FIBOCOM(SZ:300638) Zhi Tong Cai Jing·2025-11-12 06:30Core Viewpoint - Guanghe Tong (300638) has seen a significant increase in stock price following strategic partnerships aimed at advancing the consumer AI glasses industry and enhancing its technological capabilities [1] Group 1: Strategic Partnerships - On October 27, Guanghe Tong announced a strategic collaboration with leading AR glasses technology company XREAL to promote the consumer-grade AI glasses industry [1] - The partnership aims to leverage both companies' technological strengths and manufacturing capabilities to accelerate innovation and large-scale implementation in the AR+AI consumer ecosystem [1] - Additionally, Guanghe Tong has formed a strategic alliance with Hesai Technology to jointly release a multi-modal perception and control solution based on LiDAR technology [1] Group 2: Market Performance and Growth Potential - Guanghe Tong's stock rose over 6% in the afternoon trading session, with a current increase of 3.67%, trading at 19.2 HKD and a transaction volume of 26.82 million HKD [1] - According to Shenwan Hongyuan, Guanghe Tong is positioned as a core player in the global IoT module market, with expectations for continued performance growth driven by AI/robotics and automotive/FWA deployments [1] - China Merchants Securities noted that Guanghe Tong's successful listing on the Hong Kong Stock Exchange and completed financing enhances its strength, positioning the company to capitalize on the accelerating trends in edge intelligence [1]