立讯精密上半年营收同比增20.18%，净利增23.13%，汽车业务强劲增长

Core Insights - The company achieved double-digit year-on-year growth in both revenue and net profit in the first half of 2025, driven primarily by its automotive and communication business segments [1][4] - Revenue for the first half of 2025 reached 124.5 billion yuan, a 20.18% increase compared to the same period last year, while net profit rose to 6.64 billion yuan, up 23.13% [1][2] Financial Performance - Revenue: 124.5 billion yuan, up 20.18% from 103.6 billion yuan in the previous year [2] - Net Profit: 6.64 billion yuan, an increase of 23.13% from 5.40 billion yuan [2] - Basic Earnings Per Share: 0.92 yuan, a growth of 22.67% from 0.75 yuan [2] - Total Assets: 2,443.55 billion yuan, a 9.17% increase [2] - Net Assets: 747.23 billion yuan, up 7.78% [2] Business Segment Performance - Consumer Electronics: Revenue of 977.99 billion yuan, accounting for 78.55% of total revenue, with a year-on-year growth of 14.32% [3][5] - Automotive Business: Revenue of 86.58 billion yuan, a significant increase of 82.07%, marking it as a new growth point [3][4] - Communication Data Center: Revenue of 110.98 billion yuan, up 48.65% year-on-year [3][4] Strategic Focus - The company is capitalizing on the historical opportunity presented by the construction of AI computing power infrastructure, with the automotive business identified as a key driver for long-term sustainable growth [1][4] - The automotive Tier 1 business is gaining traction with major domestic and international automakers, establishing the company as a preferred partner for global clients [4] - The consumer electronics sector is entering a new innovation cycle driven by AI, with the company increasing investments in new materials, technologies, and processes [5]