兴森科技：FCBGA封装基板业务进度主要取决于行业需求恢复状况、客户自身的量产进展及其供应商管理策略

Core Viewpoint - The progress of FCBGA packaging substrate business is primarily dependent on industry demand recovery, customer mass production progress, and supplier management strategies. The company focuses on enhancing technical capabilities, yield levels, and market expansion to lay a solid foundation for future mass production [2]. Group 1 - The FCBGA packaging substrate business's progress is influenced by the recovery of industry demand [2] - Customer's own mass production progress and supplier management strategies are critical factors [2] - The company aims to improve technical capabilities and yield levels while strengthening market expansion [2]