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崇达技术:公司目前生产经营情况一切正常
Zheng Quan Ri Bao· 2025-11-17 13:12
Core Viewpoint - Chongda Technology's main business focuses on the research, production, and sales of PCBs, and the fluctuations in the storage chip market do not have a direct impact on the company [2] Group 1 - The company confirmed that its current production and operational status is normal [2]
崇达技术:存储芯片价格波动对公司无直接关联影响
Zheng Quan Shi Bao Wang· 2025-11-17 07:17
Core Viewpoint - The company, Chongda Technology (002815), confirmed that its main business involves the research, production, and sales of PCBs, and that fluctuations in the storage chip market do not directly impact its operations [1] Group 1 - The company stated that its production and operational conditions are currently normal [1]
崇达技术:公司为中兴通讯等客户稳定供应5G基站相关PCB主板产品
Mei Ri Jing Ji Xin Wen· 2025-11-14 09:28
Group 1 - The core viewpoint is that the completion of the first phase of 6G technology testing in China is seen as a positive development for companies involved in 6G-related concepts, such as Chongda Technology [2] - Chongda Technology has stated that it will continue to supply PCB mainboard products for 5G base stations to clients like ZTE Corporation and will invest in R&D to seize opportunities in the 6G field [2]
崇达技术(002815) - 关于开立募集资金临时补流专项账户并签订三方监管协议的公告
2025-11-14 08:45
证券代码:002815 证券简称:崇达技术 公告编号:2025-081 崇达技术股份有限公司 关于开立募集资金临时补流专项账户并签订三方监管协议的公 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、募集资金基本情况 经中国证券监督管理委员会《关于核准崇达技术股份有限公司非公开发行股 票的批复》(证监许可[2022]1224 号)核准,公司非公开发行人民币普通股 202,839,756 股,共计募集资金总额 1,999,999,994.16 元,扣除与发行有关的费用 (不含税)人民币 18,057,376.08 元,实际募集资金净额为人民币 1,981,942,618.08 元。该次募集资金已于 2023 年 3 月 10 日到位,并经天健会计师事务所(特殊普 通合伙)审验出具了《验资报告》(天健验[2023]7-52 号)。 截至 2025 年 6 月 30 日,本公司以募集资金累计投入募投项目 101,929.87 万元,募集资金投资项目未发生变更,也无对外转让的情况;未使用完毕的募集 资金余额为人民币 104,048.62 万元(含募集资金理财收益 ...
崇达技术(002815) - 关于参加2025年度深圳辖区上市公司集体接待日活动的公告
2025-11-14 08:15
崇达技术股份有限公司 关于参加 2025 年度深圳辖区上市公司投资者 证券代码:002815 证券简称:崇达技术 公告编号:2025-080 本次活动将采用网络远程的方式举行,投资者可登录"全景路演"网站 (https://rs.p5w.net),或关注微信公众号:全景财经,或下载全景路演 APP,参 与本次互动交流,活动时间为 2025 年 11 月 20 日(周四)14:30-17:00。届时公司 高管将在线就公司业绩、公司治理、发展战略、经营状况、融资计划、股权激励 和可持续发展等投资者关心的问题,与投资者进行沟通与交流,欢迎广大投资者 踊跃参与! 特此公告。 崇达技术股份有限公司 董 事 会 二〇二五年十一月十五日 网上集体接待日活动的公告 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。 为进一步加强与投资者的互动交流,崇达技术股份有限公司(以下简称"公 司")将参加由深圳证监局和中证中小投资者服务中心指导、深圳上市公司协会 与深圳市全景网络有限公司联合举办的"2025 年度深圳辖区上市公司投资者网上 集体接待日活动",现将相关事项公告如下: ...
崇达技术(002815.SZ):为中兴通讯等客户稳定供应5G基站相关PCB主板产品
Ge Long Hui· 2025-11-14 08:06
Core Viewpoint - The company, Chongda Technology, is committed to providing stable supply of PCB mainboard products for 5G base stations to clients such as ZTE Corporation, while also focusing on R&D to seize opportunities in the 6G field [1] Group 1 - The company is actively supplying 5G base station-related PCB mainboard products [1] - The company aims to keep pace with technological trends [1] - The company is investing continuously in research and development [1] - The company is striving to capture development opportunities in the 6G sector [1]
崇达技术(002815.SZ):珠海三厂预计明年第一季度试产
Ge Long Hui· 2025-11-14 08:02
格隆汇11月14日丨崇达技术(002815.SZ)在投资者互动平台表示,关于珠海三厂的投产计划,公司将严 格根据整体战略规划与市场需求来审慎决策。根据目前计划,珠海三厂预计明年第一季度试产。公司会 全力确保新产能的释放与市场节奏高效匹配。 ...
崇达技术:接受中信资管等投资者调研
Mei Ri Jing Ji Xin Wen· 2025-11-13 08:34
2025年1至6月份,崇达技术的营业收入构成为:印制电路板制造行业占比89.48%,其他业务占比 10.52%。 截至发稿,崇达技术市值为165亿元。 每经AI快讯,崇达技术(SZ 002815,收盘价:13.56元)发布公告称,2025年11月13日,崇达技术接受 中信资管等投资者调研,公司证券事务代表朱琼华参与接待,并回答了投资者提出的问题。 每经头条(nbdtoutiao)——对美出口下滑到7年前水平,我国出口总额却创历史新高,"新三样"变 成"新N样" (记者 王瀚黎) ...
崇达技术:公司主要为中兴通讯供应5G基站收发信PCB主板、服务器产品
Mei Ri Jing Ji Xin Wen· 2025-11-13 08:07
Core Viewpoint - The company is a significant strategic supplier for ZTE Corporation, which plays a crucial role in the future 6G infrastructure development. The company aims to enhance collaboration with ZTE through service optimization and technological synergy [1]. Group 1: Company Relationship with ZTE - ZTE is recognized as an important strategic customer for the company, which has been awarded the "Best Delivery Support Award" by ZTE again in 2025 [1]. - The company primarily supplies ZTE with PCB mainboards for 5G base stations and server products [1]. Group 2: Future Collaboration and Strategy - The company plans to strengthen its service system and enhance technological collaboration to address industry changes alongside ZTE [1]. - There is a focus on reinforcing technological accumulation and innovation capabilities in high-end communication and server PCB sectors to seize market opportunities [1].
崇达技术(002815) - 2025年11月13日投资者关系活动记录表
2025-11-13 08:02
Financial Performance - In the first three quarters of 2025, the company achieved revenue of 5.593 billion yuan, a year-on-year increase of 20.27% [2] - The net profit attributable to shareholders reached 314 million yuan, up 19.58% year-on-year; in Q3 2025, net profit was 92 million yuan, showing a significant growth of 252.87% [2] Strategies for Profitability Improvement - Focus on high-value customers and orders, optimizing sales structure by managing loss-making orders and increasing high-value orders [3] - Strengthen the sales team by expanding and optimizing the overseas sales force, implementing performance evaluation mechanisms [3] - Enhance cost management through standardized cost management practices to reduce unit product costs [4] - Improve order delivery and customer service by enhancing internal communication and optimizing production scheduling [4] Raw Material Cost Management - The company is facing rising raw material costs, particularly for copper and other key materials, which have seen significant price increases since June 2024 [5] - Measures to mitigate cost pressures include dynamic monitoring of costs, improving material utilization, and implementing price adjustment strategies [6] Capacity Utilization and Expansion Plans - Current overall capacity utilization is approximately 85% [7] - The company is accelerating capacity expansion in various plants to meet market demand, including the construction of a new HDI factory [7] Subsidiary Performance - The subsidiary, San De Guan, has turned profitable in Q3 2025, despite challenges in the flexible printed circuit board (FPC) sector [8] Future Growth Drivers - Anticipated growth in 2026 will be driven by increased demand in mobile, server, and communication sectors, with a focus on high-layer boards and IC substrates [9][10] - The company plans to enhance its competitive advantages in product quality, cost control, and pricing strategies while developing new key customers [10]