SCS(SH:601555) 智通财经网·2026-02-11 03:21Group 1 - The core viewpoint is that from Q4 2024, the capital expenditure (CAPEX) of PCB manufacturers will significantly increase, leading to a performance turnaround for equipment manufacturers [1] - The strong CAPEX from PCB manufacturers corresponds to high revenues for equipment manufacturers, as seen with major suppliers like Shenghong Technology and Huidian Co., which have seen continuous CAPEX growth since Q4 2024 [1] - The demand for high-precision Class III solder paste printing equipment is driven by the upgrade of AI servers, indicating a rising opportunity in the industry [1][5] Group 2 - The Rubin 144CPX version introduces 144 CPX chips that require PCB integration, and the design changes in the Rubin Ultra configuration enhance the overall system architecture [2] - The introduction of ultra-fast laser drilling technology is expected to increase demand due to its strong material compatibility and precision in micro-hole processing, with recommendations for leading drilling equipment manufacturers like Dazhu CNC [3] - The market for 40:1 aspect ratio drill bits is anticipated to expand significantly, with leading manufacturers like Ding Tai High-Tech and Zhongtung High-Tech being recommended for their potential in this segment [4] Group 3 - The demand for Class III solder paste printing equipment is increasing due to the heightened precision requirements for AI computing server PCBs, with leading manufacturers like Kaige Precision Machinery being highlighted [5]