Core Viewpoint - The rapid development of AI will lead to a new computing era, accelerated robotics age, and a restructuring of manufacturing models, fundamentally transforming various industries and creating new opportunities for companies to embrace AI and seize development advantages [1][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, next-generation communication technologies, new energy, aerospace, and medical instruments [1]. - Since its listing on the Shenzhen Stock Exchange in 2015, Shenghong Technology has achieved a compound annual growth rate of 30% over eight consecutive years, becoming a leader in the PCB industry, with a market capitalization exceeding 160 billion yuan [1]. Strategic Development - The company has established three core strategies: smart factories, green manufacturing, and high-tech, high-quality services, along with four areas of innovation: concepts, technology, talent, and capital [3]. - Shenghong Technology holds a technological advantage in AI computing power, AI servers, and advanced HDI and PCB technologies, becoming a core supplier for NVIDIA's AI computing PCBs and Tesla's automotive electronics [3]. Market Trends - The global AI industrial revolution is just beginning, with significant investments from major tech companies in AI data centers, totaling $218 billion in 2024 [4]. - The Chinese AI industry is expected 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]. Recommendations for Embracing AI - Companies should establish ambitious strategies, prioritize technology and capacity, and engage in global partnerships to secure industry leadership [4]. - It is essential to foster a spirit of practicality, maintain a positive mindset, and uphold a belief in success [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 [5].
胜宏科技董事长陈涛:拥抱AI时代,抢占发展先机