Core Insights - The company is progressing as planned in Thailand, with a target to expand production capacity to 100,000 square meters per month by the end of the year, focusing on AI power supplies and automotive electronic products [2] Group 1: Production and Market Strategy - The company's power product shipments have significantly increased compared to last year, with small batch shipments of secondary power supplies being realized [2] - The company continues to deepen its involvement in the server power supply sector, actively seizing market opportunities, aligning its overall development trend with industry conditions and strategic planning [2] - To meet order demands, the company is continuously increasing equipment capacity in Thailand [2] Group 2: Financial Performance and Projections - The company anticipates substantial improvement in net profit margins due to product structure optimization and ongoing internal cost reduction and efficiency enhancement measures [2] - A revenue forecast for the first half of 2025 has been released, expecting revenue between 70 million and 72 million, representing a year-on-year growth of 55.41% to 59.85% [2] - The projected net profit attributable to shareholders is between 43 million and 50 million, indicating a year-on-year increase of 12.55% to 30.87% [2]

Core Viewpoint - The company has reported a significant increase in the shipment proportion of its power products compared to last year, indicating a positive trend in product demand and development [1] Group 1 - The company's power product shipments have shown a notable growth compared to the previous year [1] - Continuous research and development of products is being conducted based on customer needs [1] - Specific product applications are determined according to customer requirements [1]

2024年1至12月份，威尔高的营业收入构成为：印制电路板占比88.87%，其他业务占比11.13%。 （文章来源：每日经济新闻） 威尔高（SZ 301251，收盘价：45.89元）发布公告称，2025年8月4日，威尔高接受东吴证券等投资者调 研，公司董事长邓艳群、财务经理肖如意参与接待，并回答了投资者提出的问题。 ...

Core Viewpoint - The company is progressing as planned in Thailand, with an expansion of production capacity to 100,000 square meters per month by the end of the year, focusing on AI power supplies and automotive electronic products [1] Group 1: Company Developments - The company has successfully overcome technical barriers in the DC-DC product area, achieving small batch shipments of 30L products [1] - Research and testing on high thermal conductivity materials have been conducted, leading to the introduction of a special buried copper process [1] - The advancements in technology have enabled the company to achieve mass production of high-end DC-DC power modules [1]

Core Viewpoint - The company has reported a significant increase in the shipment proportion of its power products compared to last year, indicating a positive trend in product demand and development based on customer needs [1]. Group 1 - The company's power product shipments have shown a notable growth compared to the previous year [1]. - Continuous research and development of products are being conducted according to customer requirements [1]. - Specific product applications are determined based on customer needs [1].

Group 1 - The company has recently achieved small batch shipments of its secondary power supply [1] - The company continues to deepen its presence in the server power supply sector and actively seizes market opportunities, aligning its overall development trend with industry prosperity and strategic planning [1] - To meet order demand, Thailand is continuously increasing equipment capacity release [1]

Group 1: Production Capacity and Product Focus - The Thai factory is on track to expand its capacity to 100,000 square meters per month by the end of the year, focusing primarily on AI power supplies and automotive electronics [1] - In the AI power supply sector, the company has overcome technical barriers for DC-DC products, achieving small batch shipments of 30L products [1] Group 2: Sales Performance and Market Strategy - The company has seen a significant increase in the shipment volume of power supply products compared to last year, with ongoing R&D and adjustments based on customer needs [2] - The company is actively pursuing opportunities in the server power supply market, with small batch shipments currently being realized [2] Group 3: Profitability and Financial Outlook - The company's net profit margin has been around 10%, with expectations for improvement through a higher proportion of high-value-added products and ongoing cost reduction measures [2] - The Thai factory achieved profitability in the first half of the year through a three-step process: training, improving product structure and yield, and comprehensive cost reduction [2]

Core Insights - Huizhou Weiergao Electronics Co., Ltd. has obtained a patent for a method of detecting the concentration of cleaning solution after cleaning printed circuit board solution tanks, with the patent number CN120064184B and application date of April 2025 [1] Company Overview - Huizhou Weiergao Electronics Co., Ltd. was established in 2004 and is located in Huizhou City, primarily engaged in the manufacturing of computers, communications, and other electronic devices [1] - The company has a registered capital of 50 million RMB [1] Intellectual Property and Business Activities - The company has participated in one bidding project and holds 103 patents, along with 6 trademark registrations and 32 administrative licenses [1]

本文源自：金融界 7月31日，沪深两融数据显示，威尔高获融资买入额0.61亿元，居两市第723位，当日融资偿还额0.68亿 元，净卖出721.96万元。 最近三个交易日，29日-31日，威尔高分别获融资买入0.58亿元、0.49亿元、0.61亿元。 融券方面，当日融券卖出0.00万股，净卖出0.00万股。 作者：智投君 ...

Group 1: Company Performance - Shijia Photon reported a revenue of 993 million yuan for the first half of 2025, a year-on-year increase of 121.12%, and a net profit of 217 million yuan, up 1712% [1] - Willgo expects a net profit of 43 to 50 million yuan for the first half of 2025, representing a year-on-year growth of 12.55% to 30.87% [2] - Huaqin Technology anticipates revenue between 83 to 84 billion yuan, a year-on-year increase of 110.7% to 113.2%, and a net profit of 1.87 to 1.90 billion yuan, up 44.8% to 47.2% [2] - Industrial Fulian expects a net profit of 11.958 to 12.158 billion yuan for the first half of 2025, a year-on-year increase of 36.84% to 39.12% [3] Group 2: Industry Trends - The growth in performance for these companies is primarily driven by the rapid development of artificial intelligence, leading to increased demand in various sectors [1][2][3] - The AI server revenue for Industrial Fulian grew over 60% year-on-year, with cloud service server revenue increasing by more than 1.5 times compared to the previous year [3] - The Chinese AI industry is expected to experience explosive growth, with projections indicating a rise from 398.5 billion yuan to 1.7295 trillion yuan from 2025 to 2035, reflecting a compound annual growth rate of 15.6% [3]