"博敏电子新一代电子信息产业投资扩建项目（一期）"项目采用边建设边投产的方式，原计划工程建设期三年，于2023年第二季度募集资金到位后开始全面 投入建设。本项目完全达产后，将新增172万平方米/年的高多层板、HDI板、特种板等高端PCB产品的生产能力，产品主要应用于AI服务器、网络通信、汽 车电子、工控医疗、电源储能等领域。 鉴于该项目规划的智能化程度较高，主要生产设备均为非标定制，生产工艺相对复杂，同时考虑到公司现有的产能需求情况、新项目订单导入情况、项目实 际建设进度及中长期战略发展规划等。为更好地适应市场需求，优化资源配置，实现分阶段达成产能升级式扩容目标，确保新增产能能够精准匹配未来的市 场需求，并降低募集资金投资风险，提升募集资金使用效率，保障资金的安全及合理使用，公司认为有必要对原有的建设计划和投资节奏进行适度调整，决 定将该项目的建设期予以延长，拟将该项目达到预计可使用状态的时间由2025年7月延期至2026年12月31日，当前项目各项工作均在正常推进中。 6月13日，博敏电子发布公告称，公司拟将2022年度向特定对象发行股票募集资金投资项目之一的"博敏电子新一代电子信息产业投资扩建项目（一期） ...

证券代码：002916 证券简称：深南电路 深南电路股份有限公司投资者关系活动记录表 | 编号：2025-16 | | --- | | □特定对象调研 | □分析师会议 | □现场参观 | 投资者关系 | | | | | --- | --- | --- | --- | --- | --- | --- | | □媒体采访 | □业绩说明会 | □新闻发布会 | 活动类别 | | | | | □路演活动 | √其他 | （ | 券商策略会 | ） | 国泰君安自营、招商证券自营、淳厚基金、广发资管、浩成资产、红土创新基金、创富兆 | | | 业、源乘投资、红塔红土基金、平安证券、信达澳亚基金、Capstone | Capital、三井住友德 | 思资管、国任保险、玄甲私募、吉晟资产、东方阿尔法基金、华能贵诚信托、恒泰证券、 | | | | | | Schroders、世纪证券、恒立基金、Grand | Management、纽富斯投资、财信证 | Alliance | Asset | 券、方正证券、景顺长城基金、Hel | Ved Capital、Balyasny Asset | Management（HK）、贝 ...

Group 1: Financial Performance - The net profit attributable to shareholders for 2024 was 227 million, an increase of 3.45% year-on-year [2] - The net profit attributable to shareholders, excluding non-recurring gains and losses, was 202 million, up 14.76% year-on-year [2] - In Q1 2025, the net profit attributable to shareholders reached 73 million, a significant increase of 78.51% year-on-year [2] - The net profit attributable to shareholders, excluding non-recurring gains and losses, was 66 million, reflecting an increase of 87.74% year-on-year [2] Group 2: Key Growth Drivers - Continuous technological iteration and innovation in product upgrades, particularly in nano-coatings, smart equipment, functional film materials, and polishing materials [3] - Expansion of downstream industry demand driven by high-value PCB products related to artificial intelligence and high-speed network communication [3] - Global strategic layout with accelerated capacity deployment in Southeast Asia and enhancement of global market share through localized service networks [3] - Upgrading smart manufacturing to improve automation and efficiency, optimizing processes to reduce production costs, and establishing a digital quality control system [3] Group 3: Company Strategy and Outlook - The company focuses on core business areas, leveraging technological breakthroughs and operational optimization to create sustainable value for shareholders [3] - The activity did not involve any major information that needs to be disclosed [3] - Investors are advised to be aware of investment risks regarding the company's performance outlook and development plans [3]