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2700亿“果链一哥” 大动作!
Zhong Guo Ji Jin Bao· 2025-07-23 14:58
Group 1: Company Overview - 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] - The company is deeply integrated with Apple, being the largest manufacturer of AirPods and the second-largest for iPhones, as well as the exclusive supplier for Apple's Vision Pro headset [3] Group 2: Financial Performance and Growth Projections - Luxshare Precision expects a net profit growth of 20% to 25% for the first half of the year, with its ODM business in consumer electronics, automotive, and communication sectors growing significantly faster than the overall company average [3] - The company aims to achieve a balanced profit and loss from its acquisition of Wistron’s ODM business by 2025, with plans to elevate the business to industry-leading standards within two years and to the company's average level within three years [3] Group 3: Robotics Industry Development - Luxshare Precision is 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, and aims to achieve an annual output value of 10 billion yuan [4] - The robotics project will incorporate advanced technologies such as AI visual recognition and high-precision sensing, focusing on industrial robot research and smart equipment manufacturing, creating a comprehensive lifecycle industry chain [4] Group 4: 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 [5]