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华勤技术:预计2026年公司整体营业收入同比增长超过15%
Zheng Quan Ri Bao· 2026-02-03 13:40
Core Viewpoint - The company anticipates a complex external environment in 2026, including storage chip shortages and uncertain external policies, but expects overall revenue growth of over 15% year-on-year, with profit growth expected to be even higher [2] Group 1: Revenue and Profit Expectations - The company projects that its overall revenue will grow by more than 15% year-on-year in 2026 [2] - Profit growth is expected to outpace revenue growth, indicating improved profitability [2] Group 2: Product Structure and Margin Improvement - The company plans to enhance its product structure, which will contribute to a moderate increase in overall gross margin [2] - Key product categories, including mobile terminals, office scenarios, and data center products, are expected to achieve approximately 100 billion yuan in revenue each over the next 3-5 years [2] Group 3: Long-term Revenue Goals - The company aims for a total revenue scale of 300 billion yuan by the time the aforementioned product categories reach their revenue targets [2] - Overall profit margins are expected to improve as the company scales its operations [2]
华勤技术(603296.SH):预计2026年公司整体营业收入同比增长超过15%
Ge Long Hui· 2026-02-03 07:58
Core Viewpoint - The company anticipates a more complex external environment in 2026, including storage chip shortages and uncertain external policies, leading to a cautious evaluation of its growth prospects [1] Revenue and Profit Growth - The company expects overall revenue to grow by over 15% year-on-year in 2026, with profit growth anticipated to be even higher [1] - The product structure is expected to improve further, contributing to a moderate increase in overall gross margin [1] Revenue Projections by Product Category - The company projects that mobile terminal products, PC office products, and data center products (primarily server switches) will each achieve approximately 100 billion in revenue over the next 3-5 years [1] - The overall revenue target for the group is set to reach 300 billion, with an expected increase in overall profit margins [1]