“不吹牛，不蹭热点，不蹭概念！”600亿巨头董秘“诚意满满”回应投资者

Core Viewpoint - The company, Hu Dian Co., Ltd. (002463.SZ), emphasizes its commitment to authenticity and integrity in its communications with investors, distancing itself from hype and superficial trends [1] Group 1: Company Response and Investor Interaction - Hu Dian Co., Ltd. expressed that it does not engage in hype or trend-chasing, stating that such behavior is neither desired nor learned [1] - Investor reactions to the company's communication were mixed, with some supporting the firm’s straightforwardness while others questioned the motives behind the communication [1] - The company’s spokesperson declined to provide further comments when contacted by reporters [1] Group 2: Financial Performance - For the fiscal year 2024, Hu Dian Co., Ltd. reported revenues of approximately 13.34 billion yuan, representing a year-on-year increase of about 49.26% [3] - The net profit for the same period was approximately 2.59 billion yuan, reflecting a year-on-year growth of about 71.05% [3] - The PCB (Printed Circuit Board) segment generated revenues of around 12.84 billion yuan, with a year-on-year increase of approximately 49.78% [3] Group 3: Market Trends and Future Outlook - The rise of AI is identified as a core driver of the current electronic innovation cycle, significantly impacting the company's growth [4] - The enterprise communication market segment achieved revenues of approximately 10.09 billion yuan, with a substantial year-on-year growth of about 71.94% [4] - The company anticipates rapid growth in AI server and HPC-related PCB products in the first half of 2024, with the fastest growth expected in high-speed network switch and router-related PCB products in the second half, showing a quarter-on-quarter increase of over 90% [4] Group 4: Investment Strategy - Hu Dian Co., Ltd. plans to seek strategic alliances and acquisition opportunities within the PCB industry, focusing on risk control and mutual benefits [4] - The company has announced an investment budget of up to 100 million USD for these initiatives, although no specific targets have been identified yet [4]