8月13日，华勤技术发布公告称，公司已完成注册资本变更及《公司章程》修订的工商登记手续，并取 得上海市市场监督管理局换发的新版《营业执照》。 新版《营业执照》显示，华勤技术经营范围主要包括计算机软件领域的技术开发、转让、咨询及服务， 通讯产品及相关软硬件的设计与销售，以及货物和技术的进出口业务。公司类型为"股份有限公司（上 市、外商投资企业投资）"，注册地位于中国（上海）自由贸易试验区。 华勤技术表示，此次注册资本变更及章程修订是公司治理结构优化的常规举措，旨在适应业务发展需 求，进一步提升运营管理效率。公司法定代表人仍为邱文生，经营架构保持稳定。 根据公告，华勤技术于2025年4月23日和5月14日分别召开董事会及股东大会，审议通过了关于变更公司 注册资本及修订《公司章程》的议案。此次变更后，公司注册资本增至10.16亿元，相关工商备案手续 已全部完成。 ...

证券日报网讯8月12日晚间，华勤技术（603296）发布公告称，近日，公司已完成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》。 ...

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 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：2025-040）和2025年5月15日披露 的《华勤技术2024年年度股东大会决议公告》（公告编号：2025-052）。 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： 名称：华勤技术股份有限公司 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 关于完成工商变更登记并换发营业执照的公告 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。 统一社会信用 ...

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]

格隆汇8月8日｜开源证券研报指出，华勤技术为3+N+3平台型ODM巨头，拥抱AI开启新一轮成长周 期。公司成立于2005年，把握20年科技变革浪潮，2024年公司营收跃上千亿台阶，成长为3+N+3平台型 ODM龙头。AI时代巨潮之下，从算力侧到终端侧公司实现全栈式的ODM能力，2025年公司预计实现营 收及利润同比25%的增长：算力侧，公司抓住CSPAI资本投资大周期机遇已成为腾讯、阿里核心数字设 备供应商，单2025Q1营收突破100亿；终端侧，公司深耕传统手机、PC等终端，并积极拓展ARVR、汽 车、机器人等新成长板块。预计2025-2027年，公司实现营收1601.39/1879.07/2196.93亿元，实现归母净 利40.38/51.65/61.29亿元，对应当前市值PE分别为20.1/15.7/13.2x，首次覆盖给予"买入"评级。 ...

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.

Group 1 - The company held its 17th meeting of the second board of directors on August 4, 2025, to discuss the stock incentive plan [2][3] - The board approved the proposal to grant 464,350 restricted shares to 91 incentive targets at a price of 39.96 yuan per share [3][12] - The decision was made with unanimous support from all attending board members [5] Group 2 - The supervisory board also convened on August 4, 2025, and approved the same stock incentive proposal [8][10] - The supervisory board confirmed that the incentive targets met the necessary qualifications and conditions for the stock grant [21][20] - The voting results from the supervisory board were also unanimous in favor of the proposal [10] Group 3 - The stock grant date is set for August 4, 2025, with a total of 464,350 shares to be allocated [12][17] - The plan includes a lock-up period of 12 to 36 months for the granted shares, preventing transfer or sale during this time [18][19] - The company will repurchase any shares that do not meet the release conditions after the lock-up period [19][18] Group 4 - The company has followed all necessary procedures and disclosures related to the stock incentive plan [13][14] - Legal and financial advisors have confirmed that the plan complies with relevant laws and regulations [24][26] - The plan is expected to impact the company's financials, with costs recognized in accordance with accounting standards [22][23]

Meeting Details - The second meeting of the Supervisory Board of Huqin Technology Co., Ltd. was held on August 4, 2025, combining in-person and video communication formats [1] - The meeting was attended by all three supervisors, and the procedures for convening and voting were in compliance with relevant laws and regulations [1] Resolutions Passed - The Supervisory Board approved the proposal to grant reserved restricted stock to 91 incentive objects under the 2025 Restricted Stock Incentive Plan, totaling 464,350 shares [2] - The voting results were unanimous with 3 votes in favor, 0 against, and 0 abstentions [2]