LUXSHARE-ICT(SZ:002475) Xin Lang Cai Jing·2025-09-23 07:41Core Viewpoint - The electronic ETF (515260) has seen significant trading activity, reaching a new high before experiencing a slight pullback, indicating strong investor interest in the semiconductor and Apple supply chain sectors [1] Group 1: ETF Performance - The electronic ETF (515260) rose over 1% in early trading, hitting a record high since its launch, but later fell by 2.32%, with a trading volume exceeding 91 million yuan, surpassing the previous day's total [1] - Over the past five days, the ETF has attracted 269 million yuan in investments, reflecting positive sentiment towards the sector [1] Group 2: Component Stocks - Notable gainers among component stocks include Hu Silicon Industry, which rose over 9%, and Luxshare Precision, which increased by more than 6% [1] - Conversely, Dongshan Precision fell over 5%, while Huadian Technology, Cambrian, and Shengbang shares dropped by more than 4%, contributing to the overall decline [1] Group 3: OpenAI and Luxshare Precision Partnership - OpenAI has signed an agreement with Luxshare Precision, an Apple device assembler, to develop a consumer-grade device that will work closely with OpenAI's AI models [1] - Planned products include a display-less smart speaker, glasses, digital voice recorders, and wearable pins, with a launch timeframe set for late 2026 or early 2027 [1] Group 4: Luxshare Precision's Competitive Advantages - Luxshare Precision is recognized for its extensive experience in precision manufacturing within the consumer electronics sector and has a strong presence in wearable device assembly [1] - The company operates 105 production bases and 28 R&D centers across 29 countries, enabling flexible resource allocation and global delivery capabilities [1] - The partnership is further strengthened by the involvement of Jony Ive, former Chief Design Officer at Apple, who now leads creative and design efforts at OpenAI [1] Group 5: Market Implications - The collaboration between OpenAI and Luxshare Precision is expected to draw parallels to the previous market trends seen with ByteDance's products, especially in light of strong iPhone 17 sales and rising Apple stock prices [1] - The electronic ETF and its associated funds track the electronic 50 index, focusing on sectors such as AI chips, automotive electronics, 5G, and cloud computing [1]