Group 1 - The core viewpoint of the article is that ChaoSheng Electronics (000823.SZ) is investing in a high-performance HDI printed circuit board expansion and upgrade project to capitalize on opportunities in industries driven by artificial intelligence technology [1] - The total investment for the project is expected to be 1.008 billion yuan [1] - The aim of the project is to rapidly enhance the production capacity and technical level of high-performance HDI printed circuit boards to meet the supply demands of strategic customers and strengthen the company's overall market competitiveness [1]

Group 1 - The core viewpoint of the article highlights that ChaoSheng Electronics (SZ 000823) announced a board meeting to discuss the investment in high-performance HDI printed circuit board expansion and technological upgrades [1] - For the first half of 2025, ChaoSheng Electronics reported that 98.13% of its revenue came from the electronic components manufacturing sector, while other businesses contributed 1.87% [1] - As of the report, ChaoSheng Electronics has a market capitalization of 7.4 billion yuan [1] Group 2 - The article also notes a significant increase in the sales of new energy heavy trucks, with November sales experiencing a year-on-year growth of 178% [1] - The demand for these trucks is so high that customers are directly visiting factories to expedite orders, indicating a rare market situation [1]

该项目总投资额预计为10.08亿元(不含税)，自2026年起的1.5年时间内，对高性能HDI印制板生产线进行 扩产升级，建成后新增年产24万平方米的高性能HDI印制板的生产能力。 人民财讯12月22日电，超声电子（000823）12月22日公告，公司控股子公司汕头超声印制板(三厂)有限 公司拟投资高性能HDI印制板扩产升级技术改造项目，旨在快速提升高性能HDI印制板的生产能力与技 术水平。 ...

Core Viewpoint - The company plans to invest in the expansion and technological upgrade of its high-performance HDI printed circuit board production capacity, indicating a strategic move to enhance its manufacturing capabilities and meet market demand [1] Investment Details - The total investment for the project is estimated at 1.008 billion yuan (excluding tax) [1] - The project will be executed over a period of 1.5 years starting from 2026 [1] Production Capacity - The upgrade will involve optimizing existing factory space and purchasing advanced production and testing equipment [1] - Upon completion, the new production line will add an annual capacity of 240,000 square meters for high-performance HDI printed circuit boards [1]

证券代码：000823 证券简称：超声电子 公告编号：2025-047 债券代码：127026 债券简称：超声转债 广东汕头超声电子股份有限公司 第十届董事会第十五次会议决议公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 广东汕头超声电子股份有限公司第十届董事会第十五次会议通 知于 2025 年 12 月 17 日以电子邮件方式发给董事会成员，并电话确 认；会议于 2025 年 12 月 22 日上午以通讯表决方式召开，由董事长 主持，应有 9 名董事参加表决，实际参加表决董事 9 名，符合《公司 法》及《公司章程》的规定，经审议通过了以下议案： 一、关于投资高性能 HDI 印制板扩产升级技术改造项目的议案 （见公告编号 2025-048《广东汕头超声电子股份有限公司关于投资 高性能 HDI 印制板扩产升级技术改造项目的公告》） 公司董事会独立董事专门会议审议通过了此议案。 该项议案表决情况：9 票同意，获得通过。 特此公告。 广东汕头超声电子股份有限公司董事会 二 O 二五年十二月二十二日 - 1 - 该项议案表决情况：9 票同意，获得通过。 二、关于 ...

Core Viewpoint - The company is investing in the expansion and upgrade of high-performance HDI printed circuit board production to capitalize on opportunities in the AI-driven mobile terminal, automotive electronics, and high-end consumer electronics industries [1] Investment Details - The total investment for the project is estimated at 100,755 million yuan (excluding tax) [1] - The project will take 1.5 years starting from 2026 to optimize existing facilities and purchase advanced production and testing equipment [1] Production Capacity - The upgrade will increase the production capacity of high-performance HDI printed circuit boards by an additional 240,000 square meters per year [1] - The aim is to meet the supply demands of strategic customers and enhance the company's overall market competitiveness [1]

Core Viewpoint - The company has approved a plan to use idle self-owned funds for entrusted wealth management, with a maximum amount of up to 800 million yuan [1] Group 1: Company Actions - The company will hold the 15th meeting of the 10th board of directors on December 22, 2025, to review and approve the wealth management proposal [1] - The approved investment type is principal-protected RMB structured deposits, utilizing idle self-owned funds [1] - The entrusted wealth management amount is valid for 12 months from the date of board approval and can be used in a rolling manner within the approved limit [1]

格隆汇12月22日丨超声电子(000823.SZ)公布，为紧抓人工智能技术驱动下的新一代移动终端、汽车电 子、高端消费电子等产业的发展机遇，公司控股子公司汕头超声印制板（三厂）有限公司拟投资高性能 HDI印制板扩产升级技术改造项目，旨在快速提升高性能HDI印制板的生产能力与技术水平，进而满足 战略客户供货需求，增强公司整体市场竞争力。项目总投资额预计为100,755万元（不含税），自2026 年起的1.5年时间内，通过改造优化现有厂房等建筑预留的部分场地，购置先进的生产设备及检测设 备，对高性能HDI印制板生产线进行扩产升级，建成后新增年产24万平方米的高性能HDI印制板的生产 能力。 ...

Core Viewpoint - The company has approved an investment project for upgrading high-performance HDI printed circuit board production, with a total investment of 1.008 billion yuan (excluding tax) [1] Group 1: Project Details - The project will be implemented by the company's subsidiary, Shantou Ultrasonic Printed Circuit Board (Third Factory) Co., Ltd. [1] - Funding for the project will come from 720 million yuan in bank loans and the company's own funds [1] - The project involves site renovation and equipment procurement over a period of 1.5 years starting in 2026 [1] Group 2: Production Capacity and Financial Projections - The project is expected to add an annual production capacity of 240,000 square meters [1] - It is projected that by December 2026, the design capacity will reach 50%, and by June 2027, it will reach 100% [1] - Once fully operational, the project is expected to generate an additional annual sales revenue of 808 million yuan and a total profit of 112 million yuan, with a post-tax static investment payback period of 7.29 years [1] Group 3: Risks - The project is subject to risks related to policies, market conditions, and supply chains [1]

每经AI快讯，12月22日，超声电子（000823）(000823.SZ)公告称，公司控股子公司汕头超声印制板(三 厂)有限公司拟投资高性能HDI印制板扩产升级技术改造项目，总投资额预计为10.08亿元(不含税)，项 目建成后，预计新增年产能24万平方米，达产年(第三年)新增年销售收入80,778万元，新增利润总额 11,226万元。资金来源为银行贷款72000万元、其余自有资金投入。预计2026年12月达到设计产能的 50%，即10000平方米/月；预计2027年6月达到项目设计产能的100%，即20000平方米/月。 ...