CMB Securities: Maintains Luxshare Precision "Strong Buy" rating, firm believes in the company's long-term potential.

CMB Securities research report pointed out that Luxshare Precision's net profit attributable to mothers in 24 years was 13.366 billion, a year-on-year increase of 22.03%; in the first quarter of 25 years, the net profit attributable to mothers was 3.044 billion, a year-on-year increase of 23.17%; the expected performance range for the first half of the year is 6.475-6.745 billion, corresponding to a growth range of 20-25%. The performance of 24 years and 25Q1 meets expectations, showing sustainable and steady growth. Based on the latest financial reports and external trends, the latest forecast for the company's revenue in the 25/26/27 years is 321.7/389.3/467.2 billion, net profit attributable to mothers is 16.2/19.6/24.1 billion, corresponding to the latest stock EPS of 2.24/2.71/3.33 yuan, with a current stock price PE of 14/12/10 times, significantly undervalued. Overall, the company's long-term layout in consumer electronics, communication, and automotive businesses is clear, and it has excellent positioning in cutting-edge areas such as AI, computing power, and Smart EV. At the same time, the company's operation efficiency and various financial indicators continue to optimize. The company is facing a good opportunity for long-term layout, maintaining a "strong recommendation" rating and a target price of 60 yuan, firmly bullish on the company's long-term prospects.