The "No. 1" in the consumer electronics sector, Luxshare Precision (002475.SZ), ushered in a strong round of rise!
On September 11, Luxshare Precision hit the daily limit with a strong turnover of 28.4 billion yuan. Since April, the maximum increase in Luxshare Precision has reached 95.13%.
Previously, the United States launched the so-called "tariff war" in early April, Luxshare Precision fell nearly 30% in four trading days. Now, it not only completely recovered the lost land, but also reached 383.6 billion yuan, setting a new high in the past four years.
The main reason for Luxshare Precision's surge:
Apple has frequently received good news.
1. Apple's launch conference, new products have increased prices.
In the early morning of September 10, Beijing time, Apple held a new autumn product launch conference. The mid-range and high-end models of the new generation of mobile phones increased the price compared to the previous generation of products. This is the first time Apple has increased the starting price of new products since 2017.
2. Apple is expected to raise its shipment expectations for the first folding screen iPhone.
September 3rd news, Tianfeng International analyst Ming-Chi Kuo, known as the "strongest Apple analyst", revealed that Apple has recently raised its shipment expectations for the first folding screen iPhone, of which 8-10 million units were reached in 2026, and 20-25 million units in 2027, showing Apple's ambition for the folding screen market.
3. Trump has made it clear that he will not impose tariffs on Apple.
On September 4 local time, US President Trump announced that the US government will impose tariffs on imported products from semiconductor companies that have not transferred production to the United States. He stressed that if a company invests in the United States or has a plan to build a factory, tariffs can be exempted.
Trump said the tariff range would be "quite considerable, but not too high", and named Apple CEO Cook "good" because Apple has promised to invest $600 billion in the United States in the next four years.
In other words, Apple has obtained tariff exemptions by investing in the United States.
Among the A-share consumer electronics leaders, Luxshare Precision has the closest relationship with Apple.
The 2024 annual report shows that Luxshare Precision's "largest customer" accounts for 70.74% of the company's total sales, which is higher than other major leaders in fruit chains in A-shares.
It is too high to rely on the largest customer, which is a "double-edged sword".
On the one hand, it will cause company operating risks. Once the demand for major customers decreases, the company's revenue will be greatly affected;
But on the other hand, it also makes Luxshare's positive response to Apple's side more direct and sensitive.
So, it can be seen that Luxshare Precision's growth in recent times has been significantly prominent in the fruit chain. For example, since August, the "Apple Concept" of A-shares has risen by 22.33%, while Luxshare Precision has risen by 47.77% during this period.
In addition, Luxshare Precision has carefully deployed popular AI computing power to further open up the company's valuation space.
Since last year, AI computing power has been a super popular concept in A-shares, with Industrial Fulian, Xinyisheng, Zhongji Xuchuang... a batch of big bull stocks several times or even more than ten times have emerged.
Luxxx Precision has carefully deployed the AI computing power infrastructure business - Data Center (IDC).
In 2024, global chip giant Intel acquired a stake in a subsidiary of Luxshare Precision. The media said that the cooperation between the two parties will focus on Luxshare Precision's communications and data center business, which is the "second growth curve" of Luxshare Precision's future corporate development strategy planning after Consumer Electronics.
Luxxx Precision's 2025 semi-annual report shows that the company accurately grasps the historic opportunities in the construction of AI computing power infrastructure. With its profound technical background in the field of data centers, it provides customers with "copper, optical, electrical and thermal" integrated solutions from high-speed copper cable connections (DAC/ACC, etc.), high-speed backplane connectors to high-speed optical modules, and then to server power supply and thermal management systems. At present, the company's share among global leading cloud service providers (CSPs) and AI server customers continues to increase, and a number of high-speed and high-value-added products have been delivered in batches.
Rights Precision's fundamentals are currently strong. This is the basis for the continued rise in the company's stock price.
In the first half of 2025, Luxshare Precision's revenue was 124.503 billion yuan, a year-on-year increase of 20.18%, and a net profit of 6.644 billion yuan, a growth of 23.13%. Both revenue and net profit in the first half of the year hit the highest level in the same period in history.
At the same time, the company expects its net profit in the third quarter of this year to be 4.246 billion yuan to 4.699 billion yuan, a year-on-year increase of 15.41% to 27.74%, and its net profit attributable to shareholders in the first three quarters was 10.89 billion yuan to 11.344 billion yuan, a year-on-year increase of 20% to 25%.
Although after a wave of increase, Luxshare Precision's valuation is still not high at present.
The latest price-to-earnings ratio is 28.9 times, still lower than the historical average price-to-earnings ratio of 41.12 times.
For the company's 330,000 shareholders, the future may still be worth looking forward to.
