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高盛-龙旗科技：管理层看好 AI PC 和 AI AR 眼镜增长机遇；拓展海外业务能力
Shanghai Longcheer TechnologyShanghai Longcheer Technology(SH:603341) Goldman Sachs·2025-07-07 15:45

7 July 2025 | 7:45AM HKT GC Tech: Longcheer (603341.SS): Mgmt positive on AI PC and AI/AR glasses growth opportunities; expanding overseas business/capacity We attended Longcheer's (603341.SS, Not Covered) investor day and visited factories in HuiZhou recently. Longcheer is one of the leading smartphone/PC ODMs, expanding into AI/ AR glasses, automotive and other business. Overall, management is positive on the rising AI PC penetration rate and targets to penetrate more global-tier brand clients. Mgmt. also ...