此次公告中未直接点名特定客户或产品。在通讯算力领域，立讯精密在澄清中表示，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，结合可落地性解决方案，"目前与全球头部客 户业务合作如预期进展"。 近期已完成对德国莱尼并购 进一步深化全球化产能布局 传闻中还涉及"生产地点"顾虑，立讯精密在公告中强调，公司长期深耕高端消费电子与智能终端领域， 具备多品类零部件的垂直整合能力及"覆盖多区域的全球化产能布局"，能够为不同类型客户提供稳定、 灵活且高品质的制造与供应支持，相关能力已获得产业链长期验证。 2025世界人工智能大会上，立讯精密展位。IC供图 1月3日晚间，立讯精密发布《关于近期不实传闻的澄清说明》称，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。 硬件代工"转单"富士康？立讯精密发布说明澄清 据报道，有供应链消息称，OpenAI首款AI终端硬件产品原本计划交由立讯精密代工，但近期出于生产 地点的考虑，转而独家委托鸿海（富士康）代工生产。 据悉，该产品终端应用形态可能为智能笔或便携 ...

Core Viewpoint - Recent rumors regarding the company have been clarified, stating that core business operations are proceeding as planned without any abnormal situations affecting normal operations [4][12]. Business Operations - The company focuses on high-end consumer electronics and smart terminal sectors, possessing vertical integration capabilities across multiple component categories, mature product engineering, and mass production experience [9]. - The company has established a global production layout that provides stable, flexible, and high-quality manufacturing and supply support to various clients, validated by long-term industry chain cooperation [9]. Automotive Sector - The automotive segment emphasizes core components such as wiring harnesses and connectors, while expanding into system-level products like smart cockpits, assisted driving, smart chassis, and power systems [2]. - A recent acquisition of German company Leoni has been completed to deepen global production capacity and enhance collaboration with major global automotive brands, aiming to enter the top ten global automotive parts suppliers [2]. Financial Performance - As of December 31, 2025, the company's stock price was 56.71 yuan per share, with a total market capitalization of 413.2 billion yuan [4][12].

Core Viewpoint - The company, Luxshare Precision (002475), has issued a clarification regarding recent false rumors that have disrupted market perception, asserting that its core business operations are proceeding as planned without any abnormal situations affecting normal operations [1] Group 1: Business Operations - The company is deeply engaged in the high-end consumer electronics and smart terminal sectors, possessing vertical integration capabilities across multiple component categories, mature product engineering, and mass production experience [1] - Luxshare has a global production layout covering multiple regions, enabling it to provide stable, flexible, and high-quality manufacturing and supply support to various clients [1] Group 2: Technological Development - In the communications computing sector, the company is focused on four product lines: electrical connectivity, optical connectivity, thermal management, and power management, driven by technology [1] - The company is advancing its product development through a three-tier approach: applying current technologies, developing next-generation solutions, and conducting pre-research for future innovations [1] Group 3: Automotive Sector - The automotive segment focuses on core components such as wiring harnesses and connectors, while also expanding into system-level products for smart cockpits, assisted driving, smart chassis, and power systems [1] - Recently, the company completed the acquisition of Germany's Leoni, further enhancing its global production layout and advancing collaborations with global automotive brands, aiming to rank among the top ten global automotive parts suppliers [1] Group 4: Legal Stance - The company reserves the right to pursue legal action against any individuals or entities that fabricate facts, spread rumors, or maliciously damage its reputation [1]

Core Viewpoint - The company, Luxshare Precision (002475), has issued a clarification regarding recent false rumors that have disrupted market perception, asserting that its core business operations are proceeding as planned without any abnormal situations affecting normal operations [1][2]. Group 1: Business Operations - The company emphasizes that its core business is progressing smoothly and as scheduled, with no impact on normal operations and development [2]. - Luxshare Precision has a strong focus on high-end consumer electronics and smart terminal sectors, showcasing vertical integration capabilities across multiple component categories and a mature product engineering and mass production experience [2]. - The company has established a global production capacity layout that supports stable, flexible, and high-quality manufacturing and supply for various clients, validated by long-term industry chain cooperation [2]. Group 2: Product Lines and Market Position - In the communications computing sector, the company is advancing in four product lines: electrical connections, optical connections, thermal management, and power management, with ongoing collaborations with leading global clients [2]. - The automotive segment focuses on core components such as wiring harnesses and connectors, expanding into system-level products for smart cockpits, assisted driving, smart chassis, and power systems, including a recent acquisition of Germany's Leoni to enhance global production capacity [2]. - The company aims to rank among the top ten global automotive parts suppliers through its partnerships with major automotive brands [2]. Group 3: Financial Performance - For the first three quarters of 2025, the company reported a revenue of 220.915 billion yuan, representing a year-on-year growth of 24.69%, and a net profit attributable to shareholders of 11.518 billion yuan, with a year-on-year increase of 26.92% [6]. - The company's stock price experienced a decline of 2.34% on the last trading day before the holiday, closing at 56.71 yuan per share, with a total market capitalization of 413.2 billion yuan [4]. - Throughout 2025, the company's stock price has risen nearly 40%, reaching a peak of 72.2 yuan per share, setting a new historical record [4].

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 ...

（文章来源：证券日报） 证券日报网讯 12月30日，中石科技在互动平台回答投资者提问时表示，公司在智能交通领域瞄准新能 源汽车（三电系统、智能驾驶、智能座舱）、充电桩、飞行汽车等领域的电子设备，为其提供热管理、 电磁屏蔽、黏接和密封解决方案，所应用的具体终端包括电池包、电机系统、电控系统、激光雷达、域 控制器、低空飞行器、智能座舱、充电设备等。 ...

| 序号 | 项目名称 | 总投资额 | 拟投入募集资金 | | --- | --- | --- | --- | | 1 | 先进电子功能材料基地建设项目 | 34,043.20 | 34.043.20 | | 2 | 深圳市鸿富诚新材料股份有限公司 研发中心建设项目 | 22,989.98 | 22.989.98 | | 3 | 营销服务网络及总部基地建设项目 | 10,006.00 | 10.006.00 | | 4 | 补充流动资金 | 25,000.00 | 25,000.00 | | રે | 发展与科技储备资金 | 30.000.00 | 30.000.00 | | | 合计 | 122,039.18 | 122,039.18 | 瑞财经 王敏 12月26日，据深交所官网，深圳市鸿富诚新材料股份有限公司（以下简称"鸿富诚"）创业板IPO获受理，保荐机构为华源 证券，保荐代表人为赖昌源、任东升。 招股书显示，鸿富诚成立于2003年，是一家专注热管理、电磁屏蔽和吸波等先进电子功能材料及器件研发、产业化的国家级专精特新 重点"小巨人"企业，产品广泛应用于数据中心（AI高功率芯片、光模块）、智能汽车、5G ...

| 项目 | 2025年6月30 | 2024年12月31 | 2023年12月31 | 2022年12月 31 | | --- | --- | --- | --- | --- | | | 日/2025年1-6月 | 日/2024 年度 | 日/2023 年度 | 日/2022 年度 | | 资产总额(万元) | 64,379.69 | 54,062.11 | 43,335.42 | 40,892.42 | | 归属于母公司所有者 | 51.969.25 | 42.384.89 | 35,052.13 | 31,527.50 | | 权益(万元) | | | | | | 资产负债率(母公司) | 15.37% | 17.58% | 15.54% | 20.82% | | 营业收入(万元) | 26.173.94 | 32,968.62 | 26.038.45 | 24,450.82 | | 净利润(万元) | 9.074.49 | 7.150.51 | 3.476.17 | 3,829.51 | | 归属于母公司所有者 | 9.047.71 | 7.146.79 | 3,496.81 | 3,852.86 | ...

数据显示，截至12月29日，有29家A股公司发布了2025年年度业绩预告，其中，有19家公司2025年年度 业绩预告类型为"预增"或"略增"，有16家公司表示，2025年净利润将超过1亿元。 立讯精密预计，该公司2025年净利润比上年同期增长23.59%至28.59%，约为165.2亿元至171.8亿元。对 于业绩变动的原因，立讯精密公告从全球化战略、全面提升全产业链成本管控效能等层面进行了解释， 并提及，公司将继续推动多元化业务的拓展，加大在AI端侧硬件、数据中心高速互联、热管理、智能 汽车、机器人等新兴领域的战略投入，构建更具弹性的业务矩阵。 此外，有13家公司预计净利润同比增长的最大变动幅度超过10%。查阅这些公司的公告可知，他们预计 在2025年取得较好业绩，得益于自身的研发能力和不断提高的品牌影响力，下游市场需求的持续旺盛、 核心产品出货量大幅增长、在手订单充足等因素。 在预计净利润同比增长的公司中，有多家来自计算机相关产业。"部分计算机行业上市公司在2025年业 绩预计有明显增长，有利润阶段性释放带来的影响，同时，年内不断落地的AI应用也为这些企业的产 品带来了溢价。"陈晶晶说。 河北环博科技有限 ...

Core Viewpoint - BYD Electronics reported stable performance expectations for 2025, with a revenue of 123.3 billion RMB for the first nine months of 2023, a year-on-year increase of 0.95%, and a net profit of 3.14 billion RMB, up 2.4% year-on-year [1][2] Group 1: Financial Performance - The overall revenue from consumer electronics remained flat compared to the same period last year, with assembly business growth offset by a decline in components [1] - The automotive business showed year-on-year growth, while new intelligent products experienced a decline [1] - Profitability weakened in the third quarter, with expectations for fourth-quarter revenue to be comparable to the same period last year [1] Group 2: Automotive Electronics - The automotive electronics segment is expected to contribute significant growth, with products like smart cockpits, smart driving, and smart suspension systems already delivered [1] - The revenue forecast for automotive electronics in 2025 has been adjusted to 25 billion RMB, with a growth rate of approximately 25%, lower than initial expectations [1] - Anticipated improvements in vehicle value and increased penetration of high-end smart driving and suspension products are expected to drive growth in 2026 [1] Group 3: New Business Developments - The company has made progress in AI data centers and robotics, expanding into enterprise-level general servers, storage servers, and AI servers [2] - Liquid cooling products are ready, with orders expected to start materializing in the first quarter of next year [2] - The robotics business focuses on internal applications, with the first generation of humanoid robot prototypes launched and ongoing hardware and algorithm optimizations [2] Group 4: Future Projections and Ratings - Revenue projections for BYD Electronics from 2025 to 2027 are 185.2 billion RMB, 197.4 billion RMB, and 208.7 billion RMB, with growth rates of 4.4%, 6.6%, and 5.8% respectively [2] - Net profit forecasts for the same period are 4.27 billion RMB, 5.13 billion RMB, and 6.13 billion RMB, with growth rates of 0.1%, 20.2%, and 19.3% respectively [2] - A target price of 50.1 HKD is set, reflecting a 51.2% upside potential from the current price, maintaining a buy rating [2]