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高盛：龙旗科技-TechNet China 2025_人工智能终端与智能驾驶舱带来潜在上行空间
Shanghai Longcheer TechnologyShanghai Longcheer Technology(SH:603341) Goldman Sachs·2025-05-28 05:45

We hosted Longcheer (603341.SS, Not Covered) management at our TechNet Conference China 2025 (May 21-22) in Shanghai. Key discussions were around its development of smartphone business and new business segments (AI glasses, PC, automotive electronics). Overall, management remains positive on the company's long term growth, driven by market share expansion in PCs as local brand makers are relying more on local ODMs, new market opportunities in AI glasses and smart cockpit. Read across to Huaqin (603296.SS, B ...