Gelonghui, July 4 | Everbright Securities Research Report indicates that Goertek Co., Ltd. (002241.SZ), as a leading domestic consumer electronics company, will gradually increase its XR penetration rate in the future, and the company's XR foundry market share will be high. Combined with the steady growth of the company's smart wearable device business and the recovery of the headphone business, they are optimistic about the company's future revenue and performance growth trends, and maintain a “buy” rating. On June 27, the company adjusted the equity incentive assessment targets, demonstrating the company's confidence in recovering performance and profitability, which can effectively stimulate the enthusiasm of the company's employees and effectively enhance the company's ability to operate continuously. In addition, the company is actively adjusting its production capacity layout and adding new product releases such as the Meta Quest 3 friendly version and Meta AR products. The XR sector is expected to become a new driving force for the company's continued growth in the future.