华勤技术股份有限公司 2026 年限制性股票激励计划实施考核管理办法 为保证华勤技术股份有限公司（以下简称"公司"）2026年限制性股票激励计 划的顺利实施，现根据《中华人民共和国公司法》《中华人民共和国证券法》《上 市公司股权激励管理办法》等有关法律、法规和规范性文件，以及《公司章程》、 公司《2026年限制性股票激励计划（草案）》（以下简称"激励计划"）的相关规 定，特制定公司《2026年限制性股票激励计划实施考核管理办法》（以下简称"本 办法"）。 一、考核目的 进一步完善公司法人治理结构，建立和完善公司激励约束机制，保证公司 2026 年限制性股票激励计划的顺利实施，并在最大程度上发挥此次股权激励的 作用，进而确保公司发展战略和经营目标的实现。 二、考核原则 考核评价坚持公正、公开、公平的原则，严格按照本办法和考核对象的业绩 进行评价，以实现股权激励计划与激励对象工作业绩、岗位贡献紧密结合，从而 提高绩效管理水平，实现公司与全体股东利益最大化。 三、考核范围 本办法适用于参与公司 2026 年限制性股票激励计划的所有激励对象，包括 公司（含分公司及控股子公司，下同）任职的董事、高级管理人员、中高层管理 ...

证券代码：603296 证券简称：华勤技术 公告编号：2026-003 华勤技术股份有限公司 关于召开2026年第一次临时股东会的通知 重要内容提示： 一、 召开会议的基本情况 (一) 股东会类型和届次 2026年第一次临时股东会 (二) 股东会召集人：董事会 (三) 投票方式：本次股东会所采用的表决方式是现场投票和网络投票相 结合的方式 (四) 现场会议召开的日期、时间和地点 召开的日期时间：2026 年 2 月 9 日 9 点 00 分 召开地点：上海市浦东新区绿科路 699 号华勤全球研发中心会议室 (五) 网络投票的系统、起止日期和投票时间。 网络投票系统：上海证券交易所股东会网络投票系统 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。 网络投票起止时间：自2026 年 2 月 9 日 至2026 年 2 月 9 日 采用上海证券交易所网络投票系统，通过交易系统投票平台的投票时间为股 东会召开当日的交易时间段，即 9:15-9:25，9:30-11:30，13:00-15:00；通过互联 网投票平台的投票时间为股东会召 ...

（2）最近一个会计年度财务报告内部控制被注册会计师出具否定意见或无 法表示意见的审计报告； 华勤技术股份有限公司董事会薪酬与考核委员会 关于公司 2026 年限制性股票激励计划相关事项的核查意见 华勤技术股份有限公司（以下简称"公司"）董事会薪酬与考核委员会依据《中 华人民共和国公司法》（以下简称《公司法》）《中华人民共和国证券法》（以 下简称《证券法》）《上市公司股权激励管理办法》（以下简称《管理办法》） 等有关法律法规、规章和规范性文件和《公司章程》的有关规定，对《华勤技术 股份有限公司2026年限制性股票激励计划（草案）》（以下简称《激励计划》） 及其摘要等相关事项进行了核查，发表核查意见如下： 1、公司不存在《管理办法》等法律、法规规定的禁止实施股权激励计划的 情形，包括： （1）最近一个会计年度财务会计报告被注册会计师出具否定意见或者无法 表示意见的审计报告； （3）上市后最近 36 个月内出现过未按法律法规、公司章程、公开承诺进行 利润分配的情形； （4）法律法规规定不得实行股权激励的； （5）中国证监会认定的其他情形。 公司具备实施股权激励计划的主体资格。 2、公司本次限制性股票激励计划所确定的 ...

证券代码：603296 证券简称：华勤技术 公告编号：2026-001 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。 一、董事会会议召开情况 华勤技术股份有限公司（以下简称"华勤技术"或"公司"）于2026年1月 12日以现场和视频通讯相结合的方式召开第二届董事会第二十一次会议，本次会 议的通知于2026年1月8日以电子邮件方式发出。会议应出席董事9人，实际出席 会议董事9人，本次会议由董事长邱文生先生主持。本次会议的召集、召开及表 决程序符合有关法律、行政法规、部门规章、规范性文件及《华勤技术股份有限 公司章程》（以下简称《公司章程》）的规定，表决形成的决议合法、有效。 华勤技术股份有限公司 第二届董事会第二十一次会议决议公告 二、董事会会议审议情况 （一）审议通过《关于<公司2026年限制性股票激励计划（草案）>及其摘 要的议案》 公司董事会薪酬与考核委员会就本议案向董事会提出建议，认为：本次激励 计划的实施将有利于进一步完善公司法人治理结构，健全公司中长期激励约束机 制，使员工利益与公司的长远发展更紧密地结合，充分调动 ...

Core Viewpoint - Shanghai Longqi Technology is on the verge of becoming the first consumer electronics ODM listed on the Hong Kong Stock Exchange, having successfully passed the hearing process [2][50]. Group 1: Company Overview - Longqi Technology, established in 2004, is the world's largest smartphone ODM, holding a 32.6% market share in the smartphone ODM sector [19][4]. - The company has a diverse product portfolio, including smartphones, AI PCs, automotive electronics, tablets, smartwatches, and smart glasses, structured under a "1+2+X" framework [5][10]. - Longqi's main business driver is its smartphone segment, which provides comprehensive R&D services from concept design to mass production [7][8]. Group 2: Financial Performance - The company's revenue for 2022, 2023, and 2024 is reported at 29.34 billion, 27.19 billion, and 46.38 billion RMB, respectively [20]. - In the first nine months of 2024, revenue reached 31.33 billion RMB, reflecting a 10.3% year-on-year decline [21]. - The smartphone segment remains the primary revenue source, contributing 82.7%, 80.3%, 77.9%, and 69.3% of total revenue from 2022 to 2024 [24]. Group 3: Client Base and Market Position - Longqi collaborates with major brands such as Xiaomi, Samsung, Lenovo, Honor, OPPO, and vivo, with Xiaomi being the largest client [15][26]. - The top five clients accounted for 82.2% of total revenue in 2024, indicating a concentrated client base [25]. Group 4: Profitability and Margins - The gross profit margins for 2022, 2023, and 2024 were 8.1%, 9.5%, and 5.8%, with a recovery to 8.3% in the first nine months of 2025 [28][30]. - The decline in gross margin in 2024 was attributed to increased raw material costs and strategic market expansion [29]. Group 5: Research and Development - Longqi places significant emphasis on R&D, with expenditures of 1.5 billion, 1.69 billion, 2.08 billion, and 1.95 billion RMB from 2022 to the first nine months of 2024, representing 5.1%, 6.2%, 4.5%, and 6.2% of total revenue, respectively [35]. Group 6: Future Outlook - The company aims to expand production capacity and enhance core technology innovation, particularly in AI-related technologies, as part of its strategy for the upcoming IPO [54].

Core Viewpoint - OmniVision, a global leader in image sensor technology, has officially listed on the Hong Kong Stock Exchange, marking its status as a semiconductor giant with dual listings in both A-share and H-share markets [1]. Group 1: Market Performance - On its first trading day, OmniVision's stock opened at HKD 108.00, a 3.05% increase from the issue price of HKD 104.80, with a market capitalization exceeding HKD 137.9 billion, reflecting strong investor confidence [2]. Group 2: Industry Position - According to a Frost & Sullivan report, OmniVision ranks as the ninth largest fabless semiconductor company globally by revenue in 2024, third in the digital image sensor market, and the largest automotive CIS supplier, with over 11.2 billion units shipped in 2024 [6]. Group 3: Financial Performance - OmniVision's revenue has grown from CNY 20.04 billion in 2022 to CNY 25.71 billion in 2024, with net profit increasing from CNY 0.95 billion to CNY 3.28 billion during the same period, demonstrating strong scale effects and cost control [7]. Group 4: Business Structure - The company's revenue is primarily derived from three solutions: image sensor solutions (over 70% of revenue), display solutions, and analog solutions, with a balanced income structure across smartphone and automotive sectors, reducing market volatility risks [8]. Group 5: Technological Advancements - OmniVision's core competitiveness lies in its technology, with 2,424 full-time R&D personnel and 4,761 authorized patents, of which 95.6% are invention patents, focusing on key technologies such as HDR and low power consumption [9]. Group 6: Company History and Leadership - Founded in 2007 by Yu Renrong, OmniVision underwent a significant acquisition of OmniVision Technologies in 2019, solidifying its global market position. The recent listing in Hong Kong is a milestone in its internationalization strategy [11]. Group 7: Industry Trends - The listing of OmniVision is a significant event in the recent trend of semiconductor companies seeking dual listings in Hong Kong, aiming to enhance global brand influence and attract international capital for ongoing technological development [12]. Group 8: Market Outlook - With the increasing trends in automotive intelligence, multi-camera smartphones, and AIoT device proliferation, the image sensor market presents vast opportunities for OmniVision to strengthen its technological moat and expand market share [13].

Group 1: Market Overview - The domestic market indices showed positive performance with the Shanghai Composite Index closing at 4,120.43, up by 0.92%, and the Shenzhen Component Index at 14,120.15, up by 1.15% [4]. Group 2: Industry Commentary on AI and Manufacturing - The Ministry of Industry and Information Technology, along with seven other departments, released the "Implementation Opinions on 'Artificial Intelligence + Manufacturing'" on January 7, aiming for significant advancements in the industrial AI sector by 2027. The goals include the deep application of 3-5 general large models in manufacturing, the creation of 100 high-quality datasets, and the cultivation of 2-3 globally influential enterprises [6]. - The opinions detail specific requirements in areas such as computing power, models, data, and application scenarios. For instance, it emphasizes breakthroughs in high-end training chips and intelligent cloud operating systems, as well as the development of industry-specific models [6]. - The report anticipates that the implementation of these opinions will accelerate the penetration of large models across the entire manufacturing process, enhancing areas such as design, production, and management [6]. - The penetration rate of AI applications in Chinese industrial enterprises is projected to rise significantly, from 9.6% in 2024 to 47.5% in 2025, with further rapid growth expected in 2026 due to policy support [6]. Group 3: Investment Recommendations - The report suggests focusing on companies involved in industrial AI applications, such as Zhongkong Technology, Kingdee International, and others. Additionally, it highlights opportunities in data annotation and AI computing power sectors [6].

Market Overview - The A-share market experienced a strong start in the week of January 5-9, 2026, with major indices showing significant increases. The Shanghai Composite Index rose by 3.82%, the Shanghai 50 by 3.40%, the CSI 300 by 2.79%, the CSI 500 by 7.92%, the CSI 1000 by 7.03%, the ChiNext Index by 3.89%, and the Northbound 50 Index by 5.82% [4] - Market sentiment improved, with major indices' volume indicators showing bullish signals. The financing amount increased significantly compared to the previous period, indicating a continued optimistic outlook for the market [4] Valuation Insights - As of January 9, 2026, the valuation levels of major indices indicate that the Shanghai Composite Index, Shanghai 50, and CSI 300 are in the "danger" zone, while the CSI 500, CSI 1000, and ChiNext Index are in the "moderate" zone [4] - In terms of industry classification, sectors such as steel, building materials, light manufacturing, electric equipment and new energy, defense and military, retail, textiles and apparel, pharmaceuticals, banking, electronics, computers, and comprehensive finance are also in the "danger" valuation zone. Conversely, food and beverage, as well as non-bank financials, are in the "safe" valuation zone [5] Fund Flow and Institutional Interest - The top five stocks attracting institutional attention this week were CITIC Securities (161 institutions), Entropy Technology (136), Huaqin Technology (121), Chaojie Co. (117), and Xin'ao Co. (115) [6] - Southbound capital saw a net inflow of HKD 32.694 billion, with the Shanghai-Hong Kong Stock Connect contributing HKD 11.966 billion and the Shenzhen-Hong Kong Stock Connect contributing HKD 20.728 billion [6] - The median return for stock ETFs this week was 4.25%, with a net inflow of CNY 816 million. In contrast, cross-border ETFs had a median return of 0.99% with a net outflow of CNY 6.3 million, while Hong Kong stock ETFs had a median return of 2.66% with a net inflow of HKD 14.042 billion [6] Market Trends - The report indicates a potential for further market uptrend under the backdrop of increased risk appetite, with expectations for a spring rally. The long-term investment strategy remains focused on a "dividend + technology" allocation theme [4]

- The report discusses a volume-timing model that has issued buy signals for major broad-based indices, indicating a positive market sentiment[1][2][22] - The volume-timing model is constructed by analyzing the volume indicators of major broad-based indices and their ETFs, which have shown an increase in trading volume, suggesting a bullish market outlook[1][2][22] - The specific construction process of the volume-timing model involves tracking the trading volume of major indices and ETFs, and when the volume increases significantly, the model issues a buy signal[1][2][22] - The evaluation of the volume-timing model indicates that it is effective in capturing market sentiment and providing timely buy signals[1][2][22] - The report also introduces a sentiment indicator based on the proportion of rising stocks within the CSI 300 index, which helps gauge market sentiment by tracking the number of stocks with positive returns over a specified period[23][24] - The construction process of this sentiment indicator involves calculating the proportion of CSI 300 index constituent stocks with positive returns over a given period, and using this proportion to assess market sentiment[23][24] - The evaluation of this sentiment indicator suggests that it is useful for quickly capturing market upturns, although it may miss out on gains during prolonged bullish phases and has limitations in predicting market downturns[23][24] - Another sentiment indicator discussed in the report is the moving average sentiment indicator, which uses the eight moving averages of the CSI 300 index to determine market trends[30][31] - The construction process of the moving average sentiment indicator involves calculating the eight moving averages (8, 13, 21, 34, 55, 89, 144, 233) of the CSI 300 index closing prices, and assigning values based on the number of moving averages the current price exceeds[30][31] - The evaluation of the moving average sentiment indicator indicates that it provides a clearer understanding of the market trends and is effective in identifying bullish phases[30][31] - The report includes backtesting results for the volume-timing model, showing that the model has consistently issued buy signals for major indices such as the Shanghai Composite Index, SSE 50, CSI 300, CSI 500, CSI 1000, and the ChiNext Index[23] - The sentiment indicator based on the proportion of rising stocks within the CSI 300 index has shown that the proportion of rising stocks is around 74%, indicating a positive market sentiment[24] - The moving average sentiment indicator shows that the CSI 300 index is currently in a bullish phase, as the short-term moving average is above the long-term moving average[30][31]

Investment Rating - The report maintains an investment rating of "Leading the Market - A" for the computer industry [1][11]. Core Insights - The report highlights the acceleration of AI development in the manufacturing sector, driven by a recent policy issued by multiple government departments, aiming for significant advancements in AI technology and its applications by 2027 [3][5]. - The policy outlines specific goals, including the application of 3-5 general large models in manufacturing, the creation of 100 high-quality datasets, and the promotion of 500 typical application scenarios [3][5]. - The report emphasizes the transition of industrial AI from isolated applications to comprehensive integration across all manufacturing processes, with significant growth in AI adoption among industrial enterprises [6][7]. Summary by Sections Industry Performance - The computer industry has shown a strong market performance over the past year, with a focus on AI applications in manufacturing [1]. Policy Impact - The recent policy is a detailed implementation of previous guidelines, focusing on computational power, model development, data management, and application scenarios in manufacturing [5][6]. - Specific initiatives include support for advanced training chips, the development of industry-specific models, and the establishment of a chief data officer system in enterprises [5][6]. AI Adoption - The report notes a significant increase in the adoption of large models and intelligent agents in Chinese industrial enterprises, rising from 9.6% in September 2024 to 47.5% in 2025, with expectations for further rapid growth in 2026 [6][7]. Investment Recommendations - The report suggests focusing on companies involved in industrial AI applications, data annotation, and AI computing power, including firms like Zhong控 Technology, Kingdee International, and others [7].