Core Viewpoint - The company, Luxshare Precision, has issued a clarification regarding recent false rumors affecting its market perception, asserting that its core business operations are proceeding as planned without any abnormal situations impacting its normal operations [2][4]. Group 1: Business Operations - The company emphasizes its long-term focus on high-end consumer electronics and smart terminal sectors, showcasing its vertical integration capabilities across multiple component categories, mature product engineering, mass production experience, and a global production layout [4]. - Luxshare Precision plans to continue focusing on its main business, aiming for stable operations and long-term value creation for customers, investors, and society [5]. Group 2: Financial Performance - On October 30, the company released a profit forecast for 2025, estimating a net profit attributable to shareholders between 16.518 billion and 17.186 billion yuan, representing a year-on-year growth of 23.59% to 28.59% [6]. - The anticipated growth is attributed to the deepening of its globalization strategy, effective utilization of overseas production bases, and a dual-driven approach of "underlying capability innovation" and "smart manufacturing upgrades" to enhance cost control across the entire industry chain [6]. Group 3: Market Position and Strategy - The company is increasing strategic investments in emerging fields such as AI edge hardware, high-speed interconnects for data centers, thermal management, smart vehicles, and robotics, aiming to build a more resilient business matrix for long-term shareholder returns [6]. - Recent media reports suggested that OpenAI's first AI terminal hardware product was initially planned to be manufactured by Luxshare Precision but has since been shifted to Foxconn due to production location considerations [5].
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