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方正科技拟投13.64亿元扩产 加码AI高端PCB赛道

Core Viewpoint - The company is investing 1.364 billion yuan to expand its Chongqing production base for artificial intelligence, aiming to overcome high-end product capacity bottlenecks and capitalize on explosive market growth demand [1][2] Group 1: Investment and Expansion - The investment of 1.364 billion yuan is aimed at constructing an artificial intelligence expansion project at the Chongqing production base [1] - The expansion is necessary to meet the increasing demand for high-end PCBs driven by the rapid development of new generation information technology [1] Group 2: Market Demand and Product Focus - The PCB industry is entering a new technological era characterized by artificial intelligence, with a growing need for high data capacity, high density, high-speed, low-loss, and high-reliability high-end PCBs [1] - The proliferation of 400G, 800G, and 1.6T high-end switches and new generation servers is driving explosive growth in the core components market [1] Group 3: Strategic Optimization - The core focus of the expansion project is to strategically optimize the product structure at the Chongqing production base, allowing for rapid capacity expansion and increased acceptance of high-end orders [2] - This strategic move will enable the company to better align its products with the demands of emerging fields such as artificial intelligence, cloud computing, and big data [2]