7月2日，《财富》（中文版）发布了2025年中国最具影响力的商界女性榜单（Most Powerful Women，简称MPW）。这份榜单始于2010年，在过去的十多 年里，中国商界几乎所有重要的女性领导者都在其中有迹可循。 立讯精密的王来春连续第三年位列榜首。曾经是流水线工人的王来春创立了立讯精密，并将其从一家小型代工厂发展为《财富》世界500强企业。 "果链"企业的女性创始人们在今年的榜单上引人瞩目。 和王来春一同登上这份榜单的同行还包括蓝思科技的周群飞和领益智造的曾芳勤。她们在全球政 治经济局势复杂多变的背景下，通过全球产能布局、核心技术创新、多元化客户结构、积极切入新能源汽车和人工智能（AI）硬件等新赛道，来应对不 确定性。立讯精密在一份声明中表示：公司始终将风险控制前置到战略决策中。 "果链"不仅仅是一套难以被复制的制造生态系统，更是中国制造向中国创造跃升过程的缩影，彰显了中国企业在地缘政治动荡中的定力与韧性。 中国的创意经济在数字技术的驱动下展现出巨大活力。 由高准担任首席财务官的字节跳动是全球最重要的社交媒体公司，估值已经超过3,000亿美元，该 公司也在AI赛道上加紧步伐，其豆包大模型成为自De ...

Industry Overview - The film and television recording equipment industry has undergone significant transformation, evolving from traditional devices to high-definition Blu-ray players, smart TV boxes, and online streaming devices to meet diverse consumer demands for high-quality audio-visual experiences [1][13] - The market size of China's film and television recording equipment is projected to grow from 337.635 billion yuan in 2015 to 616.448 billion yuan in 2024, with a compound annual growth rate (CAGR) of 6.92% [1][13] - Future developments in the industry are expected to focus on higher resolution, better sound quality, smarter features, and more convenient usage, alongside innovations driven by virtual reality (VR) and augmented reality (AR) technologies [1][13] Industry Policies - The Chinese government has implemented various supportive policies to foster the development of the film and television equipment industry, including financial support for new production bases and technology upgrades [6][8] - Specific measures include a one-time subsidy of up to 20 million yuan for new film production bases and 10 million yuan for technology trials and applications [6][8] Industry Chain - The industry chain consists of upstream raw materials and components supply, midstream production and manufacturing, and downstream applications in film, photography, home entertainment, education, security monitoring, and live streaming [9] Key Enterprises - Major companies in the Chinese film and television recording equipment sector include Woge Optoelectronics, Chunzong Technology, Jiulian Technology, and others, with a focus on niche markets and technological innovation [2][17] - The competitive landscape is characterized by a mix of foreign dominance in high-end markets and the rise of domestic players, with ongoing efforts to close the technology gap [14][17] Development Trends - The industry is moving towards high-performance and intelligent equipment, with innovations in imaging capture and processing capabilities, such as 8K ultra-high definition and AI-enhanced image quality [23] - Emerging application scenarios, including short video creation and live streaming, are driving demand for lightweight and highly mobile equipment [24] - User experience is becoming a core selling point, with simplified interfaces and natural interaction methods like voice control gaining traction [25]

Group 1 - The core point of the announcement is the adjustment of the conversion price for the company's convertible bonds, which will be effective from July 2, 2025, set at RMB 56.45 per share [1] - The company issued 30 million convertible bonds with a total value of RMB 300 million, which were listed on December 2, 2020 [1] - The conversion period for the bonds is from May 10, 2021, to November 2, 2026 [1] Group 2 - As of June 30, 2025, the total share capital increased to 7,251,396,444 shares, reflecting changes due to stock option exercises and bond conversions [1] - The initial conversion price was RMB 58.62 per share, which was adjusted to RMB 56.47 per share before the latest adjustment [1] - The company reported that the number of unrestricted circulating shares remained at 99.82% of the total share capital after the conversion [1]

前海开源基金首席经济学家杨德龙在接受《证券日报》记者采访时表示，一方面，机构通过调研，可深 入了解企业运营状况、发展战略及行业地位，评估企业盈利能力和成长潜力，为投资决策提供依据。另 一方面，机构通过调研有利于增加市场信息透明度，减少信息不对称，促进市场有效定价，引导资金流 向优质企业。 同花顺（300033）iFinD数据显示，今年上半年，A股共有4417家上市公司获得机构调研，较去年同期 机构调研的4280家公司，增长3.20%。 具体来看，今年上半年，深圳市汇川技术（300124）股份有限公司(以下简称"汇川技术")获得1097家机 构集中调研，位居第一名。立讯精密（002475）工业股份有限公司(以下简称"立讯精密")紧随其后，获 得709家机构集中调研。此外，包括浙江水晶光电（002273）科技股份有限公司、中控技术股份有限公 司、澜起科技股份有限公司等在内的137家公司均接待200家及以上机构调研。 立讯精密有关负责人表示，在AI领域，公司已提前10年布局与服务器相关的电连接、光模块、电源与 散热四大领域。其中，电连接技术处于领先地位，依托电连接领域的领先优势，公司在带动其他产品发 展方面已取得显 ...

| 证券代码：002475 | 证券简称：立讯精密 | 公告编号：2025-082 | | --- | --- | --- | | 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"转股价格调整的公告 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。 重要提示： 调整前"立讯转债"（债券代码：128136）转股价格为 56.47 元/股； 调整后"立讯转债"转股价格为 56.45 元/股； 转股价格调整起始日期：2025 年 7 月 2 日。 一、可转换公司债券转股价格调整依据 根据立讯精密工业股份有限公司（以下简称"公司"或"立讯精密"）《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》（以下简称"《募集说明 书》"）"转股价格的调整及计算方式"条款规定，在可转换公司债券（债券简称"立 讯转债"，债券代码"128136"，以下简称"可转债"）发行后，当公司发生派送 红股、转增股本、增发新股（不包括因本次发行的可转换公司债券转股而增加的股 本）、配股以及派发现金股利等情况时，公司将按上述条件出现的先后顺 ...

| 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56.45元/股（2025年7月2日生效） | | | 转股期限：2021年5月10日至2026年11月2日 | | | 证券代码：002475 | 证券简称：立讯精密 | 公告编号：2025-083 | | --- | --- | --- | | 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年第二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： 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年第二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[2 ...

+0.05(+0.91%) +0.10(+1.18%) +0.05(+1.20%) 保险 中国太保 中国平安 中国人保 01 3851.91亿市值 3598.97亿市值 10143.10亿市值 5.37亿成交额 19.62亿成交额 6.12亿成交额 55.70 8.71 37.41 -0.10(-0.27%) +0.22(+0.40%) 0.00(0.00%) 酸酒行业 贵州茅台 山西汾酒 五粮液 17650.84亿市值 2127.86亿市值 4604.75亿市值 27.94亿成交额 9.82亿成交额 14.49亿成交额 174.42 118.63 1405.10 -0.27(-0.23%) -4.42(-0.31%) -1.97(-1.12%) 半导体 北方华创 寒武纪-U 海光信息 HYGON 2369.53亿市值 3172.72亿市值 2355.31亿市值 11.51亿成交额 59.25亿成交额 26.84亿成交额 443.30 136.50 563.00 +1.09(+0.25%) -38.50(-6.40%) -4.79(-3.39%) 汽车整车 铁路公路 长城汽车 比亚迪 京沪高铁 2803.44 ...

金融界2025年7月1日消息，国家知识产权局信息显示，立讯精密工业股份有限公司取得一项名为"开关 连接器和无线通信模块"的专利，授权公告号CN223052516U，申请日期为2024年09月。 天眼查资料显示，立讯精密工业股份有限公司，成立于2004年，位于深圳市，是一家以从事计算机、通 信和其他电子设备制造业为主的企业。企业注册资本717934.0589万人民币。通过天眼查大数据分析， 立讯精密工业股份有限公司共对外投资了50家企业，参与招投标项目86次，财产线索方面有商标信息 123条，专利信息649条，此外企业还拥有行政许可36个。 专利摘要显示，本实用新型实施例公开了一种开关连接器和无线通信模块，包括绝缘主体、多组金属端 子、多个信号隔离件和屏蔽外壳，绝缘主体内设置有多个纵向设置的插接孔和多个横向贯通设置的端子 槽，每组金属端子包括端部相互搭接的静端子和动端子，屏蔽外壳覆盖在绝缘主体外侧，且设置有多个 避开端子槽的固定部，以屏蔽外部电磁干扰，多个插接孔与多个端子槽一一对应连通，每组端子槽内设 置有一组金属端子，当穿过插接孔按压动端子时，动端子与静端子之间分离，断开该金属端子所连接线 路，实现开关的效果 ...

Group 1 - EVE, a gamified AI companionship application, is currently in beta testing and allows users to interact with AI characters based on personal preferences such as zodiac signs and interests [3] - The AI industry in China is undergoing a critical transformation, characterized by both scale expansion and quality improvement, with global AI core industry expected to grow to $623.3 billion by 2024 according to IDC data [3] - Domestic large models are rapidly iterating and building an open-source ecosystem, with multi-modal AI becoming a core breakthrough direction [3] Group 2 - The Consumer Electronics ETF closely tracks the CSI Consumer Electronics Theme Index, which includes 50 listed companies involved in component production and brand design in the consumer electronics sector [3] - As of June 30, 2025, the top ten weighted stocks in the CSI Consumer Electronics Theme Index account for 51.02% of the index, including companies like Luxshare Precision, SMIC, and BOE Technology Group [4] - The Consumer Electronics ETF has several off-market connection options for investors [4]

Group 1 - The consumer electronics industry is undergoing dual transformations of hardware upgrades and ecosystem restructuring driven by rapid advancements in edge AI technology [1] - Honor's recent AI initiatives exemplify a typical transformation path for terminal manufacturers, with a cumulative investment of 10 billion yuan leading to 2,100 AI patents and significant advancements in productivity scenarios [1] - The integration of hardware and systems is crucial for this transformation, as demonstrated by Honor's "end-near-cloud" architecture that overcomes computing power limitations [1] Group 2 - Honor has established a new industrial incubation department and initiated recruitment for robotics algorithm engineers, indicating a strategic intent to extend into embodied intelligence [2] - Leading OEMs are accelerating vertical integration in response to AI-driven hardware upgrade demands, as seen with Luxshare Precision's acquisition of a loss-making photovoltaic subsidiary [2] - The integration of supply chains is a necessary response to the restructured value chain, with synergies emerging from the collaboration between Luxshare Precision and its acquired assets [2] Group 3 - The consolidation actions of core manufacturers reflect a shift in competitive dimensions within the industry, emphasizing the need for cross-domain technology integration capabilities [3] - The transformation in the electronics industry has moved beyond mere technological iteration to a new phase of ecosystem reconstruction and value chain reshaping [3] - Companies must tackle challenges such as deploying large models on edge devices and achieving multi-device collaboration while also building cost advantages through supply chain integration [3]