每经AI快讯，8月22日，华勤技术（603296）(603296.SH)公告称，公司为加快国际化战略及海外业务发 展，增强境外融资能力，提高综合竞争力，拟发行境外上市股份(H股)并在香港联合交易所有限公司主 板上市。目前公司正积极与相关中介机构进行商讨，具体细节尚未最终确定。 ...

华勤技术公告，2025年 8月 22日，公司召开了董事会和监事会，审议通过了发行境外上市股份（H 股） 并在香港联交所主板上市的相关议案。此举旨在加快公司国际化战略，增强境外融资能力，提高综合竞 争力。具体细节尚未最终确定，需提交股东大会审议，并取得中国证监会、香港联交所和香港证券及期 货事务监察委员会等相关机构的备案、批准和核准。目前，公司正与中介机构商讨发行事宜，但发行能 否成功存在重大不确定性。 ...

在A股市场沪指创出十年新高的时刻，权益类基金再次成为投资者关注的焦点。Wind数据显示，过去十 年间（2015年8月20日至2025年8月20日），全市场1053只权益类基金（仅统计主代码）中，正收益产品 数量占据绝对主流，共有958只收益为正，占比超过90%，仅有95只收益为负，体现了主动权益基金在 长期维度上创造超额收益的能力。 | 序号 | 证券代码 | 证券简称 | 近十年累计单位 净值增长率 | | 今年以来回报 成立以来回报 | 基金规模 | 基金经理 | 基金成立日 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | (%) | (%) | (%) | ((Z) | | | | 1 | 166301.OF | 华商新趋势优选 | 456.21 | 25.10 | 435.29 | 44.69 | 童立 | 2015/5/14 | | 2 | 000628.OF | 大成高鑫A | 373.82 | 10.82 | 400.83 | 179.16 | 刘旭 | 2015/2/3 | | 3 | 001437.OF | ...

通过天眼查大数据分析，华勤技术股份有限公司共对外投资了24家企业，参与招投标项目19次，知识产 权方面有商标信息52条，专利信息1777条，此外企业还拥有行政许可81个。 来源：金融界 资金流向方面，今日主力资金净流入1.06亿元，占比成交额7.78%。其中，超大单净流入1.48亿元、占 成交额10.85%，大单净流出4187.37万元、占成交额3.06%，中单净流出流出11689.60万元、占成交额 8.56%，小单净流入1055.28万元、占成交额0.77%。 华勤技术最新一期业绩显示，截至2025一季报，公司营业总收入349.98亿元、同比增长115.65%，归属 净利润8.42亿元，同比增长39.04%，扣非净利润7.61亿元，同比增长43.55%，流动比率1.156、速动比率 0.924、资产负债率70.85%。 天眼查商业履历信息显示，华勤技术股份有限公司，成立于2005年，位于上海市，是一家以从事软件和 信息技术服务业为主的企业。企业注册资本101575.458万人民币，实缴资本60637.9385万人民币。公司 法定代表人为邱文生。 金融界消息 截至2025年8月20日收盘，华勤技术（6032 ...

每经AI快讯，有投资者在投资者互动平台提问： 请问公司有在马来西亚建立分公司/制造基地吗？ 华勤技术（603296.SH）8月19日在投资者互动平台表示，截至目前，公司暂未在马来西亚设立分公司 或制造基地。华勤技术持续推进全球化战略，着力构建全球制造布局，目前已形成国内核心基地和海外 VMI基地的双供应体系，即国内制造以东莞和南昌为主，海外在VMI（越南，墨西哥，印度）建立了全 球化的制造布局，多维度满足全球客户的业务需求，有效应对地缘政治及贸易环境变化等外部不确定 性。未来，若公司在马来西亚或其他新区域有布局计划，将严格按照相关规定及时履行信息披露义务。 （文章来源：每日经济新闻） ...

Core Points - Huqin Technology (603296) closed at 85.41 yuan on August 15, 2025, up 7.69% from last week's 79.31 yuan [1] - The company's market capitalization is currently 86.756 billion yuan, ranking 7th out of 90 in the consumer electronics sector and 177th out of 5,152 in the A-share market [1] Company Announcements - Huqin Technology has completed the registration change and received a new business license, with the registered capital now at 1,015.75458 million yuan [1] - The company has revised its articles of association in accordance with the capital change [1] - The legal representative is Qiu Wensheng, and the company's address is located in the China (Shanghai) Pilot Free Trade Zone [1]

注册资本：人民币101,575.4580万元整 证券代码：603296 证券简称：华勤技术 公告编号：2025-067 华勤技术股份有限公司 近日，公司已完成上述工商变更登记以及变更后《公司章程》的备案手续， 并取得上海市市场监督管理局换发的《营业执照》，变更后的《营业执照》登记 的相关信息如下： 关于完成工商变更登记并换发营业执照的公告 名称：华勤技术股份有限公司 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 华勤技术股份有限公司（以下简称"公司"、"华勤技术"）分别于2025年4月 23日和2025年5月14日召开了第二届董事会第十五次会议和2024年年度股东大会， 审议通过了《关于变更公司注册资本暨修订<公司章程>的议案》，同意公司变 更注册资本，同时修订《公司章程》相应条款，并授权公司管理层办理相关工商 变更登记的全部事宜。具体内容详见公司在指定信息披露媒体及上海证券交易所 网站（www.sse.com.cn）于2025年4月24日披露的《华勤技术关于变更公司注册 资本暨修订<公司章程>的公告》（公告编号：2025- ...

Group 1 - The core viewpoint of the article highlights the recent performance and financial metrics of Huqin Technology, indicating a significant revenue growth and profitability increase in the latest quarterly report [1] - As of August 8, 2025, Huqin Technology's stock closed at 79.31 yuan, with a slight decline of 0.59% and a trading volume of 56,600 hands, amounting to a transaction value of 450 million yuan [1] - The company's total revenue for the first quarter of 2025 reached 34.998 billion yuan, representing a year-on-year growth of 115.65%, while the net profit attributable to shareholders was 842 million yuan, up 39.04% year-on-year [1] Group 2 - Huqin Technology has made investments in 24 companies and participated in 16 bidding projects, showcasing its active engagement in the market [2] - The company holds a total of 52 trademark registrations and 1,774 patents, indicating a strong focus on intellectual property [2] - Additionally, Huqin Technology possesses 81 administrative licenses, reflecting its compliance and operational capabilities [2]

Group 1 - The core viewpoint of the article is that Huqin Technology (603296.SH) is rated as a "buy" by Open Source Securities due to its strong positioning in the ODM market and its ability to leverage AI technology for growth [2] - Huqin Technology is identified as a leading ODM player benefiting from the ongoing technological transformation characterized by the 3+N+3 platform model [2] - The company is expected to capitalize on the AI computing power trend, which is driving investment cycles in the CSP sector, showcasing its full-stack capabilities in response to market demands [2] Group 2 - The report highlights the growth potential in AI terminals, with Huqin Technology positioned to take advantage of trends in AIoT, automotive, and robotics sectors [2] - Financial summaries and valuation metrics are provided to support the investment thesis, although specific figures are not detailed in the excerpt [2]

Summary of Conference Call Notes Industry Overview - **Industry**: Data Center and AI Technology - **Key Players**: Sinnet, Athub, Huaqin Technology, Inspur Core Insights 1. **Demand Surge in AI Applications**: There is an exponential increase in demand for AI tokens driven by applications in photo and video creation, with daily token usage among top CSPs in China increasing five-fold since January and expected to grow another 50-100% in 2H25 [3][1] 2. **AI Chip Supply Improvement**: The availability of AI chips is improving, with potential resumption of H20 supply and ramp-up of domestic AI chip production expected in 2H25, particularly in 4Q25 [3][1] 3. **IDC Pricing Stabilization**: After a significant drop in 2024, the IDC service price has stabilized due to enhanced utilization driven by strong AI demand, with AIDC utilization reaching above 85% in 2Q25 [3][1] 4. **Preference for Server Makers**: The report indicates a preference for server manufacturers like Huaqin and Inspur over IDC suppliers due to expected higher shipments of both AI and regular servers in 4Q25 [1][3] Additional Important Points 1. **Utilization Rates**: General IDC utilization was reported at 70%, indicating weaker retail client demand amid macroeconomic uncertainty [3][1] 2. **Margin Improvement for A-share IDC Players**: With enhanced utilization and a focus on net profit, margins for A-share listed IDC players are expected to gradually improve [3][1] 3. **Investment Recommendations**: The report recommends Sinnet over Athub in the A-share IDC service supplier space due to higher sales growth potential from new AIDC capacity release [1][3] Conclusion The conference call highlighted a robust outlook for the AI and data center industry, driven by increasing demand for AI applications and improving supply conditions for AI chips. The preference for server manufacturers over IDC suppliers suggests a strategic shift in investment focus within the sector.