Core Viewpoint - The announcement from Chongda Technology (002815) highlights the last day for converting "Chongda Convertible Bonds 2" on September 16, emphasizing the importance for investors to convert their bonds before the market closes to avoid potential losses [1] Summary by Relevant Sections - **Company Announcement** - Chongda Technology announced that September 16 is the final day for investors to convert their "Chongda Convertible Bonds 2" before the market closes [1] - After the market closes on September 16, unconverted bonds will cease to be convertible [1] - **Investor Advisory** - The company warns that the redemption price of "Chongda Convertible Bonds 2" may differ significantly from the market price prior to the conversion deadline [1] - Investors are advised to be cautious and consider the risks of not converting their bonds in time, as failure to do so may result in financial losses [1]

| 证券代码：002815 | 证券简称：崇达技术 | 公告编号：2025-063 | | --- | --- | --- | | 债券代码：128131 | 债券简称：崇达转2 | | 崇达技术股份有限公司 关于"崇达转 2"即将停止转股暨赎回前最后一个交易日的 重要提示性公告 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。 重要内容提示： 1、最后转股日：2025 年 9 月 16 日 2025 年 9 月 16 日是"崇达转 2"最后一个转股日，当日收市前，持有"崇 达转 2"的投资者仍可进行转股；2025 年 9 月 16 日收市后，未转股的"崇达转 2"将停止转股。 2、截至 2025 年 9 月 15 日收市后，距离"崇达转 2"停止转股并赎回仅剩 1 个交易日。本公司特别提醒"崇达转 2"持有人务必认真阅读本公告，充分了解 相关风险，注意最后转股时间，审慎作出投资决策。 特别提示： 1、"崇达转 2"赎回价格：100.049 元/张（含当期应计利息，当期年利率为 2%，且当期利息含税），扣税后的赎回价格以中国证券登记结算有限责任公司深 圳分公司（ ...

Group 1: Report Overview - Reported company: Chongda Technology [17] - Industry: Electronic components [2] - Date of investigation: September 12, 2025 [17] Group 2: Core Views - In H1 2025, the company's revenue reached 3.533 billion yuan, a year - on - year increase of 20.73%, but net profit attributable to the parent company was 222 million yuan, a year - on - year decline of 6.19% due to a decrease in gross margin caused by rising raw material prices [24] - The company is taking measures such as optimizing sales structure, strengthening teams, managing costs, and expanding capacity to improve profitability [24] - The company is addressing challenges like US tariff policies through market diversification, optimizing customer cooperation, accelerating overseas production base layout, and enhancing domestic production base efficiency [32] Group 3: 01 - Research Basic Situation - Research object: Chongda Technology [17] - Industry: Electronic components [17] - Reception time: 2025 - 09 - 12 [17] - Company receptionist: Zhu Qionghua, the representative of the securities affairs department [17] Group 4: 02 - Detailed Research Institutions - Insurance asset management company: Taikang Asset [18] - Other: Aiying Securities Investment Advisor [18] - Fund management company: E Fund [18] Group 5: 03 - Research Institution Proportion - No specific proportion information provided in the text Group 6: 04 - Main Content Data Company's Main Business Operations - In H1 2025, revenue was 3.533 billion yuan, up 20.73% year - on - year; net profit attributable to the parent was 222 million yuan, down 6.19% year - on - year, with gross margin dropping 3.57 percentage points due to rising precious metal prices [24] Measures to Improve Profitability - Optimize sales structure by managing loss - making orders, targeting key customers in specific fields, and developing high - value orders [24][25] - Strengthen the team by expanding and optimizing the overseas sales team and establishing a performance evaluation and incentive mechanism [26] - Manage costs by standardizing section - level cost management [24] - Improve order delivery and customer service through departmental collaboration [26] - Innovate products to meet high - value customer requirements and increase the proportion of high - end products [26] - Expand capacity by increasing production in existing factories and building new ones [27][29] Convertible Bond Exit Plan - Improve business performance to promote the conversion of "Chongda Convertible Bond 2" and ensure repayment with sufficient cash flow [27] Cost - Control Measures for Raw Materials - Monitor and manage unit section - level costs, improve material utilization, and implement a price - increase strategy for some products [28][29] Capacity Utilization and Expansion Plan - Current capacity utilization is about 85%. The company is releasing capacity in Zhuhai factories, building a Thailand production base, and planning a new HDI factory in Jiangmen [29] Subsidiary Performance - Sande Guan is still in a loss, but has reduced losses by 14.03 million yuan in 2024 and is expected to turn profitable in H2 2025 [30] - Punov has an mSAP process production line in operation, and its profitability is increasing [31] US Sales and Tariff Impact - US sales account for about 10% of total revenue. Currently, sales are normal, and the company will diversify markets, optimize customer cooperation, expand overseas production bases, and enhance domestic production base efficiency to deal with tariff changes [32][33]

Group 1 - The company achieved revenue of 3.533 billion yuan in the first half of 2025, representing a year-on-year growth of 20.73%, indicating a strong growth trend [2] - However, the net profit attributable to shareholders was 222 million yuan, a year-on-year decline of 6.19%, primarily due to a decrease in sales gross margin [2] - The sales gross margin for the first half of 2025 was 21.51%, down 3.57 percentage points from the same period last year, mainly due to rising prices of precious metals [2] Group 2 - The company is implementing multiple measures to enhance profitability and market competitiveness, including optimizing customer and order structures, increasing the proportion of high-margin orders, and strengthening collaboration with key clients [3] - The company is also expanding its overseas sales team and improving cost management to maintain a competitive edge [3] - Plans for capacity expansion include accelerating production at existing plants and establishing new facilities, which are expected to positively impact operational performance [4] Group 3 - The overall capacity utilization rate is around 85%, with ongoing efforts to optimize and expand production capacity [4] - The subsidiary, San De Guan, is facing challenges in the FPC sector but has made progress in reducing losses, with expectations of turning profitable in the second half of 2025 [4] - The company is actively mitigating the impact of U.S. tariffs by diversifying markets and enhancing production efficiency [4]

Group 1 - The core viewpoint of the article highlights that Chongda Technology (SZ 002815) has engaged in a research meeting with E Fund, indicating active investor relations and transparency [1] - For the first half of 2025, Chongda Technology's revenue composition shows that the printed circuit board manufacturing industry accounts for 89.48% of its total revenue, while other businesses contribute 10.52% [1] - As of the report, Chongda Technology's market capitalization stands at 19.4 billion yuan [1]

| 证券代码：002815 | 证券简称：崇达技术 | 公告编号：2025-062 | | --- | --- | --- | | 债券代码：128131 | 债券简称：崇达转2 | | 崇达技术股份有限公司 关于提前赎回"崇达转 2"实施暨即将停止转股的 重要提示性公告 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。 重要内容提示： 1、最后转股日：2025 年 9 月 16 日 2025 年 9 月 16 日是"崇达转 2"最后一个转股日，当日收市前，持有"崇 达转 2"的投资者仍可进行转股；2025 年 9 月 16 日收市后，未转股的"崇达转 2"将停止转股。 2、截至 2025 年 9 月 12 日收市后，距离"崇达转 2"停止转股并赎回仅剩 2 个交易日。本公司特别提醒"崇达转 2"持有人务必认真阅读本公告，充分了解 相关风险，注意最后转股时间，审慎作出投资决策。 特别提示： 1、"崇达转 2"赎回价格：100.049 元/张（含当期应计利息，当期年利率为 2%，且当期利息含税），扣税后的赎回价格以中国证券登记结算有限责任公司深 圳分公司（以下简称 ...

Group 1: Financial Performance - In the first half of 2025, the company achieved revenue of 3.533 billion yuan, a year-on-year increase of 20.73% [2] - The net profit attributable to shareholders in the first half of 2025 was 222 million yuan, a year-on-year decrease of 6.19% 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 same period last year, primarily due to rising prices of precious metals [2] Group 2: Cost Management Strategies - The company is implementing a series of measures to improve gross profit margin, including 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 in its Zhuhai factories and establishing a new HDI factory to meet growing market demand [8] - Plans are in place to enhance production capabilities in Thailand and optimize domestic production processes [8] Group 4: Market Diversification and Risk Management - The company's revenue from the U.S. market accounts for about 10% [11] - To mitigate risks from U.S. tariffs, the company is diversifying its market presence, with domestic sales exceeding 50% [12] - Strategies include optimizing customer cooperation, accelerating overseas production base development, and enhancing domestic production efficiency [12] Group 5: Subsidiary Performance - The subsidiary San De Guan is facing challenges in the flexible printed circuit board (FPC) sector but has made progress in reducing losses [9] - The subsidiary Puno Wei has successfully launched its mSAP production line for advanced packaging substrates, with steady improvement in profitability [10]

Group 1 - The core announcement from Chongda Technology indicates that the last conversion date for "Chongda Convertible Bond 2" is September 16, 2025 [1] - As of September 11, 2025, there are only three trading days left before the conversion and redemption of "Chongda Convertible Bond 2" ceases [1] - The company emphasizes the importance for bondholders to carefully read the announcement and understand the associated risks, as well as to be mindful of the final conversion time [1]

Group 1 - The company, Chongda Technology, has obtained NADCAP certification, allowing its PCB products to be used in the aerospace sector, including in satellite wing control devices [1] - Currently, the company's products are already being applied in the commercial aerospace field [1]

Group 1 - The company, Chongda Technology, reported that as of September 10, 2025, the number of shareholders is 61,597 [1]