立讯精密:公司的头部客户具备锁定订单的能力,受存储芯片价格上涨的影响有限

证券日报
Nov 26, 2025

证券日报网讯立讯精密11月26日发布公告,在公司回答调研者提问时表示,多年来,公司与业务生态的合作模式是:对于高端和中高端产品线的头部客户,他们通常会签订较长期的锁定协议,周期可达两到三年。就目前公司观察到的存储芯片价格上涨影响而言,公司所服务的几家头部客户,目前都没有因为存储芯片的因素而告知公司需要减少下半年的产能需求。这表明,公司的头部客户具备锁定订单的能力,因此受到的影响有限。在整个商业模式...

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