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华勤技术业绩说明会:2025年首季强劲开局筑牢稳增长基础,全球化布局夯实竞争壁垒
Quan Jing Wang· 2025-04-29 09:33
Core Insights - HuaQin Technology reported impressive financial performance for the fiscal year 2024 and the first quarter of 2025, with annual revenue exceeding 100 billion, a year-on-year increase of 28.8%, and a net profit growth of 8.1% [3] - The company has adopted a "3+N+3" global smart product platform strategy, focusing on three mature business areas: smartphones, laptops, and data center operations, while also targeting emerging sectors such as robotics, automotive electronics, and software [3][4] - The company is committed to long-term growth, with significant investments in emerging sectors like automotive electronics and robotics, aiming for a breakeven point within two to three years for the automotive electronics segment [4] Business Performance - HuaQin Technology achieved a remarkable 115.7% year-on-year revenue growth in the first quarter of 2025, indicating strong operational momentum [3] - The company is optimizing its revenue structure across various business segments to enhance quality and growth, thereby creating long-term incremental opportunities [3] Strategic Initiatives - The automotive electronics division has successfully delivered its first cockpit product and is expanding its client base beyond traditional manufacturers to include new energy vehicle companies [4] - The robotics sector is being developed through acquisitions and the establishment of a dedicated team, with plans to complete team building and model development by 2025 [4] Global Manufacturing Layout - HuaQin Technology is advancing its "China+VMI" global manufacturing strategy, establishing a dual supply system with core domestic bases in Dongguan and Nanchang, and overseas VMI bases in Vietnam, Mexico, and India [5][6] - The company has achieved product mass production in its Vietnam and India facilities, while the acquisition process for the Mexico manufacturing base is progressing smoothly [6] Future Outlook - As HuaQin Technology approaches its 20th anniversary in 2025, it aims to continue its commitment to long-termism and high-quality development, enhancing resilience and creating greater value for stakeholders [6]
华勤技术业绩说明会开启创新!多平台回应投资者关切,3+N+3战略升级护航高质量发展
Quan Jing Wang· 2025-04-29 07:36
4月29日上午,华勤技术(603296.SH)以全景投资者关系互动平台直播、上证路演中心视频转播和网 络互动形式举办2024年度暨2025年第一季度业绩说明会,同时公司在"华勤技术"官方微信视频号开启了 视频直播,这是公司本次业绩说明会形式的重大创新,兼顾活跃于各平台的众多投资者,与大家保持高 效的互动交流。 业绩说明会上,公司表示,2024年实现经营业绩稳步增长,业务布局持续优化,战略布局纵深推进。公 司全年营业收入1098.8亿元,同比增长28.8%;归母净利润达29.3亿元,同比增幅8.1%,归母扣非净利 润23.5亿元,同比增长8.4%。2025年一季度,公司延续高增长态势,营业收入、归母净利润、归母扣非 净利润三大经营指标分别实现同比增长115.6%,39.0%和43.6%,实现首季强劲开局,发展韧性与行业 引领力进一步增强。 针对外部环境波动的不确定性和全球市场需求的多元化,董事会秘书李玉桃表示,公司不断纵深推 进"China+VMI"全球制造布局,目前已形成国内核心基地和海外VMI基地的双供应体系,即国内制造以 东莞和南昌为主,海外在VMI(越南,墨西哥,印度),制造布局覆盖海内外网络。2024 ...