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华勤技术李玉桃: “ODMM”打造企业核心竞争力
Zheng Quan Ri Bao· 2025-08-15 04:03
近年来,中国消费电子产业快速崛起,诞生了一大批优秀的行业企业。消费电子企业如何抓住行业发展 机遇,持续做大做强,成为众人关注的焦点。 近日,华勤技术董事会秘书李玉桃在《证券日报》上海路演中心接受了记者专访。李玉桃表示,成立二 十年来,华勤技术从一家初创公司,成长为一家营收超千亿的行业龙头,凭借的是"ODMM"的核心竞 争力和强大的组织,后续公司将抓住人工智能的机遇,通过并购等方式持续稳定发展。 (文章来源:证券日报) ...
华勤技术(603296)8月13日主力资金净流入1.10亿元
Sou Hu Cai Jing· 2025-08-13 07:45
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101589.062万人民币,实缴资本60637.9385万人民币。公司 法定代表人为邱文生。 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18次,知识产 权方面有商标信息52条,专利信息1774条,此外企业还拥有行政许可81个。 资金流向方面,今日主力资金净流入1.10亿元,占比成交额9.95%。其中,超大单净流入5068.12万元、 占成交额4.57%,大单净流入5963.93万元、占成交额5.38%,中单净流出流出10732.27万元、占成交额 9.68%,小单净流出299.79万元、占成交额0.27%。 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%。 金融界消息 截至2025年8月13日收盘,华勤技术(603296)报收于 ...
英伟达恢复对华供应H20芯片 AI及算力需求拉升A股公司业绩
Zheng Quan Shi Bao· 2025-08-13 05:51
Group 1 - Nvidia announced the resumption of supply for the H20 chip specifically for the Chinese market, along with the launch of a new fully compatible GPU product, the NVIDIA RTX PRO GPU [1][2] - The Chinese market is expected to be significant for Nvidia, with potential losses of up to $50 billion due to previous sales restrictions [2] - Nvidia's stock price rebounded after a decline in April, reaching a market capitalization of over $4 trillion by July 9, with a 4.32% increase noted on July 15 [2] Group 2 - Huaxin Technology, a strategic partner of Nvidia, projected a revenue of 83 to 84 billion yuan for the first half of the year, reflecting a year-on-year growth of 110.7% to 113.2% [3] - The company attributes its growth to the ongoing digital transformation and the explosion of artificial intelligence, positively impacting various sectors [3] - Huaxin Technology has established a dual supply system with core bases in China and overseas, with about 50% of its business coming from international markets [3] Group 3 - Industrial Fulian expects a net profit of 11.96 to 12.16 billion yuan for the first half of 2025, marking a year-on-year increase of 36.84% to 39.12% [4] - The company's significant growth is driven by the surge in AI-related business, with AI server revenue increasing by over 60% year-on-year [4] - The demand for high-speed products and AI-related investments has led to substantial revenue growth in the optical module industry [5] Group 4 - New Yisheng anticipates a net profit of 3.7 to 4.2 billion yuan for the first half of the year, representing a year-on-year increase of 327.68% to 385.47% [5] - The company attributes its growth to the continuous increase in AI-related computing investments and product structure optimization [5] - Guangxun Technology expects a net profit of 323 to 407 million yuan for the first half of the year, reflecting a growth of 55% to 95% year-on-year [5]
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
Group 1 - The company has completed the registration of changes in its business license and has obtained a new business license from the Shanghai Municipal Market Supervision Administration [2] - The registered capital of the company is now RMB 1,015.75458 million [2] - The company is classified as a joint-stock company (listed, foreign-invested enterprise) and was established on August 29, 2005 [2][3] Group 2 - The company’s legal representative is Qiu Wensheng, and its address is located in the China (Shanghai) Pilot Free Trade Zone [2] - The business scope includes technology development, transfer, consulting, and services in the field of computer software, as well as design and sales of communication products and related hardware and software [2]
华勤技术完成工商变更登记 注册资本增至10.16亿元
Ju Chao Zi Xun· 2025-08-13 02:07
Core Points - Huqin Technology has completed the registration capital change and the revision of the Articles of Association, obtaining a new business license from the Shanghai Municipal Market Supervision Administration [1] - The company's registered capital has increased to 1.016 billion yuan, with all relevant business registration procedures completed [1] - The new business license indicates that Huqin Technology's main business scope includes technology development, transfer, consulting, and services in the computer software field, as well as design and sales of communication products and related hardware and software [1] - The capital change and revision of the Articles of Association are routine measures for optimizing the company's governance structure to meet business development needs and enhance operational management efficiency [1] - The legal representative of the company remains Qiu Wensheng, and the operational structure remains stable [1]
华勤技术:公司完成工商变更登记并换发营业执照
Zheng Quan Ri Bao Wang· 2025-08-12 13:12
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: 华勤技术关于完成工商变更登记并换发营业执照的公告
Zheng Quan Zhi Xing· 2025-08-12 08:08
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 ...
华勤技术(603296) - 华勤技术关于完成工商变更登记并换发营业执照的公告
2025-08-12 08:00
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- ...
华勤技术(603296)8月8日主力资金净流出3152.74万元
Sou Hu Cai Jing· 2025-08-08 12:38
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]
研报掘金丨开源证券:首予华勤技术“买入”评级,拥抱AI开启新一轮成长周期
Ge Long Hui A P P· 2025-08-08 09:37
Core Viewpoint - Company Huqin Technology is positioned as a leading ODM player with a 3+N+3 platform model, entering a new growth phase driven by AI advancements [1] Group 1: Company Overview - Established in 2005, Huqin Technology has capitalized on two decades of technological transformation [1] - The company is expected to achieve revenue exceeding 100 billion in 2024, solidifying its status as a top ODM leader [1] Group 2: Financial Projections - For 2025, the company anticipates a 25% year-on-year growth in revenue and profit [1] - Revenue projections for 2025-2027 are 1601.39 billion, 1879.07 billion, and 2196.93 billion respectively, with net profits of 40.38 billion, 51.65 billion, and 61.29 billion [1] - Corresponding PE ratios for these years are projected at 20.1, 15.7, and 13.2 times [1] Group 3: Market Position and Strategy - On the computing side, the company has become a core digital equipment supplier for Tencent and Alibaba, benefiting from the CSPAI capital investment cycle [1] - The company is expanding its traditional mobile and PC markets while actively exploring new growth sectors such as AR/VR, automotive, and robotics [1]