立讯精密（002475）(002475.SZ)业绩持续高速增长。 8月25日晚间，立讯精密发布的2025年半年度报告显示，公司实现营业收入1245.03亿元，同比增长 20.18%；净利润66.44亿元，同比增长23.13%。 其中，2025年上半年，立讯精密通讯互联产品及精密组件实现营业收入110.98亿元，同比增长48.65%， 占总营收8.91%；消费性电子实现营业收入977.99亿元，同比增长14.32%，占总营收78.55%。 同时，立讯精密公告显示，公司预计2025年前三季度净利润达108.9亿元至113.44亿元，比上年同期增长 20%至25%。 目前，立讯精密正在赴港上市。有报道显示，其此次IPO预计募资规模将超过10亿美元，资金将主要用 于全球化战略布局。 立讯精密2004年成立于深圳，并于2010年在深圳证券交易所挂牌上市。 作为一家精密智能制造企业，立讯精密主要产品涵盖消费电子、汽车、通信、工业及医疗等领域，主要 服务于海内外头部品牌客户，并为客户一站式提供多品类核心零部件、模组产品及系统解决方案。 8月25日晚间，立讯精密发布的2025年半年度报告显示，公司实现营业收入1245.03亿 ...

北京商报讯（记者 陶凤 实习记者 王天逸）8月25日，立讯精密工业股份有限公司发布2025年半年度报 告。报告显示，2025年上半年，立讯精密实现营业收入1245.03亿元，同比增长20.18%；归属于上市公 司股东的净利润66.44亿元，同比增长23.13%；基本每股收益0.92元，同比增长22.67%。 报告期内，立讯精密持续强化垂直整合与智能制造能力，协同推进消费电子、通信与数据中心、汽车三 大业务板块均衡发展。其中，汽车互联产品及精密组件收入同比增长82.07%，通讯互联产品及精密组 件收入同比增长48.65%，消费性电子收入同比增长14.32%。 ...

Group 1 - The core point of the article is that Luxshare Precision (SZ 002475) held its 16th meeting of the 6th Board of Directors on August 11, 2025, to discuss the proposal regarding not adjusting the conversion price of "Luxshare Convertible Bonds" [2] - For the fiscal year 2024, Luxshare Precision's revenue composition is as follows: Consumer electronics account for 83.37%, communication and precision components account for 6.83%, automotive interconnect products and precision components account for 5.12%, computer interconnect products and precision components account for 3.35%, and other connectors and revenues account for 1.33% [2]

Core Viewpoint - The article analyzes the recent financial performance of major global chip distributors, specifically WPG Holdings and Axiomtek, highlighting their revenue trends and market dynamics in the semiconductor industry [2][3]. Group 1: WPG Holdings Financial Performance - WPG Holdings reported a revenue of NT$783 billion in May, a year-on-year decrease of 2.35% and a month-on-month decrease of 33.67% [8][10]. - Cumulatively, WPG's revenue for the first five months of the year reached NT$443.8 billion, reflecting a year-on-year increase of 23.16% [8][10]. - The company attributes the revenue decline in May partly to the appreciation of the New Taiwan Dollar and notes that inventory adjustments among downstream semiconductor clients are largely complete [11]. Group 2: Axiomtek Financial Performance - Axiomtek achieved a record revenue of NT$754.6 billion in May, marking a year-on-year increase of 12.1% and a month-on-month decrease of 17.78% [4][5]. - The cumulative revenue for Axiomtek in 2025 reached NT$4,160.8 billion, representing a year-on-year increase of 31.1% [5]. - The growth in Axiomtek's revenue is attributed to the rapid development of generative AI, which has increased demand for traditional and AI server components [7]. Group 3: Market Trends and Future Outlook - Both companies experienced significant revenue growth in the first quarter of 2025, driven by strong demand in the AI and electronics sectors [12][16]. - Axiomtek's first-quarter revenue reached NT$2,488.3 billion, a year-on-year increase of 36.8%, while WPG's first-quarter revenue was NT$2,474 billion, up 28% year-on-year [12][16]. - The outlook for the second quarter remains cautiously optimistic, with expectations of gradual recovery in end-user demand as inventory adjustments in North America and Europe conclude [19].

Core Viewpoint - Lixun Precision, a leading player in the "fruit chain" with a market value exceeding 200 billion, reported impressive financial results for 2024, showcasing significant revenue and profit growth [1][2]. Financial Performance - In 2024, Lixun Precision achieved revenue of 268.8 billion yuan and a net profit of 13.37 billion yuan, representing year-on-year increases of 15.91% and 22.03% respectively [2][3]. - For Q1 2025, the company reported revenue of 61.79 billion yuan and a net profit of 3.04 billion yuan, reflecting growth rates of 17.90% and 23.17% compared to the same period last year [4][5]. - The company anticipates a net profit for the first half of 2025 to be between 6.48 billion and 6.75 billion yuan, indicating a year-on-year growth of 20%-25% [4][5]. Business Segments - The consumer electronics segment remains the core of Lixun Precision's operations, accounting for 83.37% of total revenue in 2024, with a year-on-year growth of 13.65% [6][7]. - The automotive interconnect products segment, although only 5.12% of total revenue, showed a remarkable year-on-year growth of 48.69%, indicating high potential for future growth [7]. - The telecommunications interconnect products segment contributed 6.83% to total revenue, with a year-on-year increase of 26.29% [6]. Market Context - Despite concerns over the impact of U.S. tariffs on the supply chain, Lixun Precision's recent performance suggests that the actual effects may be less severe than anticipated [8][9]. - The company has established production bases in various countries, including Vietnam and Mexico, to mitigate potential tariff impacts [10]. - Analysts remain optimistic about the long-term resilience of the consumer electronics supply chain, suggesting that current market corrections may present investment opportunities [11].