“四连板”牛股回应：不存在AI手机相关业务

Core Viewpoint - Daoming Optics announced that it does not have any business related to "AI smartphones," despite recent discussions in media and online forums regarding this market trend [2][6]. Group 1: Company Performance - Daoming Optics' stock experienced a significant increase, reaching a closing price of 15.05 yuan per share on December 2, with a market capitalization of 9.4 billion yuan [2]. - The stock price deviation over two consecutive trading days exceeded 20%, indicating abnormal trading fluctuations [6]. Group 2: Business Operations - The company confirmed that its production and operational conditions are normal, with no significant changes in the internal or external business environment [6]. - Daoming Optics specializes in reflective materials and micro-nano optical display materials, with recent applications of graphene products in various devices, including the Red Magic 10S Pro and Red Magic 10 Air [6]. Group 3: Industry Context - The AI smartphone concept has gained traction, with notable developments such as the collaboration between Douyin's AI assistant "Doubao" and ZTE, which is expected to enhance the ecosystem collaboration between consumer electronics manufacturers and internet giants [8]. - According to CITIC Securities, the global penetration rate of AI smartphones is projected to exceed 35% by 2026, leading to increased demand for core components like thermal management, optical components, and storage [8].