研报掘金丨群益证券(香港)：维持移远通信“买进”评级，市场份额维持龙头地位

Group 1 - The core viewpoint of the report is that Esky Communication maintains its leading market share, with future demand for edge AI modules expected to bring additional growth [1] - According to Counterpoint's report, global shipments of cellular IoT modules are projected to grow by 10% year-on-year in Q3 2025, with Esky Communication holding a 37% share of the market, the highest globally [1] - The analysis suggests that the company's leading position is solid, and the demand driven by edge AI in the coming years is likely to provide new growth opportunities, maintaining a "buy" rating [1]