SDMC (00901) Surges Over 5% as AI Home Agent Cedar Poised to Drive a New Growth Cycle

Stock News10-14

SDMC (00901) climbed more than 5%, rising 5.61% to HK$60.2 as of press time, with a turnover of HK$16.6253 million.

On the news front, Apple officially launched HomeView on October 13, once again pushing the home hub into the spotlight.

As a world-leading provider of comprehensive AI Home solutions, SDMC has long been deeply engaged in the Google ecosystem, focusing on smart terminals, cloud platform capabilities, and home smart scenario applications for layout and innovation.

In 2024, the company was the first in China to propose a complete "AI Home" architecture and released its self-developed home AI agent Cedar, officially entering the AI Home era. It has built a capability system centered on Cedar, underpinned by intelligent connectivity and edge computing power, and extended through an open ecosystem, continuously driving the upgrade of home intelligence.

Guotai Haitong Securities previously noted that the company's home AI agent Cedar has completed research and development and is in the customer testing and commercialization stage. In June 2026, Cedar will further incorporate the Gemini 3.5 large model, enhancing its underlying capabilities overall. The company is also proactively laying out edge AI terminals and home computing centers, and its AI-driven product portfolio is expected to become a core catalyst for the next round of growth.

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