Group 1 - The company, Chongda Technology (002815.SZ), has notable clients in the server industry, including ZTE, H3C, and Inspur [1] - The company's products are utilized in various fields such as server motherboards, storage devices, and GPUs [1]

Core Viewpoint - Chongda Technology (002815.SZ) is currently in the ramp-up phase of its production capacity at the Zhuhai Second Plant, which has a monthly capacity of 120,000 square meters. The full production capacity will be determined based on market conditions and the progress of the ramp-up [1] Group 1 - The current monthly production capacity of the Zhuhai Second Plant is 120,000 square meters [1] - The company is focused on maximizing the efficiency of its production as it ramps up capacity [1] - The specific full production capacity will be aligned with market conditions and ramp-up progress [1]

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。 特别提示： | 证券代码：002815 | 证券简称：崇达技术 | 公告编号：2025-067 | | --- | --- | --- | | 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"摘牌的公告 一、可转债基本情况 （一）可转债发行情况 经中国证券监督管理委员会"证监许可[2020]1487 号文"核准，崇达技术股 份有限公司（以下简称"公司"）于 2020 年 9 月 7 日公开发行了 1,400.00 万张可 转债，每张面值 100 元，发行总额 140,000.00 万元。发行方式采用向股权登记日 收市后登记在册的公司原股东优先配售，原股东优先配售后余额部分（含原股东 放弃优先配售部分）通过在深圳证券交易所（以下简称"深交所"）交易系统网 上向社会公众投资者发行，认购金额不足 140,000.00 万元的部分由保荐机构（主 承销商）包销。 （二）可转债上市情况 经深交所"深证上﹝2020﹞886 号"文同意，公司 140,000.00 万元可转债于 2 ...

| 证券代码：002815 | 证券简称：崇达技术 | 公告编号：2025-066 | | --- | --- | --- | | 债券代码：128131 | 债券简称：崇达转2 | | （三）可转债转股期限 根据有关规定和《崇达技术股份有限公司公开发行可转换公司债券募集说明 书》（以下简称"《募集说明书》"）的约定，本次发行的可转债转股期限自发 行结束之日起满六个月后的第一个交易日起至可转换公司债券到期日止，即自 2021 年 3 月 11 日至 2026 年 9 月 6 日（由于 2026 年 9 月 6 日为非交易日，实际 转股截止日期为 2026 年 9 月 4 日）。 1 崇达技术股份有限公司 关于"崇达转 2"赎回结果的公告 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、可转债基本情况 （一）可转债发行情况 经中国证券监督管理委员会"证监许可[2020]1487 号文"核准，崇达技术股 份有限公司（以下简称"公司"）于 2020 年 9 月 7 日公开发行了 1,400.00 万张 可转债，每张面值 100 元，发行总额 140,000.00 ...

Core Viewpoint - The PCB (Printed Circuit Board) industry is a crucial component of modern electronic products, with China leading the global market in production value and growth rate [1][3]. Industry Overview - The global PCB market is projected to reach $73.565 billion in 2024, with a year-on-year growth of 5.8%, while China's market is expected to reach $41.213 billion, growing at 9.0% [1]. - Guangdong province accounts for approximately 60% of China's PCB production capacity, housing a cluster of listed companies with a combined market value exceeding one trillion yuan [3][6]. Historical Development - China's PCB industry has evolved from limited production capabilities in the 1950s to becoming the world's largest producer by the mid-2000s, with significant contributions from Taiwan and Japan [5][6]. - The industry is concentrated in the Pearl River Delta and Yangtze River Delta regions, with Guangdong being the primary production base [5]. Market Dynamics - As of September 2025, there are 43 listed PCB companies in China's A-share market, with a total market capitalization of 1.46 trillion yuan, representing 1.27% of the total A-share market [6]. - Major cities for PCB companies include Shenzhen, Huizhou, Changzhou, and Shanghai, with Guangdong's listed companies valued at 1.03 trillion yuan [6]. Regional Development - The PCB industry is experiencing a shift towards midwestern cities, with regions like Jiangxi and Anhui emerging as new hubs due to favorable policies and cost advantages [8][10]. - Xinfeng County in Jiangxi has attracted over 200 electronic enterprises, achieving a production value of 22.887 billion yuan in 2024, marking a 23.2% increase [9]. - Guangde County in Anhui has developed into a significant PCB production area, with over 92 electronic circuit companies and an annual output exceeding 10 billion yuan [10]. Technological Advancements - The rise of AI technology is driving demand for high-performance PCBs, particularly for applications in AI servers and smart driving, necessitating advanced manufacturing processes [12]. - Leading companies in the PCB sector are increasing investments in high-end production capabilities, particularly in Zhuhai, which is becoming a new center for high-end PCB manufacturing [12][14]. Investment Trends - Major PCB manufacturers are planning significant expansions, with investments in advanced PCB production facilities across various cities, including Zhuhai and Huizhou [13][14]. - For instance, Jingwang Electronics is investing 5 billion yuan in a high-end HDI production project in Zhuhai, while Dongshan Precision has a total investment plan of $1 billion for its operations [13][14].

崇达技术（002815.SZ）9月23日在投资者互动平台表示，公司PCB产品已应用于AI智能体领域，如AI服 务器等，并持续配合客户进行新一代产品开发。公司将继续深耕该领域，为投资者创造价值。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：请问公司的产品有没应用到AI智能体领域？ ...

Group 1 - The A-share market saw a collective decline in PCB concept stocks, with notable drops including Dazhu CNC down 9%, Helitai down over 8%, and Aikou Optoelectronics and Chongda Technology down over 7% [1][2] - Specific stock performances included Dazhu CNC with a market cap of 44.3 billion and a year-to-date increase of 190.60%, while Helitai had a market cap of 24.9 billion and a year-to-date increase of 39.33% [2] - Other companies such as Huaguan Technology, Zhixin Precision, and Honghe Technology experienced declines of over 6%, with market caps ranging from 25.84 billion to 331 billion [2]

Group 1 - The A-share market saw a collective decline in PCB concept stocks, with notable drops in several companies [1] - Dazhu CNC experienced a decline of 9.09%, while Helitai fell by 8.77% [2] - Other companies such as Aikemi, Chongda Technology, and Guanghua Technology also reported significant decreases, with drops exceeding 7% [1][2] Group 2 - The total market capitalization of Dazhu CNC is 44.3 billion, and it has increased by 190.60% year-to-date [2] - Helitai's market capitalization stands at 24.9 billion, with a year-to-date increase of 39.33% [2] - Aikemi's market capitalization is approximately 48.13 billion, showing a year-to-date increase of 103.98% [2]

Core Viewpoint - The company has successfully begun small-scale deliveries of its 800G optical modules and is planning to advance the development of its 1.5T optical modules based on market demand and technological progress [2] Group 1 - The company confirmed that the 800G optical module PCB is currently in the small-scale delivery phase [2] - Future advancements for the 1.5T optical module will depend on market demand and technological developments [2]

Core Viewpoint - The company, Chongda Technology, confirmed its supply relationship with Luxshare Precision and GoerTek through its subsidiary, providing IC substrate products for various electronic devices [1] Group 1: Supply Relationship - Chongda Technology's subsidiary, Puno Wei, supplies IC substrate products [1] - These products are utilized in smartphones, TWS earphones, and wearable devices [1]