东威科技预计今年订单金额创历史新高

Core Viewpoint - Dongwei Technology (688700) has reported significant growth in revenue and net profit due to increased demand in the high-end PCB electroplating equipment sector, driven by trends in Southeast Asia and AI-related industries [1][2] Group 1: Company Performance - In the first three quarters of the year, Dongwei Technology achieved a revenue of 757 million yuan, a year-on-year increase of 30.58%, and a net profit attributable to shareholders of 85.37 million yuan, up 24.80% [1] - In the third quarter alone, the company reported a revenue of 314 million yuan, representing a year-on-year growth of 67.20%, and a net profit of 42.86 million yuan, which is a staggering increase of 236.93% [1] Group 2: Market Demand and Orders - The growth in PCB electroplating equipment orders is attributed to the investment boom in Southeast Asia and the rapid development of AI-related big data storage sectors [1] - Dongwei Technology anticipates that the order amount for this year will reach a historical high, driven by increased demand for high-end PCB materials and thicker circuit boards [1] Group 3: Production Capacity - The company has over 400 acres of land and nearly 200,000 square meters of factory space, with no current bottlenecks in production capacity [2] - Dongwei Technology has successfully replaced overseas equipment with its domestically produced horizontal plating three-in-one equipment, which has received high recognition from customers [2] - The company is actively coordinating business orders and maintaining a high overall capacity utilization rate, ensuring it can meet the growing demand [2]