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立讯精密,渣渣**虽有利润又有什么用啊。原来去年8月份就递交了港股上市~
新股消息 | 利润百亿、毛利率修复 “果链” 巨头立讯精密(002475.SZ)再次赴港IPO
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12:52","market":"sh","language":"zh","title":"新股消息 | 利润百亿、毛利率修复 “果链” 巨头立讯精密(002475.SZ)再次赴港IPO","url":"https://stock-news.laohu8.com/highlight/detail?id=2616286428","media":"智通财经","summary":"智通财经APP获悉,据港交所2月27日披露,立讯精密工业股份有限公司递表港交所主板,中信证券、高盛、中金公司为其联席保荐人。立讯精密通过持续的卓越表现,于2023年至2025年连续三年跻身《财富》世界500强榜单。年╱期内利润于2023年、2024年及2025年截至9月30日止九个月,该公司实现年/期内利润分别为122.43亿元、145.79亿元、127.28亿元人民币。毛利率于2023年、2024年及2025年截至9月30日止九个月,该公司毛利率分别为11.1%、10.1%、11.8%。","content":"<html><body><p>智通财经APP获悉,据<a href=\"https://laohu8.com/S/00388\">港交所</a>2月27日披露,<a href=\"https://laohu8.com/S/002475\">立讯精密</a>工业股份有限公司(简称:立讯精密(002475.SZ))递表港交所主板,<a href=\"https://laohu8.com/S/600030\">中信证券</a>、<a href=\"https://laohu8.com/S/GS\">高盛</a>、<a href=\"https://laohu8.com/S/601995\">中金公司</a>为其联席保荐人。该公司曾于2025年8月18日向港交所递交过上市申请。</p><p><img src=\"https://img.zhitongcaijing.com/image/20260301/1772338452859400.png?x-oss-process=image/format,jpg/quality,q_90\" title=\"1772338452859400.png\"/></p><p>公司简介</p><p>招股书披露,立讯精密是一家全球领先的精密智造<a href=\"https://laohu8.com/S/C76.SI\">创新科技</a>公司,致力于为消费电子、汽车电子、通信与数据中心和其他终端市场的全球客户提供从精密零组件、模组到系统的跨领域垂直一体化开发与智造解决方案。以2024年销量计,全球平均每两部智能手机、每三部智能可穿戴设备及每五部智能汽车中,就有一部使用立讯精密的产品。</p><p>根据弗若斯特沙利文的资料,按2024年收入计,立讯精密在精密智造解决方案(PIMS)行业中排名全球第四、中国大陆第一,并在消费电子、汽车电子、通信与数据中心等各主要业务线均处于全球领先地位。</p><p>按2024年收入计,公司在消费电子零组件及模组PIMS市场中排名全球第二、中国大陆第一,全球市占率为11.3%;在汽车线束PIMS市场中排名全球第四、中国大陆第一,全球市占率为12.2%;在通信与数据中心铜互联PIMS市场中排名全球第四、中国大陆第一,全球市占率为4.4%。立讯精密通过持续的卓越表现,于2023年至2025年连续三年跻身《财富》世界500强榜单。</p><p>财务资料</p><p><img src=\"https://img.zhitongcaijing.com/image/20260301/1772339115696220.png?x-oss-process=image/format,jpg/quality,q_90\" title=\"1772339115696220.png\"/></p><p><strong>收入</strong></p><p>于2023年、2024年及2025年截至9月30日止九个月,该公司实现收入分别约为2319.05亿元、2687.95亿元、2209.15亿元人民币。</p><p><strong>年╱期内利润</strong></p><p>于2023年、2024年及2025年截至9月30日止九个月,该公司实现年/期内利润分别为122.43亿元、145.79亿元、127.28亿元人民币。</p><p><strong>毛利率</strong></p><p>于2023年、2024年及2025年截至9月30日止九个月,该公司毛利率分别为11.1%、10.1%、11.8%。</p><p>行业概览</p><p>PIMS指以客户为中心,以技术为驱动的制造服务,整合先进的加工技术、快速成型技术、自动化控制及智能系统,提供高精密度零组件、功能模组及系统集成。这些解决方案超越了标准化生产,具有深度定制化的特点,旨在将突破性的产品概念转化为可量产且具高技术标准的产品。其产品广泛应用于先进的消费电子、智能汽车和通信与数据中心等高科技和创新驱动领域。</p><p><img src=\"https://img.zhitongcaijing.com/image/20260301/1772339339738159.png\" title=\"1772339339738159.png\"/></p><p><strong>全球精密智造解决方案的市场规模</strong></p><p>根据2024年全球收入市场份额,集团位列全球PIMS提供商第4位,在总部位于中国大陆的企业中排名最高。在全球PIMS市场中,于2024年的前五大厂商分别为A公司、B公司、HH公司、本集团和C公司,所占市场份额分别为17.1%、5.0%、3.5%、3.0%和2.8%。</p><p><img src=\"https://img.zhitongcaijing.com/image/20260301/1772339360737417.png?x-oss-process=image/format,jpg/quality,q_90\" title=\"1772339360737417.png\"/></p><p><img src=\"https://img.zhitongcaijing.com/image/20260301/1772339477139872.png?x-oss-process=image/format,jpg/quality,q_80\" title=\"1772339477139872.png\"/></p><p><strong>全球消费电子市场发展概览</strong></p><p>得益于对AI技术需求的增长,2024年智能可穿戴设备(包括AI眼镜/XR设备、智能手表及智能手环)整体出货量超过1.69亿台,同比大幅增长。受惠于AI、物联网等技术与新兴消费电子产品的深度融合,智能声学终端、智能家居设备、户外电子凭借功能拓展、交互体验升级、互联互通、智能化功能增强等优势,展现了较强的发展潜力。2024年,智能声学终端、智能家居设备、户外电子等产品的出货量分别达到3.30亿台、9.03亿台和0.58亿台。预计创新的消费电子产品设计与AI应用的整合将推动该等产品的进一步换代。</p><p><img src=\"https://img.zhitongcaijing.com/image/20260301/1772339622607022.png?x-oss-process=image/format,jpg/quality,q_90\" title=\"1772339622607022.png\"/></p><p>董事会资料</p><p><span>董事会由八名董事组成,包括五名执行董事及三名独立非执行董事。</span></p><p><span><img src=\"https://img.zhitongcaijing.com/image/20260301/1772339672975141.png?x-oss-process=image/format,jpg/quality,q_90\" title=\"1772339672975141.png\"/></span></p><p><img src=\"https://img.zhitongcaijing.com/image/20260301/1772339695502591.png?x-oss-process=image/format,jpg/quality,q_90\" title=\"1772339695502591.png\"/></p><p>股权架构</p><p><span>截至最后实际可行日期,公司由(i)立讯有限(一家由王女士及王先生分别拥有50%及50%的公司)持有约37.49%;及(ii)由王先生持有约0.27%。</span></p><p><span><img src=\"https://img.zhitongcaijing.com/image/20260301/1772340060585230.png?x-oss-process=image/format,jpg/quality,q_90\" title=\"1772340060585230.png\"/></span></p><p><img src=\"https://img.zhitongcaijing.com/image/20260301/1772339793320710.png?x-oss-process=image/format,jpg/quality,q_90\" title=\"1772339793320710.png\"/></p><p>中介团队</p><p>联席保荐人:<a href=\"https://laohu8.com/S/06030\">中信证券</a>(香港)有限公司、高盛(亚洲)有限责任公司、中国国际金融香港证券有限公司</p><p>公司法律顾问:欧华律师事务所、汉坤律师事务所</p><p>联席保荐人的法律顾问:史密夫斐尔律师事务所、中伦律师事务所</p><p>申报会计师及核数师:香港立信德豪会计师事务所有限公司</p><p>行业顾问:弗若斯特沙利文(北京)咨询有限公司上海分公司</p><p>合规顾问:富比资本有限公司</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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href=http://www.zhitongcaijing.com/content/detail/1408645.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉,据港交所2月27日披露,立讯精密工业股份有限公司(简称:立讯精密(002475.SZ))递表港交所主板,中信证券、高盛、中金公司为其联席保荐人。该公司曾于2025年8月18日向港交所递交过上市申请。公司简介招股书披露,立讯精密是一家全球领先的精密智造创新科技公司,致力于为消费电子、汽车电子、通信与数据中心和其他终端市场的全球客户提供从精密零组件、模组到系统的跨领域垂直一体化开发...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1408645.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"91221":"立讯精密工业股份有限公司(临时代码)","LU1969619763.USD":"EASTSPRING INV CHINA A SHARES GROWTH \"A\" (USD) ACC","LU2495084118.USD":"ALLIANZ CHINA A-SHARES \"ATH\" (USDHDG) ACC","LU1997244956.HKD":"ALLIANZ CHINA A-SHARES \"AT\" (HKD) ACC A","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","SGXZ81163826.USD":"UNITED CHINA A-SHARES INNOVATION \"A\" (USD) ACC","LU1146622755.USD":"安本中国A股股票基金A Acc","002475":"立讯精密","LU0651947912.USD":"BGF EMERGING MARKETS EQUITY INCOME \"A5G\" (USD) 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href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 我看悬","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 我看悬","text":"$特斯拉(TSLA)$ 我看悬","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/428432316604512","isVote":1,"tweetType":1,"viewCount":1307,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":538527758202528,"gmtCreate":1772495595991,"gmtModify":1772500948440,"author":{"id":"4200043043632440","authorId":"4200043043632440","name":"HELY","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4200043043632440","idStr":"4200043043632440"},"themes":[],"title":"","htmlText":"立讯精密,渣渣**虽有利润又有什么用啊。原来去年8月份就递交了港股上市~","listText":"立讯精密,渣渣**虽有利润又有什么用啊。原来去年8月份就递交了港股上市~","text":"立讯精密,渣渣**虽有利润又有什么用啊。原来去年8月份就递交了港股上市~","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/538527758202528","repostId":"2616286428","repostType":4,"repost":{"id":"2616286428","kind":"news","pubTimestamp":1772340765,"share":"https://www.laohu8.com/m/news/2616286428?lang=zh_CN&edition=full","pubTime":"2026-03-01 12:52","market":"sh","language":"zh","title":"新股消息 | 利润百亿、毛利率修复 “果链” 巨头立讯精密(002475.SZ)再次赴港IPO","url":"https://stock-news.laohu8.com/highlight/detail?id=2616286428","media":"智通财经","summary":"智通财经APP获悉,据港交所2月27日披露,立讯精密工业股份有限公司递表港交所主板,中信证券、高盛、中金公司为其联席保荐人。立讯精密通过持续的卓越表现,于2023年至2025年连续三年跻身《财富》世界500强榜单。年╱期内利润于2023年、2024年及2025年截至9月30日止九个月,该公司实现年/期内利润分别为122.43亿元、145.79亿元、127.28亿元人民币。毛利率于2023年、2024年及2025年截至9月30日止九个月,该公司毛利率分别为11.1%、10.1%、11.8%。","content":"<html><body><p>智通财经APP获悉,据<a href=\"https://laohu8.com/S/00388\">港交所</a>2月27日披露,<a href=\"https://laohu8.com/S/002475\">立讯精密</a>工业股份有限公司(简称:立讯精密(002475.SZ))递表港交所主板,<a href=\"https://laohu8.com/S/600030\">中信证券</a>、<a href=\"https://laohu8.com/S/GS\">高盛</a>、<a href=\"https://laohu8.com/S/601995\">中金公司</a>为其联席保荐人。该公司曾于2025年8月18日向港交所递交过上市申请。</p><p><img src=\"https://img.zhitongcaijing.com/image/20260301/1772338452859400.png?x-oss-process=image/format,jpg/quality,q_90\" title=\"1772338452859400.png\"/></p><p>公司简介</p><p>招股书披露,立讯精密是一家全球领先的精密智造<a href=\"https://laohu8.com/S/C76.SI\">创新科技</a>公司,致力于为消费电子、汽车电子、通信与数据中心和其他终端市场的全球客户提供从精密零组件、模组到系统的跨领域垂直一体化开发与智造解决方案。以2024年销量计,全球平均每两部智能手机、每三部智能可穿戴设备及每五部智能汽车中,就有一部使用立讯精密的产品。</p><p>根据弗若斯特沙利文的资料,按2024年收入计,立讯精密在精密智造解决方案(PIMS)行业中排名全球第四、中国大陆第一,并在消费电子、汽车电子、通信与数据中心等各主要业务线均处于全球领先地位。</p><p>按2024年收入计,公司在消费电子零组件及模组PIMS市场中排名全球第二、中国大陆第一,全球市占率为11.3%;在汽车线束PIMS市场中排名全球第四、中国大陆第一,全球市占率为12.2%;在通信与数据中心铜互联PIMS市场中排名全球第四、中国大陆第一,全球市占率为4.4%。立讯精密通过持续的卓越表现,于2023年至2025年连续三年跻身《财富》世界500强榜单。</p><p>财务资料</p><p><img src=\"https://img.zhitongcaijing.com/image/20260301/1772339115696220.png?x-oss-process=image/format,jpg/quality,q_90\" title=\"1772339115696220.png\"/></p><p><strong>收入</strong></p><p>于2023年、2024年及2025年截至9月30日止九个月,该公司实现收入分别约为2319.05亿元、2687.95亿元、2209.15亿元人民币。</p><p><strong>年╱期内利润</strong></p><p>于2023年、2024年及2025年截至9月30日止九个月,该公司实现年/期内利润分别为122.43亿元、145.79亿元、127.28亿元人民币。</p><p><strong>毛利率</strong></p><p>于2023年、2024年及2025年截至9月30日止九个月,该公司毛利率分别为11.1%、10.1%、11.8%。</p><p>行业概览</p><p>PIMS指以客户为中心,以技术为驱动的制造服务,整合先进的加工技术、快速成型技术、自动化控制及智能系统,提供高精密度零组件、功能模组及系统集成。这些解决方案超越了标准化生产,具有深度定制化的特点,旨在将突破性的产品概念转化为可量产且具高技术标准的产品。其产品广泛应用于先进的消费电子、智能汽车和通信与数据中心等高科技和创新驱动领域。</p><p><img src=\"https://img.zhitongcaijing.com/image/20260301/1772339339738159.png\" title=\"1772339339738159.png\"/></p><p><strong>全球精密智造解决方案的市场规模</strong></p><p>根据2024年全球收入市场份额,集团位列全球PIMS提供商第4位,在总部位于中国大陆的企业中排名最高。在全球PIMS市场中,于2024年的前五大厂商分别为A公司、B公司、HH公司、本集团和C公司,所占市场份额分别为17.1%、5.0%、3.5%、3.0%和2.8%。</p><p><img src=\"https://img.zhitongcaijing.com/image/20260301/1772339360737417.png?x-oss-process=image/format,jpg/quality,q_90\" title=\"1772339360737417.png\"/></p><p><img src=\"https://img.zhitongcaijing.com/image/20260301/1772339477139872.png?x-oss-process=image/format,jpg/quality,q_80\" title=\"1772339477139872.png\"/></p><p><strong>全球消费电子市场发展概览</strong></p><p>得益于对AI技术需求的增长,2024年智能可穿戴设备(包括AI眼镜/XR设备、智能手表及智能手环)整体出货量超过1.69亿台,同比大幅增长。受惠于AI、物联网等技术与新兴消费电子产品的深度融合,智能声学终端、智能家居设备、户外电子凭借功能拓展、交互体验升级、互联互通、智能化功能增强等优势,展现了较强的发展潜力。2024年,智能声学终端、智能家居设备、户外电子等产品的出货量分别达到3.30亿台、9.03亿台和0.58亿台。预计创新的消费电子产品设计与AI应用的整合将推动该等产品的进一步换代。</p><p><img src=\"https://img.zhitongcaijing.com/image/20260301/1772339622607022.png?x-oss-process=image/format,jpg/quality,q_90\" title=\"1772339622607022.png\"/></p><p>董事会资料</p><p><span>董事会由八名董事组成,包括五名执行董事及三名独立非执行董事。</span></p><p><span><img src=\"https://img.zhitongcaijing.com/image/20260301/1772339672975141.png?x-oss-process=image/format,jpg/quality,q_90\" title=\"1772339672975141.png\"/></span></p><p><img src=\"https://img.zhitongcaijing.com/image/20260301/1772339695502591.png?x-oss-process=image/format,jpg/quality,q_90\" title=\"1772339695502591.png\"/></p><p>股权架构</p><p><span>截至最后实际可行日期,公司由(i)立讯有限(一家由王女士及王先生分别拥有50%及50%的公司)持有约37.49%;及(ii)由王先生持有约0.27%。</span></p><p><span><img src=\"https://img.zhitongcaijing.com/image/20260301/1772340060585230.png?x-oss-process=image/format,jpg/quality,q_90\" title=\"1772340060585230.png\"/></span></p><p><img src=\"https://img.zhitongcaijing.com/image/20260301/1772339793320710.png?x-oss-process=image/format,jpg/quality,q_90\" title=\"1772339793320710.png\"/></p><p>中介团队</p><p>联席保荐人:<a href=\"https://laohu8.com/S/06030\">中信证券</a>(香港)有限公司、高盛(亚洲)有限责任公司、中国国际金融香港证券有限公司</p><p>公司法律顾问:欧华律师事务所、汉坤律师事务所</p><p>联席保荐人的法律顾问:史密夫斐尔律师事务所、中伦律师事务所</p><p>申报会计师及核数师:香港立信德豪会计师事务所有限公司</p><p>行业顾问:弗若斯特沙利文(北京)咨询有限公司上海分公司</p><p>合规顾问:富比资本有限公司</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n新股消息 | 利润百亿、毛利率修复 “果链” 巨头立讯精密(002475.SZ)再次赴港IPO\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-01 12:52 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1408645.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉,据港交所2月27日披露,立讯精密工业股份有限公司(简称:立讯精密(002475.SZ))递表港交所主板,中信证券、高盛、中金公司为其联席保荐人。该公司曾于2025年8月18日向港交所递交过上市申请。公司简介招股书披露,立讯精密是一家全球领先的精密智造创新科技公司,致力于为消费电子、汽车电子、通信与数据中心和其他终端市场的全球客户提供从精密零组件、模组到系统的跨领域垂直一体化开发...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1408645.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"91221":"立讯精密工业股份有限公司(临时代码)","LU1969619763.USD":"EASTSPRING INV CHINA A SHARES GROWTH \"A\" (USD) ACC","LU2495084118.USD":"ALLIANZ CHINA A-SHARES \"ATH\" (USDHDG) ACC","LU1997244956.HKD":"ALLIANZ CHINA A-SHARES \"AT\" (HKD) ACC A","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","SGXZ81163826.USD":"UNITED CHINA A-SHARES INNOVATION \"A\" (USD) ACC","LU1146622755.USD":"安本中国A股股票基金A Acc","002475":"立讯精密","LU0651947912.USD":"BGF EMERGING MARKETS EQUITY INCOME \"A5G\" (USD) 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ACC"},"source_url":"http://www.zhitongcaijing.com/content/detail/1408645.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2616286428","content_text":"智通财经APP获悉,据港交所2月27日披露,立讯精密工业股份有限公司(简称:立讯精密(002475.SZ))递表港交所主板,中信证券、高盛、中金公司为其联席保荐人。该公司曾于2025年8月18日向港交所递交过上市申请。公司简介招股书披露,立讯精密是一家全球领先的精密智造创新科技公司,致力于为消费电子、汽车电子、通信与数据中心和其他终端市场的全球客户提供从精密零组件、模组到系统的跨领域垂直一体化开发与智造解决方案。以2024年销量计,全球平均每两部智能手机、每三部智能可穿戴设备及每五部智能汽车中,就有一部使用立讯精密的产品。根据弗若斯特沙利文的资料,按2024年收入计,立讯精密在精密智造解决方案(PIMS)行业中排名全球第四、中国大陆第一,并在消费电子、汽车电子、通信与数据中心等各主要业务线均处于全球领先地位。按2024年收入计,公司在消费电子零组件及模组PIMS市场中排名全球第二、中国大陆第一,全球市占率为11.3%;在汽车线束PIMS市场中排名全球第四、中国大陆第一,全球市占率为12.2%;在通信与数据中心铜互联PIMS市场中排名全球第四、中国大陆第一,全球市占率为4.4%。立讯精密通过持续的卓越表现,于2023年至2025年连续三年跻身《财富》世界500强榜单。财务资料收入于2023年、2024年及2025年截至9月30日止九个月,该公司实现收入分别约为2319.05亿元、2687.95亿元、2209.15亿元人民币。年╱期内利润于2023年、2024年及2025年截至9月30日止九个月,该公司实现年/期内利润分别为122.43亿元、145.79亿元、127.28亿元人民币。毛利率于2023年、2024年及2025年截至9月30日止九个月,该公司毛利率分别为11.1%、10.1%、11.8%。行业概览PIMS指以客户为中心,以技术为驱动的制造服务,整合先进的加工技术、快速成型技术、自动化控制及智能系统,提供高精密度零组件、功能模组及系统集成。这些解决方案超越了标准化生产,具有深度定制化的特点,旨在将突破性的产品概念转化为可量产且具高技术标准的产品。其产品广泛应用于先进的消费电子、智能汽车和通信与数据中心等高科技和创新驱动领域。全球精密智造解决方案的市场规模根据2024年全球收入市场份额,集团位列全球PIMS提供商第4位,在总部位于中国大陆的企业中排名最高。在全球PIMS市场中,于2024年的前五大厂商分别为A公司、B公司、HH公司、本集团和C公司,所占市场份额分别为17.1%、5.0%、3.5%、3.0%和2.8%。全球消费电子市场发展概览得益于对AI技术需求的增长,2024年智能可穿戴设备(包括AI眼镜/XR设备、智能手表及智能手环)整体出货量超过1.69亿台,同比大幅增长。受惠于AI、物联网等技术与新兴消费电子产品的深度融合,智能声学终端、智能家居设备、户外电子凭借功能拓展、交互体验升级、互联互通、智能化功能增强等优势,展现了较强的发展潜力。2024年,智能声学终端、智能家居设备、户外电子等产品的出货量分别达到3.30亿台、9.03亿台和0.58亿台。预计创新的消费电子产品设计与AI应用的整合将推动该等产品的进一步换代。董事会资料董事会由八名董事组成,包括五名执行董事及三名独立非执行董事。股权架构截至最后实际可行日期,公司由(i)立讯有限(一家由王女士及王先生分别拥有50%及50%的公司)持有约37.49%;及(ii)由王先生持有约0.27%。中介团队联席保荐人:中信证券(香港)有限公司、高盛(亚洲)有限责任公司、中国国际金融香港证券有限公司公司法律顾问:欧华律师事务所、汉坤律师事务所联席保荐人的法律顾问:史密夫斐尔律师事务所、中伦律师事务所申报会计师及核数师:香港立信德豪会计师事务所有限公司行业顾问:弗若斯特沙利文(北京)咨询有限公司上海分公司合规顾问:富比资本有限公司","news_type":1,"symbols_score_info":{"91221":1.5,"002475":1.5}},"isVote":1,"tweetType":1,"viewCount":475,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":538518954927528,"gmtCreate":1772495246086,"gmtModify":1772495248470,"author":{"id":"4200043043632440","authorId":"4200043043632440","name":"HELY","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4200043043632440","idStr":"4200043043632440"},"themes":[],"title":"","htmlText":"光互联巨头","listText":"光互联巨头","text":"光互联巨头","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/538518954927528","repostId":"2616336245","repostType":2,"repost":{"id":"2616336245","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点,精选影响您财富的资讯,投资理财必备神器!","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1772494275,"share":"https://www.laohu8.com/m/news/2616336245?lang=zh_CN&edition=full","pubTime":"2026-03-03 07:31","market":"us","language":"zh","title":"“光互联巨头”Credo Q3财季营收暴增200%,但利润率下滑引发担忧","url":"https://stock-news.laohu8.com/highlight/detail?id=2616336245","media":"华尔街见闻","summary":"Credo Q3财季营收同比暴增201%至4.07亿美元,调整后每股盈利1.07美元,均超出分析师预期。与此同时,公司给出的下季度营收指引中值为4.30亿美元,亦略高于市场预期的4.285亿美元。然而,第三财季非GAAP毛利率为68.6%,而第四财季指引中值已降至65%,利润率的下行趋势一度导致盘后跌逾12%,随后股价反转走强。","content":"<html><head></head><body><blockquote><p>Credo Q3财季营收同比暴增201%至4.07亿美元,调整后每股盈利1.07美元,均超出分析师预期。与此同时,公司给出的下季度营收指引中值为4.30亿美元,亦略高于市场预期的4.285亿美元。然而,第三财季非GAAP毛利率为68.6%,而第四财季指引中值已降至65%,利润率的下行趋势一度导致盘后跌逾12%。</p></blockquote><p style=\"text-align: justify;\">AI连接芯片厂商Credo发布第三财季业绩及下季度指引均超出华尔街预期,但公司利润率收窄趋势引发投资者警惕,盘后股价一度跌超12%。</p><p style=\"text-align: justify;\">3月2日美股盘后,Credo发布了2026财年第三季度(截至2026年1月31日)的财季营收,同比暴增201%至4.07亿美元,调整后每股盈利1.07美元,均超出分析师预期。</p><p style=\"text-align: justify;\">与此同时,公司给出的下季度营收指引中值为4.30亿美元,亦略高于市场预期的4.285亿美元。</p><p style=\"text-align: justify;\">华尔街见闻提及,此前Credo发布Q3初步营收预期时对未来的增长前景表现出极强信心。公司在当时声明中表示:</p><blockquote><p style=\"text-align: justify;\">展望2026财年结束及进入2027财年,Credo预计第四季度营收将实现中个位数的环比增长,这将推动本财年(2026财年)实现超过200%的同比增长。</p></blockquote><p style=\"text-align: justify;\"><strong>然而,公司毛利率正在明显走低。第三财季非GAAP毛利率为68.6%,而第四财季指引中值已降至65%,利润率的下行轨迹令部分投资者感到失望。</strong></p><p>Credo股价盘后一度跌逾12%,随后股价较低点反转后继续下跌,现跌逾7%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a279470dd5ef3842a18126a0012267c3\" title=\"\" tg-width=\"1122\" tg-height=\"610\"/></p><h2 id=\"id_2102833423\">业绩连续五个季度三位数增长</h2><p style=\"text-align: justify;\">Credo第三财季调整后每股盈利1.07美元,高于FactSet分析师预期的0.91美元。</p><p style=\"text-align: justify;\">此外营收4.07亿美元,同比增长201%,较上季度环比增长逾50%,亦超越此前公司自身预告区间(4.04亿至4.08亿美元)的上沿。</p><p style=\"text-align: justify;\"><strong>这是Credo连续第五个季度实现营收三位数增长,分析师预计这一高增速至少还将延续一个季度。</strong></p><p style=\"text-align: justify;\">公司首席执行官Bill Brennan在声明中表示,AEC(有源铜缆)与IC(集成电路)业务持续增长,同时公司宣布通过ZeroFlap光学器件、ALC(有源LED线缆)及OmniConnect三条新产品线打开数十亿美元规模的新增市场空间。</p><p style=\"text-align: justify;\">Brennan称:</p><blockquote><p style=\"text-align: justify;\">我们对在持续扩张的AI基础设施格局中创新与增长的能力充满信心。</p></blockquote><h2 id=\"1a759dfb\">毛利率下滑成为市场隐忧</h2><p style=\"text-align: justify;\">尽管营收增势强劲,利润率压缩仍是投资者消化业绩时的主要顾虑。</p><p style=\"text-align: justify;\">第三财季GAAP毛利率为68.5%,非GAAP毛利率为68.6%。但公司对第四财季的指引显示,GAAP毛利率中值将降至64.9%,非GAAP毛利率中值约为65%,环比降幅接近4个百分点。</p><p style=\"text-align: justify;\">公司预计第四财季调整后运营费用在7600万至8000万美元之间。</p><p style=\"text-align: justify;\">分析认为营收高速扩张期间利润率的系统性收窄,通常意味着产品结构或客户议价关系正在发生变化,这往往会引发市场对未来盈利质量的重新评估。</p><h2 id=\"co-mira-ai\">收购CoMira布局AI架构升级</h2><p style=\"text-align: justify;\">在发布季报的同一天,Credo宣布收购CoMira Solutions,进一步强化其在AI系统层面的技术布局。</p><p style=\"text-align: justify;\">据公司介绍,CoMira专注于链路层、纠错及安全半导体技术,将支持Credo为规模扩展型(scale-up)及横向扩展型(scale-out)AI架构开发更先进的系统级解决方案。双方未披露交易金额。</p><p style=\"text-align: justify;\">分析认为这一收购与Credo此前宣布的多项新产品线扩张共同指向同一战略逻辑。在AI基础设施建设加速的背景下,持续拓宽可触达市场规模,以维系高增长预期。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n“光互联巨头”Credo Q3财季营收暴增200%,但利润率下滑引发担忧\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-03 07:31 北京时间 <a href=https://wallstreetcn.com/articles/3766564><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Credo Q3财季营收同比暴增201%至4.07亿美元,调整后每股盈利1.07美元,均超出分析师预期。与此同时,公司给出的下季度营收指引中值为4.30亿美元,亦略高于市场预期的4.285亿美元。然而,第三财季非GAAP毛利率为68.6%,而第四财季指引中值已降至65%,利润率的下行趋势一度导致盘后跌逾12%。AI连接芯片厂商Credo发布第三财季业绩及下季度指引均超出华尔街预期,但公司利润率收窄...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3766564\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://encrypted-tbn0.gstatic.com/images?q=tbn:ANd9GcRd_e8Wu2AIuftakXIpW6JxSfcNVme5VrHNaA&s","relate_stocks":{"BK4587":"ChatGPT概念","BK4528":"SaaS概念","BK4588":"碎股","BK4585":"ETF&股票定投概念","BK4023":"应用软件","BK4543":"AI","CRDO":"Credo Technology Group Holding Ltd","BK4551":"寇图资本持仓"},"source_url":"https://wallstreetcn.com/articles/3766564","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2616336245","content_text":"Credo Q3财季营收同比暴增201%至4.07亿美元,调整后每股盈利1.07美元,均超出分析师预期。与此同时,公司给出的下季度营收指引中值为4.30亿美元,亦略高于市场预期的4.285亿美元。然而,第三财季非GAAP毛利率为68.6%,而第四财季指引中值已降至65%,利润率的下行趋势一度导致盘后跌逾12%。AI连接芯片厂商Credo发布第三财季业绩及下季度指引均超出华尔街预期,但公司利润率收窄趋势引发投资者警惕,盘后股价一度跌超12%。3月2日美股盘后,Credo发布了2026财年第三季度(截至2026年1月31日)的财季营收,同比暴增201%至4.07亿美元,调整后每股盈利1.07美元,均超出分析师预期。与此同时,公司给出的下季度营收指引中值为4.30亿美元,亦略高于市场预期的4.285亿美元。华尔街见闻提及,此前Credo发布Q3初步营收预期时对未来的增长前景表现出极强信心。公司在当时声明中表示:展望2026财年结束及进入2027财年,Credo预计第四季度营收将实现中个位数的环比增长,这将推动本财年(2026财年)实现超过200%的同比增长。然而,公司毛利率正在明显走低。第三财季非GAAP毛利率为68.6%,而第四财季指引中值已降至65%,利润率的下行轨迹令部分投资者感到失望。Credo股价盘后一度跌逾12%,随后股价较低点反转后继续下跌,现跌逾7%。业绩连续五个季度三位数增长Credo第三财季调整后每股盈利1.07美元,高于FactSet分析师预期的0.91美元。此外营收4.07亿美元,同比增长201%,较上季度环比增长逾50%,亦超越此前公司自身预告区间(4.04亿至4.08亿美元)的上沿。这是Credo连续第五个季度实现营收三位数增长,分析师预计这一高增速至少还将延续一个季度。公司首席执行官Bill Brennan在声明中表示,AEC(有源铜缆)与IC(集成电路)业务持续增长,同时公司宣布通过ZeroFlap光学器件、ALC(有源LED线缆)及OmniConnect三条新产品线打开数十亿美元规模的新增市场空间。Brennan称:我们对在持续扩张的AI基础设施格局中创新与增长的能力充满信心。毛利率下滑成为市场隐忧尽管营收增势强劲,利润率压缩仍是投资者消化业绩时的主要顾虑。第三财季GAAP毛利率为68.5%,非GAAP毛利率为68.6%。但公司对第四财季的指引显示,GAAP毛利率中值将降至64.9%,非GAAP毛利率中值约为65%,环比降幅接近4个百分点。公司预计第四财季调整后运营费用在7600万至8000万美元之间。分析认为营收高速扩张期间利润率的系统性收窄,通常意味着产品结构或客户议价关系正在发生变化,这往往会引发市场对未来盈利质量的重新评估。收购CoMira布局AI架构升级在发布季报的同一天,Credo宣布收购CoMira Solutions,进一步强化其在AI系统层面的技术布局。据公司介绍,CoMira专注于链路层、纠错及安全半导体技术,将支持Credo为规模扩展型(scale-up)及横向扩展型(scale-out)AI架构开发更先进的系统级解决方案。双方未披露交易金额。分析认为这一收购与Credo此前宣布的多项新产品线扩张共同指向同一战略逻辑。在AI基础设施建设加速的背景下,持续拓宽可触达市场规模,以维系高增长预期。","news_type":1,"symbols_score_info":{"CRDO":0.6}},"isVote":1,"tweetType":1,"viewCount":66,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":455495377064808,"gmtCreate":1752242103008,"gmtModify":1752243333757,"author":{"id":"4200043043632440","authorId":"4200043043632440","name":"HELY","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4200043043632440","idStr":"4200043043632440"},"themes":[],"htmlText":"云基础设施公司","listText":"云基础设施公司","text":"云基础设施公司","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/455495377064808","repostId":"1197344032","repostType":4,"repost":{"id":"1197344032","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1752241349,"share":"https://www.laohu8.com/m/news/1197344032?lang=zh_CN&edition=full","pubTime":"2025-07-11 21:42","market":"hk","language":"zh","title":"异动解读 | 分析师下调评级,CoreWeave盘中大跌5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1197344032","media":"异动解读","summary":"7月11日周五盘中,云基础设施技术公司CoreWeave, Inc.股价大跌5.03%,引发市场关注。这一跌势主要受到华尔街分析师评级下调和公司最近收购计划的影响。尽管如此,CoreWeave的收购计划仍然引起了市场的关注。通过收购数据中心基础设施供应商Core Scientific,CoreWeave预计每年可节省5亿美元的运营费用,并为高性能计算和AI工作负载释放出约150MW至200MW的额外IT容量。CoreWeave自今年3月底上市以来,股价已上涨逾三倍,尽管近期有所回落。","content":"<p>7月11日周五盘中,云基础设施技术公司CoreWeave, Inc.(股票代码:CRWV)股价大跌5.03%,引发市场关注。这一跌势主要受到华尔街分析师评级下调和公司最近收购计划的影响。</p>\n\n<p>投资银行Needham将CoreWeave的评级从\"买入\"下调至\"持有\"。Needham分析师Mike Cikos表示,CoreWeave拟以90亿美元收购Core Scientific的交易\"具有战略意义并能释放产能,但估值似乎已经过高\"。此前,包括Stifel和瑞穗在内的其他证券公司也下调了对CoreWeave的评级。这些评级调整反映了分析师对公司当前估值水平的担忧。</p>\n\n<p>尽管如此,CoreWeave的收购计划仍然引起了市场的关注。通过收购数据中心基础设施供应商Core Scientific,CoreWeave预计每年可节省5亿美元的运营费用,并为高性能计算和AI工作负载释放出约150MW至200MW的额外IT容量。与此同时,科技巨头思科(Cisco)披露持有约106万股CoreWeave股份,显示出对公司前景的信心。CoreWeave自今年3月底上市以来,股价已上涨逾三倍,尽管近期有所回落。</p>","source":"ai_movement_cn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>异动解读 | 分析师下调评级,CoreWeave盘中大跌5%</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n异动解读 | 分析师下调评级,CoreWeave盘中大跌5%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092702339\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2025-07-11 21:42</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>7月11日周五盘中,云基础设施技术公司CoreWeave, Inc.(股票代码:CRWV)股价大跌5.03%,引发市场关注。这一跌势主要受到华尔街分析师评级下调和公司最近收购计划的影响。</p>\n\n<p>投资银行Needham将CoreWeave的评级从\"买入\"下调至\"持有\"。Needham分析师Mike Cikos表示,CoreWeave拟以90亿美元收购Core Scientific的交易\"具有战略意义并能释放产能,但估值似乎已经过高\"。此前,包括Stifel和瑞穗在内的其他证券公司也下调了对CoreWeave的评级。这些评级调整反映了分析师对公司当前估值水平的担忧。</p>\n\n<p>尽管如此,CoreWeave的收购计划仍然引起了市场的关注。通过收购数据中心基础设施供应商Core Scientific,CoreWeave预计每年可节省5亿美元的运营费用,并为高性能计算和AI工作负载释放出约150MW至200MW的额外IT容量。与此同时,科技巨头思科(Cisco)披露持有约106万股CoreWeave股份,显示出对公司前景的信心。CoreWeave自今年3月底上市以来,股价已上涨逾三倍,尽管近期有所回落。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRWV":"CoreWeave, Inc."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197344032","content_text":"7月11日周五盘中,云基础设施技术公司CoreWeave, Inc.(股票代码:CRWV)股价大跌5.03%,引发市场关注。这一跌势主要受到华尔街分析师评级下调和公司最近收购计划的影响。\n投资银行Needham将CoreWeave的评级从\"买入\"下调至\"持有\"。Needham分析师Mike Cikos表示,CoreWeave拟以90亿美元收购Core Scientific的交易\"具有战略意义并能释放产能,但估值似乎已经过高\"。此前,包括Stifel和瑞穗在内的其他证券公司也下调了对CoreWeave的评级。这些评级调整反映了分析师对公司当前估值水平的担忧。\n尽管如此,CoreWeave的收购计划仍然引起了市场的关注。通过收购数据中心基础设施供应商Core Scientific,CoreWeave预计每年可节省5亿美元的运营费用,并为高性能计算和AI工作负载释放出约150MW至200MW的额外IT容量。与此同时,科技巨头思科(Cisco)披露持有约106万股CoreWeave股份,显示出对公司前景的信心。CoreWeave自今年3月底上市以来,股价已上涨逾三倍,尽管近期有所回落。","news_type":1,"symbols_score_info":{"CRWV":1}},"isVote":1,"tweetType":1,"viewCount":1416,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":455495144231752,"gmtCreate":1752241935506,"gmtModify":1752243303900,"author":{"id":"4200043043632440","authorId":"4200043043632440","name":"HELY","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4200043043632440","idStr":"4200043043632440"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01788\">$国泰君安国际(01788)$ </a> ","listText":"<a 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