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华勤技术股份有限公司 关于股份性质变更暨2025年限制性股票激励计划预留权益授予的进展公告
登录新浪财经APP 搜索【信披】查看更多考评等级 2025年9月25日 ■ 注:上表中"有限售条件流通股"及"合计"中均包括已经董事会、监事会审议通过的拟回购注销8名激励 对象已获授予但尚未解除限售的限制性股票合计22,236股,截至本公告披露日,前述限制性股票尚未履 行相关回购注销程序。股本结构变动最终情况以限制性股票登记完成后中国证券登记结算有限责任公司 上海分公司出具的《证券变更登记证明》为准。 公司尚需在中国证券登记结算有限责任公司上海分公司办理2025年限制性股票激励计划预留授予的登记 工作,并将及时履行信息披露义务。 特此公告。 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。 根据《上市公司股权激励管理办法》(以下简称"《管理办法》")、上海证券交易所和华勤技术股份有 限公司(以下简称"华勤技术"或"公司")2025年限制性股票激励计划(以下简称"本激励计划")规定的 限制性股票预留授予条件已经成就。根据公司2025年第一次临时股东大会授权,公司于2025年8月4日召 开第二届董事会第十七次会议、第二届监事会第十四 ...
2024年江西VR及相关产业实现营收1100亿元
Xin Hua Cai Jing· 2025-09-24 10:16
Core Insights - The VR industry in Jiangxi achieved a revenue of 110 billion yuan in 2024, marking a year-on-year growth of 9.34% [1] Group 1: Industry Development Characteristics - Leading companies are accelerating their concentration in Jiangxi, with over 400 VR enterprises established, including major players like Huawei, Alibaba, Lenovo, HTC, and iFlytek [1] - Jiangxi is home to 16 of the top 50 VR companies in the country, with 9 headquartered in the province [1] Group 2: Innovation Platforms - The National Virtual Reality Innovation Center has made breakthroughs in key technologies such as liquid crystal lens zoom display, 3D reconstruction, perception interaction, eye tracking, and gesture tracking since its establishment in 2022 [2] - Several leading innovation platforms, including Qius Research Institute, Huawei Nanchang Research Institute, and Beihang University Jiangxi Research Institute, have been established in Jiangxi [2] Group 3: Industry Ecosystem - Jiangxi has included the VR industry in its key manufacturing industry chain modernization plan, creating a multi-level policy support system for VR development [2] - The province has launched a virtual reality application promotion plan and identified 76 demonstration projects to promote the integration of VR technology across various sectors [2] - Six universities in Jiangxi have established undergraduate programs in virtual reality technology, with over 20 schools offering specialized programs [2] - The electronic information industry in Jiangxi has maintained a scale of over 1 trillion yuan for three consecutive years, providing a solid industrial foundation for VR hardware manufacturing [2]
华勤技术(603296) - 华勤技术关于股份性质变更暨2025年限制性股票激励计划预留权益授予的进展公告
2025-09-24 09:32
关于股份性质变更暨 2025 年限制性股票激励计划 预留权益授予的进展公告 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。 根据《上市公司股权激励管理办法》(以下简称"《管理办法》")、上海 证券交易所和华勤技术股份有限公司(以下简称"华勤技术"或"公司")2025 年限制性股票激励计划(以下简称"本激励计划")规定的限制性股票预留授予 条件已经成就。根据公司 2025 年第一次临时股东大会授权,公司于 2025 年 8 月 4 日召开第二届董事会第十七次会议、第二届监事会第十四次会议,审议通过 了《关于向公司 2025 年限制性股票激励计划激励对象授予预留部分限制性股票 的议案》,同意以 2025 年 8 月 4 日为预留授予日,向 91 名激励对象授予 46.4350 万股限制性股票,授予价格为 39.96 元/股。详见公司于 2025 年 8 月 5 日在上海 证券交易所网站(http://www.sse.com.cn)披露的《华勤技术关于向公司 2025 年 限制性股票激励计划激励对象授予预留部分限制性股票的公告》(公 ...
中国企业融入全球 全球企业扎根中国
Jin Rong Shi Bao· 2025-09-24 03:36
Group 1: Overview of Chinese Companies Going Global - Chinese companies are actively engaging in globalization, showcasing "Chinese manufacturing" on the world stage while also creating opportunities for global partners to enter the Chinese market [1] - The article highlights two representative companies: Huaqin Technology and Schneider Electric, illustrating the integration of Chinese enterprises into the global market and vice versa [1] Group 2: Huaqin Technology - Huaqin Technology, a leading player in the global ODM industry, has expanded its business from mobile phones to various sectors including smart wearables, laptops, automotive electronics, and robotics [2] - The company has established strategic partnerships with eight of the top ten global smartphone brands and has shipped over 200 million smart terminal products annually [2][4] - Huaqin's overseas revenue now accounts for 50% of its total revenue, with factories established in India, Vietnam, and plans for Mexico to enhance its global footprint [4] Group 3: Schneider Electric - Schneider Electric, a major player in industrial control, has integrated deeply into the local supply chain in China, with 30 factories and logistics centers established in the country [6] - The company has over 2,200 R&D engineers and more than 3,000 patents in China, making it a crucial part of Schneider's global R&D network [6] - The implementation of digital technologies has led to an 82% increase in production efficiency and a 67% reduction in order delivery time, with new product launch times reduced to as little as six months [7]
华勤技术(603296.SH)员工持股平台完成激励兑现,人才激励与市场稳定协同发展
Ge Long Hui· 2025-09-23 08:27
记者通过华勤技术董事会秘书李玉桃进一步了解到,本次减持计划中,公司实控人邱文生先生未参与本 次减持计划。涉及的人员为公司首发前获得原始股激励的员工,均为在公司奋斗多年的核心员工,包含 296位员工、技术骨干及中高层管理者,董事及高管人员减持股份数总计占本次计划的不到20%。 华勤技术自创立以来,始终秉持着 "人才是企业发展的核心动力" 这一理念,致力于打造一支高素质、 富有创新精神和拼搏意识的团队。为了进一步强化人才激励机制,深度绑定员工利益与公司长远发展, 公司设立了员工持股平台,众多核心员工通过该平台持有公司原始股,与公司结成了坚实的命运共同 体。 (原标题:华勤技术(603296.SH)员工持股平台完成激励兑现,人才激励与市场稳定协同发展) 近期,股市上行,多家上市公司推出减持计划引发市场关注。据观察,华勤技术9月18日发布公告《提 前终止减持计划暨减持股份结果公告》,记者致电公司,获悉五大员工持股平台已全部完成本次减持计 划,减持股份占总股本3.83%,通过集中竞价和大宗交易方式完成。值得关注的是,减持期间公司股价 保持稳定态势,一定程度反映了市场对公司治理结构的认可。 股权激励制度良性运转,员工共享 ...
华勤技术员工持股平台完成激励兑现,人才激励与市场稳定协同发展
Ge Long Hui· 2025-09-23 08:11
记者通过华勤技术董事会秘书李玉桃进一步了解到,本次减持计划中,公司实控人邱文生先生未参与本 次减持计划。涉及的人员为公司首发前获得原始股激励的员工,均为在公司奋斗多年的核心员工,包含 296位员工、技术骨干及中高层管理者,董事及高管人员减持股份数总计占本次计划的不到20%。 华勤技术自创立以来,始终秉持着 "人才是企业发展的核心动力" 这一理念,致力于打造一支高素质、 富有创新精神和拼搏意识的团队。为了进一步强化人才激励机制,深度绑定员工利益与公司长远发展, 公司设立了员工持股平台,众多核心员工通过该平台持有公司原始股,与公司结成了坚实的命运共同 体。 公司设立员工持股平台的初衷,不仅是为了给予员工物质上的回报,更是为了充分肯定他们在公司发展 进程中所做出的突出贡献。经过长期的努力,公司业绩持续稳健增长,员工持股平台的价值也得以显著 提升。此次减持,是公司人才激励计划的阶段性成果兑现,让员工切实分享到公司成长带来的红利,进 一步增强员工对公司的归属感与忠诚度,也能以更加饱满的热情和专注度投入到公司的发展中。 近期,股市上行,多家上市公司推出减持计划引发市场关注。据观察,华勤技术9月18日发布公告《提 前终止减 ...
【新华财经调查】华勤技术数据业务冲刺400亿 积极备货迎接AI算力爆发
Xin Hua Cai Jing· 2025-09-23 01:55
新华财经北京9月23日电(记者闫鹏、刘旭阳)近日,在市场持续调整下,算力硬件股依然展现强劲活力,华勤技术便是其中的典型代表,这背后是来自 AI算力高景气的支撑。2025年上半年,华勤技术实现营业收入839.39亿元,同比增长高达113.06%,数据业务成为其增速最快的业务之一。 新华财经调研了解到,华勤技术正从消费电子ODM(硬件原始设计制造)龙头向AI服务器领域多维跃迁。依托服务器领域全栈式产品矩阵,华勤技术已 成为阿里、腾讯、字节跳动核心供应商,今年在数据业务上继续加大投入积极备货,随着国内外云厂商资本开支落地,华勤技术数据业务将迎来更大增长 空间。 数据业务营收有望超400亿元 2005年,华勤技术从手机方案设计业务(IDH)起家,目前已构建起"3+N+3"全球智能产品大平台,即以智能手机、笔记本电脑、服务器三大成熟业务为 基石,衍生智慧生活、商业数字生产力及数据中心全栈解决方案的"N"生态,并锚定机器人、汽车电子、软件三大新兴赛道。 2025年上半年,华勤技术凭借多元业务实现强劲增长,实现营业收入839.4亿元,同比增长113.1%;实现归母净利润18.9亿元,同比增长46.3%。智能手 机、个人电脑 ...
“代工之王”华勤技术递表港股
Core Viewpoint - The company Huakin Technology is set to pursue a second IPO in Hong Kong within three years, following its previous listing on the Shanghai Stock Exchange, highlighting its ambition for international expansion and capital market value maximization [1][6]. Company Overview - Huakin Technology, known as the "King of OEM," has submitted its prospectus for an IPO on the Hong Kong Stock Exchange, with CICC and Bank of America serving as joint sponsors [1]. - The company has established manufacturing bases in Vietnam, India, and Mexico, with overseas revenue accounting for 46.92% of total revenue by the first half of 2025 [1]. - The founder, Qiu Wensheng, has a notable background, having previously worked at ZTE and founded Huakin Technology in 2005, focusing initially on IDH services before transitioning to an ODM model [2][3]. Financial Performance - Huakin Technology reported a revenue of 109.9 billion yuan in 2024, a year-on-year increase of over 28%, and a net profit of 2.926 billion yuan, up 8.10% [5]. - In the first half of 2025, the company achieved a revenue of 83.94 billion yuan, a significant year-on-year growth of 113.1%, with a net profit of 1.889 billion yuan, up 46.3% [5]. - Despite strong revenue growth, the company's gross profit margin has been fluctuating, with a decline to 7.67% in the first half of 2025, down nearly 2.6 percentage points from the end of the previous year [7][8]. Strategic Initiatives - The company is actively pursuing a diversified business strategy, referred to as "3+N+3," which includes three core businesses (smartphones, laptops, and data centers) and aims to expand into emerging fields such as robotics, software, and automotive electronics [10]. - Recent strategic investments include acquiring audio manufacturer Yiluda for 2.85 billion HKD and a 65% stake in Nanchang Chunqiu for 348 million HKD to enhance its supply capabilities [10]. - The upcoming IPO is expected to facilitate further investments in R&D, global manufacturing optimization, and strategic acquisitions [12].
全球光伏电池龙头中润光能重启港股IPO,华勤技术、北京君正等3家公司拟“A+H”
Sou Hu Cai Jing· 2025-09-22 12:59
来源:洞察IPO 上交所 ShangHai 深交所 ShenZhen 9月15日-9月21日,上交所无公司上市;深交所无公司上市。 通过上市委员会审议会议 9月15日-9月21日,上交所无公司过会;深交所主板有1家公司过会,创业板有1家公司过会。 数据来源:公开信息;图表制作:洞察IPO 1.元创股份:主营业务为橡胶履带类产品的研发、生产与销售,主要产品包括农用机械橡胶履带、工程机械橡胶履带和橡胶履带板,作为联合收割机、挖 掘机、装载机、摊铺机等多种履带式农用或工程机械的行走部件,最终应用于农业生产、工程施工等不同应用领域。 2.新广益:一家专注于高性能特种功能材料研发、生产及销售的高新技术企业,主要产品有抗溢胶特种膜、强耐受性特种膜等特种功能材料。 暂缓会议 9月15日-9月21日,上交所科创板有1家公司被暂缓审议;深交所无公司被暂缓审议。 数据来源:公开信息;图表制作:洞察IPO 1.优迅股份:专注于光通信前端收发电芯片的研发、设计与销售。公司产品广泛应用于光模组(包括光收发组件、光模块和光终端)中,应用场景涵盖接 入网、4G/5G/5G-A无线网络、数据中心、城域网和骨干网等领域。 终止上市审核 9月1 ...
邱文生三年或迎两个IPO “代工之王”华勤技术递表港股
Core Viewpoint - The company Huakin Technology is set to pursue a second IPO in Hong Kong within three years, following its successful listing on the Shanghai Stock Exchange two years ago, highlighting its ambition for international expansion and capital market value maximization [1][3][8]. Company Overview - Huakin Technology, known as the "King of OEM," has submitted its prospectus to the Hong Kong Stock Exchange, with CICC and Bank of America acting as joint sponsors [1]. - The company has established manufacturing bases in Vietnam, India, and Mexico, with overseas revenue accounting for 46.92% in the first half of 2025 [3]. Financial Performance - In 2024, Huakin Technology achieved a revenue of 109.9 billion yuan, a year-on-year increase of over 28%, and a net profit of 2.926 billion yuan, up 8.10% [8]. - For the first half of 2025, the company reported a revenue of 83.94 billion yuan, a significant year-on-year growth of 113.1%, and a net profit of 1.889 billion yuan, up 46.3% [8]. Business Model and Strategy - Huakin Technology operates under an ODM model, which allows it to provide independent R&D and design capabilities, differentiating it from traditional OEM practices [6]. - The company has expanded its product offerings beyond smartphones to include laptops, servers, and smart wearables, maintaining its position as a leading ODM manufacturer globally [8]. Market Position and Challenges - Despite leading the industry, Huakin Technology faces challenges such as low profit margins and high investment requirements, with sales gross margins fluctuating between 7.67% and 11.33% from 2022 to 2025 [9][10]. - The company has experienced a significant cash outflow, with net cash from operating activities dropping by 246.2% in the first half of 2025 [10]. Future Outlook - The company is actively pursuing diversification and expansion into emerging sectors such as robotics and automotive electronics, with strategic acquisitions to enhance its capabilities [12][13]. - The upcoming IPO in Hong Kong is expected to facilitate further international business development and enhance the company's competitive position in the global market [14].