Core Insights - The company expects an export revenue of RMB 64.189 million for 2024, accounting for 7.23% of total revenue, with less than 5% of this revenue coming from exports to the U.S. [2] - The company maintains a high level of market sensitivity and actively responds to changes in international trade policies to ensure stable operations and sustainable development [2] - The Zhuhai factory is positioned for high-end quick-turn PCB services, with an initial focus on R&D prototyping and small batch production, and aims to achieve breakeven within the year [2] Business Operations - The company collaborates with major firms like NVIDIA, Intel, and AMD in PCB design and PCBA production, offering tailored services that vary by client [3] - The first phase of the Zhuhai factory targets high-end PCB production, with a planned capacity of up to 120 layers, focusing on AI-related products [2] - Revenue growth in Q1 exceeded 30%, driven by the introduction of new clients in the network communication sector [2]
一博科技：出口美国比重小于5%，美关税政策对公司影响小