LUXSHARE-ICT(SZ:002475) Yang Zi Wan Bao Wang·2025-09-23 11:56Core Viewpoint - Lixun Precision has seen a significant increase in market value, reaching 476.457 billion yuan, following news of a collaboration with OpenAI to develop a consumer-grade AI hardware device [1][2]. Group 1: Company Overview - Lixun Precision's stock opened at 67.05 yuan and closed with a 7.79% increase, marking a notable rise in its market capitalization [1]. - The company has established itself as a key player in Apple's supply chain, having started its partnership with Apple in 2011 and expanding its operations to include products like iPhone, AirPods, and Apple Watch [2]. - Under the leadership of Wang Laichun, Lixun Precision has diversified into smart hardware and is a major supplier for AI-related devices, including a strategic partnership with PIMIC for developing next-generation wearable products [2]. Group 2: Industry Context - The collaboration with OpenAI represents a shift in the global manufacturing landscape, highlighting China's evolving role from being a low-cost manufacturing hub to a leader in engineering capabilities and supply chain innovation [3]. - The ongoing AI model wave presents opportunities for manufacturing companies, positioning Lixun Precision as an essential player in the global AI terminal industry chain [3].