鹏鼎控股：7月营收达30.02亿元，同比增长稳健

Core Insights - Pengding Holdings (Shenzhen) Co., Ltd. reported a consolidated revenue of RMB 3.0024 billion for July 2025, showing robust growth compared to the same period last year, highlighting the company's strong competitiveness in the global high-end PCB market [2] Company Overview - As a leading PCB manufacturer globally, Pengding Holdings focuses on high-end products such as HDI, SLP, and substrate-like PCBs, with major clients including Apple, Huawei, and Tesla [2] - The company benefits from the rapid penetration of emerging applications like AI terminals, foldable smartphones, XR devices, and automotive electronics, leading to an optimized order structure and an increase in the proportion of high-end products [2] Industry Trends - The global PCB industry is undergoing structural upgrades, with high-end products characterized by high technical barriers and strong customer loyalty, positioning Pengding Holdings to benefit from the trend of increasing industry concentration [2] - The company places significant emphasis on the development prospects of the AI server sector, with relevant production capacity established in its Huai'an and Thailand parks [2] - Pengding Holdings actively monitors the global AI server market dynamics and plans to adjust its investment and expansion strategies based on market demand and company strategy [2]