Group 1 - The core viewpoint of the article is that Jinlu Electronics (301282.SZ) specializes in special PCBs for defense, commercial aerospace, and shipping, but has not yet applied its products in nuclear power plants [1][2] - The production capacity of the Suining base is relatively small and accounts for a low proportion of the company's overall capacity, which is currently sufficient to meet customer demand, with no plans for capacity expansion in the short term [1][3] - An investor inquired about the supply capacity of the newly acquired Suining base, specifically regarding its ability to supply PCBs for the nuclear industry and the utilization rate of its monthly production capacity of 15,000 square meters, which translates to an annual capacity of 180,000 square meters [3]
金禄电子:公司特种PCB应用于防务、商业航天、船舶等领域,暂未应用于核电站