证券代码：002815 证券简称：崇达技术 编号：2025-005 崇达技术股份有限公司 投资者关系活动记录表 | | 特定对象调研 ☐分析师会议 | | --- | --- | | | ☐媒体采访 ☐业绩说明会 | | 投资者关系活 | ☐新闻发布会 ☐路演活动 | | 动类别 | ☐现场参观 | | | 其他（线上会议） | | | 幸福阶乘基金、小忠资本、盈勤集团、远东宏信、个人投资者 3 人、深圳国诚投资、中 | | | 信证券、中泰证券、长城证券、摩根士丹利基金、平安基金、睿郡资产、汇添富基金、 | | 参与单位名称 | 东方财富证券、中庚基金、易方达基金、财通证券、中银基金、融通基金、海富通基金、 | | | 财通基金、交银施罗德基金、富国基金 | | 时间 | 2025 年 8 月 4 日-8 月 8 日 | | 地点 | 崇达大厦，深圳市光明区凤凰街道东坑社区科能路（南延伸段）808 号 | | 上市公司接待 | 董事、副总经理、董事会秘书余忠 | | 人员姓名 | 证券事务代表朱琼华 | | | 1、请问公司2025年的主要驱动因素有哪些？谢谢。 | | | 答:依据Prismark报告 ...

Market Outlook - The global printed circuit board (PCB) market is expected to grow by 6.8% in value and 7.0% in shipment volume in 2025, driven by increased demand in sectors like mobile phones, servers, and communications [2][3] - The company anticipates a significant increase in sales orders in high-demand areas, particularly in mobile and server sectors, due to strong domestic and international order demand [2][3] Capacity and Production - Current overall capacity utilization is approximately 85% [3] - The company is accelerating the release of high-layer PCB capacity in its Zhuhai plants and is planning to establish a new HDI factory in Jiangmen to meet customer demand [3][5] - Ongoing construction of a production base in Thailand aims to enhance the overseas production network [3][5] Profitability Improvement Measures - The company is focusing on high-value customers and optimizing the sales structure to improve product gross margins [4][5] - Measures include managing loss-making orders, enhancing the sales team's capabilities, and implementing a performance-based incentive system [4][5] - Cost management initiatives are in place to reduce unit product costs and maintain competitive advantages [4][5] Response to Raw Material Cost Increases - The company is facing rising raw material costs, particularly for copper and other key materials, which have seen significant price increases since June 2024 [7][8] - Strategies to mitigate cost pressures include dynamic monitoring of costs, improving material utilization, and implementing price adjustments for certain products [7][8] U.S. Market Exposure and Tariff Impact - Currently, approximately 10% of the company's revenue comes from the U.S. market [9] - The company is actively diversifying its market presence to reduce reliance on the U.S. market, with domestic sales exceeding 50% [9][10] - Strategies to address U.S. tariffs include optimizing customer cooperation strategies and accelerating the establishment of overseas production bases [9][10]