证券日报网讯 1月26日，强达电路在互动平台回答投资者提问时表示，公司服务的活跃客户近3000家， 应用领域广泛。公司PCB产品有应用于航空航天相关领域，目前该领域相关营收占公司整体营收比例较 小，未达到单独披露标准，暂无具体营收占比数据。公司将持续关注航空航天产业发展机遇，依托在高 频高速PCB等方面的技术积累，积极推进相关产品的研发与市场拓展。相关信息请以公司在深交所指定 信息披露媒体发布的公告为准。 （文章来源：证券日报） ...

格隆汇1月26日丨强达电路(301628.SZ)在投资者互动平台表示，公司服务的活跃客户近3,000家，应用领 域广泛。公司 PCB 产品有应用于航空航天相关领域，目前该领域相关营收占公司整体营收比例较小， 未达到单独披露标准，暂无具体营收占比数据。公司将持续关注航空航天产业发展机遇，依托在高频高 速 PCB 等方面的技术积累，积极推进相关产品的研发与市场拓展。 ...

格隆汇1月26日丨强达电路(301628.SZ)在投资者互动平台表示，公司服务的活跃客户近3,000家，应用领 域广泛。公司 PCB 产品有应用于航空航天相关领域，目前该领域相关营收占公司整体营收比例较小， 未达到单独披露标准，暂无具体营收占比数据。公司将持续关注航空航天产业发展机遇，依托在高频高 速 PCB 等方面的技术积累，积极推进相关产品的研发与市场拓展。 ...

Core Viewpoint - The company, Qiangda Circuit, is a leading player in the high-end PCB market, demonstrating strong growth and resilience in the face of industry challenges, driven by its unique competitive advantages and strategic focus on small-batch, high-quality production [1][5][6]. Group 1: Company Overview - Qiangda Circuit, established in 2004, specializes in high-end PCB samples and small-batch boards, recognized as a top 100 enterprise in the electronic circuit industry for three consecutive years from 2022 to 2024 [3]. - The company has nearly 3,000 active clients, including over 100 listed companies, establishing long-term partnerships through rapid response and flexible manufacturing capabilities [3]. Group 2: Financial Performance - In the first three quarters of 2025, Qiangda Circuit achieved a revenue of 706 million yuan and a net profit of 96.32 million yuan, reflecting steady growth [1]. - For the first half of 2025, the company reported a revenue of 456 million yuan, a year-on-year increase of 17.25%, and a net profit of 58.75 million yuan, up 4.87% year-on-year [5]. Group 3: Competitive Advantages - Qiangda Circuit's success is attributed to its "rapid response + flexible production + technological leadership" strategy, which enhances its delivery efficiency [4]. - The company holds 133 authorized patents, including 12 invention patents, and invests significantly in R&D, focusing on cutting-edge technologies such as automotive radar and AI servers [4]. Group 4: Future Outlook - The company plans to expand into high-layer boards and HDI boards while consolidating its position in the high-end sample and small-batch board markets [6]. - With the global PCB industry moving towards high-end and refined products, Qiangda Circuit is well-positioned to capitalize on emerging opportunities in sectors like AI servers and new energy vehicles [5][6].

Group 1 - The core viewpoint of the news is that Qiangda Circuit has shown significant financial performance with a notable increase in revenue and net profit, alongside high financing levels indicating strong market interest [2][3]. Group 2 - As of January 19, Qiangda Circuit's stock price decreased by 0.62%, with a trading volume of 204 million yuan. The financing buy-in amount was 30.28 million yuan, while the financing repayment was 27.12 million yuan, resulting in a net financing buy-in of 3.16 million yuan [1]. - The total financing and securities balance for Qiangda Circuit reached 225 million yuan, accounting for 6.97% of its circulating market value, which is above the 90th percentile level over the past year [1]. - On the short-selling side, there were no shares repaid or sold on January 19, with a short-selling balance of 3,300 shares valued at 326,100 yuan, also exceeding the 90th percentile level over the past year [1]. Group 3 - As of September 30, the number of shareholders for Qiangda Circuit was 13,000, a decrease of 14.74% from the previous period, while the average circulating shares per person increased by 17.29% to 1,446 shares [2]. - For the period from January to September 2025, Qiangda Circuit achieved an operating income of 706 million yuan, representing a year-on-year growth of 20.74%, and a net profit attributable to shareholders of 96.32 million yuan, with a year-on-year increase of 20.91% [2]. Group 4 - Qiangda Circuit has distributed a total of 30.15 million yuan in dividends since its A-share listing [3]. - As of September 30, 2025, the largest circulating shareholder of Qiangda Circuit was Hong Kong Central Clearing Limited, holding 136,000 shares as a new shareholder [3].

Core Viewpoint - The company Strongda Circuit (301628) is actively progressing with its convertible bond issuance plan, which has been approved by the shareholders' meeting, and is focused on the construction of its Nantong facility for producing multilayer boards and HDI boards, expected to commence production in Q2 2026 [1] Group 1 - The company has disclosed its plan for issuing convertible bonds, which will be used entirely for funding its initial public offering projects [1] - The Nantong project aims to achieve an annual production capacity of 960,000 square meters of multilayer boards and HDI boards [1] - The construction of the Nantong project is progressing smoothly, with the first batch of production expected to be operational by the second quarter of 2026 [1] Group 2 - The company has assured investors that the approval timeline for the convertible bonds will not affect the production schedule of the Nantong project [1] - The company is committed to coordinating resources effectively to ensure the project meets its production timeline [1]

Group 1 - The core viewpoint is that the recovery in downstream demand for PCBs is positively impacting the company's production capacity utilization and order volume [2] - The company is focusing on high-end samples and small batch production, which is contributing to an increase in production capacity utilization [2] - The overall industry sentiment is improving, leading to an increase in orders for the company, which is now meeting customer demands for "variety, small batches, high quality, and fast delivery" [2]

Core Viewpoint - The company, Strongda Circuit, maintains an open window for mergers and acquisitions but is proceeding cautiously without specific plans or target intentions at this time [2] Summary by Categories Mergers and Acquisitions Strategy - The company emphasizes a cautious approach to potential mergers and acquisitions, with no current specific plans or target intentions [2] - Future acquisition considerations will focus on three main criteria: 1. Strategic alignment with the company's development trends 2. Technological and market foresight, prioritizing targets with cutting-edge technology and emerging market advantages rather than mere capacity expansion 3. Cultural and qualitative fit, favoring targets with technological accumulation or market presence in areas not yet explored by the company [2] Business Focus - The company is focused on the PCB sector, specializing in a variety of high-value, low-volume products, with a clear technological direction [2] - Any future acquisitions will aim to enhance the company's technological layout and expand into emerging application markets, aligning with its core objectives [2] - The company commits to adhering to regulatory requirements for timely information disclosure regarding any relevant developments in mergers and acquisitions [2]

Group 1 - The core viewpoint is that the company's export revenue proportion has been declining in recent years, from 38.66% in 2022 to an expected 28.11% by the end of 2024 [2] - For the first half of 2025, the export revenue is projected to account for 27.95% of the main business income [2] Group 2 - The company's overseas revenue primarily comes from the European region, which constitutes over 60% of its foreign income [2]

Core Viewpoint - The company, Qiangda Circuit, reported a projected revenue of 706 million yuan and a net profit of 96.32 million yuan for the first three quarters of 2025, indicating significant growth in both revenue and profit compared to the previous year [2] Financial Performance - The projected revenue for the first three quarters of 2025 is 706 million yuan, representing a year-on-year increase of 20.74% [2] - The net profit is expected to reach 96.32 million yuan, showing a year-on-year growth of 20.91% [2]