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华勤技术:2025年整体经营双双实现高速增长
Zheng Quan Ri Bao· 2026-02-03 13:14
(文章来源:证券日报) 证券日报网2月3日讯 ,华勤技术在接受调研者提问时表示,2025年整体经营双双实现高速增长,这是 公司在3+N+3战略布局下多业务齐头并进下取得的卓越成果。2025年,各业务营收结构占比相对均衡; 客户结构占比也非常健康:TOP5客户集中度在50%出头,TOP1占比在15%左右;优质的产品结构和客 户结构让公司抗风险能力很强。从业务增长上看,数据中心业务营收接近同比翻倍,手机、穿戴、 AIoT等均超过50%同比增长,PC业务收入同比增长超过20%,各业务均实现高增长,多元业务发展势 头良好。各业务毛利率水平因行业因素略有差异,但净利润率水平非常接近,没有明显差异。 ...
华勤技术(603296.SH):预计2026年PC业务整体能实现超过20%以上的同比增长
Ge Long Hui· 2026-02-03 08:04
华勤在笔电行业展现出的竞争力,包括手机上积累的质量和产品创新,更快的研发周期,高效的运营效 率,会支撑公司在笔电 ODM 上获得更高的份额。 公司预计 2026 年 PC 业务整体能实现超过 20%以上的同比增长。 格隆汇2月3日丨华勤技术(603296.SH)近日接受特定对象调研时表示, 公司已和全球前六大笔电品牌中 的四大品牌建立合作,25 全年出货预估在 1800 万台左右,尽管行业在存储芯片涨价背景下有一定压 力,但公司 2026 年预计出货会超过 2100 万台,在全球笔电 ODM 的市场份额及行业地位都将进一步提 升。 ...
中国市场经济30年(2002-2006)——使命创新:入世,开启全新的思考:你的责任所在?
Sou Hu Cai Jing· 2026-01-05 04:06
Core Insights - The article discusses the evolution of Chinese entrepreneurs' missions and values since China's accession to the WTO in 2001, highlighting the shift from a focus on size and revenue to a broader understanding of social responsibility and sustainable development. Group 1: Historical Context - China's entry into the WTO in 2001 marked a significant turning point, prompting entrepreneurs to reassess their business missions and values in a global context [1] - The number of Chinese companies on the Fortune Global 500 list increased from fewer than ten in 1999 to 145 by 2022, making China the country with the most companies on the list [2] - The early 2000s saw a trend among Chinese companies to prioritize rapid growth and scale, often at the expense of efficiency and profitability [3] Group 2: Evolving Business Missions - The realization that merely growing in size was not sufficient led to a new focus on becoming stronger and more sustainable, with some companies adopting the motto "not to be in the top 500, but to last for 500 years" [3] - A segment of forward-thinking entrepreneurs began to consider their social responsibilities and the broader impact of their businesses on society and the environment [3] - The values and missions that emerged during the early years of WTO membership have become essential for Chinese companies to thrive in the global market [3] Group 3: Economic Developments - In 2002, China was officially recognized as the "world's factory," but faced unprecedented challenges in meeting international standards and benchmarks [5] - The year 2002 also marked the beginning of a significant increase in mergers and acquisitions, with China becoming a vibrant player in the global M&A market [9] - The introduction of the Civil Code in 2002, which clarified private property rights, laid a legal foundation for market economy and globalization [8]