立讯精密(002475.SZ)发布上半年业绩，归母净利润66.44亿元，增长23.13%

Core Insights - Lixun Precision (002475.SZ) reported a revenue of 124.5 billion yuan for the first half of 2025, representing a year-on-year growth of 20.18% [1] - The net profit attributable to shareholders was 6.644 billion yuan, an increase of 23.13% year-on-year [1] - The net profit excluding non-recurring gains and losses was 5.599 billion yuan, reflecting a year-on-year growth of 12.90% [1] - Basic earnings per share stood at 0.92 yuan [1] Business Performance - The consumer electronics segment showed robust performance, successfully introducing multiple new product projects and deepening collaborations in emerging fields such as AR/VR, consumer-grade 3D printing, and robotics [1] - The company capitalized on the historic opportunity in AI computing infrastructure, leveraging its strong technical foundation in data centers to provide integrated solutions encompassing high-speed copper connections, high-speed backplane connectors, high-speed optical modules, server power supplies, and thermal management systems [1] - The company's market share among leading cloud service providers (CSPs) and AI server clients continues to grow, with several high-speed, high-value products already in mass production [1] Automotive Sector - The Tier 1 automotive business has secured new project allocations from several mainstream domestic and international automakers, leading to an expanding product line and customer base [1]