格隆汇8月28日｜国盛证券研报指出，华勤技术上半年实现归母净利润18.89亿元，同比+46.30%，再次 实现强劲增长。Q2收入及归母净利润创下单季度历史新高。从收入结构来看，2025年H1主营业务中， 高性能计算占总收入61.9%，是第一大品类，同比24H1提升2%；其次是智能终端占比32.8%，排列第 二，此外AIoT及其他与汽车及工业产品分别占总营收的4.0%、1.3%。公司研发持续投入，核心技术构 筑企业远期护城河；多领域整合持续推进，"3+N+3"持续开拓。通过持续对外并购，公司有望加速多元 化业务布局，从而提升整体竞争力和市场地位。考虑到公司在各个领域的业务顺利推进，上调公司业 绩，维持"买入"评级。 ...

资金流向方面，主力资金净流入47.36万元，特大单买入1454.54万元，占比6.68%，卖出1663.69万元， 占比7.64%；大单买入5160.67万元，占比23.70%，卖出4904.16万元，占比22.52%。 华勤技术今年以来股价涨33.97%，近5个交易日跌0.10%，近20日涨13.83%，近60日涨33.70%。 今年以来华勤技术已经1次登上龙虎榜，最近一次登上龙虎榜为4月16日，当日龙虎榜净买入-1.22亿 元；买入总计3.15亿元 ，占总成交额比21.06%；卖出总计4.36亿元 ，占总成交额比29.21%。 资料显示，华勤技术股份有限公司位于上海市浦东新区绿科路699号华勤全球研发中心，成立日期2005 年8月29日，上市日期2023年8月8日，公司主营业务涉及专业从事智能硬件产品的研发设计、生产制造 和运营服务。主营业务收入构成为：高性能计算60.32%，智能终端31.93%，AIOT及其他3.95%，其他 2.56%，汽车及工业产品1.24%。 华勤技术所属申万行业为：电子-消费电子-消费电子零部件及组装。所属概念板块包括：腾讯云、智能 音箱、智能眼镜、交换机、智能家居等。 截至6 ...

Core Viewpoint - The Global Most Valuable Practice Solution (GMVPS) aims to promote the deep integration of technological innovation and commercial application, leading the future development direction of the computing industry, and serves as an authoritative benchmark for industry innovation [2] Group 1: Event Overview - The 2025 GMVPS officially launched on July 21, 2023, marking a new upgrade for the event [2] - GMVPS is organized by the Global Computing Alliance (GCC) and supported by various communities and innovation centers [2] Group 2: Case Collection Focus - The 2025 GMVPS will publicly solicit benchmark cases in four major industrial technology fields and three specialized technology directions, focusing on intelligent computing, high-performance computing, green computing, and edge computing [3] - The event will cover mainstream value industries such as finance, telecommunications, government, internet, manufacturing, energy, transportation, education, biopharmaceuticals, and industrial software [3] Group 3: Benefits for Participants - Participating companies will gain significant brand and commercial value, with expert evaluations and technical guidance provided by a panel of authorities from GCC and industry experts [4] - Selected cases will receive media coverage and be permanently included in the GCC official GMVPS case database, enhancing the brand credibility and influence of participating companies in the global computing industry [4]

Group 1 - The core objective of the digital transformation plan for the electronic information manufacturing industry is to achieve a numerical control rate of over 85% for key processes in large-scale enterprises by 2027, providing a clear path for digital transformation [1] - The digital transformation of the electronic information manufacturing industry is crucial for its high-quality development and for promoting the deep integration of the real economy and the digital economy [1] Group 2 - Benchmark enterprises play a vital role in the industry transformation process by providing successful experiences that can be replicated across the industry, leading to a digital upgrade of the entire industrial chain [2] - Smart factories with a significantly higher numerical control rate than the industry average utilize advanced numerical control equipment, automated production lines, and industrial robots, resulting in improved production efficiency and reduced costs [2] Group 3 - Despite advancements in the electronic information field, there are still critical core technology challenges that need to be addressed to facilitate digital transformation [3] - Innovations in advanced computing, such as high-performance computing and cloud-edge collaboration, are essential for enhancing computing capabilities and data processing efficiency in the electronic information manufacturing sector [3] Group 4 - The digital transformation of the electronic information manufacturing industry requires the establishment of an open, collaborative, and win-win ecosystem involving upstream and downstream enterprises, digital transformation service providers, and research institutions [4] - Companies should actively collaborate with suppliers and customers to achieve information sharing and business coordination, while also partnering with digital transformation service providers to enhance the success rate and efficiency of their digital transformation efforts [4]

Core Viewpoint - Company expects revenue and profit growth of over 20% in 2025 despite external uncertainties, driven by product structure optimization and steady growth in key categories like smartphones and PCs [5][6] Financial Performance - In 2024, company achieved revenue of 109.878 billion yuan, a year-on-year increase of 28.76% [5] - Company maintains a globalized product layout with approximately 50% of revenue from overseas markets, including about 10% from products sold indirectly to the U.S. [5][6] Business Strategy - Company is advancing a "China + VMI" global manufacturing strategy, establishing a dual supply system with core domestic bases and overseas VMI bases [5][6] - Domestic manufacturing bases are primarily located in Dongguan and Nanchang, while overseas bases are in Vietnam, Mexico, and India [5] Automotive and Robotics Business - Automotive electronics and robotics are emerging sectors for the company, currently in the investment phase [7] - Company anticipates reaching breakeven in automotive electronics within two to three years, with ongoing progress in product development and client acquisition [7][8] - For robotics, a specialized team is being formed, with plans to complete team building by 2025 and develop a robotics R&D model [8][9] Market Position - Company has received recognition for its capabilities in automotive-grade manufacturing, positioning itself as an industry leader [7] - The acquisition of a cleaning robot company, now named Guangdong Haokin Robot Technology Co., Ltd., aims to enhance the company's presence in the robotics sector [9][10] - Company is optimistic about the growth potential in industrial and health care robots, focusing on building core competencies in these areas [11]