胜宏科技:公司未拆分披露应用于下游各领域的产品毛利率
Core Insights - The company has seen a significant improvement in profitability in the AI server PCB sector compared to traditional PCB business, with an overall gross margin reaching 36.22% in the first half of 2025, an increase of 15.62 percentage points year-on-year [1] Group 1 - The company did not disclose the gross margin for products used in various downstream sectors separately [1] - The increase in profitability is attributed to the substantial rise in manufacturing process requirements in the PCB industry, leading to increased output value and a significant rise in average selling price (ASP), which has seen exponential growth [1]