Core Viewpoint - Pengding Holdings has consistently served international leading brand clients since its establishment, showcasing strong management capabilities, robust R&D strength, and efficient order response abilities [2] Group 1 - The company emphasizes its ability to ensure timely mass production and delivery of high-quality products and services to clients [2] - Pengding Holdings is actively engaging with international brand clients for product development and technological layout over the next 1 to 2 years [2] - The company is conducting research on new material applications, new process technology breakthroughs, new product quality verification, and smart manufacturing line construction as part of its technological reserves [2] Group 2 - The focus is on five main areas: new products, new technologies, new processes, new materials, and new equipment [2] - The company aims to concentrate on key common technologies and cutting-edge product technologies to stay ahead of product development trends [2]

证券日报网1月15日讯，鹏鼎控股（002938）在接受调研者提问时表示，面对科技创新的快速迭代和产 业变革，公司始终坚持以研发驱动发展，持续加大技术投入。2024年，公司研发投入达到23.24亿元人 民币，占营业收入比例为6.61%；2025年上半年，公司研发投入达10.72亿元，占营业收入比例为 6.55%。公司以"满足客户需求、超越客户期望、引领行业技术"为研发核心目标，不断优化技术平台布 局，聚焦关键技术突破和创新能力提升。通过与客户深度协作及联合开发，为客户量身打造多元化解决 方案，并以严格的产品验证体系为依托，加速推动研发成果的市场化落地，全面抢占技术制高点。目前 公司已构建覆盖AI手机、AIPC、AI眼镜等AI端侧消费品的全场景产品矩阵，并已成为全球AI端侧产品 供应链中不可或缺的力量。同时，公司积极利用ONEAVARY产品平台，加快了在AI服务器、光模块、 交换机、人形机器人、新能源汽车等领域的全链条布局，全面推动AI产业的纵深发展。 ...

证券日报网1月15日讯，鹏鼎控股（002938）在接受调研者提问时表示，AI眼镜和人形机器人是公司非 常看好的极具增长潜力的产品。目前公司是市场主流AI眼镜客户主要供应商，因AI眼镜对轻量化及时 尚性要求比较高，从轻量化和时尚化的角度来看，AI眼镜的普及将显著提升对高端PCB产品的需求。在 人形机器人领域，公司与头部客户就PCB产品的应用场景与产品开发展开了深入合作，目前电路板相关 产品已有供货。 ...

证券日报网1月15日讯 ，鹏鼎控股在接受调研者提问时表示，公司将数字化转型作为企业发展的重要战 略，目前公司深圳工厂持续达到智能制造能力成熟度模型四级标准。与此同时，公司各厂区以分阶段、 分层次的科学策略导入智能管理，截至目前，已有多座新厂成功融入智能管理体系，同时旧厂也逐步进 行智能化升级改造。在导入智能管理后，产品的良品率和生产效率都得到了提升，不仅在公司的降本增 效、提升产品品质上取得初步成果，也让公司的运营管理更加科学高效。 （编辑 丛可心） ...

Group 1 - The company is an innovative new materials firm positioned upstream in the industry, primarily focusing on products used in FPC (Flexible Printed Circuit) manufacturing [1] - Major clients include well-known enterprises such as Pengding Holdings, Weixin Electronics (Dongshan Precision), Jingwang Electronics, and Zixiang Electronics, indicating a strong market presence [1] - The company has gained significant shareholders like BYD, Pengding Holdings, and Jingwang Electronics due to its competitive advantages in the niche of FPC manufacturing materials over the past 20 years [1] Group 2 - The company emphasizes its unique characteristics in material research, technical development, and manufacturing, which allow it to provide quality products and services to a broader range of industry clients [1] - There is a focus on collaborative development with clients to create value, while also learning from their advanced management practices for sustainable growth [1] - The company has shown a positive trend in key operational metrics such as revenue, profit, and cash flow, with management expressing confidence in future growth [1]

Group 1 - The company has established a comprehensive product matrix covering AI mobile phones, AI PCs, and AI glasses, while actively expanding into humanoid robots and computing power markets, showcasing strong technological foresight and industry chain integration capabilities [1] - In the AI glasses sector, the company has become a major supplier for mainstream AI glasses clients, with increasing demand for high-end HDI and rigid-flex PCB products due to the trend towards lightweight and fashionable designs [3] - The company is focusing on humanoid robots as a high-growth area, collaborating with leading industry clients on PCB applications in critical areas such as joint control, sensing systems, and main control modules, while ensuring high reliability and performance of PCBs [3] Group 2 - The company's layout in computing power infrastructure is entering a harvest phase, with expectations for 2025 to be the "year of direct customer orders" for computing power, driven by the release of production capacity and order fulfillment [4] - The company is promoting its "ONE AVARY" integrated product platform strategy, which aims to provide a full-chain service from design to mass production through standardized and modular product design and manufacturing processes [4]

（记者 曾健辉） 每经AI快讯，鹏鼎控股发布公告称，2026年1月13日，鹏鼎控股接受中国财富网等投资者调研，公司副 总&董秘周红，公司投关团队参与接待，并回答了投资者提出的问题。 每经头条（nbdtoutiao）——不到20万元，就能买特斯拉了？"廉价版"Model 3或进入中国市场，续航里 程480公里！关于自动驾驶，美国市场也有大调整 ...

【鹏鼎控股：预计今年会是算力直接客户订单导入元年 相关业务将成为重要增长引擎】智通财经1月15 日电，鹏鼎控股(002938.SZ)接受特定对象调研，公司是市场主流AI眼镜的主要供应商，AI眼镜的普及 将提升高端PCB产品需求。在人形机器人领域，公司与头部客户就PCB产品的应用场景与产品开发展开 了深入合作，目前电路板相关产品已有供货。在算力领域，客户整体认证进度比较顺利，预计今年会是 算力直接客户订单导入元年，未来随着产能释放及订单陆续落地，相关业务将成为公司重要增长引擎。 目前公司已构建覆盖AI手机、AIPC、AI眼镜等AI端侧消费品的全场景产品矩阵，并已成为全球AI端侧 产品供应链中不可或缺的力量。同时，公司积极利用ONEAVARY产品平台，加快了在AI服务器、光模 块、交换机、人形机器人、新能源汽车等领域的全链条布局，全面推动AI产业的纵深发展。 转自：智通财经 ...

Core Viewpoint - The company is enhancing its overseas production capacity by establishing manufacturing bases in Kaohsiung, Thailand, and India, focusing on automotive and server-related products, high-end flexible circuit boards, and module assembly [1] Group 1: Overseas Production Capacity - The company has set up production bases in Kaohsiung, Thailand, and India to strengthen its overseas capacity [1] - The Thailand facility's first phase is aimed at expanding production capacity for automotive and server-related products, currently in small-batch production and yield ramp-up stage [1] - The Kaohsiung facility is focused on high-end flexible circuit board products and has achieved small-batch production [1] - The Indian facility primarily engages in module assembly operations [1]

Group 1: AI Products and Market Position - The company is a major supplier of AI glasses, which are expected to significantly increase the demand for high-end PCB products due to their lightweight and fashionable requirements [2] - In the humanoid robot sector, the company has established deep collaborations with leading clients regarding PCB applications and product development [3] - The overall certification progress for computing power clients is smooth, with expectations for a significant increase in direct client orders in 2026 [3] Group 2: Overseas Production Capacity - The company has expanded its overseas production capacity with facilities in Kaohsiung, Thailand, and India, focusing on automotive and server-related products [3] - The Thailand facility is currently in the small-batch production phase, while the Kaohsiung site is aimed at high-precision softboard products for consumer electronics [3] Group 3: Competitive Advantages - The company has a strong management capability, robust R&D strength, and quick order response ability, ensuring timely delivery of quality products [3] - It is actively engaging in product development and technology layout with international brand clients over the next 1-2 years, focusing on new materials, processes, and smart manufacturing [3] Group 4: R&D Investment and Strategy - In 2024, the company's R&D investment is projected to reach 2.324 billion RMB, accounting for 6.61% of revenue; in the first half of 2025, it reached 1.072 billion RMB, or 6.55% of revenue [4] - The company aims to meet customer needs and lead industry technology through continuous optimization of its technology platform and collaboration with clients [4] Group 5: Digital Transformation - The company is advancing its digital transformation strategy, achieving a maturity level four in smart manufacturing capabilities at its Shenzhen factory [4] - Several new factories have successfully integrated into the smart management system, improving product yield and production efficiency [4]