豪鵬科技(001283.SZ):預計公司的PC電池業務板塊將繼續保持穩定增速
格隆匯2月7日丨豪鵬科技(001283.SZ)接受特定對象調研時表示,從產業邏輯來看,DeepSeek 帶動了本地大模型(LLM)部署的熱潮,預計未來將有更多類似 DeepSeek 的開源模型問世,進一步推動本地 LLM 生態的發展;與此同時,隨着新的消費級算力芯片的陸續上市,AI PC 及 AI 手機等 AI 端側產品將再次激起一波換機週期。此外,隨着端側小模型應用場景的不斷拓展,有望吸引更多開發者和企業投身端側 AI 領域,進而激發更多端側 AI 可能性。
相較於其他終端,PC 具備生產力工具屬性,用户更加追求性能體驗,是承載更大規模本地模型的首選終端。據Canalys 統計,2024 年全球 PC 出貨量增長 3.8%,達到 2.55億台,今年將會繼續加速;2025 年 AI PC 出貨有望達 1 億台,佔比 40%;到 2028 年出貨有望達到 2.05 億台,佔比 70%。目前,公司的 PC 電池產品在能量密度、電池散熱及温升性能等方面具備較大競爭優勢和深厚的技術積累,通過研發、運營、製造、服務多環節的綜合競爭力打造,與客户形成了緊密的戰略合作關係。在行業換機週期及 AI PC 新產品的催化作用下,公司持續導入更多國際戰略客户,同時穩步提升原有客户供應份額。預計公司的 PC 電池業務板塊將繼續保持穩定增速。
此外,公司在"All in AI"戰略的引領下,持續關注 AI端側應用變革帶來的諸多機會點,錨定消費類業務基本盤,在市場洞察、研發投入、交付保障等方面進行戰略佈局和投入,不斷進攻更多有國際影響力的大品牌客户。目前,公司在 AI眼鏡、AI 玩具、AI 耳機及助聽器等領域均進行了佈局,針對不同客户分別完成定點、送樣、測試、審核等環節,今年將陸續實現產品量產。
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