| | 问：公司有收购重组预期吗？（来自: 上证E互动） | | 答：尊敬的投资者，您好！自2024年以来，公司积极推进垂直整合与并购，加大了对华誉、西勤及春勤三家精密模具厂的控股比例，并加强了技术融合和组织赋能，公司的各项运作有序进行。 同时，公司于2024年12月完成易路达控股的收购、于2025年1月完成对豪成科技的收购，形成强强联合、协同发展的战略优势。目前公司并没有应披露而未披露的收购重组计划，后续如有达到信息披露标准的收购事项，公司将严格按照相关法律法规的要求及时履行信息披露义务。感谢您的关注！ |
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| | 问：请问贵司是否参与特斯拉手机业务（来自: 上证E互动） | | 答：尊敬的投资者，您好！公司目前没有参与特斯拉手机业务。华勤作为全球智能手机ODM的头部企业，随着ODM渗透率的持续提升，公司将继续为全球智能终端客户提供更有竞争力的产品和服务。 感谢您的关注！ |
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| | 问：贵公司2月份将会迎来较大规模原始股的解禁，请问贵公司如何应对以及是否有相关减持计划？（来自: 上证E互动） | | 答：尊敬的投资者，您好！公司2月份即将迎来解禁，本次解禁的股东股份均为公司合并持股5%以上的员工持股平台，相关股东如有减持计划，公司将严格遵循法律法规的要求，持股5%以上股东减持将提前15个工作日进行公告，给市场以明确的信息。公司自2024年8月首批首发前股份解禁至今，股东有序减持，股价平稳健康，公司对未来市值稳定性充满信心，同时华勤技术作为一家负责任的上市公司，会统筹有序进行相关持股平台的减持，公司计划员工持股平台年度减持不超过总股本的5%。 |
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| | 问：董秘你好，2025年到了，请问新的一年我们能在公司哪些方面看到增长点？（来自: 上证E互动） | | 答：尊敬的投资者，您好！从2024年整体业务表现来看，华勤技术预计实现营业收入1,090亿元至1,100亿元，同比增长27.8%至29.0%，整体业务增长态势良好。公司对2025年各业务板块的增量充满信心，预计整体业绩将延续增长趋势。（1）手机业务：受行业竞争格局变化影响，公司短期有所受益，为2025年销量提供有力支撑。（2）穿戴业务：市场增长潜力显著，特别是TWS耳机、智能手表和手环等产品，预计将迎来可观的增量。（3）PC及PC+组合：公司预计2025年该板块将实现20%以上的营收增长，随着端侧智能技术的广泛应用，华勤将为客户提供更具竞争力的解决方案。（4）AIoT产品：与北美客户的合作持续深化，VR产品已进入量产阶段，智能家居和智能音响等产品也在加速放量，2025年有望形成规模效应。（5）数据业务：2024年数据业务收入已突破200亿元。2025年，公司将继续通过全栈式产品组合和行业渠道客户拓展，推动数据业务收入努力实现300亿的目标。谢谢您的关注！ |
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| | 问：董秘您好，请介绍下近期收购的机器人的公司情况及业务规划，谢谢！（来自: 上证E互动） | | 答：尊敬的投资者，您好！2024年，随着公司服务器业务从培育型成长为支柱型，实现了全年200亿元以上营收，并稳健高速增长，公司将“2+N+3”业务模式升级为“3+N+3“。在汽车业务稳步推进的同时，公司敏锐捕捉到机器人业务的潜力，将机器人定位为三大新兴业务之一。
机器人业务高度集成电子产品的软硬件技术，华勤在电子行业积累的深厚技术基础，为机器人业务的发展提供了有力支撑。公司计划将机器人业务打造为未来的核心增长点，逐步实现从扫地机器人等初级应用场景向人形机器人等高端领域的拓展。
为加速机器人业务布局，华勤技术通过并购深圳豪成智能科技有限公司（以下简称“豪成智能”）快速切入市场。豪成智能成立于2023年，技术团队拥有十年扫地机器人经验，管理团队经过两年磨合较为成熟，也于2024年第四季度突破扫地机器人行业大客户。华勤技术此次并购了豪成智能75%的股份，此次并购不仅使华勤技术快速进入机器人领域，助力豪成开拓全球化客户资源，为公司带来新的增长机遇。与此同时，华勤技术已投入人形机器人研发，公司对机器人业务的未来发展充满信心。谢谢您的关注！ |
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| | 问：请问，贵公司近期股东人数是多少？（来自: 上证E互动） | | 答：尊敬的投资者，您好！截至2024年9月30日，公司股东户数为3.09万户，请参考公司披露的定期报告。感谢您的关注，谢谢！ |
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| | 问：请问公司领导，公司对光弘科技持有一定股份，请问持股比例是多少?业务方面，光弘科技与公司是上下游关系还是竞争关系，合作的话主要在哪些领域?（来自: 上证E互动） | | 答：尊敬的投资者，您好！公司通过全资子公司——海勤通讯香港有限公司间接持有惠州光弘科技股份有限公司5.65%的股份。公司与光弘科技在智能终端制造领域建立了长期的合作关系，双方为多年合作伙伴；在全球化制造布局中，公司以参股的方式与光弘科技进行合作，先后在印度、越南、孟加拉等地共同投资以深化布局海外业务。公司间接持有印度光弘（DBG TECHNOLOGY (INDIA) PRIVATE LIMITED）11.0650%的股份、越南光弘24.50%的股份、孟加拉光弘（DBG Technology BD Ltd.）21.05%股份。目前，上述海外制造基地均在稳健经营，满足全球客户的多样化需求。公司未来还将以多种方式持续推进全球化战略，进一步增强全球制造的布局和核心竞争力。谢谢！ |
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| | 问：董秘您好,公司是否会考虑进入苹果供应链？（来自: 上证E互动） | | 答：尊敬的投资者，您好！在充分考虑市场拓展机会识别和稳健经营的前提下，公司积极寻求业务拓展和多品类合作机会。今年7月，公司发布公告拟出资28.5亿港元收购易路达企业控股有限公司80%的股权。9月，公司与相关方正式签署了《股份买卖协议》。易路达控股涉及易路达科技、易力达电声、InB electronics和声电科技等多个全资子公司的股权，拥有深圳、惠州、江西、越南四大制造基地，其具有超过20年的音频产品研发和制造经验，与北美特定大客户建立了长期稳定的合作关系，此次并购也将使公司得以进入到北美特定客户的供应链体系中，将有助于公司进一步拓展产品品类，继续深化全球化布局，提升公司核心竞争力。感谢您的关注，谢谢！ |
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| | 问：公司是否有投资 EDA 领域的合见工业软件，占比多少？（来自: 上证E互动） | | 答：尊敬的投资者，您好！上海合见工业软件集团有限公司为我司全资控股子公司——上海摩勤智能技术有限公司所投资的企业，截至当前，上海摩勤智能技术有限公司共持有上海合见工业软件集团有限公司0.92%的股份。感谢您的关注，谢谢！ |
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| | 问：董秘你好，公司与荣耀是战略合作伙伴吗（来自: 上证E互动） | | 答：尊敬的投资者，您好！公司与荣耀是多年的多品类合作伙伴，包含智能手机、平板、穿戴、TWS耳机、AIPC等多个品类的研发设计制造。公司持续提升研发制造服务能力，致力于为广大消费者提供先进便携的智能产品。感谢您的关注，谢谢！ |
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| | 问：董秘你好，华为mate70上市小米15上市，公司订单有多少？（来自: 上证E互动） | | 答：尊敬的投资者，您好！公司与华为是多年的多品类合作伙伴，包含手机、平板、笔电、穿戴类智能产品、AIoT等多个品类的研发设计制造，同时，针对特定客户的具体合作项目和产品公司不便披露，敬请理解。感谢您的关注，谢谢！ |
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| | 问：董秘你好，公司产品适配鸿蒙系统了吗（来自: 上证E互动） | | 答：尊敬的投资者，您好！公司与华为是长期的战略合作伙伴，包含手机、平板、笔电、智能穿戴、AIoT等多品类的研发设计制造，是华为全球战略供应商。公司为客户其战略部署中的硬件，软件，内容生态提供全面的终端产品和设备，针对单一具体客户的具体合作项目和产品明细公司不便披露，敬请理解。感谢您的关注，谢谢！ |
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| | 问：董秘你好，华为手机是公司代工的？（来自: 上证E互动） | | 答：尊敬的投资者，您好！公司与华为是长期的战略合作伙伴，为客户提供包含笔电、手机、平板、穿戴类智能产品、AIoT等多品类产品的研发和制造，公司和华为有多年的手机ODM业务合作。感谢您的关注，谢谢！ |
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| | 问：董秘你好，公司是华为培育企业吗（来自: 上证E互动） | | 答：尊敬的投资者，您好！公司是华为多年的多品类合作伙伴，包含笔电、手机、平板、穿戴类智能产品、AIoT等多个品类的研发设计制造，是华为的战略供应商。 感谢您的关注，谢谢！ |
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