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投资50亿元!景旺电子珠海高端PCB项目动工
Sou Hu Cai Jing· 2025-08-26 07:17
珠海经开区通过"全周期服务"机制高效推动项目落地,从规划、审批到配套实施全程保障。该项目预计将显著拉 动本地产业链上下游协同发展,吸引高端人才集聚,并进一步强化珠海在电子信息制造领域的区域集聚效应。 景旺电子珠海基地目前已累计申请专利93项,多项技术达国际先进水平。该项目的建成投产,将有助于提升珠海 电子信息产业集群的规模与能级,为粤港澳大湾区实体经济高质量发展注入新动能。 景旺电子珠海高端PCB项目动工。受访者供图 作为国内PCB行业领军企业,景旺电子此次扩产重点聚焦AI服务器、智能驾驶等高附加值产品线,包括高阶 HDI、类载板等,旨在契合全球科技供应链重构趋势。该公司已在汽车PCB领域成为全球主要供应商,并与多家 头部车企及TIer1厂商建立长期合作。 南都讯 记者李洁琼 8月26日,景旺电子AI算力与高端智能汽车高阶HDI扩产项目在珠海经开区开工建设。该项目 总投资50亿元,全面投产后年产值预计将超百亿元,为珠海电子信息产业强链补链提供重要支撑,进一步巩固大 湾区在高端制造领域的竞争优势。 ...
鹏鼎控股(002938) - 2025年7月1日投资者关系活动记录表
2025-07-02 08:22
Group 1: Market Insights - The development of AI servers and terminal products is characterized by deep collaboration and mutual growth, forming a "cloud-edge-end" intelligent system [1] - In Q1, the revenue from automotive and server boards increased by 81.3% year-on-year, indicating a rapid growth trend [1] - The company is optimistic about the AI glasses market, which exceeded sales expectations last year, and sees it as a significant interactive terminal for AI applications [3] Group 2: Production and Capacity - The production cycle from equipment layout to launch is approximately six months, provided that the factory and mechanical-electrical support are in place [2] - The company has achieved a maturity level four in intelligent manufacturing capabilities at its Shenzhen factory, with ongoing upgrades in other facilities [3] Group 3: Strategic Developments - The introduction of intelligent management has improved product yield and production efficiency, contributing to cost reduction and enhanced product quality [3] - The first phase of the Thailand park project has been completed, and customer certification and sampling are currently underway, with small-scale production expected in the second half of the year [1] Group 4: Compliance and Communication - During the investor relations activity, the company ensured compliance with regulations and did not disclose any undisclosed significant information [4]
IPO研究|预计2029年全球PCB市场将达到946.61亿美元
Sou Hu Cai Jing· 2025-07-01 02:09
Company Overview - Hongban Technology Co., Ltd. has received approval for its IPO on the Shanghai Stock Exchange, with Minsheng Securities as the sponsor and Lixin Accounting Firm as the auditor [3] - The company focuses on the research, production, and sales of printed circuit boards (PCBs), targeting the mid-to-high-end application market [3] Industry Insights - The global PCB industry is the largest segment in the electronic components sector, with a total output value of $81.74 billion in 2022, which decreased to $69.52 billion in 2023, a decline of 15% due to weak demand and oversupply [4] - The global PCB market is expected to recover to $73.57 billion in 2024, driven by AI servers, high-speed network infrastructure, and a revival in the smartphone market, representing a year-on-year growth of 5.8% [4] - The PCB market is projected to grow at a compound annual growth rate (CAGR) of 5.2% from 2024 to 2029, reaching an estimated value of $94.66 billion by 2029 [4] Regional Market Dynamics - Historically, North America, Europe, and Japan dominated the PCB market, accounting for over 70% of global output before 2000 [5] - In the last two decades, production capacity has shifted to Asia, particularly mainland China, Taiwan, and South Korea, establishing a new manufacturing center in Asia [5] - By 2024, mainland China's PCB output value is expected to reach $41.2 billion, representing 56% of the global total, solidifying its position as the leading PCB production hub [7][8] Future Projections - The PCB industry in mainland China is forecasted to grow at a CAGR of 3.8%, reaching $49.7 billion by 2029 [8] - Other regions, such as Taiwan and South Korea, are also expected to see growth, with Taiwan's PCB market projected to grow at a CAGR of 6.9% and South Korea at 4.2% [7]
红板科技沪主板IPO获受理 拟募资20.57亿元
Core Viewpoint - Hongban Technology is focusing on its IPO on the Sci-Tech Innovation Board, aiming to raise 2.057 billion yuan for expanding its production capacity in high-precision circuit boards [1][7]. Group 1: Company Overview - Hongban Technology specializes in the research, production, and sales of printed circuit boards (PCBs), targeting the mid-to-high-end application market with products characterized by high precision, high density, and high reliability [4]. - The company has developed a comprehensive product structure, including HDI boards, rigid boards, flexible boards, rigid-flex boards, and IC substrates, providing diverse product options and one-stop services to customers [4]. - Hongban Technology's products are widely used in consumer electronics, automotive electronics, high-end displays, and communication electronics, holding a significant competitive advantage in the consumer and automotive electronics sectors [4]. Group 2: Market Position and Clientele - Hongban Technology is a leading player in the mobile phone HDI mainboard and battery board sectors in China, recognized as one of the top companies in these industries [5]. - According to the 2024 PCB industry rankings by the China Electronic Circuit Industry Association (CPCA), Hongban Technology ranks 35th among the top 100 PCB companies in China, and it is 58th in the global top 100 PCB companies list published by Prismark [5]. - The company has established strong relationships with numerous well-known clients, including OPPO, vivo, Honor, and BYD, among others [6]. Group 3: Financial Performance - From 2022 to 2024, Hongban Technology's revenue is projected to grow from 2.205 billion yuan to 2.702 billion yuan, with net profits expected to increase from 141 million yuan to 214 million yuan [7]. - The funds raised from the IPO will be invested in a project to produce 1.2 million square meters of high-precision circuit boards annually, enhancing the company's HDI board production capacity and technical capabilities [7].
电科蓝天、红板科技上交所IPO已获受理
智通财经网· 2025-06-30 01:55
Group 1: Company Overview - China Electronics Technology Blue Sky Technology Co., Ltd. (referred to as "Blue Sky Technology") has submitted its IPO application to the Shanghai Stock Exchange's Sci-Tech Innovation Board, aiming to raise 1.5 billion yuan [1] - Blue Sky Technology specializes in the research, production, sales, and service of electric energy products and systems, offering comprehensive solutions from power generation to energy storage and control [1] - The company has a significant historical contribution to China's space exploration, having provided power products for over 700 satellites, spacecraft, and space stations since 1970 [1] Group 2: Industry Position - Jiangxi Hongban Technology Co., Ltd. (referred to as "Hongban Technology") has also submitted its IPO application to the Shanghai Stock Exchange's main board, with a fundraising target of 2.057 billion yuan [2] - Hongban Technology focuses on the research, production, and sales of printed circuit boards (PCBs), targeting the mid-to-high-end application market with high precision, density, and reliability [2] - The company has established a comprehensive product structure, including HDI boards, rigid boards, flexible boards, and IC carrier boards, and is recognized for its competitive advantage in consumer electronics and automotive electronics [2]