广合科技拟投约26亿元建设云擎智造基地 扩大公司高端PCB业务规模

Core Viewpoint - Guanghe Technology (001389.SZ) plans to acquire land use rights and invest in the construction of the Yunqing Intelligent Manufacturing Base project in Huangpu District, Guangzhou, with an investment amount of approximately 2.6 billion RMB [1] Group 1: Project Details - The project will be funded through self-owned funds, bank loans, or other financing methods for development and operation [1] - The investment construction period is set from the second half of 2025 to 2027 [1] Group 2: Company Capabilities - The company has achieved mass production capability for 46-layer multi-layer boards and completed verification of 7-stage HDI manufacturing processes [1] - The implementation of this project will expand the company's high-end PCB business scale to meet the demand from clients in the server application field [1] Group 3: Market Demand - The existing order load and physical space limitations at the Guangzhou factory hinder the ability to meet all customer demands for high-end PCB products such as high multi-layer PCBs and HDIs [1] - Strengthening collaboration with clients is a key focus for the company to enhance the competitiveness of its core products [1]