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]

Core Viewpoint - Recently, Lixun Precision issued a clarification regarding false rumors affecting the company, asserting that its core business operations are proceeding as planned without any abnormal situations impacting normal operations [2][5]. Group 1: Business Operations - Lixun Precision emphasized that its core business is progressing smoothly and as scheduled, with no disruptions to its normal operations and development [2][5]. - 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]. - Lixun Precision is actively exploring AI and hardware integration, with various product forms expected to emerge by 2026, particularly in eyewear and headphones [5][6]. Group 2: Product Development and Market Position - The company is focusing on four product lines in the communication computing sector: electrical connections, optical connections, thermal management, and power management, with ongoing collaborations with leading global clients [6]. - In the automotive sector, Lixun Precision is expanding its focus on core components like wiring harnesses and connectors, and has recently completed an acquisition of German company Leoni to enhance its global production capacity [6]. Group 3: Financial Performance - As of December 31, 2025, Lixun Precision's stock price was reported at 56.71 yuan per share, reflecting a decline of 2.34%, with a market capitalization of 413.2 billion yuan [8].

Group 1 - The core business of the company is progressing smoothly and as planned, with no abnormal situations affecting normal operations and development [1] - The company has a long-standing focus on high-end consumer electronics and smart terminal fields, possessing vertical integration capabilities across multiple component categories, mature product engineering, and mass production experience [1] - The company has a global production capacity layout covering multiple regions, enabling it to provide stable, flexible, and high-quality manufacturing and supply support to various types of customers [1] Group 2 - Recent reports indicated that OpenAI's first AI hardware product was initially planned to be manufactured by the company, but due to considerations regarding production locations, the contract was shifted to Hon Hai [1]

公司长期深耕高端消费电子与智能终端领域，具备多品类零部件的垂直整合能力、成熟的产品工程与量 产经验，以及覆盖多区域的全球化产能布局，能够为不同类型客户提供稳定、灵活且高品质的制造与供 应支持。相关能力与布局亦已获得产业链长期验证。 此前据台媒报道，供应链消息，OpenAI首款AI终端硬件产品原本计划交由供应链标杆企业立讯精密代 工，近期出于生产地点（转向非中国大陆地区供应链）的考虑，转而独家委托鸿海代工生产。 转自：证券时报 人民财讯1月3日电，立讯精密1月3日发布澄清说明称，近日，市场上出现涉及公司的不实传闻，相关内 容对市场认知造成干扰。公司特此郑重说明：目前公司核心业务推进有序，按计划正常开展，不存在影 响公司正常经营与发展的异常情况。 ...

格隆汇1月3日｜近日，市场上出现涉及本公司的不实传闻，相关内容对市场认知造成干扰。本公司特此 郑重说明：目前公司核心业务推进有序，按计划正常开展，不存在影响公司正常经营与发展的异常情 况。本公司长期深耕高端消费电子与智能终端领域，具备多品类零部件的垂直整合能力、成熟的产品工 程与量产经验，以及覆盖多区域的全球化产能布局，能够为不同类型客户提供稳定、灵活且高品质的制 造与供应支持。相关能力与布局亦已获得产业链长期验证。 ...

声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 本文源自：市场资讯 作者：情报员 专利摘要显示，本公开是关于一种车载无线充电支架、仪表台和车辆。车载无线充电支架，包括：支架 本体，所述支架本体包括无线充电模组、用于安装电子设备的安装部以及用于取电的金属连接器，所述 无线充电模组用于为安装于所述安装部的电子设备供电，所述金属连接器与所述无线充电模组电性连 接。支架本体通过金属连接器与其他器件电连接，不需要设置外接供电线束与车充头连接，安全性更 高，更加美观。 天眼查资料显示，北京小米移动软件有限公司，成立于2012年，位于北京市，是一家以从事软件和信息 技术服务业为主的企业。企业注册资本148800万人民币。通过天眼查大数据分析，北京小米移动软件有 限公司共对外投资了4家企业，参与招投标项目149次，专利信息5000条，此外企业还拥有行政许可123 个。 国家知识产权局信息显示，北京小米移动软件有限公司取得一项名为"车载无线充电支架、仪表台和车 辆"的专利，授权公告号CN223758033U，申请日期为2024年11月。 ...

2025年年报披露尚未启幕，一批A股公司已率先释放业绩暖意。 截至2025年12月31日，已有超30家A股公司对2025全年业绩作出积极预测，均预计2025年度业绩同比增 长。 超30家公司"报喜" 据Choice数据统计，目前已有超30家公司释放2025年业绩预增的信号。这些预增信号主要来自两类披 露：一类是存量公司发布的年度业绩预告，另一类是2025年新上市公司在招股说明书中披露的全年业绩 预计。 具体来看，发布业绩"预喜"公告的公司中，既包括上市多年的成熟企业，也不乏在2025年登陆资本市场 的次新股。 有色金属领域，2025年铜、金等金属价格维持相对高位。龙头企业紫金矿业预计，2025年度实现归属于 上市公司股东的净利润约为510亿元至520亿元，与上年同期相比增加约59%至62%。 紫金矿业在公告中表示，主要矿产品产量同比增加，且矿产金、矿产铜、矿产银销售价格同比上升。此 外，紫金矿业同步提出2026年度主要矿产品产量计划，分别为矿产金105吨、矿产铜120万吨、当量碳酸 锂12万吨、矿产银520吨。 硬科技方面，光库科技的业绩增长体现了高端技术需求的爆发。光库科技主要产品为光纤激光器件、光 通讯器 ...

Core Insights - The article highlights the increasing influx of foreign tourists to Shenzhen's Huaqiangbei, known as "China's first electronic street," driven by the optimization of transit visa policies [1][11] - Tourists are attracted by the competitive pricing of technology products, often expressing their satisfaction with phrases like "Good price" [1][11][13] Group 1: Tourist Activities - Foreign tourists are purchasing a variety of products, including toys, technology items, and gifts for family and friends, indicating a diverse shopping interest [3][5] - Many tourists are buying luggage to accommodate their purchases, with reports of merchants selling 10 to 20 suitcases daily to these shoppers [8][9] Group 2: Visitor Statistics - Since October 2025, Huaqiangbei has seen monthly foot traffic exceeding 100,000 visitors, with a notable increase in foreign visitors, especially after the Canton Fair [11] - On average, over 7,000 foreign visitors are entering Huaqiangbei daily, showcasing its growing international appeal [11] Group 3: Product Popularity - The most popular products among tourists include AI glasses, drones, translation devices, and portable cameras, reflecting a trend towards innovative and practical technology [15][17] - The overseas sales of "Huaqiangbei-made" AI glasses increased by 270% year-on-year in the first half of 2025, illustrating the global reach of Chinese technology [15]

Group 1 - ASUS is reportedly exiting the smartphone market and laying off its mobile division staff, although it will continue to provide maintenance and warranty services for existing products [1] - The company confirmed that there are no plans to launch new smartphone models in 2026, following rumors that it would end its mobile business by late 2025 [1] - The smartphone business has been consistently unprofitable, leading to speculation about ASUS's exit from the market, with the Zenfone 10 potentially being the last model in that series [1] Group 2 - ASUS views smartphones as an entry point for AIoT and important terminals for AI applications, with the latest ROG Phone series set to launch in November 2024 and the Zenfone 12 Ultra in February 2025, focusing on AI features, photography, and high-resolution displays [2]

本周关注点 公司公告汇总 截至2025年12月31日收盘，协创数据（300857）报收于168.68元，较上周的146.0元上涨15.53%。本 周，协创数据12月31日盘中最高价报172.0元。12月29日盘中最低价报144.0元。协创数据当前最新总市 值583.84亿元，在消费电子板块市值排名13/90，在两市A股市值排名309/5181。 协创数据技术股份有限公司为全资子公司协创数据技术（香港）有限公司和安徽协创物联网技术有限公 司分别向汇丰银行(中国)有限公司和上海浦东发展银行股份有限公司合肥分行申请授信提供担保，担保 金额分别为3亿元和1.5亿元人民币，担保方式为连带责任保证。上述担保事项在公司已审议通过的担保 额度范围内，无需再次提交董事会或股东会审议。截至目前，公司对子公司的担保余额为755,906.28万 元，占公司最近一期经审计净资产的235.25%，均为对合并报表范围内单位提供的担保，无逾期担保。 协创数据技术股份有限公司与工银金融租赁有限公司签订《融资租赁合同（回租）》，融资金额 50,000.00万元，租赁期限3.125年，起租日以《实际租金支付表》为准。公司以服务器等设备作为租赁 物 ...