HK Stock Market Move | The mobile phone industry chain collectively rises. OpenAI was exposed to accelerate the progress of AI phone projects and is expected to be mass-produced in the first half of 2027.

The collective rise of the mobile phone industry chain, as of the time of writing, Hongteng Precision (06088) rose by 7.6%, up to 8.78 Hong Kong dollars; FIH (02038) rose by 5.83%, up to 26.12 Hong Kong dollars; Lens Technology (06613) rose by 5.37%, up to 19.23 Hong Kong dollars; COWELL (01415) rose by 4.02%, up to 32.6 Hong Kong dollars. On the news front, Tianfeng International Securities analyst Guo Mingxi recently released the latest supply chain report. OpenAI is accelerating the development of its first AI intelligent mobile phone project, with the mass production time possibly advancing from the originally planned 2028 to the first half of 2027. Guo Mingxi stated that one of the potential reasons for the acceleration is to align with OpenAI's IPO plan at the end of the year. If successful, the total shipments of this phone from 2027 to 2028 are expected to reach around 30 million units. It is worth noting that as early as September 2025, it was reported that OpenAI had signed an agreement with Luxshare Precision Industry to jointly develop a consumer-level device. This device is expected to deeply collaborate with OpenAI's artificial intelligence models. This news has sparked market attention to Luxshare Precision Industry's competitiveness in the AI hardware field, with Luxshare Precision Industry's total market value surpassing 500 billion yuan at one point.