电脑互联产品及精密组件

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立讯精密半年营收1245亿增20% 赴港IPO或募10亿美元加速国际化
Chang Jiang Shang Bao· 2025-08-26 23:37
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 ...
立讯精密:8月11日召开董事会会议
Mei Ri Jing Ji Xin Wen· 2025-08-11 15:27
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]
“果链”巨头加速拥抱全球化,立讯精密拟赴港上市
Huan Qiu Lao Hu Cai Jing· 2025-07-03 07:14
Core Viewpoint - Luxshare Precision is actively planning to issue H-shares and list on the Hong Kong Stock Exchange, becoming the third major "fruit chain" company to pursue a Hong Kong listing after Lens Technology and GoerTek [1] Group 1: Company Performance - In 2024, Luxshare Precision achieved operating revenue of 268.795 billion yuan, a year-on-year increase of 15.91%, and a net profit attributable to shareholders of 13.366 billion yuan, up 22.03% [1] - In Q1 2025, the company continued its growth momentum with operating revenue of 61.788 billion yuan, a year-on-year increase of 17.9%, and a net profit of 3.044 billion yuan, up 23.17% [1] Group 2: Revenue Structure - The consumer electronics segment remains the main revenue source, generating 224.094 billion yuan in 2024, accounting for 83.37% of total revenue, although its growth rate of 13.65% is below the company's overall growth [1] - Other business segments are experiencing rapid growth: automotive interconnect products and precision components grew by 48.69%, communication interconnect products and precision components by 26.29%, and computer interconnect products and precision components by 20.15% [2] Group 3: Strategic Intent - The company's strategy to cultivate a second growth curve is closely related to its heavy reliance on a single customer and overseas markets, with sales to its largest customer, Apple, reaching 190.139 billion yuan in 2024, accounting for 70.74% of total sales [2] - The high dependence on international markets poses risks, as evidenced by a nearly 30% drop in stock price over five trading days due to trade tensions affecting the consumer electronics sector [2] - The planned Hong Kong listing is a strategic choice to mitigate risks from international trade disputes and to accelerate technological upgrades, capacity expansion, and business diversification [2]
“果链”龙头立讯精密去年狂赚134亿,半年报预增20%-25%
Ge Long Hui· 2025-04-27 09:51
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].