每经AI快讯，有投资者在投资者互动平台提问：请问公司具是否备了70层高精密多层板、28层8阶HDI 板的量产能力？是否布局下一代30层10阶HDI板？ （文章来源：每日经济新闻） 鹏鼎控股（002938.SZ）9月10日在投资者互动平台表示，公司在消费电子用HDI领域积累了丰富的经 验，已具备量产3-8阶HDI产品的能力，尤其在高阶HDI产品及SLP产品方面拥有领先的技术实力与量产 能力。同时，公司也在积极扩充高阶HDI及高多层等产品产能，以满足行业需求。 ...

Core Viewpoint - The company has accumulated rich experience in the HDI field for consumer electronics and possesses the capability for mass production of 3-8 layer HDI products, particularly excelling in high-end HDI and SLP products with leading technology and production capacity [1] Group 1 - The company is actively expanding production capacity for high-end HDI and high multilayer products to meet industry demand [1]

Core Viewpoint - Nvidia has become the first company in the world to surpass a market capitalization of $4 trillion, reaching $4.5 trillion on August 12, 2023, which has significantly impacted related stocks in the A-share market, particularly Shenghong Technology, whose stock price has surged over 450% this year [1][2]. Company Performance - Shenghong Technology's stock price reached 245 yuan per share on August 18, 2023, with a market capitalization exceeding 200 billion yuan, making it the "king of PCB stocks" [1][2]. - In contrast, Pengding Holdings, despite maintaining revenue scale advantages, reported a net profit in Q1 2023 that was only 52.8% of Shenghong Technology's [1][2]. - Shenghong Technology's revenue from January to August 2023 has increased significantly, while Pengding Holdings remains heavily reliant on its major client, Apple, which contributes over 81% of its revenue [6][7]. Market Dynamics - The competitive landscape has shifted, with Shenghong Technology benefiting from its deep integration into Nvidia's AI GPU supply chain, while Pengding Holdings continues to depend on the consumer electronics sector [1][2][6]. - The global AI PCB market is projected to grow significantly, with estimates of reaching $5.6 billion in 2025 and $10 billion by 2026, indicating a robust growth trajectory for companies aligned with AI applications [7]. Historical Context - Shenghong Technology was founded in 2006 and has historically been overshadowed by industry leaders like Pengding Holdings, which had a revenue of 170.93 billion yuan and a net profit of 15.26 billion yuan at the time of Shenghong's IPO in 2015 [3][4]. - The turning point for Shenghong Technology came in 2019 when it decided to invest in high-end HDI products, allowing it to enter Nvidia's supply chain and achieve significant revenue growth [4][5]. Future Outlook - Shenghong Technology is expected to surpass 10 billion yuan in revenue for the first time in 2024, while Pengding Holdings is projected to generate 351.4 billion yuan in revenue, indicating a significant gap in scale [5][6]. - Both companies face challenges in maintaining their competitive advantages, with Shenghong Technology's strong position in AI-related products and Pengding Holdings' reliance on the Apple supply chain [2][6][11].

Group 1 - The core viewpoint of the article is that the relocation of Shenzhen Chongda's factory and the transfer of production personnel to Zhuhai is progressing smoothly and has not significantly impacted the company's overall production capacity [2] - The Shenzhen base continues normal production, indicating that the transition is being managed effectively without disruption to current operations [2] - The Zhuhai production base is equipped with high multi-layer product manufacturing capabilities and is gradually taking on high-tech demand orders, which enhances the company's competitiveness in the market [2] Group 2 - The capacity layout adjustment is part of the company's long-term strategic optimization aimed at better matching high-end market demands through the technological and efficiency advantages of the Zhuhai base [2] - The transition work is proceeding smoothly, which is expected to further solidify the company's capacity foundation in high value-added sectors [2]