Investment Rating - The industry investment rating is maintained as "Positive" [5] Core Viewpoints - AI glasses are evolving from "fashion items" to essential tools for specialized scenarios, with the potential to become the next generation of independent AI smart terminals after incorporating display functions [3][7] - The global smart glasses market is expected to ship 12.05 million units in 2025, representing a year-on-year growth of 18.3%, with non-display audio glasses and audio shooting glasses expected to see shipments more than double [7] - Meta's collaboration with Oakley on new AI glasses focuses on sports scenarios, enhancing functionality and battery life, which is expected to drive market acceptance and further application in specialized fields [7] Summary by Sections Investment Suggestions and Targets - Focus on leading companies in the supply chain of AI glasses, including: 1. Complete machine and PCBA manufacturers: GoerTek (002241, Buy), Longqi Technology (603341, Not Rated), Lens Technology (300433, Buy), Luxshare Precision (002475, Buy), and Huaqin Technology (603296, Buy) [3] 2. SoC suppliers: Hengxuan Technology (688608, Buy) and Amlogic (688099, Buy) [3] 3. Component suppliers: Camera lens glass supplier Yutong Optical (300790, Not Rated), microphone and speaker supplier AAC Technologies (02018, Not Rated), and SiP module supplier Huanxu Electronics (601231, Buy) [3] 4. Waveguide manufacturers: Lantech Optical (688127, Buy), Crystal Optoelectronics (002273, Buy), and Sunny Optical Technology (02382, Buy) [3] Market Trends - The AI glasses market is experiencing rapid growth due to improved hardware and software capabilities, leading to increased value and potential upgrades in the traditional eyewear industry [7] - Major tech companies are expected to release new AI glasses products in the second half of the year, which will catalyze industry growth [7]

北京市中伦律师事务所 关于华勤技术股份有限公司 第一个解除限售期解除限售条件成就、回购注销 部分限制性股票及调整回购价格的 | | | | | 法律意见书 二〇二五年六月 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 北京 • 上海 | • 深圳 | • 广州 | • 武汉 | • 成都 | • 重庆 | • 青岛 | • 杭 | | 州 | • 南京 • 海口 • 东京 | | • 香港 | • 伦敦 | • 纽约 | • 洛杉矶 | • 旧金 | | 山 | • 阿拉木图 | | | | | | | 致：华勤技术股份有限公司 根据华勤技术股份有限公司（以下简称"华勤技术"或"公司"）与北京市 中伦律师事务所（以下简称"本所"）签订的《专项法律服务合同》的约定及受 本所指派，本所律师作为公司 2023 年限制性股票激励计划（以下简称"激励计 划"或"本次激励计划"）相关事宜的专项法律顾问，就本次激励计划的首次授 予部分第一个解除限售期解除限售条件成就（以下简称"本次解除限售"）、回购 注销部分限制性股票（以下简称"本次回购注销"）及调 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 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。 2025年4月23日，公司董事会薪酬与考核委员会2025年第三次会议、第二届董事会第十五次会议、第二 届监事会第十二次会议审议通过了《关于回购注销部分限制性股票及调整回购价格的议案》。详见公司 同日于上海证券交易所网站（http://www.sse.com.cn）披露的《华勤技术关于回购注销部分限制性股票 及调整回购价格的公告》（公告编号：2025-042）。 重要内容提示： ● 回购注销原因：华勤技术股份有限公司（以下简称"公司"）2023年限制性股票激励计划（"本次激励 计划"）中，2名激励对象因个人原因已离职，不再具备激励资格，19名激励对象2024年个人绩效考核结 果部分达标/不达标或降职。根据《上市公司股权激励管理办法》、公司《2023年限制性股票激励计划 （草案）》（以下简称《激励计划（草案）》）的相关规定，公司决定将前述激励对象已获授但尚未解 除限售的136,040股限制性股票进行回购注销（"本次回购注销"）。 ● ...

Core Viewpoint - Multiple listed companies, including Huitong Energy, Hai Xin Co., and Huaqin Technology, have collectively invested in the Anhui High-tech Yuanhe Puhua private equity fund, indicating a strategic move towards enhancing their investment in the semiconductor and intelligent manufacturing sectors [2][4][6]. Group 1: Company Investments - Huitong Energy announced that its subsidiary, Shanghai Huidexinyuan Enterprise Management Co., will invest 30 million yuan in the Anhui High-tech Yuanhe Puhua fund, aiming to leverage professional investment resources and management capabilities [2][4]. - Hai Xin Co. also stated that it, along with its wholly-owned subsidiary, will invest 30 million yuan in the same fund, acting as a limited partner [4]. - Huaqin Technology's wholly-owned subsidiary plans to invest 25 million yuan in the second phase of the fund, representing 1.61% of the total contributions after this investment [6]. Group 2: Fund Details - The Anhui High-tech Yuanhe Puhua fund was established on August 22, 2024, and completed its private fund registration on September 27, 2024, with a total target subscription amount of 2.5 billion yuan and an initial subscription of 1.239 billion yuan [8][10]. - The fund focuses on emerging industries in the Yangtze River Delta, particularly in the hard technology sectors such as semiconductors and intelligent manufacturing, supporting key technologies and projects [11]. - The fund's partners include notable private equity firms and companies, with significant contributions from Suzhou Yuanhe Holdings (500 million yuan) and Anhui High-tech Investment (463 million yuan) [11].

证券代码：603296 证券简称：华勤技术 公告编号：2025-056 华勤技术股份有限公司 股权激励限制性股票回购注销实施公告 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： ● 回购注销原因：华勤技术股份有限公司（以下简称"公司"）2023年限制 性股票激励计划（"本次激励计划"）中，2名激励对象因个人原因已离职，不 再具备激励资格，19名激励对象2024年个人绩效考核结果部分达标/不达标或降 职。根据《上市公司股权激励管理办法》、公司《2023年限制性股票激励计划（草 案）》（以下简称《激励计划（草案）》）的相关规定，公司决定将前述激励对 象已获授但尚未解除限售的136,040股限制性股票进行回购注销（"本次回购注 销"）。 ● 本次回购注销股份的有关情况 | 回购股份数量（股） | 注销股份数量（股） | 注销日期 | | | --- | --- | --- | --- | | 136,040 | 136,040 | 年 月 2025 6 | 日 24 | 一、本次限制性股票回购注销的决策与信息披露 2 ...

第一个解除限售期解除限售条件成就、回购注销 部分限制性股票及调整回购价格的 法律意见书 二〇二五年六月 北京市中伦律师事务所 关于华勤技术股份有限公司 2023 年限制性股票激励计划首次授予部分 北京 • 上海 • 深圳 • 广州 • 武汉 • 成都 • 重庆 • 青岛 • 杭州 • 南京 • 海口 • 东京 • 香港 • 伦敦 • 纽约 • 洛杉矶 • 旧金山 • 阿拉木图 Beijing • Shanghai • Shenzhen • Guangzhou • Wuhan • Chengdu • Chongqing • Qingdao • Hangzhou • Nanjing • Haikou • Tokyo • Hong Kong • London • New York • Los Angeles • San Francisco • Almaty | 一、本次解除限售、本次回购注销及本次调整的批准与授权 3 | | | --- | --- | | 二、本次解除限售的具体情况 | 4 | | 三、本次回购注销的具体情况 | 7 | | 四、本次调整的具体情况 | 9 | | 五、结论意见 | 10 | 北京 ...

Core Viewpoint - The company, Huqin Technology, is a leading global ODM enterprise in smart hardware, showcasing strong growth through diversified business layouts [1] Financial Performance - In 2024, the company achieved a revenue of 109.88 billion yuan, representing a year-on-year growth of 28.8%, primarily driven by the increase in high-performance computing products [2] - The net profit attributable to shareholders for 2024 was 2.93 billion yuan, reflecting a year-on-year growth of 8.1% [2] - In Q1 2025, the company reported a revenue of 34.99 billion yuan, marking a year-on-year increase of 115.65% and a quarter-on-quarter increase of 3.34% [3] - The net profit attributable to shareholders in Q1 2025 was 842 million yuan, showing a year-on-year growth of 39.05% [3] Business Overview - Founded in 2005, the company specializes in the research, design, production, and operational services of smart hardware products, covering high-performance computing, smart terminals, AIoT, automotive, and industrial products [4] - The product portfolio includes smartphones, laptops, tablets, smart wearables, TWS earbuds, AIoT products, and servers [4] Strategic Initiatives - The "3+N+3" strategy focuses on three core businesses: smartphones, laptops, and data centers, while expanding into emerging fields such as robotics, software, and automotive electronics [5] - The strategy aims to establish the company as a comprehensive supplier in the smart ecosystem by enhancing operational efficiency, research and development, advanced manufacturing, and precision components [5] Market Dynamics - The demand for computing power has surged, leading to rapid growth in the company's data product business, which saw a revenue increase of 178.8% in 2024 [6] - Non-mobile business revenue now accounts for over 70% of total revenue, with significant growth in smart wearables, AIoT, and automotive sectors [6]

●投资金额：华勤技术股份有限公司（以下简称"公司"）全资子公司上 海摩勤智能技术有限公司（以下简称"上海摩勤"）拟作为有限合伙人认缴出资 2,500万元人民币认购安徽元禾二期募集份额，占本次出资后安徽元禾认缴出资 总额的1.61%。 ●本次交易不构成关联交易，亦不构成《上市公司重大资产重组管理办法》 规定的重大资产重组。根据《公司章程》等有关规定，无需提交公司董事会及股 东大会审议。 ●相关风险提示： 1、私募股权基金投资具有周期长、流动性低等特点，公司本次参与的基金 投资将面临较长的投资回收期。 2、标的基金对外投资过程中可能面临宏观经济、行业政策、投资标的经营 状况等多种因素影响，所投项目存在不同程度风险，且无保本及最低收益承诺， 可能存在整体收益水平无法实现预期效益或出现亏损、不能及时有效退出的风险。 证券代码：603296 证券简称：华勤技术 公告编号：2025-055 华勤技术股份有限公司 关于全资子公司参与投资私募股权投资基金的公告 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。 重要内容提示： ●投资标的名称：安 ...

Group 1 - The core point of the article is that Huqin Technology (603296) announced its wholly-owned subsidiary, Shanghai Moqin Intelligent Technology Co., Ltd., plans to invest 25 million RMB in the second phase of the Anhui Gaoxin Yuanhe Puhua Private Equity Investment Fund, representing 1.61% of the total subscription amount after this investment [1] Group 2 - The transaction does not constitute a related party transaction or a major asset restructuring [1] - The targeted fund focuses on supporting the development of growth-stage and mature enterprises, particularly in the Yangtze River Delta region, with an emphasis on investing in hard technology sectors such as semiconductors and intelligent manufacturing [1]

金十数据6月18日讯，华勤技术公告称，公司全资子公司上海摩勤智能技术有限公司拟作为有限合伙人 认缴出资2500万元人民币认购安徽高新元禾璞华私募股权投资基金合伙企业二期募集份额，占本次出资 后安徽元禾认缴出资总额的1.61%。该基金主要投资于长三角区域内十大新兴产业，重点关注以半导体 和智能制造为核心的硬科技领域，对规定投向的投资额不得低于基金投资额的70%。 华勤技术：子公司拟认购安徽元禾二期募集份额 基金重点关注半导体等硬科技领域 ...