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崇达技术:公司为中兴通讯等客户稳定供应5G基站相关PCB主板产品
Mei Ri Jing Ji Xin Wen· 2025-11-14 09:28
Group 1 - The core viewpoint is that the completion of the first phase of 6G technology testing in China is seen as a positive development for companies involved in 6G-related concepts, such as Chongda Technology [2] - Chongda Technology has stated that it will continue to supply PCB mainboard products for 5G base stations to clients like ZTE Corporation and will invest in R&D to seize opportunities in the 6G field [2]
崇达技术(002815) - 关于开立募集资金临时补流专项账户并签订三方监管协议的公告
2025-11-14 08:45
证券代码:002815 证券简称:崇达技术 公告编号:2025-081 崇达技术股份有限公司 关于开立募集资金临时补流专项账户并签订三方监管协议的公 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、募集资金基本情况 经中国证券监督管理委员会《关于核准崇达技术股份有限公司非公开发行股 票的批复》(证监许可[2022]1224 号)核准,公司非公开发行人民币普通股 202,839,756 股,共计募集资金总额 1,999,999,994.16 元,扣除与发行有关的费用 (不含税)人民币 18,057,376.08 元,实际募集资金净额为人民币 1,981,942,618.08 元。该次募集资金已于 2023 年 3 月 10 日到位,并经天健会计师事务所(特殊普 通合伙)审验出具了《验资报告》(天健验[2023]7-52 号)。 截至 2025 年 6 月 30 日,本公司以募集资金累计投入募投项目 101,929.87 万元,募集资金投资项目未发生变更,也无对外转让的情况;未使用完毕的募集 资金余额为人民币 104,048.62 万元(含募集资金理财收益 ...
崇达技术(002815) - 关于参加2025年度深圳辖区上市公司集体接待日活动的公告
2025-11-14 08:15
崇达技术股份有限公司 关于参加 2025 年度深圳辖区上市公司投资者 证券代码:002815 证券简称:崇达技术 公告编号:2025-080 本次活动将采用网络远程的方式举行,投资者可登录"全景路演"网站 (https://rs.p5w.net),或关注微信公众号:全景财经,或下载全景路演 APP,参 与本次互动交流,活动时间为 2025 年 11 月 20 日(周四)14:30-17:00。届时公司 高管将在线就公司业绩、公司治理、发展战略、经营状况、融资计划、股权激励 和可持续发展等投资者关心的问题,与投资者进行沟通与交流,欢迎广大投资者 踊跃参与! 特此公告。 崇达技术股份有限公司 董 事 会 二〇二五年十一月十五日 网上集体接待日活动的公告 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。 为进一步加强与投资者的互动交流,崇达技术股份有限公司(以下简称"公 司")将参加由深圳证监局和中证中小投资者服务中心指导、深圳上市公司协会 与深圳市全景网络有限公司联合举办的"2025 年度深圳辖区上市公司投资者网上 集体接待日活动",现将相关事项公告如下: ...
崇达技术(002815.SZ):为中兴通讯等客户稳定供应5G基站相关PCB主板产品
Ge Long Hui· 2025-11-14 08:06
Core Viewpoint - The company, Chongda Technology, is committed to providing stable supply of PCB mainboard products for 5G base stations to clients such as ZTE Corporation, while also focusing on R&D to seize opportunities in the 6G field [1] Group 1 - The company is actively supplying 5G base station-related PCB mainboard products [1] - The company aims to keep pace with technological trends [1] - The company is investing continuously in research and development [1] - The company is striving to capture development opportunities in the 6G sector [1]
崇达技术(002815.SZ):珠海三厂预计明年第一季度试产
Ge Long Hui· 2025-11-14 08:02
格隆汇11月14日丨崇达技术(002815.SZ)在投资者互动平台表示,关于珠海三厂的投产计划,公司将严 格根据整体战略规划与市场需求来审慎决策。根据目前计划,珠海三厂预计明年第一季度试产。公司会 全力确保新产能的释放与市场节奏高效匹配。 ...
崇达技术:接受中信资管等投资者调研
Mei Ri Jing Ji Xin Wen· 2025-11-13 08:34
2025年1至6月份,崇达技术的营业收入构成为:印制电路板制造行业占比89.48%,其他业务占比 10.52%。 截至发稿,崇达技术市值为165亿元。 每经AI快讯,崇达技术(SZ 002815,收盘价:13.56元)发布公告称,2025年11月13日,崇达技术接受 中信资管等投资者调研,公司证券事务代表朱琼华参与接待,并回答了投资者提出的问题。 每经头条(nbdtoutiao)——对美出口下滑到7年前水平,我国出口总额却创历史新高,"新三样"变 成"新N样" (记者 王瀚黎) ...
崇达技术:公司主要为中兴通讯供应5G基站收发信PCB主板、服务器产品
Mei Ri Jing Ji Xin Wen· 2025-11-13 08:07
Core Viewpoint - The company is a significant strategic supplier for ZTE Corporation, which plays a crucial role in the future 6G infrastructure development. The company aims to enhance collaboration with ZTE through service optimization and technological synergy [1]. Group 1: Company Relationship with ZTE - ZTE is recognized as an important strategic customer for the company, which has been awarded the "Best Delivery Support Award" by ZTE again in 2025 [1]. - The company primarily supplies ZTE with PCB mainboards for 5G base stations and server products [1]. Group 2: Future Collaboration and Strategy - The company plans to strengthen its service system and enhance technological collaboration to address industry changes alongside ZTE [1]. - There is a focus on reinforcing technological accumulation and innovation capabilities in high-end communication and server PCB sectors to seize market opportunities [1].
崇达技术(002815) - 2025年11月13日投资者关系活动记录表
2025-11-13 08:02
Financial Performance - In the first three quarters of 2025, the company achieved revenue of 5.593 billion yuan, a year-on-year increase of 20.27% [2] - The net profit attributable to shareholders reached 314 million yuan, up 19.58% year-on-year; in Q3 2025, net profit was 92 million yuan, showing a significant growth of 252.87% [2] Strategies for Profitability Improvement - Focus on high-value customers and orders, optimizing sales structure by managing loss-making orders and increasing high-value orders [3] - Strengthen the sales team by expanding and optimizing the overseas sales force, implementing performance evaluation mechanisms [3] - Enhance cost management through standardized cost management practices to reduce unit product costs [4] - Improve order delivery and customer service by enhancing internal communication and optimizing production scheduling [4] Raw Material Cost Management - The company is facing rising raw material costs, particularly for copper and other key materials, which have seen significant price increases since June 2024 [5] - Measures to mitigate cost pressures include dynamic monitoring of costs, improving material utilization, and implementing price adjustment strategies [6] Capacity Utilization and Expansion Plans - Current overall capacity utilization is approximately 85% [7] - The company is accelerating capacity expansion in various plants to meet market demand, including the construction of a new HDI factory [7] Subsidiary Performance - The subsidiary, San De Guan, has turned profitable in Q3 2025, despite challenges in the flexible printed circuit board (FPC) sector [8] Future Growth Drivers - Anticipated growth in 2026 will be driven by increased demand in mobile, server, and communication sectors, with a focus on high-layer boards and IC substrates [9][10] - The company plans to enhance its competitive advantages in product quality, cost control, and pricing strategies while developing new key customers [10]
崇达技术:在1.6T光模块相关PCB产品上尚处于技术储备阶段
Mei Ri Jing Ji Xin Wen· 2025-11-13 07:49
每经AI快讯,11月13日,崇达技术在互动平台表示,公司在1.6T光模块相关的PCB产品上,目前尚处于 技术储备阶段。 (文章来源:每日经济新闻) ...
崇达技术(002815.SZ):在1.6T光模块相关的PCB产品上,目前尚处于技术储备阶段
Ge Long Hui· 2025-11-13 07:33
Core Viewpoint - Chongda Technology (002815.SZ) is currently in the technology reserve stage for its 1.6T optical module-related PCB products [1] Group 1 - The company is focusing on the development of PCB products related to 1.6T optical modules [1]