23 June 2026 | 11:35PM HKT Equity Research Luxshare (002475.SZ) Data center and automotive electronics markets in expansion; revise estimates and TP 002475.SZ 12m Price Target: Rmb106.00 Price: Rmb69.36 Upside: 52.8% We revise our estimates for Luxshare to reflect our view on the company's (1) growth in the telecom/ data center business, (2) expanding automotive electronics business and overseas OEM clients, (3) a growing smartphone ODM penetration rate, and (4) MacBook assembly driven by market share gains ...