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调研速递|惠州中京电子接受投资者网上提问,聚焦产品应用与发展规划

Group 1 - The core viewpoint of the article is that Huizhou Zhongjing Electronics Technology Co., Ltd. is actively engaging with investors to discuss market demand, application fields, and project investments related to their products [1][3]. - The investor relations activity took place on September 19, 2025, and involved key company personnel including the General Manager, Secretary of the Board, and Chief Financial Officer [2]. - The company focuses on the research, production, and sales of printed circuit boards (PCBs), with products including rigid multilayer circuit boards (MPC) and high-layer count boards (HLC) [3]. Group 2 - The company aims to capitalize on industry opportunities by accelerating the ramp-up of production capacity at its new Zhuhai project and optimizing its product structure to enhance profitability [3]. - Some PCB products are applicable in data center fields, such as servers and storage devices, although specific client details cannot be disclosed due to confidentiality agreements [3]. - The investment scale for the first phase of the Thailand smart factory project is approximately 550 million yuan, and construction is actively progressing [3]. Group 3 - The company's PCB products are also applicable in the robotics sector [3]. - The company acknowledges that stock price fluctuations are influenced by various factors and emphasizes a focus on production and operations to solidify its fundamentals [3]. - Currently, the company has not provided PCB substrate services for AI chips to Huawei, as it primarily serves as a secondary supplier for mobile phones, tablets, and consumer electronics [3].