijing Stock Exchange (0.37%) and the New York Stock Exchange (0.12%) [2] Group 4: Sample Adjustment - The index samples are adjusted biannually, specifically on the second Friday of June and December [3] - Temporary adjustments may occur due to special circumstances affecting the sample companies [3]

Market Overview - The FTSE China A50 Index components showed varied performance, with the liquor sector rising throughout the day while the semiconductor sector experienced a decline in the afternoon [1] Insurance Sector - China Life Insurance, China Pacific Insurance, and Ping An Insurance had market capitalizations of CNY 376.78 billion, CNY 356.91 billion, and CNY 1,017.95 billion respectively, with trading volumes of CNY 0.75 billion, CNY 2.22 billion, and CNY 0.84 billion [3] - The stock prices changed as follows: China Life Insurance decreased by CNY 0.73 (-1.93%), China Pacific Insurance decreased by CNY 0.55 (-0.97%), and Ping An Insurance decreased by CNY 0.14 (-1.62%) [3] Liquor Industry - Kweichow Moutai, Shanxi Fenjiu, and Wuliangye had market capitalizations of CNY 1,782.39 billion, CNY 217.50 billion, and CNY 472.00 billion respectively, with trading volumes of CNY 3.95 billion, CNY 2.00 billion, and CNY 2.48 billion [3] - Stock price changes included Kweichow Moutai increasing by CNY 2.38 (+1.35%), Shanxi Fenjiu increasing by CNY 0.82 (+0.68%), and Wuliangye increasing by CNY 2.77 (+0.20%) [3] Semiconductor Sector - Northern Huachuang, Cambricon Technologies, and Hygon had market capitalizations of CNY 238.96 billion, CNY 223.82 billion, and CNY 314.69 billion respectively, with trading volumes of CNY 1.47 billion, CNY 1.23 billion, and CNY 2.64 billion [3] - The stock prices changed as follows: Northern Huachuang decreased by CNY 7.77 (-1.43%), Cambricon Technologies decreased by CNY 1.51 (-1.10%), and Hygon decreased by CNY 2.82 (-0.84%) [3] Automotive Sector - BYD, Great Wall Motors, and Beijing-Shanghai High-Speed Railway had market capitalizations of CNY 187.27 billion, CNY 1,790.16 billion, and CNY 280.83 billion respectively, with trading volumes of CNY 3.97 billion, CNY 0.31 billion, and CNY 0.56 billion [3] - Stock price changes included BYD decreasing by CNY 1.08 (-0.33%), Great Wall Motors decreasing by CNY 0.08 (-0.36%), and Beijing-Shanghai High-Speed Railway increasing by CNY 0.03 (+0.53%) [3] Shipping and Oil Sector - COSCO Shipping Holdings, Sinopec, and PetroChina had market capitalizations of CNY 235.91 billion, CNY 688.67 billion, and CNY 1,570.32 billion respectively, with trading volumes of CNY 0.77 billion, CNY 1.08 billion, and CNY 0.76 billion [3] - The stock prices changed as follows: COSCO Shipping Holdings remained unchanged, Sinopec decreased by CNY 0.09 (-0.59%), and PetroChina increased by CNY 0.01 (+0.12%) [3] Coal and Battery Sector - China Shenhua, Shaanxi Coal and Chemical Industry, and CATL had market capitalizations of CNY 185.95 billion, CNY 745.07 billion, and CNY 1,234.66 billion respectively, with trading volumes of CNY 0.79 billion, CNY 0.69 billion, and CNY 7.95 billion [3] - Stock price changes included China Shenhua increasing by CNY 7.49 (+2.84%), Shaanxi Coal and Chemical Industry decreasing by CNY 0.22 (-0.58%), and CATL increasing by CNY 0.03 (+0.16%) [3] Other Sectors - Various sectors such as food and beverage, electronics, and pharmaceuticals showed mixed performance in terms of market capitalization and stock price changes [4]

Financial Sector - The banking sector showed a general upward trend with notable performances from major banks such as China Life Insurance and Ping An Insurance, with market capitalizations of 380.77 billion and 1,023.96 billion respectively [4] - China Life Insurance experienced a slight decline of 0.29% while Ping An Insurance decreased by 0.58% [4] Semiconductor Sector - The semiconductor sector displayed mixed results, with North Huachuang's market capitalization at 241.30 billion and a decrease of 0.32% [4] - Cambrian's stock price increased slightly by 0.13%, while Haiguang Information saw a decline of 0.49% [4] Automotive Sector - The automotive sector, led by BYD with a market capitalization of 1,790.49 billion, experienced a minor decline of 0.31% [4] - Great Wall Motors and China Railway High-speed also showed slight increases of 0.41% and 1.05% respectively [4] Energy Sector - In the energy sector, China Petroleum and China Petrochemical had market capitalizations of 1,588.62 billion and 693.52 billion respectively, with China Petroleum increasing by 1.28% [4] - China Shipping Development remained stable with no change [4] Coal Industry - The coal industry saw Shaanxi Coal and China Shenhua with market capitalizations of 750.83 billion and 185.66 billion respectively [4] - China Shenhua's stock price increased by 4.03% while Shaanxi Coal remained unchanged [4] Food and Beverage Sector - The food and beverage sector included major players like Haitian Flavor Industry with a market capitalization of 228.10 billion, which increased by 0.46% [5] - Other companies in this sector showed stable performances with minor fluctuations [5] Electronics and Pharmaceuticals - The electronics sector, represented by Hon Hai Precision Industry, had a market capitalization of 365.78 billion and a slight increase of 0.34% [5] - In pharmaceuticals, Hengrui Medicine's market capitalization was 529.06 billion, with a notable increase of 0.99% [5] Logistics and Medical Devices - The logistics sector, led by SF Holding, had a market capitalization of 2,415.92 billion, experiencing a decline of 0.88% [5] - In medical devices, Mindray Medical's market capitalization was 172.94 billion, with a minor decrease of 0.02% [5] Metals and Construction - The non-ferrous metals sector included Zijin Mining with a market capitalization of 247.51 billion, which saw a decline of 3.38% [5] - China State Construction had a market capitalization of 1,700.78 billion, with a slight increase of 0.67% [5]

Core Viewpoint - Lixun Precision is planning to issue H-shares to enhance its global strategy, improve overseas financing capabilities, and increase governance transparency, which is expected to boost its international competitiveness and support further business development in key sectors like consumer electronics, automotive, and communications [1][4][6] Group 1: Financial Performance - In 2024, Lixun Precision achieved a revenue of 268.795 billion yuan, a year-on-year increase of 15.91%, and a net profit of 13.366 billion yuan, up 22.03% [2] - In Q1 2024, the company continued its growth trend with a revenue of 61.788 billion yuan, reflecting a 17.9% year-on-year increase, and a net profit of 3.044 billion yuan, up 23.17% [2] Group 2: Business Expansion - Lixun Precision has diversified its business beyond consumer electronics, actively expanding into automotive and communications sectors, enhancing its international presence [2][3] - The company has made strategic acquisitions, including the purchase of a 50.1% stake in German automotive wiring manufacturer Leoni AG, which will enhance its capabilities in automotive electronics and smart driving components [3] Group 3: Market Positioning - The upcoming H-share listing is expected to provide crucial funding for overseas acquisitions and business expansion, allowing Lixun Precision to build a more stable and diversified revenue source [4][5] - The Hong Kong Stock Exchange's recent reforms are designed to attract high-quality companies, which will benefit Lixun Precision by providing a faster approval process for its listing [5] Group 4: Strategic Goals - The H-share listing is not just about raising funds; it represents a strategic move to position the company for global opportunities and enhance its competitive edge in the international market [6][7] - By tapping into the Hong Kong market, Lixun Precision aims to leverage diverse financing channels and attract top talent, which will drive innovation and support its global development [5][6]

7月2日晚间，精密智造业龙头立讯精密(SZ.002475)公告，公司正在筹划境外发行股份并在香港联合交 易所有限公司上市事项。公司正在与相关中介机构就本次H股发行上市的具体推进工作进行商讨，相关 细节尚未确定，本次H股发行上市不会导致公司控股股东和实际控制人发生变化。 市场人士认为，立讯精密通过赴港上市，能够接触到更为广泛的国际投资者群体，获取多元化的资金来 源，为海外业务拓展、产能扩张等战略举措提供充足的"粮草弹药"。同时，能够进一步提升品牌国际影 响力，分散风险。 全球化布局，不断拓展业务版图 立讯精密自上市后围绕大客户实施了多起收并购，针对大客户的产品品类，公司目前已有较全面的覆 盖，与大客户的合作为公司构建了生存与发展的基础能力。目前，公司已在声、光、电、热、磁、射 频、结构件等底层技术领域建立了完整的能力拼图，并搭建起面向多场景应用的通用技术平台。 作为一家以"制造+科技"双轮驱动的科技制造业龙头，立讯精密通过充分发挥产业协同效应，将主业消 费电子行业做精做强，并借助稳健的主业持续哺育前瞻性产业。 在谈及此次筹划港股发行的意义时，立讯精密表示："通过在港股发行上市，一方面公司能够进一步拓 宽资本市场 ...

Group 1 - The core point of the announcement is that the actual controller and vice chairman of Luxshare Precision Industry Co., Ltd., Mr. Wang Laisheng, plans to increase his shareholding in the company by investing between RMB 200 million and RMB 300 million within a six-month period starting from the announcement date [1] - As of the date of the announcement, Mr. Wang has not yet conducted any share purchases through the Shenzhen Stock Exchange [1] - The company emphasizes that the share purchase plan will comply with relevant regulations and will not involve insider trading or short-term trading [1][2] Group 2 - Mr. Wang currently holds 15,439,647 shares, representing 0.21% of the company's total shares [1] - The company expresses confidence in its intrinsic value and future stable development, indicating a commitment to promoting a healthy capital market [1] - The announcement also notes potential uncertainties regarding the implementation of the share purchase plan due to market conditions or policy changes [1]

证券代码：002475 证券简称：立讯精密 公告编号：2025-090 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 关于公司实际控制人之一、副董事长增持股份计划 时间过半的进展公告 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 9 日披露了《关于 公司实际控制人之一、副董事长增持股份计划的公告》（公告编号：2025-033），公司实际 控制人之一、副董事长王来胜先生拟自增持计划公告之日起 6 个月内通过深圳证券交易所 系统增持公司股份，增持金额不低于人民币 2 亿元，不超过人民币 3 亿元。 截至目前，王来胜先生暂未通过深圳证券交易所以集中竞价交易方式进行增持。 根据《深圳证券交易所上市公司自律监管指引第 10 号——股份变动管理》等有关规 定，截至本公告披露日，王来胜先生增持计划时间已过半，现将有关增持计划进展情况公 告如下： 一、计划增持主体的基本情况 1、计划增持主体：公司实际控制人之一、副董事长王来胜先生。截至目前，王来胜 先生持有公司股份 15,439, ...