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鹏鼎控股投资80亿元 建设淮安产业园

Core Viewpoint - Pengding Holdings (002938) announced an investment of 8 billion yuan to build the Huai'an Industrial Park, aiming to expand production capacity for SLP, high-end HDI, and HLC products to cater to the growing AI application market [1] Investment Details - The investment project will take place from the second half of 2025 to 2028, funded entirely by the company's own capital [1] - The purpose of the investment is to leverage the AI trend and utilize the ONE AVARY product technology platform to accelerate the company's full industry chain layout in AI [1] Market Positioning - The investment is expected to enhance the company's technical strength and mass production capabilities in the AI computing power field, thereby expanding operational scale and improving operational efficiency [1] - The company is focusing on the development of AI server products and has established production capacity in both Huai'an and Thailand [2] Financial Performance - In the first half of the year, the company achieved revenue of 16.375 billion yuan, a year-on-year increase of 24.75%, and a net profit attributable to shareholders of 1.233 billion yuan, up 57.22% year-on-year [2] - The company is actively developing AI endpoint products, such as AI glasses, to capitalize on the recovery cycle in consumer electronics [2] Production Capacity and Client Engagement - The first phase of the Thailand project has been completed and is currently undergoing client certification and sampling, with small-scale production expected in the second half of the year [3] - The company's capital expenditure plan for this year primarily targets high-end HDI and SLP projects, including investments in the Thailand and Huai'an parks [3]