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恒为科技:智能系统平台业务的国产化占比50%以上
Zheng Quan Ri Bao· 2026-01-29 12:48
Core Viewpoint - Hengwei Technology emphasizes its focus on domestic production in its smart system platform, which includes smart computing and networking products, with over 50% of its business being localized [2] Group 1: Company Overview - Hengwei Technology's smart system platform includes key products such as computing motherboards, customized servers, switches, and network security devices [2] - The company collaborates with domestic chip manufacturers, including Feiteng, Kunpeng, and Zhaoxin for CPUs, and Ascend, Kunlun, Muxi, and Tiansu for GPUs [2] Group 2: Industry Context - The domesticization of the smart system platform business reflects a broader trend in the industry towards reducing reliance on foreign technology and enhancing local capabilities [2] - The partnerships with various domestic chip manufacturers indicate a strategic alignment with the national push for technological self-sufficiency [2]
恒为科技:公司智能系统平台业务的国产化占比50%以上
Ge Long Hui· 2026-01-29 08:01
Core Viewpoint - Hengwei Technology (603496.SH) has reported that its smart system platform includes intelligent computing and intelligent networking products, with over 50% of its smart system platform business being domestically sourced [1] Group 1: Product Offerings - The main products of the company include computing motherboards, customized servers, switches, and network security devices [1] - The smart system platform consists of intelligent computing and intelligent networking products [1] Group 2: Domestic Sourcing - The domestic sourcing ratio of the smart system platform business exceeds 50% [1] Group 3: Partnerships - The company collaborates with domestic CPU manufacturers such as Feiteng, Kunpeng, and Zhaoxin [1] - GPU manufacturers include Ascend, Kunlun, Muxi, and Tianshu [1] - The company also partners with chip manufacturers like Shengke and Yunhe Zhinet for switching chips [1]
恒为科技(603496.SH):公司智能系统平台业务的国产化占比50%以上
Ge Long Hui· 2026-01-29 07:56
Core Viewpoint - Hengwei Technology (603496.SH) has reported that its smart system platform includes intelligent computing and intelligent network products, with over 50% of its smart system platform business being domestically sourced [1] Group 1: Product Overview - The main products of the company include computing motherboards, customized servers, switches, and network security devices [1] - The smart system platform consists of intelligent computing and intelligent network products [1] Group 2: Domestic Sourcing - The domestic sourcing ratio of the smart system platform business exceeds 50% [1] Group 3: Partnerships - The company collaborates with domestic CPU manufacturers such as Feiteng, Kunpeng, and Zhaoxin [1] - GPU manufacturers include Ascend, Kunlun, Muxi, and Tiansu [1] - The company also partners with chip manufacturers like Shengke and Yunhe Zhinet for switching chips [1]