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华勤技术(603296.SH):目前已投入工业及人形机器人的研究工作

Group 1 - The core viewpoint of the article is that Huqin Technology (603296.SH) is actively investing in the research of industrial and humanoid robots, while also focusing on the development of AI-related products and infrastructure [1] - The company has launched multiple AI PCs in 2024, providing new market opportunities for PC manufacturers as AI technology evolves [1] - Huqin Technology is collaborating with North American clients to accelerate the release of VR products, smart home devices, and smart speakers in the AI67 sector [1] Group 2 - The company is seizing the rapid development period of AI infrastructure by providing a full range of products including AI servers, general servers, storage servers, and switches to leading domestic CSIP companies in 2024 [1] - The business strategy has been upgraded from "2+N+3" to "3+N+3," positioning robotics as one of the three emerging business areas [1] - The company is confident in the future development of AI products and robotics, maintaining open collaboration with industry leaders to explore various AI technology applications [1] Group 3 - Huqin Technology's customized server solutions meet the high-performance and low-power requirements of DeepSeek [1] - The company has built an open and compatible ecosystem for computing power, adapting to major global GPU chip platforms such as NVIDIA, AMD, and Intel, as well as mainstream domestic GPU chip platforms [1] - Future plans include evaluating and advancing technical compatibility with various domestic third-party models to promote breakthroughs in AI technology across more fields [1]