Huaqin Technology (603296)

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华勤技术(603296) - 简式权益变动报告书-海南创坚
2025-09-12 09:17
华勤技术股份有限公司 简式权益变动报告书 上市公司名称:华勤技术股份有限公司 上市地点:上海证券交易所 股票简称:华勤技术 股票代码:603296 信息披露义务人:海南创坚创业投资合伙企业(有限合伙) 住所/通讯地址:海南省海口市保税区(海口市南海大道168号)金盘路和坤大 厦538-1室 一致行动人:邹宗信 通讯地址:上海市浦东新区绿科路699号 权益变动性质:减少,减少后持股比例触及5%刻度 住所:上海市浦东新区******** 签署日期:二零二五年九月 信息披露义务人及其一致行动人声明 一、信息披露义务人及其一致行动人依据《中华人民共和国公司法》、 《中华人民共和国证券法》、《上市公司收购管理办法》、《公开发行证券的 公司信息披露内容提要与格式准则第15号-权益变动报告书》及其他相关的法 律、法规和规范性文件编写本报告书。 二、信息披露义务人及其一致行动人签署本报告已获得必要的授权和批准, 其履行亦不违反信息披露义务人及其一致行动人所任职或持有权益公司的章程 或内部规则中的任何条款,或与之相冲突。 三、依据《中华人民共和国证券法》、《上市公司收购管理办法》的规定, 本报告书已全面披露信息披露义务人及其一 ...
华勤技术股价涨5.05%,嘉实基金旗下1只基金重仓,持有11.91万股浮盈赚取55.38万元
Xin Lang Cai Jing· 2025-09-12 08:53
Group 1 - HuaQin Technology's stock increased by 5.05%, reaching 96.81 yuan per share, with a trading volume of 1.7 billion yuan and a turnover rate of 3.21%, resulting in a total market capitalization of 98.335 billion yuan [1] - The company, established on August 29, 2005, specializes in the research, design, production, and operation services of smart hardware products, with revenue composition as follows: high-performance computing 60.32%, smart terminals 31.93%, AIOT and others 3.95%, others 2.56%, and automotive and industrial products 1.24% [1] Group 2 - According to data, one fund under Jiashi Fund holds a significant position in HuaQin Technology, with Jiashi Emerging Technology 100 ETF (515860) owning 119,100 shares, accounting for 5.16% of the fund's net value, making it the fourth-largest holding [2] - The Jiashi Emerging Technology 100 ETF (515860) was established on September 26, 2019, with a latest scale of 186 million yuan, achieving a year-to-date return of 44.56% and a one-year return of 88.47% [2] Group 3 - The fund manager of Jiashi Emerging Technology 100 ETF (515860) is Shang Ke, who has been in the position for 1 year and 246 days, managing total assets of 1.499 billion yuan, with the best fund return during the tenure being 83.45% [3]
扎根上海二十载,甘当品牌背后的品牌
Huan Qiu Wang· 2025-09-12 05:36
这是发生在华勤技术股份有限公司身上的真实故事。9月10日,记者跟随"活力中国调研行"采访组走进华勤技术位于上海的技术总部,看这家"品牌背后的品 牌",与上海的成长故事。 华勤用主板零件拼出的上海陆家嘴地标画。王崟欣摄 展厅内,扫地机器人、智能手机、笔记本电脑……能想到的电子产品终端,几乎都有华勤的影子。"除了品牌,都是我们做的。"华勤技术相关负责人介绍。 从创业之初,华勤技术就选择了一条艰苦奋斗的技术创新之路。2005年,四位创始人带着十几人团队在上海起步,业务一笔笔谈,技术一个个啃,产品一个 个增加。从OEM到ODM,再到如今覆盖智能手机、笔记本电脑、数据中心三大成熟支柱的"3+N+3"生态:一个覆盖全产业链的智能产品体系初具形态。 来源:人民日报客户端上海频道 说出来你可能不信。20年前,一家上海的"小作坊",从代工一块手机主板开始,如今已成为覆盖几乎所有电子品牌的厂商,为全球科技品牌客户提供从产品 研发到运营制造的端到端服务。其智能终端年发货量超2亿部,覆盖全球100多个国家和地区。 "上海的全球人才与技术优势,正是我们扎根的初衷。"华勤技术公共事务部负责人说,如今这座城市保持着全球领先的发展势头,叠加 ...
活力中国调研行 | 扎根上海二十载,甘当品牌背后的品牌
Guo Ji Jin Rong Bao· 2025-09-12 04:35
Core Insights - The article highlights the remarkable growth of Huqin Technology Co., Ltd., which started as a small workshop in Shanghai 20 years ago and has evolved into a major player in the electronics manufacturing industry, providing end-to-end services for global tech brands [1][3] Group 1: Company Overview - Huqin Technology has an annual shipment volume exceeding 200 million smart terminals, serving over 100 countries and regions worldwide [1] - The company has transitioned from OEM to ODM, establishing a comprehensive "3+N+3" ecosystem that covers smartphones, laptops, and data centers [3] Group 2: Innovation and Development - The founders of Huqin Technology chose a path of technological innovation, starting with a small team and gradually expanding their product offerings [3] - The company emphasizes quality as its lifeline, with its HQ acronym being recognized by foreign clients as "High Quality," reflecting both the company's standards and the recognition of Chinese technology [5] Group 3: Strategic Location and Talent Acquisition - Shanghai's global talent and technological advantages were key factors for Huqin Technology's establishment and growth, supported by favorable policies such as land supply and talent subsidies [3] - The company has established five R&D centers in China and manufacturing bases in Nanchang, Dongguan, Vietnam, India, and Mexico, expanding its global footprint [5]
华勤技术发生5笔大宗交易 合计成交5197.80万元
Zheng Quan Shi Bao Wang· 2025-09-11 14:38
Core Viewpoint - The article highlights significant trading activity in Huqin Technology, with a total of 600,000 shares traded on September 11, amounting to 51.98 million yuan, indicating strong institutional interest in the stock [2][3]. Trading Activity Summary - On September 11, Huqin Technology experienced 5 transactions on the block trading platform, with a total trading volume of 600,000 shares and a total transaction value of 51.98 million yuan [2]. - The transaction price was 86.63 yuan per share, representing a 6.00% discount compared to the closing price of 92.16 yuan on the same day [2][3]. - Institutional specialized seats were involved in all 5 transactions, with a net buying amount of 51.98 million yuan [2]. Stock Performance Summary - The closing price of Huqin Technology on September 11 was 92.16 yuan, reflecting a 9.40% increase, with a daily turnover rate of 4.74% and a total trading volume of 2.425 billion yuan [2]. - Over the past 5 days, the stock has increased by 10.00%, with a total net inflow of 200 million yuan [2]. Margin Financing Summary - The latest margin financing balance for Huqin Technology is 883 million yuan, which has increased by 56.29 million yuan over the past 5 days, representing a growth rate of 6.81% [3].
18只个股大宗交易超5000万元





Zheng Quan Shi Bao Wang· 2025-09-11 13:22
Summary of Key Points Core Viewpoint - On September 11, a total of 105 stocks were traded on the block trading platform, with a cumulative trading volume of 217 million shares and a total transaction value of 3.577 billion yuan, indicating active trading in the market [1]. Group 1: Top Block Trades - The highest transaction value was recorded by China Western Electric, with a single transaction amounting to 593 million yuan [1]. - Huatai Medical followed closely with a transaction value of 537 million yuan from one trade [1]. - Other notable stocks included Guangqi Technology, with a transaction value of 230 million yuan, and Huichuan Technology, with 129 million yuan [1]. Group 2: Stock Performance - China Western Electric saw a price increase of 0.78%, closing at 6.47 yuan, with a transaction price of 5.78 yuan, reflecting a discount of 10.66% [1]. - Huatai Medical's stock rose by 1.21%, closing at 309.53 yuan, with a transaction price of 248.20 yuan, showing a discount of 19.81% [1]. - Other stocks with significant price movements included Guangqi Technology (+3.21%), Huichuan Technology (+1.48%), and Tongcheng New Materials (+3.29%) [1].
中国本土人工智能供应链是什么样的 _ 人工智能供应链访问活动要点-What does the indigenous AI supply chain look like_ Takeaways from AI supply chain access event
2025-09-11 12:11
Summary of Key Points from the Conference Call Industry Overview - The conference focused on the **indigenous AI supply chain in China**, highlighting the growth potential and challenges within the sector [1][4]. Core Insights 1. **AI Chip Demand Growth**: - AI chip unit demand is projected to grow at a **CAGR of nearly 40% by 2027**, with locally developed chips expected to gain market share [1][4]. - Demand for **2-3 million AI chips** is estimated for 2025, with **Huawei** and **Cambricon** expected to ship **600k** and **140k** units respectively [3][4]. 2. **Local Memory Solutions**: - **CXMT**, China's largest DRAM maker, plans to build **HBM capacity**, with **HBM2e** already sampled and **HBM3** expected by the end of 2025 [3][4]. - The qualification of locally produced HBM chips is anticipated to take time, but capacity will support the ramp-up of AI chips in **2H26** [3][4]. 3. **Open Source Ecosystems**: - The industry is moving towards open-source ecosystems, with **China Mobile** announcing a **Rmb5.1 billion** AI server tender, where **70%** of servers are based on Huawei's open-sourced **CANN** platform [3][4]. 4. **Networking Bottlenecks**: - Local AI chip suppliers face performance losses due to inter-chip communication, with losses estimated at **40-50%** for local solutions compared to **20-30%** for Nvidia's offerings [4][5]. 5. **Indigenous AI Supply Chain Enablers**: - Companies like **Huaqin** and **Inspur** are positioned to benefit from the increasing shipments of local AI solutions, with a positive sentiment expected to persist in the market [4][5]. Additional Important Insights - The mix of AI chips in China is currently around **50:50** for training and inference, but it is estimated that **70%-75%** of future AI chips will be inference-based, primarily supplied by local vendors [3][4]. - The indigenous AI supply chain is expected to see a **3-4x year-on-year increase** in local capacity by 2025, which is particularly beneficial for non-Huawei players [3][4]. - The **A-share Tech index** increased by **27%** during the same period that **Cambricon** saw over a **100%** increase in stock value, indicating strong market performance [4][5]. Conclusion - The indigenous AI supply chain in China is poised for significant growth, driven by increasing demand for AI chips, advancements in local memory solutions, and a shift towards open-source ecosystems. Companies like Huaqin and Inspur are well-positioned to capitalize on these trends, while challenges such as networking bottlenecks remain to be addressed.
年薪240万CFO助力!A股又一龙头赴港IPO
Sou Hu Cai Jing· 2025-09-11 10:13
Core Viewpoint - Huqin Technology, a leading player in the global mobile ODM industry, plans to issue H-shares and list on the Hong Kong Stock Exchange, marking the start of its "A+H" dual capital platform operation after less than two years of being listed on the A-share main board [3][4]. Company Overview - Founded in 2005 by Qiu Wensheng and former colleagues from ZTE, Huqin Technology has grown into a significant ODM player, focusing on mobile phone design and manufacturing [6][10]. - The company initially specialized in feature phone motherboard solutions before transitioning to smart phone production in 2010, capitalizing on the industry's shift towards smart devices [10][11]. Management Team - The management team consists of 11 senior executives, all of whom have prior experience at ZTE, including Qiu Wensheng as Chairman and General Manager, and Cui Guopeng as Vice Chairman [6][8]. Financial Performance - In 2024, Huqin Technology's revenue surpassed 100 billion yuan, reaching 1098 billion yuan, reflecting the success of its business strategies [13][16]. - The company reported a significant increase in revenue for the first half of 2025, achieving 839.4 billion yuan, a year-on-year growth of 113.1% [16]. Strategic Moves - Huqin Technology has made strategic acquisitions to expand into the semiconductor and robotics sectors, including a 75% stake in Haoceng Intelligent and a 6% stake in Jinghe Integrated [15]. - The company has established partnerships with major brands like Samsung, OPPO, Xiaomi, and Vivo, enhancing its market position and customer loyalty [12]. Market Position - The ODM industry is characterized by intense competition, and Huqin Technology has adopted a "heavy asset for light asset" business philosophy, investing in advanced manufacturing facilities to provide one-stop delivery services [12][11]. - The company's overseas revenue has consistently accounted for over 50% of its total revenue, indicating a strong international presence [13].
华勤技术今日大宗交易折价成交60万股,成交额5197.8万元
Xin Lang Cai Jing· 2025-09-11 09:37
| 交易日期 | 证券間除 | 证券代码 | | | 成交价(元) 成交金额(万元) 成交量(*) 买入营业部 | | 图出就业窗 | 是否为专场 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2025-09-11 | 华勤技术 | 603296 | 86.63 | 1188.14 | 13.72 | 机构专用 | 中国中金财富经券 | 播 | | | | | | | | | 有限公司上海黄浦 | | | | | | | | | | 区测试路设计管业 | | | | | | | | | | 57 | | | 2025-09-11 | 华勤技术 | 603296 | 86.63 | 1139.89 | 13.16 | 机构专用 | 中国中金财富证券 有限公司上海黄浦 | Ka | | | | | | Concerner | | | | | | | | | | | | | 区副总裁任参留不 | | | | | | | | | | 12 | | | 2025-09-11 | 华勤技术 | 603296 | 86.63 | 11-55-12-2 ...
上海“引进来”和“走出去”背后:中国智慧正在反哺全球|活力中国调研行
Xin Lang Cai Jing· 2025-09-11 06:49
Group 1 - Schneider Electric's Shanghai Putuo factory has improved per capita production efficiency by 82% through the use of AI and digital technologies [1] - The factory is part of Schneider Electric's extensive presence in China, which includes 30 factories and logistics centers, with 15 national-level green factories and 2 world-class "lighthouse factories" [1] - Schneider Electric is increasing its R&D investment in China, establishing five major R&D centers and planning to open an AI innovation lab in Beijing in 2024 [1] Group 2 - Shanghai's advantages in attracting foreign investment include local talent development and supportive industrial policies, which have helped companies like Schneider Electric and Huaqin Technology [2] - Huaqin Technology's revenue reached 83.939 billion yuan in the first half of 2025, marking a year-on-year growth of 113.06% [2] - Huaqin Technology has established a global layout with a focus on Shanghai, leveraging it as a technology frontier and a base for global expansion [2] Group 3 - Huaqin Technology's overseas expansion strategy involves following clients, with manufacturing bases established in Vietnam, India, and Mexico [3] - The company emphasizes the importance of industry chain collaboration when entering new regions, which helps maximize production efficiency and reduce costs [3] - The concept of "Chinese wisdom" is being utilized to innovate and promote products globally, with successful innovations being implemented in 12 global bases [3]