立讯精密：2025 年第二季度净利润符合预期，2025 年第三季度指引超预期

Flash | 25 Aug 2025 10:42:04 ET │ 12 pages Luxshare Precision Industry (002475.SZ) First Take – 2Q25 NP in line and 3Q25 guidance beat CITI'S TAKE Luxshare reported 2Q25 results on 25th Aug after the market close. 2Q25 revenue recorded Rmb62.7bn (+23% YoY), beating CitiE by 11% but in line with consensus. GPM narrowed by 0.8pt YoY to 11.7%, missing CitiE/BBGe by 1.1pt/0.3pt. OP printed Rmb2.9bn (+23% YoY) with OPM of 4.6%, ahead of CitiE by 6% but missed BBGe by 12%. Thanks to resilient iPhone assembly busi ...