Huaqin Technology (603296)
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华勤技术成立智能科技公司,含智能机器人的研发业务
Qi Cha Cha· 2025-12-25 06:41
(原标题:华勤技术成立智能科技公司,含智能机器人的研发业务) 企查查APP显示,近日,上海翌人智能科技有限公司成立,法定代表人为廖浩然,经营范围包含:智能机器人的研发;智能机器人销售;人工智 能硬件销售;服务消费机器人销售;人工智能基础软件开发等。企查查股权穿透显示,该公司由华勤技术(603296)间接全资持股。 ...
AI芯片海外限制缓解利好算力基础设施建设 国信证券建议关注联想(00992)、工业富联(601138.SH)等
Zhi Tong Cai Jing· 2025-12-25 02:24
Group 1 - The overall high-end AI chip market in China is expected to grow by over 60% by 2026, with local AI chip manufacturers aiming for a market share of around 50% [1] - Nvidia's H200 chip, which has significantly improved performance compared to the H20, is anticipated to attract terminal customers, potentially maintaining a market share of about 30% if successfully sold in China [1] - Nvidia plans to deliver between 5,000 to 10,000 H200 chip modules to Chinese customers by mid-February next year, translating to approximately 40,000 to 80,000 H200 chips [1] Group 2 - Guosen Securities believes that the development of domestic AI chips and the easing of overseas restrictions will benefit the construction of domestic computing infrastructure, with related companies expected to gain significantly [2] - Companies to watch include Industrial Fulian (601138.SH), Huqin Technology (603296.SH), Hushan Electronics (002463.SZ), Loongson Technology (688047.SH), Lenovo Group (00992), Luxshare Precision (002475.SZ), and Amlogic (688099.SH) [2]
AI芯片海外限制缓解利好算力基础设施建设 国信证券建议关注联想、工业富联等
Ge Long Hui· 2025-12-25 02:08
Group 1 - The overall high-end AI chip market in China is expected to grow by over 60% by 2026, with local AI chip manufacturers aiming for a market share of around 50% [1] - Nvidia's H200 chip, which significantly outperforms the H20, is expected to attract terminal customers, potentially maintaining a market share of about 30% if successfully sold in China [1] Group 2 - Nvidia plans to deliver its second-ranking AI chip, the H200, to Chinese customers by mid-February next year, with an estimated shipment of 5,000 to 10,000 chip modules, equivalent to approximately 40,000 to 80,000 H200 chips [2] - The U.S. government has initiated a review process for export licenses related to the H200 chip to China, fulfilling its commitment to allow sales of this type of chip [2] - Guosen Securities believes that the development of domestic AI chips and the easing of overseas restrictions will benefit the domestic computing infrastructure, with companies such as Industrial Fulian, Huqin Technology, and Lenovo Group expected to gain from this trend [2]
华勤技术:华勤技术始终将财务稳健与风险管理置于公司发展的核心位置
Zheng Quan Ri Bao Wang· 2025-12-24 12:45
证券日报网讯 12月24日,华勤技术(603296)在互动平台回答投资者提问时表示,华勤技术始终将财 务稳健与风险管理置于公司发展的核心位置,持续优化风险管理流程,建立了系统的风险管控体系。 ...
华勤技术:2025年前三季度研发费用合计46.20亿元,同比增长23.7%
Zheng Quan Ri Bao Zhi Sheng· 2025-12-24 12:44
(编辑 丛可心 王雪儿) 证券日报网讯 12月24日,华勤技术在互动平台回答投资者提问时表示,华勤技术始终高度重视研发能 力建设与技术创新,在研发端保持持续而稳健的投入,2025年前三季度研发费用合计46.20亿元,同比 增长23.7%,预计全年研发投入超过60亿元人民币。目前公司研发技术人员将近2万名,研发投入方向 主要是围绕3+N+3的产品布局以及满足业务增长的需要;同时,公司也会投入一些前瞻性的研发预研, 如Xlab在声学、光学、热学、射频等领域的研究;针对新技术和新产品方向如AI端侧、超节点、汽车电 子等方向都持续增加研发资源;机器人也是公司一个明确的投入方向,公司会继续保持稳健的投入;研 发是公司的核心竞争力,公司将持续加大研发投入,夯实技术护城河,实现可持续高质量发展。 ...
华勤技术:公司高度重视市值管理
Zheng Quan Ri Bao· 2025-12-24 12:42
(文章来源:证券日报) 证券日报网讯 12月24日,华勤技术在互动平台回答投资者提问时表示,公司高度重视市值管理,自上 市以来持续实施股份增持和回购、现金分红、股权激励等多重举措。同时,公司通过多渠道主动传递公 司经营动态与投资价值,确保投资者及时了解公司发展状况。 ...
华勤技术:在AR/VR领域,公司为北美大客户提供的主流XR头显产品已实现大规模量产交付
Zheng Quan Ri Bao· 2025-12-24 12:12
Group 1 - The company has identified robotics as one of its three key emerging business areas and has quickly entered the field through the acquisition of Haoceng Intelligent, achieving mass production and delivery of products from leading home cleaning robot brands [2] - In the AR/VR sector, the company has achieved large-scale mass production and delivery of mainstream XR headsets for major North American clients, supported by a team of experts in optics, acoustics, thermal management, and system software optimization, demonstrating advanced core technological capabilities [2] - The company is committed to continuous research and development innovation, aiming to advance the product outcomes across all business lines [2]
华勤技术:针对新技术和新产品方向如AI端侧、超节点、汽车电子等方向都持续增加研发资源
Ge Long Hui· 2025-12-24 08:03
格隆汇12月24日丨华勤技术(603296.SH)在互动平台表示,1)华勤技术始终高度重视研发能力建设与技 术创新,在研发端保持持续而稳健的投入,2025年前三季度研发费用合计46.20亿元,同比增长23.7%, 预计全年研发投入超过60亿人民币。2)目前公司研发技术人员将近2万名,研发投入方向主要是围绕 3+N+3的产品布局以及满足业务增长的需要;同时,公司也会投入一些前瞻性的研发预研,如Xlab在声 学、光学、热学、射频等领域的研究;针对新技术和新产品方向如AI端侧、超节点、汽车电子等方向 都持续增加研发资源;机器人也是公司一个明确的投入方向,公司会继续保持稳健的投入;3)研发是 公司的核心竞争力,公司将持续加大研发投入,夯实技术护城河,实现可持续高质量发展。 ...
华勤技术(603296.SH):针对新技术和新产品方向如AI端侧、超节点、汽车电子等方向都持续增加研发资源
Ge Long Hui· 2025-12-24 07:56
格隆汇12月24日丨华勤技术(603296.SH)在互动平台表示,1)华勤技术始终高度重视研发能力建设与技 术创新,在研发端保持持续而稳健的投入,2025年前三季度研发费用合计46.20亿元,同比增长23.7%, 预计全年研发投入超过60亿人民币。2)目前公司研发技术人员将近2万名,研发投入方向主要是围绕 3+N+3的产品布局以及满足业务增长的需要;同时,公司也会投入一些前瞻性的研发预研,如Xlab在声 学、光学、热学、射频等领域的研究;针对新技术和新产品方向如AI端侧、超节点、汽车电子等方向 都持续增加研发资源;机器人也是公司一个明确的投入方向,公司会继续保持稳健的投入;3)研发是 公司的核心竞争力,公司将持续加大研发投入,夯实技术护城河,实现可持续高质量发展。 ...
华勤技术:公司与维他动力已正式达成机器人整机制造战略合作
Zheng Quan Ri Bao Wang· 2025-12-19 15:14
Core Viewpoint - The company Huqin Technology (603296) has officially established a strategic cooperation with Weita Power for the manufacturing of consumer-grade intelligent companion robots [1] Group 1 - The collaboration will focus on fully cooperating in the area of consumer-grade intelligent companion robots [1]