Core Viewpoint - The company has achieved large-scale mass production and delivery of mainstream XR headsets for North American clients, showcasing its advanced technological capabilities and extensive patent portfolio [1] Group 1: Product Development - The company has a team of experts in optical, acoustic, thermal, and system software optimization fields, which enhances its R&D capabilities for VR/AR glasses [1] - The R&D team leverages cross-platform wearable hardware and software development, AI model application, algorithm debugging, and motion health function design to provide comprehensive solutions and complete products to clients [1] Group 2: Manufacturing and Global Strategy - The company possesses advantages in automated manufacturing and global layout, which supports its expansion in the technology sector [1] - The company aims to continue expanding its product lineup in various AIOT products by following client terminal innovations and maintaining its position as a core supplier for global technology companies [1]

Group 1 - The fourth quarter is a critical period for private equity funds to realize performance and capture investment opportunities for the coming year, with research becoming a primary method for exploring new opportunities [1] - As of December 4, a total of 2,280 private equity institutions conducted 13,000 research sessions in the fourth quarter, with sectors like electronic components, medical devices, and integrated circuits being the most popular [1] - Private equity firms are optimistic about the A-share market in 2026 and are actively adjusting their portfolios through research to ensure more rational asset allocation and maximize product returns [2][3] Group 2 - Leading private equity firms are actively conducting research, with several top firms ranking high in the number of sessions, including Guangdong Zhengyuan, Hongyun, and Shanghai Gao Yi, among others [2] - The active research by private equity firms signals a positive outlook on the A-share market and a focus on understanding industry developments and verifying company operations to achieve higher returns [2] - The demand for deep research and precise stock selection is increasing as the market shifts towards performance realization, particularly in the technology sector [3] Group 3 - Technology stocks, particularly in sectors like electronic components, medical devices, and integrated circuits, are favored by private equity firms, with companies like Luxshare Precision and Aibo Medical being researched over 100 times [3][4] - The electronic components sector has seen strong upward momentum this year, benefiting from multiple favorable factors such as AI hardware, semiconductor domestic substitution, and automotive electronics [4] - The focus on sectors with growth potential and profit certainty is expected to help private equity funds achieve excess returns, aligning with their criteria for asset selection [4]

Group 1 - The company has officially reached a strategic cooperation with Weita Power for robot manufacturing, focusing on consumer-grade intelligent companion robots [2] - The collaboration aims to leverage the strengths of "R&D design + mass production delivery" to drive innovation and large-scale implementation in the consumer robot industry [2] - The company has extensive experience in the consumer electronics sector, with strong capabilities in software and hardware integration, GPU and CPU application technology, and core component supply chain resources, positioning it for rapid breakthroughs in the robotics field [2] Group 2 - The strategic partnership is expected to lead to the large-scale rollout of consumer-grade robots, providing a reference for industry development [2]

证券日报网讯12月4日，华勤技术（603296）在互动平台回答投资者提问时表示，华勤技术始终与产业 链上下游合作伙伴保持紧密合作，共同探索智能硬件解决方案。公司严格遵循与客户的保密协议，具体 合作细节暂不便公开披露。 ...

证券日报网讯 12月4日，华勤技术在互动平台回答投资者提问时表示，廉明先生于2025年11月12日通过 二级市场买卖方式增持了公司股份5400股，增持金额约为49.14万元。本次增持是廉明先生基于对公司 未来发展的信心和长期投资价值的认可，也是其与公司共同成长决心的重要体现。 （编辑 楚丽君） ...

（编辑 楚丽君） 证券日报网讯 12月4日，华勤技术在互动平台回答投资者提问时表示，当前公司经营发展态势强劲，核 心业务战略稳步推进并与行业发展趋势深度契合。已公布的三季报业绩显示营收和利润高速增长，前三 季度收入达到1288.8亿元，同比增长69%，预计全年业绩会稳定增长。 ...

证券日报网讯12月4日，华勤技术（603296）在互动平台回答投资者提问时表示，公司已于2021年取得 液冷装置及设备的实用新型专利，并在多款液冷AI服务器中落地应用。目前公司在面向互联网客户和 行业客户的AI服务器上有使用该液冷散热技术，并且在未来产品规划上将进一步推进更多新型高效能 的液冷方案，实现在数据中心部署时更佳的性能与能效表现。 ...

证券日报网讯12月4日，华勤技术（603296）在互动平台回答投资者提问时表示，公司深耕智能产品， 3+N+3业务布局和客户结构均呈现稳健发展态势，核心业务战略稳步推进，并与行业发展趋势深度契 合。 ...

格隆汇12月4日丨华勤技术(603296.SH)在互动平台表示，自公司董事会制定机器人业务的发展规划后， 公司积极推进并成立机器人业务组织，积极研发人形机器人领域关键技术。2025年公司将战略升级 为"3+N+3"业务布局，将机器人确定为三大新兴业务之一。为加速机器人业务布局，公司一方面通过收 购豪成智能（后更名为昊勤机器人）快速切入机器人赛道，该团队在家庭清洁、陪护机器人领域拥有十 余年技术积累；另一方面，针对更加前沿的工业机器人、人形机器人等方向组建了研发团队，聚焦该领 域关键技术研发与突破。公司会在此基础上做持续、稳健的投入保证公司在机器人产品上的技术储备， 奠定公司未来在机器人战略业务上的业绩贡献基础。得益于在消费电子行业多年深耕，沉淀了深厚的软 硬件集成能力、GPU和CPU应用技术及核心零组件供应链资源，公司在机器人领域具备快速突破潜力与 能力。 ...

格隆汇12月4日丨华勤技术(603296.SH)在互动平台表示，自公司董事会制定机器人业务的发展规划后， 公司积极推进并成立机器人业务组织，积极研发人形机器人领域关键技术。2025年公司将战略升级 为"3+N+3"业务布局，将机器人确定为三大新兴业务之一。为加速机器人业务布局，公司一方面通过收 购豪成智能（后更名为昊勤机器人）快速切入机器人赛道，该团队在家庭清洁、陪护机器人领域拥有十 余年技术积累；另一方面，针对更加前沿的工业机器人、人形机器人等方向组建了研发团队，聚焦该领 域关键技术研发与突破。公司会在此基础上做持续、稳健的投入保证公司在机器人产品上的技术储备， 奠定公司未来在机器人战略业务上的业绩贡献基础。得益于在消费电子行业多年深耕，沉淀了深厚的软 硬件集成能力、GPU和CPU应用技术及核心零组件供应链资源，公司在机器人领域具备快速突破潜力与 能力。 ...