Core Viewpoint - Chongda Technology (stock code: 002815) has signed a guarantee contract with Bank of Communications Shenzhen Branch, providing full credit guarantees for its wholly-owned subsidiaries with a total credit of 600 million yuan [1] Group 1: Guarantee Details - The company has signed a guarantee contract for comprehensive credit business of 200 million yuan for each of its subsidiaries: Shenzhen Chongda, Jiangmen Chongda, and Zhuhai Chongda [1] - The company previously approved guarantee limits of up to 1.47 billion yuan, 1.3 billion yuan, and 1.75 billion yuan for the three subsidiaries respectively [1] - The guarantee method is joint liability guarantee, with a term lasting until three years after the last due date of the main debt [1] Group 2: Current Guarantee Status - As of now, the company has approved effective guarantee limits totaling 5.8561 billion yuan [1] - The total amount of contracts signed for subsidiary credit is 5.1177 billion yuan [1] - The actual credit balance used by subsidiaries is approximately 1.4575906 billion yuan, with no overdue or guarantee litigation matters [1]

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]

Group 1 - The core point of the article is that Chongda Technology (002815) has confirmed that its 800G optical module PCB is currently in the small batch delivery stage [1]

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]