Core Viewpoint - Chengdu Huamei (688709.SH) focuses on the research and development of special integrated circuits, with products widely used in electronics, communications, control, and measurement in specialized fields [1] Group 1: Product Focus - The company’s main products include special digital and analog integrated circuits [1] - The company has undertaken several national key research and development programs and major technological projects in areas such as FPGA, high-speed high-precision ADC, and intelligent SoC [1] Group 2: Technological Positioning - The overall technical reserves of the company are positioned in the first tier of the special integrated circuit design industry [1] - The company’s FPGA and ADC/DAC products possess the necessary parallelism, low latency, and reconfigurability required for quantum error correction applications [1] Group 3: Market Strategy - The company closely monitors the development trends of cutting-edge technologies and follows market and customer demands [1] - The company plans to expand potential application scenarios for its products and formulates forward-looking layouts and plans [1]

Core Insights - CT Group is celebrating its 33rd anniversary and has outlined significant plans for the next three years, including the launch of an IoT chip designed by Vietnamese engineers [1][3] - The company is establishing a chip design cluster focused on AI, IoT, UAV, defense, and 5G/6G applications, ensuring autonomy in chip development through proprietary IP technology [1][3] - CT Group aims to achieve full integration of the semiconductor industry chain by 2030, including design and testing, while proposing government investment in lithography equipment [3][4] Market Advantages - CT Group holds a strong market position in UAV, IoT, near-space economy, and defense sectors, with a smart city ecosystem that requires AI and IoT chips [4] - The company benefits from a diverse global network and has established partnerships with top universities to cultivate talent in semiconductor design [4][5] Infrastructure and Strategic Advantages - The project is supported by CT Group's ecosystem, which includes research centers, production bases, and training institutions, with existing capabilities in chip packaging and testing [5] - The company has made long-term investments in the semiconductor industry, aligning with government strategies for technology development in communication, AI, IoT, UAV, and 5G/6G [5] - CT Group has the capability to design complex chips using advanced 2nm CMOS technology, which is critical for various industries including healthcare, defense, smart agriculture, and smart devices [5] Additional Initiatives - CT Group has proposed April 30, 2025, to be recognized as Vietnam Semiconductor Day, symbolizing national unity in a new development phase [6]