Core Viewpoint - Haopeng Technology is focusing on AI and has a clear profitability inflection point due to product upgrades and strategic resource allocation in high-voltage positive electrode fields [1] Group 1: Business Strategy - The company is actively promoting product upgrades and shifting its business focus towards emerging AI edge scenarios, which is expected to lead to simultaneous increases in volume and price, opening a second growth curve [1] - Haopeng Technology is enhancing its presence in the robotics sector, embracing AI+ and establishing a clear growth path [1] Group 2: Technological Advancements - The company is leveraging its strong technical reserves to transform into AI edge projects, collaborating with several leading brands, and has begun mass production of new products, resulting in improved order visibility [1] - The proportion of high-end AI products is increasing, which may optimize the company's profitability structure [1] Group 3: Performance Outlook - Given the deep technical reserves and the mass production of AI edge projects, the company has a clear performance inflection point and maintains a "buy" rating [1]
豪鹏科技：聚焦Ai+盈利拐点明确，维持买入评级