4000亿消费电子龙头 澄清!

Core Viewpoint - Recently, Luxshare Precision issued a clarification regarding 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] Group 1: Business Operations - Luxshare Precision confirmed that its core business is progressing smoothly and as scheduled, with no disruptions to its operations [2] - The company has a strong vertical integration capability in high-end consumer electronics and smart terminal fields, supported by mature product engineering and mass production experience [5] - Luxshare Precision is actively exploring AI and hardware integration, with various product forms expected to emerge by 2026 [4][5] Group 2: Partnerships and Developments - There were reports that OpenAI's first AI hardware product, initially planned to be manufactured by Luxshare Precision, has shifted to Foxconn due to production location considerations [4] - Luxshare Precision is collaborating with global leading clients in the communications computing sector, focusing on four product lines: electrical connectivity, optical connectivity, thermal management, and power management [5] - The company has expanded its automotive segment, focusing on core components like wiring harnesses and connectors, and has recently completed an acquisition of a German company to enhance its global production capacity [5] Group 3: Financial Performance - As of December 31, 2025, Luxshare Precision's stock price was 56.71 yuan per share, reflecting a decline of 2.34%, with a market capitalization of 413.2 billion yuan [7]

4000亿消费电子龙头 澄清! - Reportify