Changes in Hong Kong stocks | Guanghetong (00638) rose nearly 4% in the afternoon. Institutions are optimistic that the company will continue to benefit from AI opportunities on the long-term side

The Zhitong Finance App learned that Guanghetong (00638) rose nearly 4% in the afternoon. As of press release, it had risen 2.74% to HK$15.74, with a turnover of HK$26.115,800.

According to news, on December 26, the 2025 Guangdong-Hong Kong-Macao Greater Bay Area AI Hardware Carnival was successfully held in Shenzhen. With the theme of “Smart Connection to the Bay Area, the Future of Hard Navigation”, the conference focused on cutting-edge technology trends in AI hardware, industrial ecological collaboration and commercialization implementation practices, and brought together many industry experts and business representatives. As the world's leading provider of wireless communication and AI solutions, Guanghetong was invited to participate in the exhibition. The system showcased an AI full-stack capability system covering “communication - computing power - platform - application”, providing solid support for large-scale implementation of AI hardware.

Huatai Securities previously stated that in the short term, we believe that the company's overseas FWA and pan-IoT business demand is expected to continue to improve; on the other hand, with subsequent improvements in the company's shipping structure, profitability is expected to continue to rise steadily. In the long run, we believe that AI computing power is penetrating from the cloud to the edge side. As a leading manufacturer in the field of intelligent modules in China, the company is expected to seize the broad new opportunities brought by the edge computing market in the future. Among them, we believe that AIPC, outdoor robots and other markets are expected to contribute new performance growth points to the company.