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According to AI Express, Dongwu Securities issued a research report on April 8, giving a "buy" rating to Oterwei (688516.SH). The rating reasons mainly include: 1) Technological upgrades by 2025 + overseas expansion driving the replacement of AI equipment for manual demand; 2) Relying on the semiconductor AOI to enter the field of light modules, extending to core equipment such as patch placement; 3) Overseas leading light module manufacturers accelerate expansion, equipment demand continues to strengthen. (Daily Economic News)