LUXSHARE-ICT(SZ:002475)2025-08-29 00:36Financial Performance - The company achieved a revenue of CNY 124.503 billion in the first half of 2025, representing a year-on-year growth of 20.18% [6] - The net profit attributable to shareholders was CNY 6.644 billion, up 23.13% year-on-year [6] - The gross profit margin for the first half of 2025 was 11.61%, a decrease of 0.1 percentage points compared to the same period last year [6] Business Segments Consumer Electronics - Revenue from the consumer electronics segment reached CNY 97.799 billion, with a year-on-year growth of 14.32% [2] - The strategy focuses on "scene ecology, AI empowerment, and global collaboration" to enhance market position [2] Communication Business - Revenue from communication products and precision components was CNY 11.098 billion, showing a significant growth of 48.65% [3] - The company has successfully launched 224G high-speed cable products and is in the process of developing 448G products [3] Automotive Business - The automotive segment generated CNY 8.658 billion in revenue, marking an impressive growth of 82.07% [4] - The company is expanding its product lines in high-voltage and high-speed wiring harnesses, with multiple new projects expected to go into mass production in 2025 [4] Operational Efficiency - The operating expense ratio for sales, management, and research was 6.68%, a decrease of 0.3 percentage points year-on-year, attributed to scale effects from revenue growth [6] - The company reported a net cash outflow from operating activities of CNY 1.658 billion, a reduction of CNY 4.058 billion compared to the previous year [7] Strategic Initiatives - The company is enhancing its global manufacturing capabilities with production bases in countries like Vietnam, Malaysia, and Mexico to meet diverse market demands [5] - Investment in smart manufacturing and innovation is aimed at improving cost control across the entire supply chain [5] Future Outlook - The company anticipates stable and slightly increasing market demand in the second half of 2025, supported by flexible sales strategies from clients [21] - The data center business is expected to continue its rapid growth, driven by increasing demand for AI infrastructure [24]