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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
格隆汇1月29日丨恒为科技(603496.SH)近日接受特定对象调研时表示,智能系统平台包含智能计算、智 能网络产品,主要产品包括计算主板、定制服务器、交换机、网络安全设备等,公司智能系统平台业务 的国产化占比 50%以上,上游芯片合作厂商有飞腾、鲲鹏、兆芯等国产 CPU,昇腾、昆仑芯、沐曦、 天数等 GPU 厂商,以及盛科、云合智网等交换芯片厂商。 ...
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
格隆汇1月29日丨恒为科技(603496.SH)近日接受特定对象调研时表示,智能系统平台包含智能计算、智 能网络产品,主要产品包括计算主板、定制服务器、交换机、网络安全设备等,公司智能系统平台业务 的国产化占比 50%以上,上游芯片合作厂商有飞腾、鲲鹏、兆芯等国产 CPU,昇腾、昆仑芯、沐曦、 天数等 GPU 厂商,以及盛科、云合智网等交换芯片厂商。 ...