LUXSHARE-ICT(SZ:002475) Ju Chao Zi Xun·2025-08-26 09:33Core Viewpoint - Lixun Precision reported strong financial performance for the first half of 2025, with significant year-on-year growth in revenue and net profit, despite a complex global economic environment and ongoing geopolitical uncertainties [3][4]. Financial Performance - Revenue for H1 2025 reached 124.50 billion yuan, representing a 20.18% increase compared to the same period last year [4]. - Net profit attributable to shareholders was 6.64 billion yuan, up 23.13% year-on-year [4]. - Net profit excluding non-recurring items was 5.60 billion yuan, reflecting a 12.90% increase from the previous year [4]. - The company reported a negative net cash flow from operating activities of -1.66 billion yuan, a decline of 169.05% compared to the previous year [4]. - Basic earnings per share increased to 0.92 yuan, a rise of 22.67% [4]. - Total assets at the end of H1 2025 were 244.35 billion yuan, up 9.17% from the end of the previous year [4]. - Net assets attributable to shareholders were 74.72 billion yuan, an increase of 7.78% year-on-year [4]. Business Strategy and Market Position - The company maintains strategic focus by aligning with market and customer demands, enhancing vertical integration and smart manufacturing capabilities [5]. - Lixun Precision's consumer electronics segment showed robust performance, successfully introducing multiple new product projects and deepening collaborations in emerging fields such as AR/VR and consumer-grade 3D printing [5]. - The company capitalized on the historic opportunity presented by AI infrastructure development, providing integrated solutions in data centers, including high-speed copper and optical connections, and power management systems [5]. - Lixun Precision's automotive Tier 1 business continues to secure new projects from major domestic and international automakers, expanding its product lines and customer base [6]. - The automotive segment is experiencing rapid growth, establishing a solid foundation for the company's long-term sustainable development [6].