不排除赴美建厂？果链龙头立讯精密回应

Core Viewpoint - Lixun Precision has no current plans to establish a factory in the United States, despite media reports suggesting otherwise. The company emphasizes that any information should be based on official disclosures and reserves the right to pursue legal action against false reports [1]. Group 1: Company Statements - During a recent investor call, Lixun's chairman Wang Laichun discussed the challenges of manufacturing returning to the U.S., highlighting that it involves not just labor and cost considerations but also the complexity of long supply chains [1]. - Wang noted that while some automotive and communication clients are interested in having Lixun provide services for highly automated products in the U.S., the company will only proceed if commercial guarantees are met [1]. - Wang acknowledged that the previously underestimated impact of tariffs on the company, stating that only a small portion of products manufactured domestically are exported to the U.S., which has a slight effect on the company [2]. Group 2: Tariff Implications - The U.S. has recently increased tariffs on Chinese imports, with the overall tariff rate reaching 125% for certain products, significantly impacting the cost structure for companies like Lixun that export to the U.S. [2][5]. - For example, the cost of the iPhone 16 Pro 256GB version is projected to rise from $580 to $1,305 due to the increased tariffs, surpassing the current retail price [5]. - Wang clarified that under conventional trade rules, hardware manufacturers do not bear the costs of tariffs, logistics, or warehousing, as these costs are typically passed on to importers [6]. Group 3: Production and Investment Strategy - Lixun Precision operates production facilities and R&D centers not only in China but also in Malaysia, Thailand, Vietnam, the U.S., and Mexico, indicating a diversified manufacturing strategy [6]. - The company has considered increasing investments in Southeast Asia, particularly in Vietnam, which has a mature industrial infrastructure, although it faces high tariffs as well [6]. - Wang emphasized that unless tariffs on Vietnamese products are significantly higher than those from other countries, it is unlikely that production will shift from Vietnam, as this would increase costs for brands [6].