10月30日，立讯精密（002475）发布2025年第三季度业绩报告。数据显示，公司前三季度业绩表现超预 期增长，并购整合与核心业务协同成效显著。此外，公司于同日披露了全年业绩预告，向市场释放了其 对业绩持续增长的信心。 核心数据表现亮眼外延扩张战略收效显著 报告期内，公司实现营业收入2209.15亿元，同比增长24.69%，在规模持续扩大的同时保持高质量增长 态势；归母净利润115.18亿元，同比增长26.92%，不仅高于此前业绩预告中25%的增速上限，且利润增 速跑赢营收增速，反映出公司盈利能力的进一步优化。扣非净利润虽处于预期中值，但整体业绩表现已 超出市场普遍预期。 除了直观的财务收益以外，公司业绩增长的背后，则是"内生外延"双轮驱动战略的深度落地。报告期 内，立讯精密已基本完成对莱尼相关资产及闻泰ODM/OEM资产的收购，且整合成效快速显现。 具体来看，莱尼作为全球第四大汽车线束供应商，其在汽车高压线束、智能座舱布线等领域的技术积 累，与立讯精密在汽车电子领域的布局形成深度互补，叠加海外产能网络，有望将为公司汽车业务带来 稳定的营收增量。而闻泰的ODM/OEM业务则凭借成熟的客户资源与制造体系，与立 ...

瑞财经 吴文婷10月30日，立讯精密发布2025年年度业绩预告。 根据公告，公司预计实现归属于上市公司股东的净利润约165.18亿元-171.86亿元，同比增长 23.59%-28.59%；归属于上市公司股东的扣除非经常性损益的净利润约138.42亿元-148.10亿元，同比增 长18.36%-26.64%。 同时， 公司将继续推动多元化业务的拓展，加大在AI端侧硬件、数据中心高速互联、热管理、智能汽 车、机器人等新兴领域的战略投入，构建更具弹性的业务矩阵，为全体股东带来长期、稳健的回报。 | 项目 | | 本报告期 | | | 上年同期 | | --- | --- | --- | --- | --- | --- | | 归属于上市公司 | | 1.651.809.83 | - | 1,718,638.08 | 1.336,565.10 | | 股东的净利润 | 比上年同 期增长 | 23.59% | - | 28.59% | | | 扣除非经常性损 | | 1,384,183.47 | - | 1,481,011.72 | | | 益后的净利润 | 比上年同 | 18.36% | - | 26.64% | ...

扬子晚报网10月31日讯(记者范晓林)今天是周五，昨天时空科技（605178）7连板，亚士创能 （603378）5连板，瑞尔特（002790）、合富中国（603122）、德龙汇能（000593）3连板，常铝股份 （002160）、格尔软件（603232）6天4板。沪指失守4000点。沪深两市成交额2.42万亿，较上一个交易 日放量1656亿。盘面上，市场热点较为杂乱，全市场4100只个股下跌。板块方面，能源金属、钢铁、量 子科技、电池等板块涨幅居前。 A.利好精选 美股三大指数集体收跌，纳指跌1.57%，标普500指数跌0.99%，道指跌0.23%。Meta跌超11%，为三年 以来最大单日跌幅，创6月份以来新低。特斯拉跌超4%，亚马逊跌逾3%，微软、英伟达跌超2%，奈飞 跌超1%；谷歌涨超2%，苹果小幅上涨。临床阶段生物技术公司Metsera Inc.(MTSR)大涨超22%，创上市 以来新高。美股数字货币概念股下跌，嘉楠科技跌超9%，Coinbase Global、MARA Holdings跌超5%。 佰维存储(688525.SH)发布2025年第三季度报告，第三季度营收为26.63亿元，同比增长68.06 ...

Core Viewpoint - Luxshare Precision (002475.SZ) expects a net profit attributable to shareholders of 16.518 billion to 17.186 billion yuan for 2025, representing a year-on-year growth of 23.59% to 28.59% [1] Group 1 - The company will continue to deepen its globalization strategy and leverage overseas production bases to respond flexibly to regional market demands [1] - Luxshare aims to provide resilient and cost-effective global manufacturing solutions [1] - The company plans to expand its diversified business, increasing strategic investments in emerging fields such as AI hardware, data center high-speed interconnect, thermal management, smart vehicles, and robotics [1]

Investment Rating - The report maintains a "Buy" rating for the company [6][15]. Core Views - The company is entering an AI-driven innovation cycle in consumer electronics, with significant growth in automotive communication business [2][3]. - The company achieved a revenue of 124.5 billion yuan in H1 2025, representing a year-on-year increase of 20.18%, and a net profit of 6.644 billion yuan, up 23.13% year-on-year [1]. - The company is expanding its product lines and customer base in the automotive sector, focusing on key areas such as intelligent cockpit and driving assistance systems, which is expected to drive significant growth [3]. Summary by Sections Financial Performance - In Q2 2025, the company reported revenue of 62.715 billion yuan, a year-on-year increase of 22.51%, and a net profit of 3.601 billion yuan, up 23.09% year-on-year [1]. - The company forecasts a net profit of 4.246 to 4.699 billion yuan for Q3 2025, indicating a year-on-year growth of 15.41% to 27.74% [1]. Business Segments - The consumer electronics segment generated revenue of 97.799 billion yuan in H1 2025, reflecting a year-on-year growth of 14.32% [2]. - The communication interconnect products and precision components business achieved revenue of 11.098 billion yuan in H1 2025, a significant increase of 48.65% year-on-year [2]. - The automotive interconnect products and precision components business saw revenue of 8.658 billion yuan in H1 2025, marking an impressive year-on-year growth of 82.07% [3]. Profitability and Valuation - The report adjusts the net profit forecasts for 2025 and 2026 to 16.675 billion yuan and 20.434 billion yuan, respectively, with a new forecast for 2027 at 25.118 billion yuan [3]. - The current market valuation corresponds to a price-to-earnings (P/E) ratio of 19X for 2025, 15X for 2026, and 12X for 2027 [3].