一、公司担保事项概述 1、本次担保基本情况 崇达技术股份有限公司（以下简称"公司"）因子公司深圳崇达多层线路板 有限公司（以下简称"深圳崇达"）、江门崇达电路技术有限公司（以下简称"江 门崇达"）日常生产经营需要，于 2025 年 8 月 12 日与汇丰银行(中国)有限公司 深圳分行（以下简称"汇丰银行深圳分行"）签署了《保证书》。 汇丰银行深圳分行分别为深圳崇达、江门崇达提供综合授信额度 15,000 万 元、20,000 万元，公司为这两家全资子公司本次授信业务提供全额信用保证。 2、公司本次担保额度的审议情况 证券代码：002815 证券简称：崇达技术 公告编号：2025-036 崇达技术股份有限公司 关于为子公司提供担保的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 2025 年 4 月 15 日，公司召开的第五届董事会第二十二次会议、第五届监事 会第十五次会议，以及 2025 年 5 月 9 日召开的 2024 年度股东会，审议通过了 《关于公司 2025 年度对子公司担保额度预计的议案》，同意公司分别为深圳崇 达、江门崇达提供不超过 1 ...

崇达技术（002815.SZ）8月11日在投资者互动平台表示，深圳崇达厂房搬迁及人员转移工作正有序推 进，目前深圳基地仍保持正常生产，未对公司整体产能释放造成实质性影响。 珠海崇达生产基地已具 备高多层产品生产能力，正逐步承接通信、服务器等高技术需求订单，其智能化工厂通过先进设备与智 能管理系统，在生产效率、质量控制等方面展现显著优势，有助于提升产品竞争力。 整体来看，本次 产能布局调整是公司基于长期战略的优化，旨在通过珠海基地的技术与效率优势，更好匹配高端市场需 求，目前各项过渡工作平稳推进，未来将进一步夯实公司在高附加值领域的产能基础。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：请问深圳崇达厂房搬迁、生产人员转移到珠海厂对公 司生产影响多大？ ...

（文章来源：证券日报） 证券日报网讯崇达技术8月8日在互动平台回答投资者提问时表示，公司目前和国内多家客户正联合开发 GPU加速卡用PCB，主要客户包括新华三（H3C）、云尖、宝德、浪潮、国鑫、同泰怡、中兴等。这些 客户的PCB产品主要应用于服务器主板、存储设备、GPU等产品。展望未来，公司将继续深耕AI服务 PCB领域，加大研发投入，优化产能布局，拓展客户资源，为AI服务器等领域提供更高性能、更可靠的 PCB产品。 ...

证券代码：002815 证券简称：崇达技术 编号：2025-005 崇达技术股份有限公司 投资者关系活动记录表 | | 特定对象调研 ☐分析师会议 | | --- | --- | | | ☐媒体采访 ☐业绩说明会 | | 投资者关系活 | ☐新闻发布会 ☐路演活动 | | 动类别 | ☐现场参观 | | | 其他（线上会议） | | | 幸福阶乘基金、小忠资本、盈勤集团、远东宏信、个人投资者 3 人、深圳国诚投资、中 | | | 信证券、中泰证券、长城证券、摩根士丹利基金、平安基金、睿郡资产、汇添富基金、 | | 参与单位名称 | 东方财富证券、中庚基金、易方达基金、财通证券、中银基金、融通基金、海富通基金、 | | | 财通基金、交银施罗德基金、富国基金 | | 时间 | 2025 年 8 月 4 日-8 月 8 日 | | 地点 | 崇达大厦，深圳市光明区凤凰街道东坑社区科能路（南延伸段）808 号 | | 上市公司接待 | 董事、副总经理、董事会秘书余忠 | | 人员姓名 | 证券事务代表朱琼华 | | | 1、请问公司2025年的主要驱动因素有哪些？谢谢。 | | | 答:依据Prismark报告 ...

证券代码：002815 证券简称：崇达技术 公告编号：2025-035 崇达技术股份有限公司 关于为子公司提供担保的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 一、公司担保事项概述 1、本次担保基本情况 崇达技术股份有限公司（以下简称"公司"）因子公司大连崇达电路有限公 司（以下简称"大连崇达"）日常生产经营需要，于 2025 年 8 月 6 日与平安银行 股份有限公司大连分行（以下简称"平安银行大连分行"）签署了《最高额保证 担保合同》。 平安银行大连分行为大连崇达提供综合授信额度 20,000 万元，其中 10,000 万元的授信额度属于低风险授信额度，如保证金授信业务等，无需公司提供信用 担保；公司本次仅对其他不超过 10,000 万元的授信额度提供全额信用保证。 2、公司本次担保额度的审议情况 2025 年 4 月 15 日，公司召开的第五届董事会第二十二次会议、第五届监事 会第十五次会议，以及 2025 年 5 月 9 日召开的 2024 年度股东会，审议通过了 《关于公司 2025 年度对子公司担保额度预计的议案》，同意公司为大连崇达 ...

Core Viewpoint - The company is experiencing strong demand for its products, particularly in the mobile phone, server, and communication sectors, which is expected to drive significant sales growth in 2025 [3][4]. Group 1: Company Performance and Market Outlook - The global printed circuit board (PCB) market is projected to grow by 6.8% in value and 7.0% in shipment volume in 2025 according to Prismark report [2]. - The company currently has an overall capacity utilization rate of approximately 85% [4]. - The company plans to enhance its production capacity by optimizing and expanding its facilities, including the construction of new plants in Zhuhai and Thailand [4][6]. Group 2: Sales Strategy and Customer Focus - The company aims to deepen its marketing strategy targeting major clients in key industries such as mobile phones, automotive, and servers, focusing on high-value orders [3][5]. - The company is actively managing its sales structure by eliminating loss-making orders and optimizing customer relationships to improve profit margins [5]. Group 3: Cost Management and Profitability - The company is implementing various measures to improve its gross profit margin, including enhancing material utilization and optimizing production processes [9]. - Strategies to mitigate rising raw material costs include dynamic cost monitoring, improving material efficiency, and selectively raising prices based on market conditions [9][8]. Group 4: Response to Tariffs and Market Diversification - Currently, approximately 10% of the company's revenue comes from the U.S. market, and the company is adapting to the changing tariff landscape by diversifying its market presence [10][11]. - The company is accelerating the establishment of overseas production bases to reduce tariff and logistics costs, thereby enhancing competitiveness in international markets [12].

Core Viewpoint - Company products are widely used in various fields including communication, industrial, automotive, and servers, with net profit contributions dynamically adjusting based on market demand, order structure, and cost changes [2] Group 1 - Current market conditions have led to strong domestic and international order demand, particularly in mobile phones, servers, and communications sectors [2] - The company anticipates rapid sales order growth in these downstream application areas by 2025 [2] - Market prices for high-layer boards in communication and server fields, high-density interconnect (HDI) boards for mobile phones, and integrated circuit (IC) substrates produced by subsidiaries are continuously rising [2] Group 2 - The company aims to deepen its marketing strategy targeting major clients in key industries such as mobile phones, automotive, and servers by 2025 [2] - There will be an increased focus on acquiring high-value-added orders and enhancing the professional capabilities of the sales team [2] - These strategies are intended to effectively fill the capacity gaps of newly commissioned factories [2]

Market Outlook - The global printed circuit board (PCB) market is expected to grow by 6.8% in value and 7.0% in shipment volume in 2025, driven by increased demand in sectors like mobile phones, servers, and communications [2][3] - The company anticipates a significant increase in sales orders in high-demand areas, particularly in mobile and server sectors, due to strong domestic and international order demand [2][3] Capacity and Production - Current overall capacity utilization is approximately 85% [3] - The company is accelerating the release of high-layer PCB capacity in its Zhuhai plants and is planning to establish a new HDI factory in Jiangmen to meet customer demand [3][5] - Ongoing construction of a production base in Thailand aims to enhance the overseas production network [3][5] Profitability Improvement Measures - The company is focusing on high-value customers and optimizing the sales structure to improve product gross margins [4][5] - Measures include managing loss-making orders, enhancing the sales team's capabilities, and implementing a performance-based incentive system [4][5] - Cost management initiatives are in place to reduce unit product costs and maintain competitive advantages [4][5] Response to Raw Material Cost Increases - The company is facing rising raw material costs, particularly for copper and other key materials, which have seen significant price increases since June 2024 [7][8] - Strategies to mitigate cost pressures include dynamic monitoring of costs, improving material utilization, and implementing price adjustments for certain products [7][8] U.S. Market Exposure and Tariff Impact - Currently, approximately 10% of the company's revenue comes from the U.S. market [9] - The company is actively diversifying its market presence to reduce reliance on the U.S. market, with domestic sales exceeding 50% [9][10] - Strategies to address U.S. tariffs include optimizing customer cooperation strategies and accelerating the establishment of overseas production bases [9][10]

Core Viewpoint - The PCB market is experiencing a structural transformation driven by the demand for high-end products, particularly in AI-related applications, leading to a significant increase in both demand and prices for high-end PCBs [1][3][4]. Group 1: Market Conditions - The current PCB market is characterized by a shortage of high-end products and pressure on low-end products, with overall market conditions improving compared to last year [1][2]. - Many PCB companies have reported positive earnings forecasts for the first half of the year, with some companies experiencing significant growth, such as a 3.7 times increase in net profit for certain firms [2][3]. - The demand for high-end PCBs is being driven by the rapid growth of AI server hardware, which requires advanced PCB technologies [3][9]. Group 2: Company Performance - Major companies like Pengding Holdings and Huadian Electronics are seeing substantial increases in net profits, with expected growth rates exceeding 40% year-on-year [3][6]. - Companies involved in the production of electronic-grade fiberglass and copper-clad laminates are also reporting significant increases in sales and profitability due to rising demand [2][6]. - The overall order saturation for PCB manufacturers is reported to be over 90%, indicating strong market demand [6][7]. Group 3: Future Projections - The global PCB market is projected to grow significantly, with estimates suggesting a market value of $78.6 billion by 2025, driven by advancements in AI and high-performance computing [4][8]. - The demand for high-layer and high-density interconnect (HDI) boards is expected to grow at rates of 14.2% and 18.5%, respectively, indicating a shift towards more complex PCB designs [8][10]. - The industry is likely to face challenges related to potential overcapacity as more companies announce expansion plans to meet the surging demand for high-end PCBs [10][12]. Group 4: Technological Advancements - The shift towards high-end PCBs is accompanied by increased technical barriers, with only a few manufacturers capable of producing advanced PCBs that meet the requirements of AI servers and high-speed data transmission [9][11]. - Companies are investing heavily in new technologies and production capabilities to meet the evolving demands of the market, including investments in low-loss materials and advanced manufacturing processes [5][10]. - The regulatory environment is also pushing companies to focus on high-quality production and green manufacturing practices, further raising the competitive bar in the industry [11][12].

证券代码：002815 证券简称：崇达技术 公告编号：2025-034 一、公司担保事项概述 1、本次担保基本情况 崇达技术股份有限公司（以下简称"公司"）因子公司深圳崇达多层线路板 有限公司（以下简称"深圳崇达"）、珠海崇达电路技术有限公司（以下简称"珠 海崇达"）日常生产经营相关授信业务需要，于 2025 年 7 月 25 日与中国银行股 份有限公司南头支行（以下简称"中国银行南头支行"）签署了《最高额保证合 同》。 崇达技术股份有限公司 关于为子公司提供担保的进展公告 中国银行南头支行为深圳崇达、珠海崇达各提供综合授信额度 2 亿元，公司 为全资子公司本次授信业务均提供全额信用保证。 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 2、公司本次担保额度的审议情况 2025 年 4 月 15 日，公司召开的第五届董事会第二十二次会议、第五届监事 会第十五次会议，以及 2025 年 5 月 9 日召开的 2024 年度股东会，审议通过了 《关于公司 2025 年度对子公司担保额度预计的议案》，同意公司为深圳崇达、珠 海崇达分别提供不超过 147,000 万元 ...