Core Viewpoint - The company has decided to exercise its right for early redemption of the convertible bond "崇达转 2" due to market conditions and internal considerations, with a redemption date set for September 17, 2025 [2][5]. Group 1: Convertible Bond Basic Information - The company issued 14 million convertible bonds on September 7, 2020, with a total amount of 1.4 billion yuan [2]. - The bond's conversion period is from March 11, 2021, to September 4, 2026 [2]. - The bond's conversion price has been adjusted multiple times, with the latest adjustment setting it at 10.25 yuan per share [4][5]. Group 2: Redemption Conditions - The early redemption was triggered as the stock price was above 130% of the conversion price for 15 trading days [5]. - The redemption price is set at 100.049 yuan per bond, which includes accrued interest [7]. - The redemption will be executed for all unconverted bonds as of the redemption registration date, September 16, 2025 [7]. Group 3: Redemption Process - The redemption will be conducted on September 17, 2025, and the bonds will be delisted from the Shenzhen Stock Exchange thereafter [7]. - Holders must process conversion requests through their securities companies, with a minimum conversion unit of one bond [10]. - The company will not withhold taxes on interest income for bondholders [7].

重要内容提示： 证券代码：002815 证券简称：崇达技术 债券代码：128131 债券简称：崇达转 2 转股价格：人民币 10.25 元/股 | 证券代码：002815 | 证券简称：崇达技术 | 公告编号：2025-056 | | --- | --- | --- | | 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"的第九次提示性公告 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。 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"中登公司"）核准的价格为准。 2、赎回条件满足日：2025 年 8 月 22 日 3、"崇达转 2"停止交易日：2025 年 9 月 12 日 4、"崇达转 2"赎回登记日：2025 年 9 月 16 日 5、"崇达转 2"停止转股日：2025 年 9 月 17 日 6、"崇达转 2"赎回日：2025 年 9 月 17 日 7、赎回资金到账日（到达 ...

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% [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 [2][3] Group 2: Cost Management and Pricing Strategy - The increase in raw material prices, particularly gold and copper, has significantly impacted costs, with gold salt prices rising by 36.57% year-on-year in the first half of 2025 [3] - The company is implementing a series of measures to improve gross profit margins, including optimizing sales structure and managing loss-making orders [4] - Cost management initiatives include enhancing unit cost monitoring, improving material utilization, and implementing price adjustments based on market conditions [8] Group 3: Capacity Expansion and Production Efficiency - The current capacity utilization rate is approximately 85% [9] - The company is accelerating capacity expansion in its Zhuhai plants and establishing a new HDI factory to meet growing market demand [10] - Plans are in place to enhance production efficiency through technological upgrades and automation [15] Group 4: Market Diversification and Sales Strategy - Sales in the U.S. market account for about 10% of total revenue [13] - The company is diversifying its market strategy to reduce reliance on the U.S. market, with domestic sales exceeding 50% of total revenue [15] - Strategies to mitigate the impact of U.S. tariffs include optimizing customer cooperation and enhancing overseas production capabilities [15] Group 5: Subsidiary Performance - The subsidiary San De Guan continues to face challenges in the flexible printed circuit board (FPC) sector, with a projected 3.6% growth in the FPC market for 2025 [10][11] - The subsidiary Puno Wei has successfully launched its mSAP production line, focusing on high-end applications and showing signs of improving profitability [12]

Group 1 - The company, Chongda Technology, has a subsidiary, Sandeguan, that supplies flexible printed circuit board (FPC) products for Huawei's Mate series and foldable smartphones [1]

Core Viewpoint - The company, Chongda Technology, has achieved profitability in the first half of 2025 and is currently optimizing its production and order structure to enhance profitability [1] Group 1 - Chongda Technology's Zhuhai plant is in the ramp-up phase after commencing production in June 2024 [1] - The company is actively working on improving its production and order structure to support profitability growth [1]

Group 1 - The company Chongda Technology (002815.SZ) is currently in the sample testing phase for its 800G optical module PCB, which requires multiple rounds of rigorous testing and certification, leading to a lengthy verification cycle [1] - Specific details regarding customers and project progress cannot be disclosed due to adherence to confidentiality agreements [1]

Core Viewpoint - Chongda Technology (002815.SZ) has not established direct cooperation with Huawei, but supplies HDI and FPC products to Huawei through ODM manufacturers like Huaqin and clients such as BOE [1] Group 1 - The company provides components for Huawei's mobile phones, tablets, and wireless earphones [1] - The FPC soft boards from the company's subsidiary, Sandeguan, are indirectly used in Huawei's foldable smartphones [1]

Core Viewpoint - Chongda Technology (002815.SZ) has announced that its subsidiary, Sandeguan, supplies flexible printed circuit board (FPC) products for the Mate series and foldable smartphones [1] Company Summary - Chongda Technology is involved in the production of flexible printed circuit boards, which are essential components for modern smartphones, including high-end models like the Mate series and foldable devices [1]

Core Viewpoint - Chongda Technology (002815) is currently in the sample testing phase for its 800G optical module PCB, which requires multiple rounds of testing and certification, indicating a lengthy verification process [1] Company Summary - The company has stated that specific customer and project progress cannot be disclosed due to adherence to commercial confidentiality agreements [1]

Group 1 - The company is currently in the customer sample testing phase for its 800G optical module PCB, which requires multiple rigorous testing certifications, leading to a lengthy verification cycle [1] - Due to confidentiality agreements, the company cannot disclose specific customers or project progress, but it is actively advancing related preparations [1]