Core Insights - The rapid advancement of artificial intelligence (AI) technology is significantly transforming the global economy and industrial landscape, with Shenghong Technology emerging as a leader in the AI printed circuit board (PCB) sector since its establishment in 2006 [1][2] - The company aims to embrace AI and drive technological innovation to contribute to the high-quality development of the AI industry [1][5] Company Overview - Shenghong Technology specializes in the research, production, and sales of high-layer PCBs, high-density interconnect (HDI) PCBs, flexible circuit boards, and rigid-flex boards, with applications in AI, new energy vehicles, next-generation communication technologies, data centers, industrial internet, medical instruments, and computers [1][2] - The company has been listed on the Shenzhen Stock Exchange since 2015 and has consistently ranked among the top PCB manufacturers in China and globally [2][3] Financial Performance - In the first half of 2025, Shenghong Technology achieved revenue of 9.031 billion yuan, a year-on-year increase of 86%, and a net profit of 2.143 billion yuan, representing a growth of over 360% [3] - From 2021 to 2024, the company's revenue is projected to grow from 7.432 billion yuan to 10.731 billion yuan [3] Technological Advancements - The company has focused on high-growth areas such as AI computing power, AI servers, humanoid robots, and autonomous driving, investing in R&D projects and achieving significant technological breakthroughs [2][4] - As of June 30, 2025, Shenghong Technology has 359 effective patents in the PCB field, including 175 invention patents, and has developed capabilities for manufacturing PCBs with over 100 layers [4] Production and Quality Control - Shenghong Technology has established a comprehensive quality control system and a central laboratory, enhancing product reliability and production efficiency through AI-driven inspection systems [5] - The company has built five R&D and production bases domestically and internationally, including in Thailand and Vietnam, to meet global delivery demands [5] Future Outlook - With the implementation of the "AI+" action plan by the State Council, the company anticipates a broad future for the AI industry and aims to deepen its global strategic layout while maintaining its industry-leading position [5][6] - The company plans to continue focusing on high-layer HDI and PCB demands, which are expected to grow, and will prioritize technological innovation and product development in collaboration with clients [6]
拥抱人工智能 深化全球战略布局
Zhong Guo Zheng Quan Bao·2025-10-15 20:15