东威科技：行业景气度持续提高高端板材电镀设备需求增加

Core Viewpoint - The company is experiencing increased demand for high-end PCB plating equipment due to the investment boom in Southeast Asia and the rapid development of AI-related big data storage sectors, leading to a significant rise in order volume [1] Group 1: Industry Trends - The PCB industry is benefiting from a surge in investment in Southeast Asia, which is driving demand for high-end plating equipment [1] - The growth in AI-related sectors is creating new opportunities for the company, particularly in big data storage [1] Group 2: Company Performance - The company has seen an increase in order volume due to the sustained improvement in industry conditions, resulting in a high overall capacity utilization rate [1] - Revenue recognition is somewhat delayed, primarily because the company's products are large-scale equipment [1] Group 3: Financial Metrics - The company anticipates a slight increase in gross margin, expected to be around 40%, due to improvements in production efficiency and quality of plating equipment [1] Group 4: Product Development - The company does not have direct customers in the solid-state battery sector, but its clients are providing samples to solid-state battery companies [1]