2024年6月，立讯精密宣布终止对印度闻泰科技旗下部分资产的收购计划。这一决定引发市场广泛关注。据悉，该交易最初于2023年底启动，旨在通过收购闻泰在印度的制造设施，加速立讯在海外市场的产能布局，特别是在苹果供应链中的全球协同能力。然而，受地缘政治风险、印度外资审查趋严以及项目估值分歧等多重因素影响，双方最终未能就关键条款达成一致，导致交易终止。立讯精密在公告中表示，公司仍将积极拓展全球化战略，但会更加审慎评估海外投资的风险与回报。此次终止收购虽短期可能影响其在印度市场的扩张节奏，但不会动摇其整体业务发展路径。分析人士指出，随着全球供应链重构加速，中国电子制造企业出海将面临更多合规与政策挑战，未来类似交易或将更注重本地化合作而非直接资产并购。此举也反映出当前中资企业在印度投资环境日趋复杂，包括政策不确定性、审批流程延长及本地化要求提高等因素，正促使企业重新评估海外扩张策略。立讯精密强调，其现有产能和客户订单仍保持稳定，后续将聚焦于技术升级与多元化市场布局。
In June 2024, Luxshare Precision announced the termination of its planned acquisition of certain assets from Wingtech Technology’s India operations. The decision has drawn significant market attention. The deal, initially initiated in late 2023, aimed to accelerate Luxshare’s overseas manufacturing footprint—particularly to enhance its global supply chain coordination within Apple’s ecosystem—by acquiring Wingtech’s Indian production facilities. However, due to a combination of geopolitical risks, increasingly stringent foreign investment scrutiny in India, and disagreements over valuation, the two parties ultimately failed to reach consensus on key terms, leading to the deal’s cancellation. In its official statement, Luxshare emphasized that it remains committed to its global expansion strategy but will adopt a more cautious approach in evaluating the risks and returns of overseas investments. While the termination may temporarily slow Luxshare’s expansion pace in India, it is not expected to derail its overall business trajectory. Analysts note that as global supply chains continue to reconfigure, Chinese electronics manufacturers face growing regulatory and compliance challenges abroad, prompting a strategic shift toward localized partnerships rather than direct asset acquisitions. The move also reflects the increasingly complex investment climate for Chinese firms in India, where policy uncertainty, prolonged approval processes, and heightened localization requirements are reshaping overseas strategies. Luxshare affirmed that its current production capacity and customer orders remain stable, with future focus on technological upgrades and diversified market development.
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