Core Viewpoint - Dazhu CNC has released its performance forecast for 2025, expecting a significant increase in net profit attributed to shareholders, driven by rising demand in the PCB manufacturing sector due to investments in global AI computing infrastructure [1] Group 1: Financial Performance - The projected net profit for 2025 is estimated to be between 785 million to 885 million yuan, representing an increase of 160.64% to 193.84% compared to the previous year [1] Group 2: Market Drivers - The primary reason for the expected growth in performance is the continuous investment in global AI computing infrastructure, which has led to a strong demand for high multilayer boards and high multilayer HDI boards used in AI servers and high-speed switches [1] - This demand has significantly boosted the enthusiasm of downstream PCB manufacturing enterprises to expand their production capacity, resulting in a substantial increase in the market size for PCB specialized processing equipment [1]
大族数控：2025年净利同比预增161%-194%，PCB专用加工设备市场规模大增