The stock price of Luxshare Precision Industry Co.Ltd(002475) with a total market value of 205.4 billion yuan has fallen by 45.83% this year. In a prolonged period, the stock price of has fallen by 56.38% since the record high set on October 13 of the previous year .
Yesterday, Luxshare Precision Industry Co.Ltd(002475) responded to the rumor that “big customers keep cutting orders” on the interactive platform, saying that at present, the production and operation of the company is normal, and the stock price is affected by many factors .
As soon as the news came out, the comment was “lively”. Some people said that ” is basically solid. The next Ofilm Group Co.Ltd(002456) “, “it seems to be true”, “see you at 10 yuan”; It was also said that ” affected by the epidemic, the construction is abnormal and has nothing to do with the operation of the enterprise “.
On March 28, according to foreign media reports on the March 28, foreign media reports reported that onthe March 28, on March 28, the March 28 on the March 28, the March 28 on the March 28, the March 28 on the March 28, according to foreign media reports, 123 6 6 35.
In this regard, Goertek Inc(002241) relevant personnel said that ” involved customers will not comment, but the company’s current production is normal and there is no major change “.
Luxshare Precision Industry Co.Ltd(002475) responded on the interactive platform that the acoustic wearable products of company maintained stable cooperation with customers. At present, the order situation is growing as expected, and it has been implemented normally. There is no case that the largest customer cuts 1000W.
Guo Zijiao, an analyst at omdiadisplay, a market research agency, pointed out that not only apple, but also the demand for all electronic products is cutting orders, which is related to the global economy. The biggest problem is weak demand .
Consumer electronics is Luxshare Precision Industry Co.Ltd(002475) the main source of income. In fact, from the top five customers disclosed by Luxshare Precision Industry Co.Ltd(002475) we can see that from 2017 to 2020, the sales of largest customer (actually Apple) were 8.349 billion yuan, 16.079 billion yuan, 34.65 billion yuan and 63.843 billion yuan respectively , accounted for 35.58%, 44.85%, 55.43% and 69.02% of the total annual sales respectively.
Today, Kaiji securities analyst Guo Mingyu said that the front camera of iphone14 will use VCM (voice coil motor) to support AF (auto focus) according to previous media reports, Luxshare Precision Industry Co.Ltd(002475) became the new VCM supplier of iphone14 front camera in 2022 . Lginnotek will also be the new VCM contestant for the iPhone 15 in 2023 Guo Mingying believes that the competition in this field will become more and more fierce .
Shen Dai, an analyst at Puyin international securities, said in the research report released on March 18 that the market’s expectation of smartphone shipments this year has been at a low level, and the fundamental expectation is that there is little downward risk .
Since this year, the business layout of Lixun in the automotive field has expanded rapidly. Following the establishment of a joint venture with Chery in February, Luxshare Precision Industry Co.Ltd(002475) recently invested 180 million to establish a new energy company in Anhui .
The registered location of the company is located in Chuzhou national economic and Technological Development Zone. Near the registered location are cheetah automobile, Yongqiang automobile and other companies. Industry insiders believe that in combination with the business scope of the new company, does not rule out the possibility of supporting the surrounding automobile industry .
In early March, according to media reports, Luxshare Precision Industry Co.Ltd(002475) Huatai Securities Co.Ltd(601688) analyst Huang Leping predicted in the research report released on March 15 that the net profit of Luxshare Precision Industry Co.Ltd(002475) in 2022 will reach 9.276 billion yuan, with a year-on-year increase of 31.17%. The net profit in 2023 will be 11.094 billion yuan, with a year-on-year increase narrowed to 19.6% .
