Group 1 - The core viewpoint of the news is that Huqin Technology plans to submit an application for listing on the Hong Kong Stock Exchange by September 2025, aiming to raise approximately $600 million to $800 million (around HKD 4.68 billion to HKD 6.24 billion) [1] - Huqin Technology was established in August 2005 and went public on the Shanghai Stock Exchange in August 2023, positioning itself as a leading technology-driven ODM platform for smart products, offering end-to-end solutions across the entire value chain [1] - The company has strategically developed a "3+N+3" smart product matrix, focusing on three pillar products: smartphones, laptops, and servers, while also expanding into mobile terminals, AIoT, computing, and data center businesses [1] Group 2 - Financially, Huqin Technology reported revenues of approximately CNY 92.646 billion, CNY 85.338 billion, CNY 109.878 billion, and CNY 83.939 billion for the fiscal years 2022, 2023, 2024, and the six months ending June 30, 2025, respectively [2] - The company's profits for the same periods were approximately CNY 2.514 billion, CNY 2.657 billion, CNY 2.916 billion, and CNY 1.908 billion [2]

证券代码：603296 证券简称：华勤技术 公告编号：2026-013 关于公司 2026 年限制性股票激励计划 内幕信息知情人买卖公司股票情况的自查报告 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。 华勤技术股份有限公司（以下简称"华勤技术"或"公司"）于2026年1月12日 召开第二届董事会第二十一次会议，审议通过了《关于<公司2026年限制性股票 激励计划（草案）>及其摘要的议案》等议案，并于2026年1月13日在上海证券交 易所网站（www.sse.com.cn）披露了《华勤技术股份有限公司2026年限制性股票 激励计划（草案）摘要公告》（公告编号：2026-002）。 公司根据《上市公司股权激励管理办法》《上市公司信息披露管理办法》等 规范性文件的要求，并按照《华勤技术股份有限公司信息披露管理办法》《华勤 技术股份有限公司内幕信息知情人登记管理制度》等规定，对公司2026年限制性 股票激励计划（以下简称"本次激励计划"）采取了充分必要的保密措施，同时对 本次激励计划的内幕信息知情人进行了必要登记。 根据《上市公司股 ...

北京市中伦律师事务所 关于华勤技术股份有限公司 2026 年第一次临时股东会的 法律意见书 $$\underline{{{-}}}\,\mathrm{O}\,\underline{{{-}}}\,\mathrm{\mathcal{N}}\,\mathrm{\#\underline{{{-}}}}\,\mathrm{\#\underline{{{-}}}}\,\mathrm{\#}$$ 北京市中伦律师事务所 关于华勤技术股份有限公司 2026 年第一次临时股东会的 法律意见书 致：华勤技术股份有限公司 根据《中华人民共和国公司法》（以下简称《公司法》）、《中华人民共和国证 券法》、中国证券监督管理委员会发布的《上市公司股东会规则》（以下简称《股 东会规则》）等规定，北京市中伦律师事务所（以下简称"本所"）接受华勤技 术股份有限公司（以下简称"公司"）的委托，指派本所律师对公司 2026 年第 一次临时股东会（以下简称"本次股东会"）进行见证并出具本法律意见书。 2. 公司于 2026 年 1 月 13 日发布在上海证券交易所网站（www.sse.com.cn） 上的《关于召开 2026 年第一次临时股东会的通知 ...

证券代码：603296 证券简称：华勤技术 公告编号：2026-012 本次股东会由华勤技术股份有限公司（以下简称"公司"）董事会召集，董 事长邱文生先生主持会议。本次股东会的召集、召开程序及表决方式符合《中华 (一) 股东会召开的时间：2026 年 2 月 9 日 (二) 股东会召开的地点：上海市浦东新区绿科路 699 号华勤全球研发中心会 议室 (三) 出席会议的普通股股东和恢复表决权的优先股股东及其持有股份情况： 华勤技术股份有限公司 2026年第一次临时股东会决议公告 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。 重要内容提示： 本次会议是否有否决议案：无 一、 会议召开和出席情况 | 1、出席会议的股东和代理人人数 | 736 | | --- | --- | | 2、出席会议的股东所持有表决权的股份总数（股） | 743,954,980 | | 3、出席会议的股东所持有表决权股份数占公司有表决权股 | | | 份总数的比例（%） | 73.4259 | (四) 表决方式是否符合《公司法》及《公司章程》的规定，会议主 ...

Core Viewpoint - The company, Huqin Technology, anticipates a significant revenue growth for the year 2025, projecting total revenue between 170 billion to 171.5 billion yuan, which represents a year-on-year increase of 54.7% to 56.1% [1] Group 1: Financial Performance - The company will officially release its major operating data for 2025 on January 21, 2026, with specific fourth-quarter performance details to be disclosed in the annual report [1] - The projected revenue growth indicates strong operational performance and market demand [1] Group 2: Technology and Market Position - The company has developed a computing power matrix that is compatible with major global GPU chip platforms such as NVIDIA, AMD, and Intel, as well as leading domestic GPU chip platforms, establishing a "dual circulation" technology layout [1] - The company holds a significant market share among top domestic CSP clients, which positions it well for continued growth regardless of the import status of the H200 chip [1] - The data business is expected to maintain a high growth rate in 2026, irrespective of the H200 chip's importation [1]

Investment Rating - The report maintains a "Positive" investment rating for the electronic industry, indicating an expectation of returns stronger than the market benchmark by over 5% [5]. Core Insights - Strong demand for computing power driven by AI applications is expected to continue, with significant investments from major cloud providers [8]. - The hardware supply-demand imbalance is spreading across various sectors, leading to price increases [8]. - New technologies such as CPO (Co-Packaged Optics) are anticipated to create additional demand [8]. Summary by Sections Investment Recommendations and Targets - Key investment targets include: - Semiconductor manufacturing: SMIC (688981, Buy), Hua Hong Semiconductor (01347, Buy) - Testing and packaging: Changdian Technology (600584, Buy), Tongfu Microelectronics (002156, Buy), and others [9]. - Server storage: Lianqi Technology (688008, Buy) - CPUs: Haiguang Information (688041, Buy), Longxin Technology (688047, Not Rated), and others [9]. - Passive components: Sanhua Group (300408, Buy), Fenghua Advanced Technology (000636, Not Rated) [9]. - Server manufacturing: Industrial Fulian (601138, Buy), Huaqin Technology (603296, Buy) [9]. - Analog and power chips: Naxin Micro (688052, Buy), Sierui Technology (688536, Not Rated), and others [9]. - Semiconductor equipment: Zhongwei Company (688012, Buy), Northern Huachuang (002371, Buy), and others [9]. - Optical devices/chips: Zhishang Technology (301486, Not Rated), Tianfu Communication (300394, Not Rated), and others [9]. AI Applications and Edge Computing - Key targets in edge AI applications include: - AI main control chips: Amlogic (688099, Buy), Hengxuan Technology (688608, Buy) - Edge storage: Zhaoyi Innovation (603986, Buy), Bawei Storage (688525, Buy) [10]. - Terminal manufacturers: Hikvision (002415, Buy), Luxshare Precision (002475, Buy), BYD Electronics (00285, Not Rated), and others [10]. - Core components for AI edge: Huanxu Electronics (601231, Buy), Sunny Optical Technology (02382, Buy), and others [10].

华勤技术股份有限公司（以下简称"公司"）正在进行申请发行境外上市外 资股（H 股）并在香港联合交易所有限公司（以下简称"香港联交所"）主板挂 牌上市（以下简称"本次发行上市"）的相关工作。香港联交所上市委员会于 2026 年 2 月 5 日举行上市聆讯，审议公司本次发行上市的申请。 特此公告。 证券代码：603296 证券简称：华勤技术 公告编号：2026-011 华勤技术股份有限公司董事会 2026年2月7日 华勤技术股份有限公司 1 关于香港联交所审议公司发行 H 股的公告 公司本次发行上市的联席保荐人已于 2026 年 2 月 6 日收到香港联交所向其 发出的信函，其中指出香港联交所上市委员会已审阅公司的上市申请，但该信函 不构成正式的上市批准，香港联交所仍有对公司的上市申请提出进一步意见的权 力。 公司本次发行上市尚需取得香港证券及期货事务监察委员会和香港联交所 等相关监管机构、证券交易所的最终批准，该事项仍存在不确定性。公司将根据 该事项的进展情况依法及时履行信息披露义务，敬请广大投资者注意投资风险。 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 ...

Group 1 - The company, Huqin Technology (603296.SH), is in the process of applying for the issuance of overseas listed foreign shares (H shares) and plans to list on the Main Board of the Hong Kong Stock Exchange [1] - The listing hearing by the Listing Committee of the Hong Kong Stock Exchange is scheduled for February 5, 2026, to review the company's application for issuance and listing [1] - The joint sponsors received a letter from the Hong Kong Stock Exchange on February 6, 2026, indicating that the Listing Committee has reviewed the company's listing application, but this letter does not constitute formal approval for the listing [1]

Core Viewpoint - The company, Huqin Technology (603296.SH), is in the process of applying for the issuance of overseas listed foreign shares (H shares) and plans to list on the Main Board of the Hong Kong Stock Exchange [1] Group 1: Listing Application Process - The listing hearing by the Hong Kong Stock Exchange Listing Committee is scheduled for February 5, 2026, to review the company's application for issuance and listing [1] - The joint sponsors of the company's listing application received a letter from the Hong Kong Stock Exchange on February 6, 2026, indicating that the Listing Committee has reviewed the application [1] - The letter does not constitute formal approval for the listing, and the Hong Kong Stock Exchange retains the right to provide further comments on the company's application [1]

Core Viewpoint - The company is applying for the issuance of overseas listed foreign shares (H-shares) and plans to list on the main board of the Hong Kong Stock Exchange [1] Group 1 - The Hong Kong Stock Exchange listing committee will hold a hearing on February 5, 2026, to review the company's application [1] - On February 6, the joint sponsor received a letter from the Hong Kong Stock Exchange indicating that the listing committee has reviewed the application, but this does not constitute formal approval [1] - The company must obtain final approval from relevant regulatory agencies and the stock exchange, indicating uncertainty in the process [1]