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 ...

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 ...

28 May 2025 | 12:41AM HKT TechNet China 2025: Longcheer (603341.SS): AI terminals and smart cockpit bring potential upside 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 ar ...