立讯精密（002475）最新澄清。 1月3日，"果链龙头"企业立讯精密（002475）官方公众号发布澄清说明。立讯精密表示，近日，市场上出现涉及公司的不实传闻，相关内容对市场认知造 成干扰。公司特此郑重说明：目前公司核心业务推进有序，按计划正常开展，不存在影响公司正常经营与发展的异常情况。 立讯精密强调，公司将持续专注主业，以稳健经营和长期价值创造回馈客户、投资者及社会各界。同时，对于任何捏造事实、散布谣言、恶意损害公司声 誉的行为，公司将依法保留追究相关法律责任的权利。 汽车板块业务聚焦线束、连接器等核心零 件,并向智能座舱/辅助自动驾驶、智能底 盘及动力系统等系统级产品拓展,近期完成 对德国莱尼的并购,进一步深化全球化产能 布局,推进与全球品牌车企的合作,进军全 球汽车零部件前十的行列。 本公司将持续专注主业,以稳健经营和长期 价值创造回馈客户、投资者及社会各界。 同时,对于任何捏造事实、散布谣言、恶意 损害本公司声誉的行为,本公司将依法保留 追究相关法律责任的权利。 有关本公司的所有资讯,请以公司依法披露 之官方渠道为准。感谢社会各界的理解、关 注与支持。 特此说明! 在通讯算力领域,公司布局电连接、光 ...

立讯精密(002475)最新澄清。 立讯精密强调，公司将持续专注主业，以稳健经营和长期价值创造回馈客户、投资者及社会各界。同时，对于任何捏造事实、散布谣言、恶意损害公司声 誉的行为，公司将依法保留追究相关法律责任的权利。 在通讯算力领域,公司布局电连接、光连 接、热管理和电源管理四大产品线,以技术 为导向,应用一代、开发一代、预研一代, 结合强大的可落地性解决方案,目前与全球 头部客户业务合作如预期进展。 汽车板块业务聚焦线束、连接器等核心零 件,并向智能座舱/辅助自动驾驶、智能底 盘及动力系统等系统级产品拓展,近期完成 对德国莱尼的并购,进一步深化全球化产能 布局,推进与全球品牌车企的合作,进军全 球汽车零部件前十的行列。 本公司将持续专注主业,以稳健经营和长期 价值创造回馈客户、投资者及社会各界。 1月3日，"果链龙头"企业立讯精密(002475)官方公众号发布澄清说明。立讯精密表示，近日，市场上出现涉及公司的不实传闻，相关内容对市场认知造成 干扰。公司特此郑重说明：目前公司核心业务推进有序，按计划正常开展，不存在影响公司正常经营与发展的异常情况。 同时,对于任何捏造事实、散布谣言、恶意 损害本公司声誉的 ...

一、美联储按下暂停键，A股轮动行情暗藏玄机 看着手机里弹出来的美联储官员表态，我不禁点了根烟。波士顿联储主席柯林斯那番话很有意思——支持降息但暗示可能暂停，这老狐狸玩得一手好平衡 术。更绝的是纽约联储主席威廉姆斯，直接把"货币政策处于良好位置"这种车轱辘话甩出来糊弄市场。 有些老韭菜总结出六字真言："要信早信，要么不信"。这话听着挺唬人，实操起来比登天还难。就像追姑娘，你永远不知道她是真对你有意思，还是把你当 备胎养着玩。 但真正让我在意的不是这些官腔，而是他们提到的三个关键点：通胀预期下降、关税降低、劳动力市场疲软。这三板斧砍下来，明摆着是在给市场打预防针 ——别指望明年还能像今年这样75个基点的降息幅度。 这让我想起2024年"9.24"新政后的A股。指数涨了1100多点，40%的涨幅看着光鲜，可你知道最魔幻的是什么吗？申万31个一级行业里，居然有三分之一是 下跌的！这就好比去米其林餐厅吃饭，结果发现三分之一的菜是馊的。 二、牛市里的残酷真相：为何总踩不准节奏？ 你们有没有发现，现在的行情就像个花心的渣男？今天宠幸新能源，明天临幸半导体，后天又对消费电子抛媚眼。传统观点说这是流动性不足或者市场分歧 导致的 ...

Financial Performance - The company reported a slight increase in net profit for the third quarter, reaching 1.17 billion yuan, which is a year-on-year growth of only 4.5% [1] - The net profit after excluding non-recurring gains and losses was 2.067 billion yuan, reflecting a minimal growth of 1.02% year-on-year [1] - Non-recurring gains contributed 520 million yuan, with foreign exchange derivatives accounting for 620 million yuan, representing 119% of the profit growth, indicating reliance on financial derivatives rather than core business operations [1] Inventory Management - Inventory surged to 16.274 billion yuan, a significant increase of 55.3% from the beginning of the year, raising concerns about potential inventory accumulation risks amid a 2.21% decline in revenue [2] - The net operating cash flow dropped sharply by 44.56% to 1.475 billion yuan, highlighting a deteriorating cash flow situation [2] - Cash received from sales decreased, while cash paid to employees increased by 21.6%, creating a concerning combination with the rising inventory levels [2] Debt Levels - Short-term borrowings rose to 12.843 billion yuan, an increase of 66.51% since the beginning of the year, while long-term borrowings surged by 381.15% to 6.453 billion yuan, leading to a total debt of 19.296 billion yuan [3] - The company issued 1 billion yuan in technology innovation bonds, further increasing its debt load [3] - The significant rise in debt levels is being used to support business expansion and capital expenditures, with construction in progress amounting to 2.280 billion yuan, a 63.17% increase from the start of the year [3]

Market Overview - A-shares continued to rise strongly, with over 4,600 stocks closing in the green, and the Shanghai Composite Index increasing by 1.36% to surpass 3,900 points [1] - The ChiNext Index led the gains with a rise of 3.02%, while the Double Innovation Leading ETF surged by 4.28% [1] - Market sentiment showed significant improvement, with total trading volume reaching 1.89 trillion yuan [1] Sector Performance - The optical module sector experienced a strong rally, with Zhongji Xuchuang rising over 9%, nearing historical highs [3] - The AI-themed ETF, Huabao (159363), saw a substantial increase of 5.59%, recovering both the 10-day and 20-day moving averages, with a trading volume of 1.12 billion yuan [1][5] - The fruit chain concept also performed well, with the electronic ETF (515260) climbing by 4% during the session [1] Key Stocks - Zhongji Xuchuang recorded a five-day increase of over 27%, while other stocks in the optical module sector, such as Xinyisheng and Lian Te Technology, also saw significant gains [3][4] - The electronic ETF (515260) rose by 3.73%, recovering the 5-day moving average, driven by strong demand from the Apple supply chain [8][10] Investment Trends - Analysts suggest that the market style may be shifting, with a potential weakening of the dividend asset focus as technology stocks leverage a "window period" for recovery [3] - The demand for optical modules is expected to grow significantly, with projections indicating a rise in shipments from 800 million to over 2 billion units by 2026 [7] - The performance of the electronic sector is bolstered by the strong sales of the iPhone 17 series, which outperformed the iPhone 16 by 14% in the first ten days of sales [10][12] ETF Insights - The largest and most liquid AI-themed ETF (159363) has a recent scale exceeding 3.4 billion yuan, with an average daily trading volume of over 800 million yuan [7] - The electronic ETF (515260) has a significant weight in the Apple supply chain, with 43.43% of its components linked to Apple [10][12] - The Hong Kong Innovation Drug ETF (520880) showed signs of recovery, with a 1.21% increase, indicating strong buying interest [15]

Market Overview - On the 21st, all three major A-share indices closed higher, with the Shanghai Composite Index rising by 1.36% to 3916.33 points, the Shenzhen Component Index increasing by 2.06%, and the ChiNext Index up by 3.02% [1] - The total trading volume for A-shares reached 1.89 trillion yuan, with over 4600 stocks rising across the market [1] Sector Performance - The CPO, HBM, and consumer electronics sectors saw significant gains, while the electrolyte, coal, and civil aviation sectors experienced declines [4] - The fruit supply chain concept had notable performance, with companies like Luxshare Precision hitting the daily limit, and others such as Wingtech Technology and Huanxu Electronics also reaching their limits [4] - AI hardware led the gains, with Yuanjie Technology hitting a historical high, and companies like Zhongji Xuchuang and Xinyisheng seeing increases of over 10% [4] Detailed Sector Tracking - Communication equipment rose by 4.81%, energy equipment by 4.39%, and heavy machinery by 3.15% [5] - Real estate stocks strengthened, with Guangming Real Estate and Shenzhen Zhenye A hitting the daily limit, and Yunnan Chengdu Investment rising over 5% [6] - Brokerage stocks also saw gains, with Ruida Futures and Tianfeng Securities hitting the daily limit, and Changjiang Securities increasing by over 5% [6] Declines - Coal stocks generally fell, with China Coal Energy and Yanzhou Coal Mining dropping over 2% [7] - Civil aviation stocks retreated, with China Southern Airlines and China National Aviation falling by 2% [7]

Core Viewpoint - Apple-related stocks have generally risen following a meeting between Apple's CEO Tim Cook and China's Minister of Industry and Information Technology, Li Lecheng, discussing Apple's business development in China and cooperation in the electronic information sector [1] Group 1: Stock Performance - Hongteng Precision (06088) increased by 4.23%, trading at 5.92 HKD [1] - Sunny Optical (02382) rose by 3.44%, trading at 79.7 HKD [1] - Q Technology (01478) saw a 3.29% increase, trading at 15.09 HKD [1] - Lens Technology (300433) (06613) gained 2.15%, trading at 26.56 HKD [1] Group 2: Business Development and Cooperation - Tim Cook expressed gratitude for the support from the Ministry of Industry and Information Technology regarding Apple's development in China and committed to increasing investments in the region [1] - The discussion included enhancing cooperation in the electronic information field to achieve mutually beneficial development [1] Group 3: Industry Insights - Huafu Securities noted that the impact of tariffs on Apple’s supply chain equipment companies should not be overestimated, emphasizing the strict requirements Apple places on its suppliers [1] - Domestic supply chain companies are deemed irreplaceable, and Apple may allocate more resources towards cost-reducing and efficiency-enhancing technologies such as flexible automation and 3D printing [1] - There is potential for accelerated promotion of high-end models, foldable screens, and smart glasses, which would benefit the establishment and upgrading of related production lines [1]

Group 1: Market Overview - The main funds in the Shanghai and Shenzhen markets experienced a net outflow of 459.84 billion yuan, with the ChiNext board seeing a net outflow of 285.79 billion yuan and the CSI 300 index stocks a net outflow of 116.17 billion yuan [1] - Among the 17 sectors tracked, the agriculture, forestry, animal husbandry, and fishery, as well as the beauty and personal care sectors, had the highest gains, both exceeding 2% [1] - Four sectors received net inflows from main funds, with the banking and beauty care sectors leading at 7.68 billion yuan and 2.05 billion yuan respectively [1] Group 2: Individual Stock Performance - Three stocks saw net inflows exceeding 12 billion yuan, namely Tuowei Information, GoerTek, and Liou Co., with net inflows of 17.79 billion yuan, 13.09 billion yuan, and 12.13 billion yuan respectively [2][3] - Tuowei Information's net inflow reached a new high since November 14, 2024, while GoerTek's net inflow was the highest since January 5, 2023 [3] - Liou Co. is planning to issue shares overseas (H-shares) and list on the Hong Kong Stock Exchange to enhance its global strategy and brand image [3] Group 3: Significant Outflows - Over 200 stocks experienced net outflows exceeding 1 billion yuan, with 15 stocks seeing outflows over 6 billion yuan [5] - The stock New Yisheng had the largest net outflow at 13.7 billion yuan, despite reporting a revenue of 104.37 billion yuan and a net profit of 39.42 billion yuan for the first half of the year [5] - Heertai saw a net outflow of 12.51 billion yuan, marking a new high since November 22, 2024, with a cumulative outflow of 13.88 billion yuan over two trading days [6]

Group 1 - The main point of the article highlights the net inflow of major funds into four industries, with significant outflows from the overall market on August 26, totaling 459.84 billion yuan [1] - Among the 17 industries tracked, the agriculture, forestry, animal husbandry, and fishery, as well as the beauty and personal care sectors, saw the highest gains, both exceeding 2% [1] - The banking and beauty care industries led the net inflow of major funds, with inflows of 768 million yuan and 205 million yuan, respectively [1] Group 2 - Top three stocks with net inflows exceeding 1.2 billion yuan include Tuowei Information, Goer Technology, and Liou Co., with inflows of 1.779 billion yuan, 1.309 billion yuan, and 1.213 billion yuan, respectively [2][3] - Goer Technology reported a 15.65% year-on-year increase in net profit for the first half of the year, amounting to 1.417 billion yuan [2] - Liou Co. is planning to issue shares overseas (H-shares) and list on the Hong Kong Stock Exchange to enhance its global strategic layout and financing capabilities [2] Group 3 - Five stocks experienced significant net outflows exceeding 1 billion yuan, with Xinyi Sheng leading at 1.37 billion yuan [4][5] - The company reported a remarkable year-on-year revenue growth of 282.64% for the first half of the year, reaching 10.437 billion yuan [4] - Other notable stocks with high net outflows include Heertai, Sunshine Power, and Northern Rare Earth, each exceeding 1 billion yuan [4][5] Group 4 - The article also notes that 16 stocks had net inflows exceeding 50 million yuan at the end of the trading day, with Wuhan Fanggu leading at 332 million yuan [6][7] - The overall market saw a net outflow of 115.99 billion yuan at the end of the trading day, with the ChiNext board contributing 66.02 billion yuan to this outflow [6][7]

Core Viewpoint - Luxshare Precision, a major player in the Apple supply chain, is set to go public in Hong Kong with a market capitalization exceeding 300 billion yuan, indicating strong investor interest and confidence in the company's growth potential [1] Group 1: Company Overview - Luxshare Precision is based in Shenzhen, Guangdong, and is recognized as a "fruit chain giant" due to its significant role in the supply chain for Apple products [1] Group 2: Market Position - The company’s IPO is anticipated to attract substantial investment, reflecting its strategic importance in the technology sector and its ability to capitalize on the growing demand for electronic components [1]