During a recent institutional research visit, Huaqin Technology shared its projections: by 2025, its data business revenue is set to surpass RMB 40 billion, with AI servers contributing over 70% of this total. Additionally, switch revenue is projected to exceed RMB 2.5 billion, marking a year-on-year doubling. Looking ahead to 2026, the company anticipates a continued increase in its procurement share from three major Cloud Service Provider (CSP) customers. Its product portfolio will undergo further optimization, ensuring it maintains a leading position in the AI server market, dominates super-node categories, and sees its switch revenue double once again. Given the burgeoning demand for AI computing power, the enhancement of end-side intelligence, and the ongoing vehicle electrification trends, Huaqin Technology is poised for concurrent growth in both revenue and profit.
