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Huaqin Technology (603296.SH): Currently engaged in research work on industrial and humanoid Siasun Robot&Automation.
On March 18, Gelonghui reported that Huajin Technology (603296.SH) stated on the interactive platform that as a leading Global Smart Hardware platform company, it has always focused on the technological development and industrial application in the AI field, continuously investing in the layout of AI-related products. In terms of the company's PC Business, with the development of AI technology, AI PCs provide users with a new experience and bring new market opportunities for PC manufacturers. In 2024, the company successfully launched multiple AI PCs for clients; in the AIoT field, the company is also working on VR products, Smart Home, and smart speakers for North American clients.
Huawei Technology (603296.SH): The subsidiary Guangdong Dongqin plans to increase capital and expand shares, while the company waives the right of first refusal to subscribe for capital.
On March 17, Longhui announced that Huaqin Technology (603296.SH) has published plans to meet the needs of the company's new Business development Global Strategy and Operation management. This aims to stimulate the enthusiasm of management talent, core technical talent, and the long-term joint development with the company, effectively combining the interests of Shareholders, the company, and employees. This will help all parties focus on the long-term development of the company while thoroughly ensuring the interests of Shareholders. Guangdong Dongqin plans to increase capital and introduce Shanghai Aoqin, Wu Zhenhai, Deng Zhiguo, and key management personnel and core employees from the company and its subsidiaries.
Huaqin Technology's (SHSE:603296) Returns On Capital Are Heading Higher
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?
