LUXSHARE-ICT(SZ:002475) Zheng Quan Shi Bao Wang·2025-08-25 14:16Group 1: Financial Performance - In the first half of 2025, the company achieved operating revenue of 124.503 billion yuan, a year-on-year increase of 20.18%, and net profit of 6.644 billion yuan, a significant year-on-year growth of 23.13% [1] - For the first three quarters of 2025, the company expects net profit attributable to shareholders to reach between 10.89 billion yuan and 11.344 billion yuan, representing a year-on-year growth of 20% to 25% [3] - The estimated net profit for the third quarter is projected to be between 4.246 billion yuan and 4.699 billion yuan, reflecting a year-on-year increase of 15.41% to 27.74% [3] Group 2: Business Segments - In the consumer electronics sector, the company is expanding its growth space through a dual strategy of "vertical integration + scenario innovation" and has established a comprehensive product system across nine major categories [1] - The telecommunications business has shown global competitiveness, with 224G high-speed cable products in mass production and 800G silicon optical modules also achieving mass production [2] - The automotive business continues to grow strongly, with high-voltage and high-speed harnesses making significant progress, and new projects expected to enter mass production in 2025 [2] Group 3: Strategic Outlook - The company is leveraging its global manufacturing bases in countries like Vietnam, Malaysia, and Mexico to enhance flexibility in meeting customer market demands [3] - The company aims to improve cost control across the entire industry chain through smart manufacturing upgrades and foundational capability innovations [3] - The heat management business is expected to double its revenue and profit in 2025, indicating strong growth potential in this segment [2]