今天来聊聊这个， "果链"龙头立讯精密。 详情请戳视频 立讯精密发布公告称，确认公司正筹划境外发行 H 股并寻求在港交所主板上市。换言之，市值超 2500 亿元的立讯精密也要冲刺 A+H 上市了。 以上就是本期全部内容，如果您想了解更多 最新 企业 动态， 欢迎登录 睿兽分析 查看，解锁 赛道 图谱 以及 行业报告 。 1999 年，王 来春与哥哥王来胜共同购买了立讯有限公司的股权， 2004 年王来春正式成立立讯精 密。 ...

Core Viewpoint - The article discusses the journey of Wang Laichun from a factory worker to the head of a company with a market value of 131.5 billion, highlighting the challenges faced by Luxshare Precision, particularly its heavy reliance on Apple, which accounts for 70.74% of its revenue [2][5][12]. Group 1: Company Background and Financial Performance - Wang Laichun started her career as a factory worker at Foxconn and later co-founded Luxshare Precision, which has grown significantly, with a market value exceeding 250 billion RMB [3][5]. - Luxshare's revenue reached approximately 268.8 billion in 2024, marking a growth of nearly 16% year-on-year, while net profit was over 13.3 billion, up 22% [5][13]. - The company is heavily dependent on Apple, with over 70% of its revenue coming from this single client, raising concerns about the sustainability of its business model [12][14]. Group 2: Strategic Shifts and Challenges - To reduce reliance on Apple, Luxshare has invested heavily in the automotive industry, but this segment only accounted for 5.12% of total revenue in 2024 [17][18]. - The company's asset-liability ratio increased to 62.16% in 2024, up from 56.61% in 2023, indicating financial strain due to its aggressive expansion strategy [16][18]. - Despite the growth in revenue, the automotive business has not yet provided a substantial alternative to the income generated from Apple, posing a risk to Luxshare's financial stability [17][20]. Group 3: Legal and Governance Issues - Luxshare is currently embroiled in a legal dispute regarding a 10 billion shareholding issue, which raises questions about corporate governance and transparency [18][19]. - The planned acquisition of a loss-making asset from Anhui Xinguang has sparked controversy, particularly due to its connection to Wang Laichun's family, leading to allegations of nepotism [20][21]. - The company faces significant challenges in maintaining investor confidence and managing its debt while pursuing high-risk, long-term business ventures [20].

美越贸易协议的达成，让果链巨头松了一口气。 要知道，立讯精密的营收大头可都在海外，尤其是在东南亚的布局颇深。 数据显示，2023年至2024年，立讯精密外销金额分别为2067.56亿元、2354.67亿元、占当年营收比重分别为89.16%、87.6%。在东南亚、东亚地区，公司也 分别布局了越南、泰国、印尼、马来西亚、印度等国家。 | | | | | | 单位:元 | | --- | --- | --- | --- | --- | --- | | | 2024年 | | 2023 年 | | | | | 金额 | 占营业收 | 金额 | 占营业收 | 同比增减 | | | | 入比車 | | 入比重 | | | 营业收入合计 | 268, 794, 737, 612. 58 | 100% | 231, 905, 459, 83 | 100% | 15. 91% | | 分行业 | | | | | | | 电脑互联产品及精密组件 | 9.002. 416. 983. 24 | 3. 35% | 7, 492, 410, 071. 11 | 3.23% | 20. 15% | | 汽车互联产品及精密组件 | 13, ...

果链：后续关注什么？20250703 摘要 美国 AI 创新周期依赖大集群交付，Meta 等公司大幅提升 AI 人才招聘门 槛，苹果因成本考量放弃自研模型，转用第三方模型。 未来半年中美 AI 差距或将扩大，美国大集群快速进展使其领先优势扩大， 中国 AI 发展或更偏向渐进式，投资应关注美国 AI 产业链。 苹果产业链受益于 AI 创新从模型端向应用端扩散，关税放松预期推动立 讯精密等公司股价上涨，但美国对华关税政策复杂多变，需关注 232 调 查进展。 富士康在印度扩大 iPhone 生产遇阻，中国员工被调回影响生产效率， 库克称大部分对美生产手机将在印度生产，其他终端在越南生产。 苹果加速 AI 技术落地，中国官网增加"专用云计算"状态，阿里云通义 千问适配苹果芯片，长期战略侧重 AI 深度集成，预计 2026 年推出第二 版 Siri。 苹果重启智能眼镜及轻量化 AR 眼镜研究，预计 2026 年底或 2027 年 初量产低功耗芯片，水晶光电、立讯精密等产业链公司有望受益。 工业富联二季度利润同比增约 40%，受益于 200 系列产品出货，全年 收入有望达 300 亿元，比亚迪电子作为苹果折叠机中框供应 ...

2025.07. 03 本文字数：956，阅读时长大约1.5分钟 7月2日，《财富》发布了2025年中国最具影响力的商界女性榜单(Most Powerful Women，简称MPW)，值得注意的是，自该榜单成立以 来，董明珠连续15年入选，而今年未出现在榜单之中。 据第一财经此前报道，格力电器董事长董明珠近期在格力电器珠海举行的2024年度股东大会与格力电器董事、总裁张伟牵头的公司新管 理团队齐齐出席。相比以往，这是近年格力年轻管理团队发言最多的一次股东会，尽管董明珠仍然是核心人物。 当时，刚卸任格力电器独立董事的刘姝威在股东会上给董明珠提建议说，今后多让年轻管理团队走在前面。董明珠回应说，她尽量少说 话，言下之意是给年轻人让出更多舞台。 爱企查App显示，董明珠名下关联数十家企业，涉及电器、新能源、投资等领域，其中超半数为开业状态，包括珠海格力电器股份有限 公司、格力钛新能源股份有限公司、珠海格臻投资合伙企业（有限合伙）等。在上述为开业状态的企业中，董明珠担任法定代表人、董 事长、执行董事等职务。 | 三个台 | 查企业 查老板 童关系 ■明珠 | | 2 搜索 | | | 应用 · 老户特惠 APP == ...

昨日晚间 8 点，雷军通过 " 万分感谢 " 返场直播回应外界有关 YU7 的疑问。 【导读】港股三大指数收跌，创新药概念股逆市大涨 见习记者 储是 7 月 3 日，港股三大指数高开低走。截至收盘， 恒生指数下跌 0.63%，恒生科技指数下跌 0.67% ，恒生国企指数下跌 0.88% 。 创新药概念股逆市大涨，恒生生物科技指数上涨 2.97%。 盘面上，科网股普跌，小米集团跌超 3% ；创新药概念股逆市大涨，华昊中天医药涨超 55% ；中资券商普涨，国泰君安国际上涨超 10% ；前一日快速拉升的钢铁板块回调，重庆钢铁股 份下跌超 20% 。 小米集团跌超 3% 今日，港股科网股普跌。小米集团盘中最大跌幅超 5% ，截至收盘，下跌 3.41% 。 首先，雷军回应了关于 YU7 大定数据的质疑。他说，大定量的统计口径与其他车企保持一 致，而且大定中 SU7 车主转单的占比很小，仅占 YU7 总订单数的 15% 。他补充道， YU7 的上市并未影响 SU7 的销量。实际上，在 YU7 预热宣传的 6 月， SU7 新增锁单更多了， 6 月份最终锁单大约 1.4 万辆。 其次，针对部分锁单用户更改配置的需求，雷军给 ...

Wind统计数据显示，截至6月16日收盘，共计8家公司率先预告了公司今年上半年的经营表现。 从预测类型来看，4家公司预计"续盈"，3家公司预计"略增"；1家公司预计"略减"。 | 证券代码 | 名称 | 预告日期 | ↓ 预警类型 · 预警摘要 | | | --- | --- | --- | --- | --- | | 301590.SZ | ! 优优绿能 | 2025-05-15 | 绿猫 | 净利润:约1.18亿元~1.42亿元,增长-15.19% ~2.05% | | 301595.SZ | 太力科技 | 2025-05-16 | 续篇 | 净利润:约4524万元~5542万元,增长-10.71%~7.04% | | 603382.SH | : C海阳 | : 2025-05-23 | 续营 | 净利润:约7600万元~8600万元,增长-2.05%~10.83% | | 688775.SH | ! C影石 | 2025-05-22 | 续营 | 净利润:约4.94亿元~5.83亿元,增长-4.65%~12.49% | | 001390.SZ | :古麒绒材 | 2025-05-09 | : 略信 | ...

Summary of Key Points from the Conference Call on Giant Star Technology Company Overview - **Company**: Giant Star Technology - **Industry**: Hand Tools and Manufacturing Core Insights and Arguments - **Market Share Growth**: Giant Star Technology has consistently increased its market share during the trade war, benefiting from low price elasticity of demand for hand tools and production capacity advantages. The easing of tariff conflicts and the intensification of technology wars serve as favorable catalysts for long-term growth potential [2][5][8]. - **Stock Price Reaction**: The stock price of Giant Star Technology has experienced significant declines, attributed to market concerns over its high exposure to the U.S. market and its role as an export bellwether. However, the company's fundamentals remain robust, indicating that the tariff impacts have been overreacted [2][11][7]. - **Response to Tariffs**: Historical experience from 2018-2019 shows that Giant Star Technology can quickly restore profitability in response to tariffs. The company has improved its response strategies, including overseas factory setups and supply chain management, minimizing the impact of tariffs on its fundamentals [9][10]. - **U.S. Market Projections**: It is anticipated that Giant Star Technology's revenue in the U.S. market will grow to $1.5-1.6 billion by 2025, driven by the release of capacity from new projects in Southeast Asia and ongoing investments in capacity expansion [2][14]. Additional Important Insights - **Demand Resilience**: The impact of terminal price increases on tool consumption demand is limited. Despite a downturn in the U.S. real estate market, strong maintenance demand for aging homes mitigates the negative effects on tool consumption [2][16][17]. - **Channel Trends**: The sales channels expect a trend of low growth in the first half of the year followed by stronger growth later, supported by robust maintenance demand due to aging homes and potential release of delayed home improvement demand from interest rate cuts [3][18]. - **Competitive Landscape**: The U.S. hand tools import market is dominated by Mainland China and Taiwan, accounting for over 50% of imports. Giant Star Technology plans to increase its U.S. procurement while reducing reliance on single-country imports, positioning itself to capture more market share [12][13]. - **Future Growth Catalysts**: The company is expected to see significant growth in 2025, with Q2 and Q3 showing strong support due to optimistic channel conditions. Despite potential currency exchange impacts on profit growth, overall revenue growth remains promising [19]. Conclusion Giant Star Technology is positioned favorably within the hand tools industry, with strong fundamentals, strategic responses to market challenges, and a clear path for revenue growth in the coming years. The company's proactive measures in capacity expansion and market adaptation are likely to enhance its competitive edge and market share.

5月29日，首批获准发行的新模式浮动费率基金大成至臻回报混合基金（A类：024469；C类：024470）将于6月3日开始发行。该基金拟任基金经理杜聪，托管人工商银行。 大成基金以主动权益投资能力著称。旗下有徐彦、刘旭、韩创等为市场熟悉的知名基金经理，近年来，大成基金科技成长风格的新锐基金经理也走向舞台中央。其中，基金经理 杜聪于2024年4月起管理大成成长进取，wind数据显示，截至2025年一季度末，大成成长进取相对业绩基准超额收益达到18.7%，超额收益较为突出。 从基金经理任职以来的季度重仓情况观察，杜聪的成长风格鲜明。组合构成中，杜聪的持仓行业覆盖了大科技板块中通信、计算机、互联网、机械等不同方向；交易方面，杜聪 换手率较高，几乎每季度均有明显调仓动作，一定程度反映基金经理对市场变化的反应较快。 杜聪最新公开观点称，虽然当前全球经济与市场环境局面复杂，但其中也产生了许多新的机会。就市场关注度较高的AI领域而言，国产AI算力板块，关注芯片、半导体相关板 块；AI应用端，to C确定性更强；海外AI算力则更关注结构性机会。 围绕关键变量的成长投资 杜聪本科毕业于中国科技大学信息工程专业，硕士毕业于复旦大 ...

2025 年 05 月 20 日 双融日报 --鑫融讯 分析师：万蓉 S1050511020001 wanrong@cfsc.com.cn 市场情绪：70 分（较热） 最近一年大盘走势 资料来源：Wind，华鑫证券研究 -20 -15 -10 -5 0 5 10 15 20 (%) 沪深300 相关研究 | 1、《双融日报》2025-05-19 | | --- | | 2、《双融日报》2025-05-16 | | 3、《双融日报》2025-05-15 | ▌ 华鑫市场情绪温度指标：（较热） 华鑫市场情绪温度指标显示，昨日市场情绪综合评分为 70 分，市场情绪处于"较热"。历史市场情绪趋势变化可参 考图表 1。 ▌ 热点主题追踪 今日热点主题：固态电池、大数据、苹果链 1、固态电池主题：第十七届深圳国际电池技术交流会与 博览会(CIBF2025)将于 5 月 15 日至 17 日在深圳举办。 CIBF2025 同期还将举办 CIBF2025 先进电池前沿技术研讨 会，主题为"绿色能源驱动未来"，会议涉及先进锂离子动力 电池技术、电池安全与测评、固态及新体系电池、大功率快 充技术、智能装备与制造数字孪生等内容。相 ...