三大业务协同释放新动能 立讯精密迎来新一轮成长

Group 1 - The consumer electronics sector is undergoing a transformation driven by AI, leading to explosive growth in AI smartphones, AI laptops, and AR devices, increasing the demand for high-precision, miniaturized, and multifunctional components [1] - Luxshare Precision has disclosed its 2025 performance forecast, expecting a net profit attributable to shareholders of 16.52 billion to 17.19 billion yuan, representing a year-on-year growth of 23.6% to 28.6% [1] - The company is enhancing operational improvements through vertical integration, resource sharing, smart manufacturing empowerment, and optimization of its operational system following the acquisition of related assets [1] Group 2 - The industry has entered a new innovation cycle driven by AI, with Luxshare Precision deepening partnerships with major clients and successfully introducing multiple new product projects in emerging fields such as AR/VR and consumer-grade 3D printing [2] - Luxshare Precision has achieved comprehensive breakthroughs in the OEM and ODM sectors, completing vertical integration from parts to modules to complete machines, while also expanding client business horizontally [2] - The company's core strategy includes promoting collaborative growth between ODM and OEM businesses, which enhances product understanding and maximizes manufacturing value [2] Group 3 - The global surge in generative AI applications has led to rapid expansion in AI server and data center infrastructure, with strong demand for high-speed optical interconnect, thermal management, and power solutions [3] - Luxshare Precision has successfully positioned itself at key technological upgrade points in the industry, gaining significant business cooperation with cloud service providers and equipment manufacturers, thereby steadily increasing market share [3] - The rise of the "vehicle-road-cloud" era and the rapid implementation of autonomous driving projects have increased the demand for high-speed connectivity in smart vehicles, with the proportion of electronic and electrical components per vehicle rapidly increasing [3]