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2700亿“果链一哥”,大动作!
中国基金报· 2025-07-23 14:49
Core Viewpoint - Luxshare Precision has announced its plan to issue H-shares and apply for listing on the Hong Kong Stock Exchange, aiming to raise funds for capacity expansion, technology research and development, and loan repayment to enhance its global strategy and financing capabilities [2]. Group 1: Business Overview - Luxshare Precision's main businesses include consumer electronics, communications and data centers, and automotive sectors, with a strong tie to Apple as the largest manufacturer of AirPods and the second-largest for iPhones [5]. - The company has made significant investments, including acquiring 50.1% of the German automotive wiring harness manufacturer Leoni and its wholly-owned subsidiary, to penetrate the global supply chain of top automotive companies [5]. Group 2: Financial Performance and Growth Projections - Luxshare Precision expects a 20% to 25% increase in net profit attributable to shareholders for the first half of the year, with growth rates in consumer electronics ODM, automotive, and communications businesses significantly exceeding the overall average [5]. - The company anticipates achieving healthy growth over the next five years, distinct from the broader industry environment [5]. Group 3: Robotics Industry Development - The company is actively investing in the robotics industry, with a project in Changshu that has a total investment of 5 billion yuan, expected to be completed by the end of 2025, aiming for an annual output value of 10 billion yuan [7]. - The robotics project will incorporate advanced technologies such as AI visual recognition and high-precision sensing, focusing on industrial robot R&D and automation solutions, creating a synergistic relationship with existing industries [7]. Group 4: Current Market Position - As of July 23, Luxshare Precision's stock price was 37.96 yuan per share, with a market capitalization of 275.3 billion yuan [8].