Ge Long Hui A P P·2025-10-17 06:33Core Viewpoint - Longqi Technology is positioned as a leading global ODM enterprise for smart products, focusing on a "1+2+X" strategic layout centered around smartphones while expanding into personal computing and automotive electronics, along with various AIoT products [1] Group 1: Business Strategy - The company emphasizes a core strategy of "1+2+X," with smartphones as the foundation and a focus on emerging sectors like personal computing and automotive electronics [1] - Longqi Technology is diversifying its product offerings to include tablets, wearable devices, and other AIoT products [1] Group 2: Financial Outlook - Profitability is expected to gradually improve by the first half of 2025, with a recovery in gross margins [1] - The company is strengthening its long-term development through global production and R&D layouts, smart manufacturing upgrades, and continuous investment in R&D [1] Group 3: Market Opportunities - The global wearable device market is experiencing strong demand, with health monitoring becoming a core competitive advantage for smartwatches, an area where Longqi has already established a presence with impressive shipment performance [1] - In the smart glasses sector, the integration of AI and AR technologies is driving the transition of products from accessories to independent terminals, with Longqi having engaged in VR/AR business since 2015 [1] - The global PC market is gradually recovering, with AIPC emerging as a new growth driver, and Longqi has successfully developed relationships with several leading domestic and international brand clients [1] Group 4: Competitive Advantage - As a leading domestic ODM enterprise, Longqi Technology possesses competitive advantages while exploring new terminal fields such as PCs, automotive, and smart glasses [1] - The company is progressively binding major clients, which is expected to drive rapid revenue growth [1]