Financial Sector - The banking sector showed positive performance with Agricultural Bank of China, Bank of China, and Zhao Bank reporting market capitalizations of 1,977.40 billion, 1,610.30 billion, and 576.28 billion respectively, with respective trading volumes of 1.62 billion, 1.25 billion, and 0.83 billion [3] - Construction Bank and Industrial and Commercial Bank of China also performed well, with market capitalizations of 2,255.10 billion and 2,548.30 billion, and trading volumes of 0.61 billion and 2.13 billion respectively [3] - The overall trend in the banking sector was positive, with most banks showing slight increases in stock prices [3] Insurance Sector - The insurance sector saw China Life Insurance, China Pacific Insurance, and Ping An Insurance with market capitalizations of 370.60 billion, 982.99 billion, and 340.46 billion respectively, and trading volumes of 1.31 billion, 0.57 billion, and 0.50 billion [4] - All three companies experienced slight increases in stock prices, indicating a stable performance in the insurance market [4] Semiconductor Sector - The semiconductor sector had mixed results, with North China Huachuang, Cambricon Technologies, and Haiguang Information reporting market capitalizations of 224.69 billion, 254.35 billion, and 329.78 billion respectively [4] - Trading volumes varied significantly, with Cambricon Technologies leading at 6.80 billion, while North China Huachuang had a trading volume of 1.36 billion [4] - The sector experienced fluctuations, with some companies showing declines in stock prices [4] Automotive Sector - The automotive sector was led by BYD and Great Wall Motors, with market capitalizations of 282.79 billion and 1,068.63 billion respectively [4] - Trading volumes were significant, with BYD at 3.50 billion and Great Wall Motors at 0.21 billion [4] - The sector showed a positive trend with BYD's stock price increasing by 1.00% [4] Energy Sector - In the energy sector, China Petroleum and Sinopec reported market capitalizations of 699.59 billion and 1,599.60 billion respectively, with trading volumes of 0.62 billion and 0.46 billion [4] - The sector showed slight increases in stock prices, indicating a stable performance [4] Other Sectors - The liquor industry, represented by Kweichow Moutai, Shanxi Fenjiu, and Wuliangye, had market capitalizations of 1,860.43 billion, 216.46 billion, and 485.09 billion respectively, with Kweichow Moutai experiencing a slight decline [4] - The food and beverage sector, including companies like Zhongjin Securities and Haitai, showed varied performance with slight fluctuations in stock prices [5]

截至2025年6月10日 10:24，中证粤港澳大湾区发展主题指数(931000)上涨0.26%，成分股胜宏科技(300476)上涨3.72%，广州发展(600098)上涨3.24%，新宙邦 (300037)上涨3.21%，稳健医疗(300888)上涨2.74%，惠泰医疗(688617)上涨2.69%。大湾区ETF(512970)上涨0.42%，最新价报1.2元。拉长时间看，截至2025 年6月9日，大湾区ETF近2周累计上涨0.67%。 消息面上，6月8日，2025粤港澳大湾区车展正式闭幕。本届车展在9天展期内吸引约89万人次观展，预定成交车辆42823辆，预定成交金额约100.7亿元。据 悉，本届车展规模约26万平方米。其中，8万平方米空间为互动体验区，集中展示了产业创新技术应用，并提供试乘试驾等体验。 光大证券表示，近期国内政策仍积极发力，预计后续政策仍将持续落地。随着"对等关税"按下90天"暂停键"，短期内出口或将保持高增，预计消费仍是经济 修复的重要动能之一。内外因素交织之下，预计指数6 月整体将保持震荡。 大湾区ETF紧密跟踪中证粤港澳大湾区发展主题指数，中证粤港澳大湾区发展主题指数反映受益于粤港 ...

Core Viewpoint - The legal opinion letter from Han Kun Law Offices confirms the legality and validity of the procedures, qualifications, and voting results of the 2025 third extraordinary general meeting of shareholders of Luxshare Precision Industry Co., Ltd. [1][3][4] Group 1: Meeting Procedures - The meeting was convened in accordance with the relevant laws, regulations, and the company's articles of association, with proper notification provided to shareholders [3][4] - The meeting utilized a combination of on-site voting and online voting, held on June 9, 2025, at the company's headquarters in Dongguan, Guangdong Province [4][5] Group 2: Attendance and Qualifications - A total of 6,730 participants attended the meeting, holding 3,876,922,698 shares with voting rights, representing 53.4830% of the total shares [4][5] - The meeting was attended by shareholders, their representatives, and company directors, with the qualifications of all attendees verified as legitimate [5][7] Group 3: Voting Procedures and Results - The voting process was conducted transparently, with separate counting for minority investors, and all agenda items were voted on without any postponements [5][6] - The proposal to acquire shares and assets from subsidiaries of Wentai Technology Co., Ltd. received 98.8643% approval from the voting shareholders, with minority investors showing 96.1557% support [5][6][7] Group 4: Conclusion - The legal opinion concludes that the meeting's procedures, attendance qualifications, and voting results are all in compliance with applicable laws and regulations [6][7]

Meeting Overview - The shareholder meeting of Luxshare Precision Industry Co., Ltd. was attended by 6,730 shareholders and representatives, representing 3,876,922,698 shares, which is 53.4830% of the total shares [1] - Among the attendees, 3 individuals participated in person, representing 2,755,560,159 shares (38.0136% of total shares), while 6,727 minority shareholders voted online [1] Voting Results - The proposal to acquire equity and assets of certain subsidiaries of Wente Technology Co., Ltd. was approved with 3,832,890,880 votes in favor, accounting for 98.8643% of the valid votes [1] - The total valid votes for this proposal were 3,876,922,698 shares, with 9,519,407 votes against (0.2455%) and 34,512,411 abstentions (0.8902%) [1] - For minority shareholders, the valid votes were 1,145,385,062 shares, with 0.8311% in favor and 3.0132% abstaining [1] Legal Compliance - The meeting adhered to the regulations of the "Rules for Shareholder Meetings of Listed Companies" and the "Articles of Association," confirming the legality of the meeting and voting procedures [1]

Committed to Advancing Cutting-Edge Technology, Fulfilling the Ambitions of Our Global Partners 2024 SUSTAINABILITY REPORT Committed to Advancing Cutting-Edge Technology, Fulfilling the Ambitions of Our Global Partners CONTENTS | About this Report | 02 | | --- | --- | | Chairman's Statement | 03 | | About Luxshare Precision | 04 | | Awards and Honors | 06 | | ESG Highlights | 08 | | Overview of System | 10 | | Certifications | | | Appendix | 83 | | --- | --- | | Assurance Report | 83 | | Key Performance Dat ...

北京市汉坤（深圳）律师事务所 关于 立讯精密工业股份有限公司 2025 年第三次临时股东会的 法律意见书 汉坤（证）字[2025]第 33893-2-O-13 号 中国深圳市福田区中心四路 1-1 号嘉里建设广场第三座 20 层 518048 电话：(86 755) 3680 6500；传真：(86 755) 3680 6599 北京 上海 深圳 香港 海口 武汉 新加坡 纽约 www.hankunlaw.com 北京市汉坤（深圳）律师事务所 法律意见书 致：立讯精密工业股份有限公司 北京市汉坤（深圳）律师事务所（以下简称本所）接受立讯精密工业股份有限 公司（以下简称公司）的委托，指派本所律师出席公司 2025 年第三次临时股东会 （以下简称本次股东会）进行法律见证。根据《中华人民共和国公司法》《中华人 民共和国证券法》（以下简称《证券法》）、《上市公司股东会规则》（以下简称 《股东会规则》）等有关法律、法规和规范性文件以及《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，本所律师对本次股东会的召集、召开 程序、出席会议人员资格、召集人资格、会议表决程序及表决结果等事项出具本法 律意见书。 为 ...

| 证券代码：002475 | 证券简称：立讯精密 | 公告编号：2025-080 | | --- | --- | --- | | 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 年第三次临时股东会决议公告 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。 特别提示： 一、会议召开情况 6、会议的召集、召开符合《公司法》、《上市公司股东会规则》、《深圳证券交易 所股票上市规则》以及《公司章程》的有关规定。 二、会议出席情况 参加本次股东会的股东及股东代理人共 6,730 人，代表股份 3,876,922,698 股， 占公司股份总数 7,248,889,076 股的 53.4830%。其中，参加本次现场股东会的股东 及股东代理人共 3 人，代表股份 2,755,560,159 股，占公司股份总数的 38.0136%； 参加本次股东会网络投票并进行有效表决的中小股东共 6,727 人，代表股份 1,121,362,539 股，占公司股份总数的 15.4694%。 公司部分董事、监事、高级管理人员和见证律师列席会议。 三、 ...

Core Viewpoint - The acquisition of certain businesses from Wentech Technology by Luxshare Precision has been approved, marking a significant turning point in the consumer electronics manufacturing industry and indicating the emergence of a manufacturing giant platform [1][2]. Group 1: Transaction Details - Luxshare Precision will acquire 100% equity of multiple subsidiaries and business assets from Wentech Technology for 4.389 billion yuan, which includes operations in various locations such as Kunming, Huangshi, Shenzhen, and Hong Kong [1]. - This transaction is not merely a commercial exchange but a strategic move for both companies, with Wentech Technology focusing on the semiconductor sector post-acquisition [1]. Group 2: Impact on Luxshare Precision - The acquisition allows Luxshare Precision to gain a complete ODM R&D manufacturing system in mobile phones, tablets, laptops, and IoT, addressing its long-standing gap in integrated system R&D capabilities [2]. - Luxshare Precision's business scope will expand significantly to include a full range of computing terminal products, enhancing its ability to participate in the manufacturing of smart devices and data center servers [2]. - The company is now positioned to integrate component R&D, mainboard assembly, and software-hardware solutions, moving closer to establishing a comprehensive electronic manufacturing platform [2]. Group 3: Industry Implications - The merger of Luxshare Precision and Wentech Technology is expected to enhance resource integration and scale effects, leading to greater advantages in R&D investment and production cost control [3]. - This consolidation may accelerate industry reshuffling and upgrades, prompting more companies to innovate and expand their business in response to increasing market competition [3]. - The consumer electronics manufacturing industry is likely to undergo a new wave of transformation, with Luxshare Precision playing a crucial role in leading this change [3].

Core Insights - The AR glasses industry is a significant part of China's strategic emerging industries and digital economy, with strong government support for innovation and industrialization in virtual reality and related fields [2][20] - The industry is characterized by a high market concentration, with the top five companies holding a combined market share of 89.9% in 2023, indicating a strong competitive landscape [16] - The AR glasses market in China is experiencing robust growth, with shipments reaching 261,000 units in 2023, and projections for continued expansion in 2024 [2] Industry Overview - The AR glasses industry is divided into three main segments: upstream (core technology R&D and component supply), midstream (device manufacturing and integration), and downstream (application scenarios and ecosystem services) [2] - Key technologies in the upstream segment include interaction technologies such as gesture recognition and voice control, with significant advancements in optical waveguide technology enhancing comfort and display quality [2][20] - The integration of AI technology with AR glasses is providing enhanced smart capabilities, contributing to the rapid growth of the consumer market [2] Market Data - According to IDC, the shipment volume of AR glasses in China reached 261,000 units in 2023, with split AR glasses accounting for 230,000 units and all-in-one AR glasses for 31,000 units [2] - The market is projected to continue growing, with expectations for increased shipments in 2024 [2] Key Players - The top ten representative companies in the AR glasses industry include: 1. Thunderbird Innovation - Focused on consumer-grade AR ecosystems with products like the Thunderbird Air series [4] 2. Tai Ruo Technology - Known for its Nreal Light and other MR devices [4] 3. Lingban Technology - Offers lightweight AR glasses with advanced AI features [4] 4. Yingmu Technology - Specializes in AI smart glasses and wireless AR solutions [4] 5. Liangfengtai - Develops AR terminals and cloud solutions for industrial applications [4] 6. GoerTek - A leading manufacturer in the AR glasses OEM sector, holding significant market share [4] 7. Luxshare Precision - Known for its innovative AR glasses using PVG optical waveguide technology [4] 8. Xingji Meizu - Focuses on AI-enabled AR glasses with a strong market presence [4] 9. Li Weike - Targets the youth market with trendy AR products [4] 10. Huawei - Recently entered the AR glasses market with its Vision Glass product line [4] Consumer Insights - The primary use case for AR glasses among consumers is for viewing content, which accounts for 59% of usage scenarios, highlighting the importance of entertainment features in product development [18] - Companies are encouraged to focus on enhancing user experience in entertainment, gaming, and commuting to meet evolving consumer demands [18]

金融界6月6日消息，A股三大指数收盘涨跌不一，中证申万一带一路主题投资指数 (CSSW丝路， 930620)下跌0.16%，报1306.24点，成交额549.92亿元。 从指数持仓来看，中证申万一带一路主题投资指数十大权重分别为：紫金矿业（6.0%）、格力电器 （5.48%）、美的集团（5.43%）、贵州茅台（5.21%）、宁德时代（4.87%）、五粮液（4.5%）、迈瑞 医疗（3.84%）、立讯精密（3.67%）、中国神华（3.57%）、伊利股份（3.57%）。 数据统计显示，中证申万一带一路主题投资指数近一个月上涨2.27%，近三个月下跌1.31%，年至今下 跌4.08%。 从中证申万一带一路主题投资指数持仓的市场板块来看，深圳证券交易所占比52.22%、上海证券交易 所占比47.78%。 据了解，中证申万一带一路主题投资指数选取100只盈利能力较高、盈利成长较强、且盈利较为稳定的 参与一带一路建设或与一带一路国家或地区进行进出口贸易的上市公司证券，以反映受益于一带一路主 题的代表性上市公司证券的整体表现。该指数以2008年12月31日为基日，以1000.0点为基点。 从中证申万一带一路主题投资指数持仓样 ...