证券代码：002815 证券简称：崇达技术 公告编号：2025-065 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"）、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 营需要，于 2025 年 9 月 18 日与交通银行股份有限公司深圳分行（以下简称"交 通银行深圳分行"）签署了担保合同。 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》，同意公司分别为深圳崇达、 江门崇达、珠海崇达提供不超过 147,000 万元、130,000 万元、175,000 万元担保 额度，该担保额度使用有效期为股 ...

Group 1: Financial Performance - In the first half of 2025, the company achieved revenue of 3.533 billion CNY, a year-on-year increase of 20.73% [2] - The net profit attributable to shareholders was 222 million CNY, a year-on-year decrease of 6.19%, primarily due to a decline in gross profit margin [2] - The gross profit margin for the first half of 2025 was 21.51%, down 3.57 percentage points from the previous year, largely due to rising prices of precious metal raw materials [2] Group 2: Cost Management Strategies - The company is implementing measures to improve product gross margins by optimizing sales structure and focusing on high-value customers [3] - Cost management initiatives include enhancing unit cost monitoring, improving material utilization, and implementing price adjustments for certain products [7] - The company aims to achieve a dual increase in per capita output and efficiency to mitigate the impact of rising raw material costs [7] Group 3: Capacity Expansion and Utilization - The current overall capacity utilization rate is approximately 85% [8] - The company is accelerating capacity expansion at its Zhuhai plants and establishing a new HDI factory to meet growing market demand [8] - Plans are in place to enhance production capabilities at overseas facilities, including a factory in Thailand [8] Group 4: Market Diversification and Sales Strategy - Sales in the U.S. market account for about 10% of total revenue, with ongoing operations unaffected by recent tariff changes [11] - The company is diversifying its market strategy, with domestic sales exceeding 50% of total revenue to reduce reliance on the U.S. market [12] - Strategies include optimizing customer cooperation terms and accelerating the establishment of overseas production bases to mitigate tariff impacts [12] Group 5: Subsidiary Performance - The subsidiary San De Guan continues to face challenges in the flexible printed circuit board (FPC) sector, although it has made progress in reducing losses [9] - The subsidiary Puno Wei has successfully launched its mSAP production line for advanced packaging substrates, with ongoing improvements in profitability [10]

Group 1 - The company is collaborating with Baidu primarily in the AI server sector [2] - The partnership involves providing AI server-related PCB products for Baidu's Wenxin Yiyan large model [2]

Core Viewpoint - Chongda Technology announced on September 17 that it is collaborating with domestic GPU manufacturers, including Baidu, to deliver PCB products for the server sector in bulk [1] Company Summary - Chongda Technology is actively engaging in partnerships with domestic GPU manufacturers to enhance its product offerings in the server market [1] Industry Summary - The collaboration with major players like Baidu indicates a growing trend in the domestic GPU market, highlighting the increasing demand for server-related PCB products [1]

Group 1 - The company, Chongda Technology, confirmed that Inspur is one of its important server clients, indicating a strong cooperative relationship between the two [2] - Chongda Technology provides server motherboards and other PCB products to Inspur [2]

Group 1 - The company has added a new high-layer PCB production capacity of 60,000 square meters per month at its Zhuhai second factory this year [2] - The construction of the Zhuhai third factory has been completed and will be put into operation at an appropriate time [2] - The current overall capacity utilization rate is approximately 85% [2] Group 2 - The company is actively optimizing its order structure and strengthening cost control [2] - The company is advancing the construction of its factory in Thailand to enhance competitiveness [2]

人民财讯9月17日电，崇达技术（002815）9月17日在互动平台回复称，公司800G光模块PCB目前正处 于小批量交付阶段。 ...

Core Viewpoint - Chongda Technology (002815) has announced its collaboration with domestic GPU manufacturers, including Baidu, to deliver PCB products for the server sector in bulk [1] Company Summary - Chongda Technology is actively engaging in partnerships with domestic GPU manufacturers to enhance its product offerings in the server market [1]

Group 1 - The company Chongda Technology (002815.SZ) is currently in the small batch delivery phase for its 800G optical module PCB [1] - Due to a commercial confidentiality agreement, the specific names of cooperating customers cannot be disclosed [1]

Group 1 - The core viewpoint of the article highlights that Chongda Technology (002815.SZ) is enhancing its global supply network through its factory in Thailand, which primarily serves overseas clients in the communication and server sectors [1] - The establishment of the Thailand factory aims to better respond to changes in the international trade environment and meet the demands of overseas customers [1]