Core Viewpoint - The company, Ding Tai Gao Ke, is experiencing a strong order influx, particularly for its drilling needle products, leading to tight delivery schedules [1] Group 1: Company Overview - Ding Tai Gao Ke's products in the PCB sector include PCB tools (drilling needles, milling cutters), grinding and polishing materials, and smart devices [1] - In the fiscal year 2024, revenue from PCB-related products is expected to account for approximately 85% of the company's total revenue [1] Group 2: Current Operations - The company is currently facing delivery pressures for its drilling needle products and is addressing this by reducing backup inventory [1] - To meet changing demand, the company plans to accelerate the construction of its PCB micro-drilling needle investment project to expand production capacity [1] Group 3: Clientele and Sales Model - Major clients of the company include Shenghong Technology, TTM Group, Shennan Circuit, Semyung Electronics, Founder Technology, Jingwang Electronics, Guanghe Technology, Chongda Technology, and Jianding Technology [1] - The company primarily employs a direct sales model, with a small portion of sales conducted through distributors [1]
鼎泰高科：近期订单充足 钻针产品交付相对较为紧张