HK Stock Market Move | SDMC (00901) rises over 5%; AI home agent Cedar is expected to open a new growth cycle.

SDMC (00901) rose over 5%, up 5.61% as of press time, at HK$60.2, 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. It is reported that as a globally leading AI Home overall solution provider, SDMC has long been deeply engaged in the Google ecosystem, focusing on layout and innovation around smart terminals, cloud platform capabilities, and home smart scenario applications. In 2024, the company was the first in China to propose the complete "AI Home" architecture and released its self-developed home AI agent Cedar, officially entering the AI Home era and building 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 previously pointed out that the company's home AI agent Cedar has completed R&D and is in the customer testing and commercialization stage. In June 2026, Cedar will further be equipped with 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 the core catalyst for the next round of growth.