Core Insights - The company is progressing as planned in Thailand, with a target to expand production capacity to 100,000 square meters per month by the end of the year, focusing on AI power supplies and automotive electronic products [2] Group 1: Production and Market Strategy - The company's power product shipments have significantly increased compared to last year, with small batch shipments of secondary power supplies being realized [2] - The company continues to deepen its involvement in the server power supply sector, actively seizing market opportunities, aligning its overall development trend with industry conditions and strategic planning [2] - To meet order demands, the company is continuously increasing equipment capacity in Thailand [2] Group 2: Financial Performance and Projections - The company anticipates substantial improvement in net profit margins due to product structure optimization and ongoing internal cost reduction and efficiency enhancement measures [2] - A revenue forecast for the first half of 2025 has been released, expecting revenue between 70 million and 72 million, representing a year-on-year growth of 55.41% to 59.85% [2] - The projected net profit attributable to shareholders is between 43 million and 50 million, indicating a year-on-year increase of 12.55% to 30.87% [2]

Core Viewpoint - The company has reported a significant increase in the shipment proportion of its power products compared to last year, indicating a positive trend in product demand and development [1] Group 1 - The company's power product shipments have shown a notable growth compared to the previous year [1] - Continuous research and development of products is being conducted based on customer needs [1] - Specific product applications are determined according to customer requirements [1]

3、公司生产的高频通信材料目前主要应用于移动通信领域的 5G、 4G 基站天线。 4、公司产品通过华为的认证，可被用于相关产品制造。 来源：新浪证券-红岸工作室 8月5日，中英科技涨2.24%，成交额1.70亿元，换手率8.31%，总市值32.60亿元。 异动分析 PCB概念+毫米波雷达+5G+华为概念+专精特新 1、根据2025年4月21日公告：PCB制造的关键基础材料，为移动通信设备提供可靠的电气连接平台，公 司产品已获得国内外多家知名PCB制造商的认可与采用。 2、2023年2月22日互动易回复：公司生产的高频覆铜板是无人驾驶毫米波雷达的原材料之一，ZYF- 6000系列目前已小批量生产。 主力没有控盘，筹码分布非常分散，主力成交额3901.63万，占总成交额的7.27%。 技术面：筹码平均交易成本为40.87元 该股筹码平均交易成本为40.87元，近期该股获筹码青睐，且集中度渐增；目前股价靠近支撑位43.00， 注意支撑位处反弹，若跌破支撑位则可能会开启一波下跌行情。 公司简介 资料显示，常州中英科技股份有限公司位于江苏省常州市钟楼区正强路28号，成立日期2006年3月28 日，上市日期2021年1月 ...

Group 1: Production Capacity and Product Focus - The Thai factory is on track to expand its capacity to 100,000 square meters per month by the end of the year, focusing primarily on AI power supplies and automotive electronics [1] - In the AI power supply sector, the company has overcome technical barriers for DC-DC products, achieving small batch shipments of 30L products [1] Group 2: Sales Performance and Market Strategy - The company has seen a significant increase in the shipment volume of power supply products compared to last year, with ongoing R&D and adjustments based on customer needs [2] - The company is actively pursuing opportunities in the server power supply market, with small batch shipments currently being realized [2] Group 3: Profitability and Financial Outlook - The company's net profit margin has been around 10%, with expectations for improvement through a higher proportion of high-value-added products and ongoing cost reduction measures [2] - The Thai factory achieved profitability in the first half of the year through a three-step process: training, improving product structure and yield, and comprehensive cost reduction [2]

本川智能自2021年08月05日上市至今，已迎来4周年。从上市首日收盘价为68.6元、市值53.03亿元，到如今市值达到36.02亿元。 本川智能的主营业务包括致力于为市场提供小批量印制电路板产品及解决方案，专业从事印制电路板的研发、生产和销售。其核心产品主要分为印制电路板 和其他业务，从产品收入结构来看，印制电路板占比最高，达到92.39%，其次是其他业务，占比7.61%。 本川智能上市的2021年，当年实现归母净利润0.54亿元。截至最新完整财年的2024年，公司实现0.24亿元的归母净利润，近年累计下降了55.96%。这4年 间，本川智能无一年份出现亏损。 营收角度分析，本川智能2021年实现营收5.54亿元，2024年达到5.96亿元。营收整体呈现波动态势，期间经历了增长放缓、下滑和回升的过程。 利润角度分析，2021年本川智能实现归母净利润0.54亿元，2024年0.24亿元。归母净利润在2023年出现大幅下滑后，2024年实现显著回升。 从上市首日至今，本川智能的市值出现下滑。2021年08月05日，本川智能的市值巅峰达到57.97亿元，股价也顺应升至75.0元。而至2025年08月04日收盘，本 ...

证券日报网讯8月4日晚间，奥士康（002913）发布公告称，截至2025年7月31日，公司通过回购专用证 券账户以集中竞价交易方式累计回购股份2，178，700股，占公司目前总股本的0.6865%。 ...

（文章来源：每日经济新闻） 2024年1至12月份，中京电子的营业收入构成为：印制电路板占比100.0%。 中京电子（SZ 002579，收盘价：12.25元）8月4日晚间发布公告称，截至2025年7月31日，公司通过集 中竞价交易方式累计回购公司股份约140万股，占公司总股本比例的0.23%，回购最高价为8.15元/股， 最低价为7.7元/股，已使用资金总额约为1095万元。 ...

Core Viewpoint - The company, Benchuan Intelligent (300964.SZ), is a leader in high-frequency communication PCB technology and has established long-term stable partnerships with numerous leading enterprises in downstream industries, enjoying a high brand recognition in the market [1] Group 1: Company Positioning - The company has a strong technological advantage based on traditional products and has deepened its layout in application fields such as 5G-A, 6G, and low-altitude economy [1] - The company has engaged in long-term technical exchanges and collaborations with several leading communication equipment manufacturers [1]

Group 1 - The core point of the article is that Guanghe Technology (001389) has officially commenced production at its factory in Thailand, which is currently in the capacity ramp-up phase [1] - The company has developed advanced HDI product process capabilities and is specifically enhancing the production capacity of related products [1] - As PCBs are highly customized products, mass production will depend on the order demands from downstream customers [1]

Group 1: Company Insights - Shijia Photon has made progress in multiple business segments, with 800G/1.6T optical module MT-F products in mass production and 1.6T optical module WG chips and components completed in R&D and verification [1] - Dongxin Co. has invested 200 million yuan in Shanghai Lishuan, holding 37.88% stake, and is developing its first self-researched GPU chip "7G100" for various applications [1] - Chongda Technology anticipates a positive growth in the global PCB market by 2025, with a capacity utilization rate of 85% and plans to enhance profitability through high-value customer engagement and cost management [2] Group 2: Industry Trends - The demand for Shijia Photon’s products is driven by strategic raw material inventory and capital expenditure growth due to increased R&D and capacity expansion [1] - Dongxin Co. is focusing on the integration of storage, computing, and networking, while developing WiFi7 chips to address high bandwidth and low latency needs [1] - Chongda Technology is responding to rising raw material costs by implementing structural price increases and optimizing its sales structure to improve profitability [2]