LUXSHARE-ICT(SZ:002475) Nan Fang Du Shi Bao·2026-01-04 05:28Core Viewpoint - The company, Luxshare Precision, has issued a clarification regarding recent false rumors that have affected market perception, asserting that its core business operations are proceeding as planned without any abnormal situations impacting its normal operations [1] Group 1: Business Operations - The company emphasizes that its core business is progressing smoothly and as scheduled, with no disruptions to its operations [1] - In the communications and computing power sector, Luxshare Precision is focusing on four product lines: electrical connections, optical connections, thermal management, and power management, and is collaborating with leading global clients as expected [3] Group 2: AI Hardware and Competition - Recent reports indicated that OpenAI's first AI hardware product, initially planned to be manufactured by Luxshare Precision, has been shifted to Foxconn due to production location considerations, raising concerns about Luxshare's competitiveness in the AI hardware sector [3] - The new AI product is expected to take the form of a smart pen or portable audio device, with a design phase currently underway and a planned launch in 2026 or 2027 [3] Group 3: Automotive Business Development - Luxshare Precision has disclosed advancements in its automotive sector, focusing on core components such as wiring harnesses and connectors, and expanding into system-level products like smart cockpits and smart chassis [4] - The company has completed the acquisition of Germany's Leoni to enhance its global production capacity, aiming to rank among the top ten global automotive parts suppliers [4] Group 4: Market Performance - As of December 31, 2025, Luxshare Precision's stock closed at 56.71 yuan per share, reflecting a decline of 2.34%, with a market capitalization of 413.2 billion yuan [5]