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Edifier Technology (002351) company in-depth research report: domestic headphone leader OWS + AI creates new growth power.
Deeply cultivating acoustic technology, Edifier Technology, a leading domestic audio manufacturer: The company was established in 1996 and was listed on the Shenzhen Stock Exchange in 2010. The company takes "upholding the spirit of craftsmanship and empowering with sound" as its mission and has focused on audio technology research for many years.
Edifier Technology (002351): Empowering through sound, benefiting from AI edge innovation.
Edifier Technology: Adhering to the spirit of craftsmanship, empowering through sound. The company has focused on the research and development of audio technology and product application for many years, and has now developed into a company with loudspeakers and headphones as core products, supported by exquisite electro-acoustic technology, a well-known brand, refined management, and excellence.
Edifier Technology (002351.SZ): Collaboration with Alibaba Group's AI company is still ongoing.
On February 19, Gelonghui reported that Edifier Technology (002351.SZ) stated on the investor interaction platform that the collaboration with Alibaba Group's AI company is still ongoing. At the same time, the company is also heavily investing in the independent research and development of AI applications. Currently, the self-developed "Edifier Summary Extraction Algorithm" and "Edifier Machine Translation Algorithm" have completed the filing with the National Internet Information Office regarding deep synthesis service algorithms. The company will also continuously explore various new products equipped with AI-related service functions, and any confirmed progress will be announced through a public notice.
Edifier Technology (002351.SZ): Increase investment in content-based social e-commerce channels such as Douyin and Xiaohongshu to further boost sales.
On February 13, Gelonghui reported that Edifier Technology (002351.SZ) stated in its investor relations that regarding the domestic market, the company is aggressively developing traditional online channels, consolidating its advantageous position on JD.com and Tmall; on the other hand, it is increasing investment in content-based social e-commerce channels such as Douyin and Xiaohongshu to further boost sales. In terms of the overseas market, the company continues to explore online direct sales channels while maintaining the previous exclusive general dealer system in certain regions, enhancing its influence on international e-commerce platforms such as Amazon, Rakuten, LAZADA, and SHOPEE, along with overseas Instagram.
Xiaomi is taking the stage! DeepSeek ignites the "Hundred Mirrors War" as Consumer Electronics welcomes a new opportunity.
① The official Weibo of Xiaomi glasses has been launched, but no content has been published so far; ② Lei Jun expects the product's shipment volume to be "over 300,000 units." ③ Brokerages point out that AI glasses are likely to become a scenario where AI applications first take root.
Express News | Huayuan Securities: Initiates a 'Buy' rating for Shenzhen Transsion Holdings Co., Ltd., with Q4 shipment volume and profitability expected to continue improving.