立讯精密：公司的头部客户具备锁定订单的能力，受存储芯片价格上涨的影响有限

Core Viewpoint - Lixun Precision (002475) announced that its long-term cooperation model with key clients allows for stability in demand despite fluctuations in storage chip prices [1] Group 1: Business Model - The company has established long-term locking agreements with top clients for high-end and mid-to-high-end product lines, typically lasting two to three years [1] - As a B2B supplier, the company cannot absorb costs arising from fluctuations in raw material prices, exchange rates, or other macroeconomic factors [1] Group 2: Client Demand - The company has observed that its key clients have not indicated a need to reduce production capacity for the second half of the year due to rising storage chip prices, suggesting their ability to secure orders [1]