探路者：公司核心业务与产品优势将以国产替代及技术创新为目标

Core Viewpoint - The company, Tsinghua Tongfang, has acquired Shenzhen Betel and Shanghai Tongtu, which serve well-known clients such as Huawei and Xiaomi, indicating strong market positioning and potential for growth in the consumer electronics and smart lock sectors [1] Group 1: Company Overview - Shenzhen Betel's products cover scenarios such as laptops, smart wearables, and smart home devices, with its fingerprint recognition chips leading the market share in the smart lock industry for several consecutive years [1] - Shanghai Tongtu focuses on video IP licensing and chip business, with its products primarily applied in intelligent AI smartphones and new energy vehicles, ranking among the top in the screen bridge chip sector [1] Group 2: Market Positioning - The downstream clients of the acquired companies include major consumer electronics brands, which enhances their integration into the supply chains of leading companies like Huawei and Xiaomi [1] - The core business and product advantages of the company aim to expand cooperation opportunities through domestic substitution and technological innovation [1] Group 3: Compliance and Disclosure - The company commits to strictly adhering to the relevant regulations of the Shenzhen Stock Exchange and will fulfill its information disclosure obligations in a timely manner [1]