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立訊精密公佈2025年中期業績,赴港上市再拓全球市場競爭力

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香港 – Media OutReach Newswire – 2025年9月3日 – 2025年8月,立訊精密(002475.SZ)發佈2025年半年度報告。在全球經濟環境複雜多變的背景下,公司保持穩健增長態勢。報告顯示,公司上半年實現营收利润双增长,營業收入1245.03億元(人民幣,下同),同比增長20.18%;歸母淨利潤66.44億元,同比增長23.13%;基本每股收益0.92元。立訊精密同期還發佈2025年度第三季度業績預告,預計今年前三季度淨利潤將同比增長20%-25%。報告稱,公司將加速多元化業務戰略佈局,持續加大在AI智能終端、光電高速互聯產品以及汽車智能電子電器等前沿領域的研發投入與市場滲透。

三大業務協同發展,同比均錄得增長

如今,立訊精密已構建消費電子、通信與數據中心、汽車電子三大業務板塊協同發展的戰略格局。

消費電子業務作為公司收入基石,表現穩健。2025年上半年實現收入977.99億元,同比增長14.32%。消費電子行業正式邁入由AI驅動的全新創新週期,立訊精密也成功導入多個新產品項目,並在AR/VR、消費級3D打印、機器人等新興領域持續與客戶加深合作。7月19日,立訊機器人總部基地項目開工,計劃2025年年底竣工投產,達產後可實現年產值100億元。

通信與數據中心業務上半年實現營收110.98億元,同比增長48.65%。公司在數據中心技術積累深厚,為客戶提供高速銅纜連接(DAC/ACC等)、高速背板連接器到高速光模塊、”銅、光、電、熱”一體化解決方案等產品和服務。當前,立訊精密多款高速率、高附加值產品批量交付。

公司汽車電子领域也有較好表現,實現營收86.58億元,同比大幅增長82.07%。公司汽車Tier 1業務獲得全球多家主流車企認可。當前,公司汽車業務正處在高速發展的爬坡期,形成了從汽車關鍵零組件到功能模塊再到系統集成的垂直整合能力,產品線不斷豐富,客戶群持續擴大。

上半年戰略併購兩家企業,完善多樣化佈局

今年上半年,通過一系列戰略併購,立訊精密持續強化自身技術能力和市場地位。年初,立訊精密宣佈收購聞泰科技若干子公司的全部股權。通過此次收購,立訊精密可放大其ODM規模與競爭力,借助聞泰在全球手機ODM市場超20%的佔有率,向下游三星、小米等頭部品牌提供垂直一體化ODM服務。7月,立訊精密新加坡子公司完成對德國百年汽車線束企業萊尼(Leoni AG)50.1%股權及其全資子公司Leoni K的100%股權的交割。萊尼的全球生產基地,可以為公司提供本土化產能支持,使立訊精密有效切入全球頂級車企供應鏈。

遞交港股IPO申請,借力國際資本市場東風

值得注意的是,立訊精密已於2025年8月18日正式向香港聯交所遞交主板上市申請,邁出國際化戰略佈局的關鍵一步。此次赴港IPO,有利於公司借助國際資本市場力量,進一步強化全球產能佈局。

根據弗若斯特沙利文數據,立訊精密的精密智造解決方案(PIMS)行業中排名全球第四、中國大陸第一,且消費電子、汽車電子、通信與數據中心等各主要業務線均處於全球領先地位。在全球精密智造解決方案提供商中,立訊精密擁有最全面及最多元化的產品組合。通過持續的卓越表現,公司於2023年至2025年連續三年躋身《財富》世界500強榜單。公司計劃將募資用於擴充產能及升級現有生產基地,投資技術研發,投資上下遊行業或相關產業的優質標的等。隨著全球化、智能化轉型的深入推進,立訊精密有望憑借其多元化業務和全球化佈局,為全球客戶創造更大價值。

Hashtag: #立訊精密

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