Ge Long Hui A P P·2025-09-28 07:44Core Viewpoint - The report from CITIC Securities indicates that in the first half of 2025, with the recovery of market demand, Allwinner Technology is actively promoting the implementation of downstream products, leading to rapid revenue growth in key segments such as sweeping robots, smart automotive electronics, and intelligent vision [1] Group 1: Company Strategy - The company is actively building a serialized general heterogeneous computing platform to support the AI wave in edge hardware [1] - Allwinner Technology is continuously upgrading core technologies and improving product lines based on a unified and efficient R&D platform [1] - The company is focusing on addressing customer pain points in specific segments while deepening the layout of emerging edge AI applications [1] Group 2: Market Demand and Revenue Growth - As downstream demand recovers, the company is pushing for product implementation, resulting in rapid revenue growth across multiple downstream segments [1] - The company is actively reserving and adapting various AI algorithms for typical scenarios such as vision, voice, display, and human-computer interaction [1] - The report highlights the positive outlook for the company's revenue growth in the context of the recovering market demand [1] Group 3: Investment Rating - The report initiates coverage of the company with a "Buy" rating, reflecting confidence in its growth prospects [1]