FIBOCOM(SZ:300638) Zhi Tong Cai Jing·2025-10-24 06:56Core Viewpoint - Guanghe Tong (00638) has rebounded nearly 7%, reaching a peak of 18.85 HKD, although still over 12% lower than its IPO price [1] Company Performance - As of the latest report, the stock is up 4.7%, trading at 18.49 HKD with a transaction volume of 81.8 million HKD [1] - The company is the second largest wireless communication module provider globally, holding a market share of 15.4% based on revenue from ongoing operations in 2024 [1] Market Position - In the global wireless communication module market, the company leads in several downstream application scenarios [1] - It holds the number one market share in smart home and consumer electronics, with a significant 75.9% share in the consumer electronics sector [1] - In the automotive electronics sector, the company ranks second globally, driven by the surge in demand for high-reliability modules in the new energy vehicle pre-installation market [1] Technological Advancements - The company has made strides in AI edge deployment, launching the Fibocom AIStack technology platform that supports efficient inference for mainstream models across different chip platforms [1] - It has introduced various solutions including cameras, toys, trackers, and MiFi devices, with mass production of lawnmower solutions already achieved [1] - A new RTK visual fusion positioning solution has been developed in collaboration with leading companies in the multi-legged robot sector [1] Future Plans - The company plans to list in Hong Kong this year, with funds raised aimed at further investment in AI modules and robotics to accelerate industry layout [1]