HMT(SH:603306) Xin Lang Cai Jing·2025-11-26 10:41Core Viewpoint - Huamao Technology's major shareholder has completed a significant share buyback, reflecting confidence in the company's strategic direction and long-term development [1][2] Group 1: Shareholder Actions - The controlling shareholder, Dongyang Huasheng Enterprise Management Partnership, has increased its stake in Huamao Technology by acquiring 2.4021 million shares for a total of 120 million yuan, raising its ownership from 14.94% to 15.67% [1] - This buyback is seen as a strong endorsement of the company's fundamentals and future value, especially during a period of active capital increases in the A-share market [1][2] Group 2: Business Strategy and Performance - Huamao Technology is advancing a dual business strategy focused on "automotive safety + AI computing power," maintaining a solid market position in traditional automotive passive safety while expanding production capacity overseas [1][2] - For the first three quarters of 2025, the company reported revenue of 1.784 billion yuan, a year-on-year increase of 15.87%, indicating strong operational resilience in its core business [1] Group 3: Growth Opportunities - The company is actively pursuing a second growth curve through the acquisition of Fuchuang Youyue, entering the AI computing infrastructure sector with high-speed optical modules and copper cable connectors [2] - Analysts believe that the shareholder's buyback not only affirms the stability of existing business but also reflects optimism about the growth potential of AI-related new ventures [2] - The synergy between the company's semiconductor and computing power manufacturing sectors is expected to create broader growth opportunities [2] Group 4: Future Outlook - Huamao Technology aims to balance steady operations with strategic transformation, combining organic growth with external expansion to support long-term sustainable development [2] - The shareholder's buyback is anticipated to stabilize the company's equity structure, aligning with ongoing business advancements and strategic shifts [2] - With the continued push towards automotive electrification and AI computing infrastructure, Huamao Technology's dual-driven strategy is expected to accelerate [2]