胜宏科技董事长陈涛：拥抱AI时代 抢占发展先机

Core Viewpoint - The rapid development of AI will lead to a new computing era, accelerate the robotics age, and reconstruct manufacturing models, fundamentally transforming various industries and creating new opportunities for companies to embrace AI [2][4]. Company Overview - Shenghong Technology specializes in the R&D, production, and sales of high-precision multilayer, HDI, FPC, and rigid-flex boards, with applications in AI, big data centers, industrial interconnect, automotive electronics, new communication technologies, new energy, aerospace, and medical instruments [2]. - Since its listing on the Shenzhen Stock Exchange in 2015, Shenghong Technology has achieved a compound annual growth rate of 30% over eight years, becoming a leader in the PCB industry, with a market capitalization exceeding 160 billion yuan [2]. Strategic Development - The company has established three core strategies: smart factories, green manufacturing, and high-tech, high-quality services, along with four innovations in concepts, technology, talent, and capital, which are central to its competitive advantage [3]. - Shenghong Technology holds a leading position in AI computing power, AI servers, and advanced HDI and PCB technologies, successfully becoming a core supplier for NVIDIA's AI computing PCB and Tesla's automotive electronics [3]. Market Trends - The global AI industry is experiencing significant growth, with major tech companies like NVIDIA, Microsoft, Meta, Google, and Amazon investing a total of 218 billion USD in AI data centers by 2024 [4]. - China's AI industry is projected to grow from 486.2 billion yuan in 2026 to 1 trillion yuan by 2030, with a compound annual growth rate of approximately 20% [4]. Future Outlook - Shenghong Technology aims to enhance its core competitiveness by increasing production capacity to meet customer demand, focusing on high-end products, and investing in advanced equipment to improve manufacturing capabilities [6].