证券日报网讯12月22日，崇达技术（002815）在互动平台回答投资者提问时表示，公司官网显示，公司 与中山大学等知名高校及研究机构保持产学研合作。关于玻璃基板，子公司普诺威正紧跟市场方向，积 极探索相关的研发或技术。 ...

证券日报网讯12月11日，崇达技术（002815）在互动平台回答投资者提问时表示，截至2025年12月10 日，公司股东人数为78021户。 ...

证券代码：002815 证券简称：崇达技术 公告编号：2025-087 崇达技术股份有限公司 崇达技术股份有限公司（以下简称"公司"）因子公司深圳市三德冠精密电 路科技有限公司（以下简称"三德冠"）日常生产经营需要，于 2025 年 12 月 10 日与上海银行股份有限公司深圳分行（以下简称"上海银行深圳分行"）签 署了《最高额保证合同》。 上海银行深圳分行为三德冠提供综合授信额度 1.2 亿元（其中 4,000 万元授 信额度三德冠已提供保证金，无需股东提供担保，其他 8,000 万元授信额度需三 德冠股东提供信用保证），公司按照 49%的持股比例为三德冠本次授信融资业务 提供 3,920 万元的担保。三德冠其他股东楼宇星、吕亚为三德冠提供全额担保。 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 于为参股子公司提供担保额度预计暨关联交易的议案》，同意公司为三德冠提供 不超过 43,610 万元担保额度，该担保额度使用有效期为股东会审议通过之日起 ...

Group 1 - The circuit board index increased by 2% during intraday trading on December 9 [1] - Among the constituent stocks, Shenghong Technology rose over 8% [1] - Ultrasonic Electronics and Sanyou Electronics both increased by over 7% [1] - Sanyou Technology and Chongda Technology followed with increases of 6.81% and 6.20%, respectively [1]

格隆汇12月5日丨崇达技术(002815.SZ)在投资者互动平台表示，公司现有生产基地均正常运营，珠海三 厂高多层产线预计明年投产。 ...

Core Viewpoint - Chongda Technology (002815) has confirmed its supply of PCB products for ZTE Nubia smartphones, but the order volume is relatively small and has a limited impact on the company's overall business [1] Group 1 - The company has a relationship with ZTE Nubia, supplying relevant PCB products [1] - The order amount from ZTE Nubia represents a small proportion of the company's total business [1] - The company advises investors to be cautious regarding investment risks associated with this supply [1]

证券日报网讯12月1日，崇达技术（002815）在互动平台回答投资者提问时表示，截至2025年11月30 日，公司股东人数为76，308户。 ...

崇达技术12月1日在互动平台表示，公司有供应中兴努比亚手机的相关PCB产品，但该产品订单额占比 较小，对公司业务影响较为有限。 ...

Group 1 - The demand surge driven by AI is causing shortages and price increases in the upstream PCB industry, particularly affecting high-end raw materials like CCL, electronic copper foil, and electronic fabric [1][2] - The current market situation shows that while low-end products are not in shortage, high-end products related to AI are experiencing significant demand and price hikes [2][3] - Companies are facing challenges in expanding production capacity to meet the rapid growth in demand, with some executives indicating that high-end product demand is consuming capacity too quickly [1][7] Group 2 - The copper foil market is showing signs of recovery, with increased operating rates and a gradual rise in processing fees due to strong downstream demand [3] - The industry is currently facing a core contradiction of "oversupply in low-end products and insufficient supply in high-end products," leading to a potential industry reshuffle [3][8] - High-end electronic copper foil is particularly scarce, with challenges in achieving the required technical specifications and production processes [3][8] Group 3 - The electronic fabric industry is experiencing significant demand growth, with a notable increase in sales prices driven by high-performance electronic fabrics [4][6] - Companies like Honghe Technology have reported substantial profit increases, with net profits rising nearly 17 times year-on-year, reflecting the positive market conditions [4][5] - The price of ordinary electronic fabric has also seen an increase, attributed to product structure adjustments and high-end product shortages [4][5] Group 4 - The high-end CCL market is witnessing simultaneous increases in both volume and price, with companies adjusting prices multiple times throughout the year [7][10] - The demand for high-performance materials in applications such as AI servers and automotive electronics is driving the need for high-end CCL, which is currently in short supply [7][9] - Companies are actively working to stabilize raw material supply and optimize product structures to mitigate the impact of rising raw material prices [10][11] Group 5 - The PCB industry is expected to benefit from sustained high demand driven by AI and other technologies, with projections indicating a compound annual growth rate of 5.2% from 2024 to 2029 [11] - The global PCB market value is anticipated to approach $95 billion by 2029, highlighting the industry's growth potential [11]

Core Viewpoint - The AI demand surge is causing shortages and price increases in the upstream supply chain of the printed circuit board (PCB) industry, particularly affecting high-end raw materials like CCL (copper-clad laminate), electronic copper foil, and electronic fabric [1][2]. Group 1: Industry Impact - The demand for high-end products is consuming production capacity rapidly, and the growth in AI demand is outpacing the speed of capacity expansion in the industry [1][2]. - Currently, there is no shortage of low-end products in the PCB market, but AI-related products are experiencing shortages [1][2]. Group 2: Company Responses - Companies such as Pengding Holdings and Chongda Technology are implementing technological innovations and optimizing product structures to mitigate the impact of rising costs from upstream price and supply changes [1][2].