AI算力中心基础设施投资
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大族数控2025年预盈7.85亿元-8.85亿元,同比最高增长193.84%
Ju Chao Zi Xun· 2026-01-14 02:50
Core Insights - The significant growth in performance is primarily driven by the continuous investment in global AI computing infrastructure [1] - The demand for high-layer boards and high-density interconnect (HDI) boards for AI servers and high-speed switches has surged, stimulating the capacity expansion of downstream PCB manufacturing companies [1] - The market size for PCB processing equipment has seen notable growth as a direct result of these trends [1] Company Performance - Dazhu CNC has effectively seized industry growth opportunities by enhancing product technology capabilities and actively expanding production capacity, leading to a substantial increase in revenue [1] - The sales proportion of high-value products has improved, further optimizing the revenue structure and contributing to a steady rise in profit levels [1] Financial Forecast - On January 13, Dazhu CNC announced a profit forecast for 2025, estimating net profit attributable to shareholders to be between 785 million and 885 million yuan, representing a year-on-year increase of 160.64% to 193.84% from 301.18 million yuan [2] - The net profit after deducting non-recurring gains and losses is expected to be between 780 million and 880 million yuan, reflecting a significant year-on-year growth of 271.26% to 318.85% from 210.10 million yuan [2]