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奇瑞汽车上市带火“果链龙头”,立讯精密市值突破5000亿元
2 1 Shi Ji Jing Ji Bao Dao· 2025-09-24 14:52
Group 1 - Lixun Precision's stock price has shown strong performance, reaching a record high of 72.29 CNY per share, with a 9.89% increase during the day and a total market value exceeding 500 billion CNY, reflecting a more than 50% increase since September [1][4] - The market is focused on the capital connection between Lixun Precision and Chery Automobile, which is set to list on the Hong Kong Stock Exchange with a maximum fundraising of 10.517 billion HKD, and Lixun holds a 16.83% stake in Chery [4] - Lixun Precision and Chery have established a joint venture in the new energy vehicle ODM sector, aiming to become a Tier 1 leader in automotive components [4] Group 2 - There are rumors of collaboration between Lixun Precision and OpenAI to develop consumer-grade AI devices, with initial products expected to launch by the end of 2026 or early 2027 [5] - Lixun Precision's financial performance is strong, with a revenue of 124.5 billion CNY for the first half of 2025, a year-on-year increase of 20.18%, and a net profit of 6.644 billion CNY, up 23.13% [5] - The automotive interconnect products and precision components business of Lixun Precision showed remarkable growth, with revenues reaching 8.658 billion CNY, a year-on-year growth rate of 82.07% [5] Group 3 - Lixun Precision is expected to benefit from the AI wave, expanding its growth potential in consumer electronics while actively developing its telecommunications and automotive sectors [6] - Profit projections for Lixun Precision are optimistic, with expected profits of 16.673 billion CNY, 20.790 billion CNY, and 25.324 billion CNY for the years 2025 to 2027 [6]
奇瑞汽车上市带火“果链龙头”,立讯精密市值突破5000亿元
21世纪经济报道· 2025-09-24 13:49
Core Viewpoint - Lixun Precision (002475.SZ) has shown strong stock performance, with a price increase of over 50% since September, reaching a market capitalization of over 500 billion yuan [1][3]. Group 1: Stock Performance - On September 24, Lixun Precision's stock price rose to 72.29 yuan per share, with an intraday increase of 9.89%, closing at 70.20 yuan, up 6.85% [1][2]. - The total market value of Lixun Precision exceeded 500 billion yuan, marking a significant milestone for the company [1][2]. Group 2: Strategic Partnerships - Lixun Precision holds a 16.83% stake in Chery Automobile, making it the third-largest shareholder, and has established a joint venture with Chery focused on the research and manufacturing of electric vehicles [3]. - The joint venture aims to enhance Lixun Precision's capabilities in automotive core components and aims to position the company as a Tier 1 supplier in the automotive industry [3]. Group 3: AI Collaboration - There are rumors of a collaboration between Lixun Precision and OpenAI to develop consumer-grade AI devices, with initial products expected to include smart glasses and digital recording pens [4]. - This partnership could further integrate Lixun Precision into the hardware ecosystem of leading AI companies, following its role in Apple's supply chain [4]. Group 4: Financial Performance - For the first half of 2025, Lixun Precision reported revenue of 124.5 billion yuan, a year-on-year increase of 20.18%, and a net profit of 6.64 billion yuan, up 23.13% [4]. - The automotive interconnect products and precision components business saw remarkable growth, with revenue reaching 8.66 billion yuan, reflecting an 82.07% increase year-on-year [4]. Group 5: Future Growth Projections - Analysts predict that Lixun Precision will benefit from the AI wave and expand its growth potential in consumer electronics, telecommunications, and automotive sectors [5]. - Profit forecasts for Lixun Precision are estimated at 16.67 billion yuan, 20.79 billion yuan, and 25.32 billion yuan for the years 2025 to 2027, respectively [5].