证券日报网讯 2月27日，华勤技术（603296）在互动平台回答投资者提问时表示，公司始终将诚信经营 与公司治理作为立身之本，严格遵守法律法规及监管规定。公司经营稳健，聚焦主业。二级市场股价短 期波动受宏观环境、市场情绪、行业指数波动等多重外部因素影响，而公司长期价值是由公司的核心经 营能力与持续增长潜力决定的。公司将继续聚焦做强基本面，保持经营持续稳健增长，以更好的业绩回 报投资者的信任。 ...

（文章来源：证券日报） 证券日报网讯 2月27日，华勤技术在互动平台回答投资者提问时表示，公司所有财务数据报告均严格遵 循《企业会计准则》并经审计。2026年1月21日晚间，公司正式发布《2025年度主要经营数据公告》， 预计全年实现营业收入1700亿元到1715亿元，归母净利润40.0亿元到40.5亿元。预计全年研发投入超60 亿元人民币，研发费用与净利润为独立核算的财务科目，持续的研发投入是支撑公司多元化业务的规模 增长、同时保持技术创新，构建公司长期竞争力。公司理解投资者对股价的关注，二级市场股价短期波 动受宏观环境、市场情绪、行业指数波动等多重外部因素影响，而公司长期价值是由公司的核心经营能 力与持续增长潜力决定的。公司将继续聚焦做强基本面，保持经营持续稳健增长，以更好的业绩回报投 资者的信任。 ...

来源：瑞恩资本 华勤技术招股书链接： 来自上海的A股上市公司华勤技术(603296.SH)发布公告，港交所上市委员会于2026年2月5日举行上市聆 讯，审议公司本次发行H股并上市的申请。 华勤技术本次发行上市的联席保荐人已于2026年2月6日收到香港联交所向其发出的信函，其中指出香港 联交所上市委员会已审阅公司的上市申请，但该信函不构成正式的上市批准，香港联交所仍有对公司的 上市申请提出进一步意见的权力。 本次发行H股并上市尚需取得香港证券及期货事务监察委员会和香港联交所等相关监管机构、证券交易 所的最终批准，该事项仍存在不确定性。 华勤技术，于2025年9月16日在港交所递交招股书，于2026年1月28日获中国证监会境外上市备案通知书 (可发行不超过101,573,100股H股)，中金公司、美林联席保荐。 华勤技术，作为一家全球领先、技术驱动的智能产品平台型公司，主要为全球领先科技公司提供涵盖移 动终端、计算及数据中心业务、AIoT和创新业务领域的智能产品。根据灼识咨询的资料，华勤技术是 全球领先的全栈智能产品ODM(原始设计制造)平台，在多个智能产品品类实现了全球第一，于2024年按 全球消费电子产品(包 ...

Core Viewpoint - HuaQin Technology (603296) has adjusted its 2026 restricted stock incentive plan, reducing the number of recipients and the total shares granted due to four employees not meeting the eligibility criteria [1][2][3]. Company Announcement Summary - The company held its 23rd meeting of the second board of directors on February 12, 2026, where it approved adjustments to the 2026 restricted stock incentive plan [1][2][3]. - The number of incentive recipients was reduced from 468 to 464, and the total number of restricted shares granted was adjusted from 2.5275 million shares to 2.4331 million shares [1][2][3]. - The grant date for the restricted stock is set for February 12, 2026, with a grant price of 47.95 yuan per share [4][5]. - The incentive plan's recipients include 8 directors and senior management, who collectively received 188,800 shares, accounting for 7.76% of the total grant [3][5]. - The source of the restricted shares is from the company's repurchase of A-shares in the secondary market, with a lock-up period divided into three phases of 12, 24, and 36 months [4][5].

Investment Rating - The investment outlook for the Chinese electronic components industry is stable, with overall credit quality expected to remain unchanged over the next 12 to 18 months [5][8]. Core Insights - The industry is driven by the recovery in consumer electronics, rapid growth in automotive electronics, and advancements in artificial intelligence, with traditional consumer electronics providing basic demand support but limited impact on overall growth [15][21]. - The industry is expected to gradually transition towards high-end products, with leading companies leveraging their high-end capacity and technological advantages to maintain a competitive edge [15][21]. - The overall credit risk in the electronic components industry is manageable, with no significant changes in ratings and no instances of bond extensions or defaults reported [22]. Industry Fundamentals Analysis - In 2025, domestic policies such as "trade-in" programs effectively boosted demand in the downstream market, helping to stabilize the electronic components industry amid fluctuating international trade conditions and tariff policies [9][11]. - The global competition landscape in the electronic components sector has remained stable, with significant growth in revenue and profits across various sub-sectors, although operating cash flow has declined [7][22]. - The industry is expected to see substantial order growth driven by automotive electronics and AI demand, with potential for upward adjustments in industry outlook if favorable conditions persist [7][8]. Credit Performance of Industry Enterprises - The financial performance of enterprises within the electronic components industry has improved, with revenue and profit growth reported, although operating cash flow has decreased [22][27]. - The average revenue growth for sample enterprises in the electronic components sector was 27.14% year-on-year, with significant contributions from AI-related demands [27][28]. - The debt scale of sample enterprises increased, but the overall financial leverage remains low, indicating good debt repayment capabilities [34][35].

Group 1 - The core point of the article is that Huqin Technology announced the achievement of the grant conditions for its 2026 restricted stock incentive plan, awarding 2.4331 million shares at a price of 47.95 yuan per share to 464 incentive recipients [1] - The stock source is from the repurchase of A-shares, which accounts for 0.24% of the total share capital [1] - The lock-up period for the shares is set at 12 months, 24 months, and 36 months, with 30%, 30%, and 40% of the shares being unlocked in three batches [1] Group 2 - The total amortization expense for the incentive plan from 2026 to 2029 is projected to be 101.2413 million yuan [1]

Group 1: Overall Market Performance - Over 270 companies on the Shanghai Stock Exchange have issued positive performance forecasts for 2025, indicating a robust outlook for the market [1] - Nearly 60% of companies on the Sci-Tech Innovation Board have reported year-on-year profit growth, showcasing the dual dimensions of quality and quantity in the economic trajectory of China [1] Group 2: Nonferrous Metals Industry - The nonferrous metals industry is experiencing a boom driven by resource prices and industrial upgrades, with industrial added value growth of 6.9%, surpassing the national average [2] - The total profit for ten major nonferrous metals reached 528.45 billion yuan, a year-on-year increase of 25.6%, marking a historical peak [2] - Leading companies like Zijin Mining are expected to see significant profit increases, with projected net profits of 51 to 52 billion yuan, reflecting a growth of 59% to 62% [2] Group 3: Electronic Industry - The electronic industry is witnessing growth driven by AI demand, with companies like Huaqin Technology expected to achieve revenues of 170 to 171.5 billion yuan, a year-on-year increase of 54.7% to 56.1% [4] - Shengyi Technology anticipates a net profit increase of 87% to 98%, benefiting from rising sales and improved product structure in the copper-clad laminate sector [4] - Companies are leveraging AI advancements to enhance their product offerings, with firms like Rockchip expected to see revenue growth of 71.97% to 85.42% [5] Group 4: Sci-Tech Innovation Board - The Sci-Tech Innovation Board is showing strong innovation momentum, particularly in the integrated circuit and biopharmaceutical sectors, with a projected net profit increase of approximately 99.49 billion yuan across 87 companies [6] - Companies in the AI chip sector are expected to see revenue growth exceeding 100%, with significant improvements in profitability [6] - The biopharmaceutical industry is transitioning towards commercialization, with notable collaborations and product approvals driving growth [6]

证券代码：603296 证券简称：华勤技术 公告编号：2026-015 华勤技术股份有限公司 关于调整公司 2026 年限制性股票激励计划 相关事项的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： ● 限制性股票授予数量：公司2026年限制性股票激励计划（以下简称"本激励 计划"）授予的限制性股票数量由252.75万股调整为243.31万股。 ●激励对象人数：由 468 人调整为 464 人。 华勤技术股份有限公司（以下简称"华勤技术"或"公司"）于2026年2月12日 召开第二届董事会第二十三次会议，审议通过了《关于调整公司2026年限制性股 票激励计划相关事项的议案》《关于向公司2026年限制性股票激励计划激励对象 授予限制性股票的议案》，公司董事会根据公司2026年第一次临时股东会的授权， 对本激励计划相关事项进行了调整，现将有关事项说明如下： 一、本激励计划已履行的决策程序和信息披露情况 1、2026 年 1 月 12 日，公司召开第二届董事会第二十一次会议，审议通过 了《关于<公司 2026 年 ...

二、中高层管理人员、核心技术骨干及核心业务骨干名单 华勤技术股份有限公司 2026 年限制性股票激励计划激励对象名单 （授予日） 一、激励对象获授的限制性股票分配情况 本激励计划授予的限制性股票在各激励对象间的分配情况如下表所示： | 序号 | 姓名 | 职务 | 获授的限制性股 票数量（万股） | 占授予限制性股 票总量的比例 | 占本激励计划 公告日公司股 本总额的比例 | | --- | --- | --- | --- | --- | --- | | | 一、董事、高级管理人员 | | | | | | 1 | 奚平华 | 董事、财务负责人 | 3.1 | 1.27% | 0.003% | | 2 | 邹宗信 | 副总经理 | 2.17 | 0.89% | 0.002% | | 3 | 张文国 | 副总经理 | 2.17 | 0.89% | 0.002% | | 4 | 王仕超 | 副总经理 | 1.55 | 0.64% | 0.002% | | 5 | 廖浩然 | 副总经理 | 4.65 | 1.91% | 0.005% | | 6 | 汪启军 | 副总经理 | 4.65 | 1.91% | 0.005 ...

证券代码：603296 证券简称：华勤技术 公告编号：2026-016 重要内容提示： 华勤技术股份有限公司（以下简称"华勤技术"或"公司"）于2026年2月12日 召开第二届董事会第二十三次会议，审议通过了《关于调整公司2026年限制性股 票激励计划相关事项的议案》《关于向公司2026年限制性股票激励计划激励对象 授予限制性股票的议案》。 根据《上市公司股权激励管理办法》（以下简称《管理办法》）、公司《2026 年限制性股票激励计划（草案）》（以下简称《激励计划（草案）》）的相关规 定以及公司2026年第一次临时股东会的授权，公司董事会认为公司2026年限制性 股票激励计划（以下简称"本激励计划"）规定的限制性股票授予条件已成就，确 定本激励计划的授予日为2026年2月12日，同意以47.95元/股的授予价格向464名 激励对象授予243.31万股限制性股票，现将有关事项说明如下： 一、本激励计划限制性股票授予情况 1 ● 限制性股票授予日：2026 年 2 月 12 日 ● 限制性股票授予数量：243.31 万股 ● 限制性股票授予价格：47.95 元/股 （一）已履行的相关审批程序和信息披露情况 1、2 ...