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Research Reports Mining | HAITONG SEC: Assigning Huaqin Technology an "Outperform Market" rating, Target Price 100.88-116.17 yuan.
HAITONG SEC's Research Reports point out that the Industry is continuing to show signs of recovery, with AI driving a new wave of innovation and upgrades. The firm believes that Huqin Technology (603296.SH), as a leading ODM in Smart Hardware, has a 3+N+3 platform model that possesses scale effects and cost advantages. Based on building three mature ecological combinations centered around Smart Phones, laptops, and data products, it is actively striving to expand into three new areas: Automotive Electronics, Software Business, and Siasun Robot&Automation. In the short term, it benefits from the industry's recovery and AI-driven growth; in the medium to long term, the Business has extensive multi-polar expansion potential and enjoys a valuation premium. A target for the company in 2025 is set at 33.
Lenovo will deploy the DeepSeek large model locally in AIPC, and the AIPC industry is expected to experience a boom.
① LENOVO GROUP announced that it will deploy the DeepSeek large model locally on the AIPC edge, marking the company as the first PC manufacturer globally to deploy DeepSeek on the edge. ② GTJA Shudi stated that compared to other terminals, PCs have the properties of productivity tools, and users pursue performance experience more, making them the preferred terminals for hosting larger local models.
Is Huaqin Technology (SHSE:603296) A Risky Investment?
The Recent CN¥588m Market Cap Decrease Is Likely to Have Disappointed Insiders Invested in Shaanxi Huaqin Technology Industry Co.,Ltd. (SHSE:688281)
Huaqin Technology (603296.SH): has actually repurchased 0.5469% of its shares.
On February 17, Gronghui announced that Huqin Technology (603296.SH) disclosed that the implementation period for this share repurchase has expired, and the share repurchase plan has been completed. The company has actually repurchased 5,556,054 shares, accounting for 0.5469% of the company's total share capital, with a highest Fill Price of 78.31 yuan/share, a lowest Fill Price of 43.18 yuan/share, and a total amount paid of 309,501,896.17 yuan (excluding trading fees).
Huaqin Technology (603296.SH): Granted 2.6382 million shares of restricted Stocks to the incentive targets.
On February 11, Glonghui reported that Huayin Technology (603296.SH) announced that the first grant date of this incentive plan is February 11, 2025, agreeing to grant 2.638177 million restricted shares at a grant price of 34.34 yuan per share to 350 incentive targets.