【私募调研记录】东方港湾调研鹏鼎控股

Group 1 - The core focus of the news is on the recent research conducted by the well-known private equity firm Dongfang Gangwan on the listed company Pengding Holdings, particularly its developments in the AI server sector [1] - Pengding Holdings has established production capacity in Huai'an, mainland China, and in Thailand, with plans to adjust investment and expansion based on market demand and strategic considerations [1] - The first phase of the Thailand project has been completed and is currently undergoing customer certification and sampling, with expectations for small-scale production in the second half of the year [1] Group 2 - The company plans to optimize production processes and supply chain management to maximize cost efficiency, with capital expenditures primarily directed towards the Thailand facility, soft board expansion, and high-end HDI and SLP projects in Huai'an [1] - There are higher requirements for production processes and performance due to new product demands, although specific evaluations on new model part numbers cannot be made until the new products are launched [1] - The timeline from equipment layout to production is approximately six months, contingent upon the readiness of the factory and mechanical equipment [1]