Core Viewpoint - The company has confirmed that its subsidiary, Puno Wei, produces substrates that can be applied in AI sensors, which are essential components for AI glasses and other smart devices [2] Group 1 - The company received an inquiry from investors regarding the application of its products in the AI glasses sector [2] - Puno Wei's substrates are identified as core components for AI sensors [2] - AI sensors are crucial for the functionality of AI glasses and other smart terminals [2]

Core Viewpoint - The company is making steady progress in the certification of new customers in the AI-related board materials sector, with ongoing factory construction in Thailand to enhance global supply capabilities [2]. Group 1: Customer Certification Progress - The company is advancing according to plan in the certification of new customers in the AI-related board materials field [2]. - Specific details regarding customer certification progress cannot be disclosed due to commercial confidentiality [2]. Group 2: Global Supply Capabilities - The company has initiated factory construction in Thailand to strengthen its global supply capacity [2]. - Continuous collaboration with customers for preliminary research and trial production on new platforms is ongoing [2].

Core Viewpoint - Chongda Technology stated that as of October 31, 2025, the number of shareholders will reach 71,192 households [2] Summary by Category - **Company Information** - Chongda Technology has confirmed the projected number of shareholders by the end of October 2025, which is 71,192 households [2] - **Investor Communication** - The company responded to investor inquiries on its interactive platform regarding shareholder numbers [2]

Core Viewpoint - Chongda Technology (002815.SZ) is currently in the sample cooperation stage with Super Fusion, and specific customer relationships and bulk supply situations cannot be disclosed due to commercial confidentiality principles [1] Group 1 - The company is engaged in a partnership with Super Fusion, focusing on sample cooperation [1] - The company emphasizes the importance of commercial confidentiality, limiting the disclosure of specific details regarding customer relationships and bulk supply [1]

Group 1 - The core viewpoint of the article is that Chongda Technology (002815.SZ) is actively advancing its business collaborations with major clients such as Alibaba, ByteDance, and Tencent [1] Group 2 - The company is currently engaged in projects with prominent clients in the technology sector [1] - The interactions on the investor platform indicate a positive outlook on the company's ongoing business developments [1]

Core Viewpoint - Chongda Technology (002815.SZ) is currently in the sample cooperation stage with Super Fusion, and specific customer relationships and bulk supply situations cannot be disclosed due to commercial confidentiality [1] Group 1 - The company is engaged in a partnership with Super Fusion, focusing on sample collaboration [1] - The company emphasizes the importance of commercial confidentiality in its operations [1] - There is no disclosure of specific customer relationships or bulk supply details at this stage [1]

Core Viewpoint - Chongda Technology (002815) reported strong financial performance for the first three quarters of 2025, indicating a positive growth trend in both revenue and net profit [1] Financial Performance - The company achieved a revenue of 5.593 billion yuan, representing a year-on-year increase of 20.27% [1] - The net profit attributable to shareholders reached 314 million yuan, reflecting a year-on-year growth of 19.58% [1] - In the third quarter of 2025, the company reported a net profit of 92 million yuan, which is a significant year-on-year increase of 252.87% [1]

Core Viewpoint - Chongda Technology (002815.SZ) is expanding its production capabilities with a new factory in Thailand, focusing on high-end PCB products, which is a key part of the company's globalization strategy [1] Group 1: Company Expansion - The Thailand factory is primarily planned to produce hard boards, specifically targeting high-layer boards and advanced HDI boards [1] - The construction of the factory will be carried out in two phases, with the first phase involving an investment of approximately 1 billion RMB [1] - The completion of the first phase is expected by 2026 [1]

人民财讯10月31日电，崇达技术（002815）10月31日在线上业绩交流会表示，目前整体产能利用率在 85%左右。基于当前市场景气度回升以及订单需求持续增长的态势，公司正积极推进产能布局的优化与 拓展工作。 ...

Financial Performance - In the first three quarters of 2025, the company achieved revenue of CNY 5.593 billion, a year-on-year increase of 20.27% [2] - The net profit attributable to shareholders reached CNY 314 million, up 19.58% year-on-year [2] - In Q3 2025, the net profit attributable to shareholders was CNY 92 million, showing a significant year-on-year growth of 252.87% [3] Profitability Improvement Measures - The company is focusing on high-value customers and orders, optimizing the sales structure by eliminating loss-making orders and reducing low-margin orders [4] - Strengthening the sales team by expanding the overseas sales force and implementing a performance evaluation system that includes high-value customer development [5] - Enhancing cost management through standardized cost management practices to lower unit product costs [5] - Improving order delivery and customer service levels by optimizing internal communication and production scheduling [5] - Innovating product offerings to meet high-value customer demands, particularly in high-frequency and high-reliability PCB products [5] - Accelerating capacity expansion to meet future market demands, including upgrades at existing plants and new factory constructions [5] Raw Material Cost Management - The company is facing rising raw material costs, particularly for copper and other key materials, which are closely linked to commodity prices [6][7] - Measures to mitigate cost pressures include dynamic monitoring of costs, improving material utilization, and implementing price adjustments based on market conditions [7] Capacity Utilization and Expansion - The current overall capacity utilization rate is approximately 85% [8] - The company is actively optimizing and expanding its capacity, particularly in its Zhuhai plants and new facilities in Thailand [8] Subsidiary Performance - The subsidiary, San De Guan, has turned profitable in Q3 2025, despite ongoing challenges in the flexible printed circuit board (FPC) sector [9][10] - The FPC industry is expected to see a moderate growth of 3.6% in 2025, driven by improving market demand [9] Future Growth Drivers - The company anticipates growth in 2026 driven by increased demand in mobile, server, and communication sectors, with a focus on high-layer PCBs and IC substrates [10] - Plans to enhance product quality, cost control, and pricing strategies while developing new key customers in high-value sectors [10]