大族数控:2025年净利润同比预增160.64%—193.84%

Core Viewpoint - Dazhu CNC (301200) forecasts a significant increase in net profit for 2025, projecting a range of 785 million to 885 million yuan, representing a year-on-year growth of 160.64% to 193.84% [1] Company Summary - Dazhu CNC is expected to benefit from the ongoing investment in global AI computing infrastructure, which is driving strong demand for high-layer boards and high-density interconnect (HDI) boards used in AI servers and high-speed switches [1] - The anticipated growth in demand is expected to encourage PCB manufacturing companies to expand their production capacity [1] Industry Summary - The market size for PCB specialized processing equipment is projected to increase significantly due to the rising demand from downstream PCB manufacturers [1]