Core Viewpoint - The company Dazhu CNC (301200) anticipates a significant increase in net profit for the fiscal year 2025, projecting a rise of 160.64% to 193.84% compared to the previous year, driven by strong demand in the PCB industry due to investments in AI computing infrastructure [2][3]. Company Summary - Dazhu CNC's expected net profit for 2025 is between 785 million to 885 million yuan [2]. - The company specializes in the research, production, and sales of PCB (Printed Circuit Board) specialized equipment, covering critical processes such as lamination, drilling, exposure, forming, and inspection [2]. - The company is recognized as one of the enterprises with the most extensive product lines in the global PCB specialized equipment industry [2]. Industry Summary - Since 2025, both domestic and international cloud solution providers have been increasing their investments in computing centers, leading to sustained strong demand for AI data center servers, switches, and optical modules [3]. - The PCB industry is benefiting directly from this trend, with rapid growth in demand for high-layer boards and high-density interconnect (HDI) boards, prompting increased investment from downstream PCB manufacturers [3]. - According to industry research firm Prismark, the PCB industry's revenue and output are expected to grow by 15.4% and 9.1%, respectively, in 2025, with the strongest growth in high-layer boards and HDI boards related to AI servers and switches [3]. - The company is optimizing its equipment solutions to help downstream PCB manufacturers overcome production technology bottlenecks and meet the increasing demands for high reliability in AI server applications [3].
大族数控2025年净利润预增超160%