研报掘金丨开源证券：首予华勤技术“买入”评级，拥抱AI开启新一轮成长周期

格隆汇2025-08-08

开源证券研报指出，华勤技术为3+N+3平台型ODM巨头，拥抱AI开启新一轮成长周期。公司成立于2005年，把握20年科技变革浪潮，2024年公司营收跃上千亿台阶，成长为3+N+3平台型ODM龙头。AI时代巨潮之下，从算力侧到终端侧公司实现全栈式的ODM能力，2025年公司预计实现营收及利润同比25%的增长：算力侧，公司抓住CSPAI资本投资大周期机遇已成为腾讯、阿里核心数字设备供应商，单...

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