高精密印制电路板(PCB)

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奥士康上半年营收同比增长19.43% 泰国工厂产能正在爬坡
Zheng Quan Ri Bao Zhi Sheng· 2025-08-13 06:45
Core Viewpoint - Aoshikan Technology Co., Ltd. reported a revenue increase of 19.43% year-on-year for the first half of 2025, reaching approximately 2.565 billion yuan, but a net profit decrease of 12.79% to about 184 million yuan, attributed to the ramp-up of production capacity and yield at its Thailand factory [1][2] Group 1: Company Performance - The company experienced a revenue growth of 19.43% year-on-year, with revenue reaching approximately 2.565 billion yuan [1] - The net profit attributable to shareholders decreased by 12.79% year-on-year, amounting to about 184 million yuan [1] - The decline in profit is primarily due to the ongoing ramp-up of production capacity and yield at the Thailand factory [1][2] Group 2: Thailand Factory - The Thailand factory is a key support point for the company's global capacity layout, leveraging local resource advantages, favorable policies, and convenient logistics [2] - The factory is currently focused on high-end PCB products for AI servers, AIPC, and automotive electronics, fulfilling overseas orders [2] - The ramp-up cycle for PCB factory capacity typically takes around 12 months, indicating that the Thailand factory is entering a critical phase of capacity release [2] Group 3: Raw Material and Costs - Despite high copper prices, the company has secured sufficient materials in advance and has risk hedging measures in place, minimizing the impact on gross margins for PCB products [2] - The increase in sales expenses by 30.08% year-on-year is attributed to the introduction of new products and the expansion into new markets, including the establishment of a sales team in North America [2]
奥士康: 关于向不特定对象发行可转换公司债券摊薄即期回报、填补措施及相关主体承诺的公告
Zheng Quan Zhi Xing· 2025-07-31 16:38
Core Viewpoint - The company plans to issue convertible bonds to unspecified investors, which may dilute immediate returns but includes measures to compensate for this dilution [1][5][11]. Group 1: Impact on Financial Metrics - The issuance of convertible bonds is expected to affect key financial indicators, with scenarios predicting net profit for 2025 to remain stable or grow by 20% compared to 2024 [2][3]. - The total share capital will increase from 317,360,504 shares to 342,754,105 shares upon full conversion of the bonds [3]. - Basic earnings per share (EPS) are projected to decrease slightly from 1.11 to 1.09 in 2026 under certain scenarios [4]. Group 2: Use of Proceeds - The company aims to raise up to RMB 1 billion through this bond issuance, with funds allocated to projects that expand existing operations in high-precision printed circuit boards (PCBs) [6][8]. - The investment projects are aligned with the company's strategic goals and are expected to enhance competitiveness and profitability [6][7]. Group 3: Measures to Mitigate Dilution - The company will implement various measures to enhance operational efficiency and protect shareholder interests, including strict management of raised funds and improving internal controls [10][11]. - A commitment from major stakeholders, including the controlling shareholder and management, to not interfere with company operations and to ensure fair treatment of investors has been made [11][12]. Group 4: Market Position and Customer Base - The company has established a strong market presence with a diverse customer base across various industries, including automotive electronics and data centers, which supports the feasibility of the investment projects [7][8]. - The company has a solid technical foundation and a skilled workforce to support the execution of the proposed projects [7][8].