公告显示，该项目的主要产品为高多层板。扩建项目将通过新建工业厂房及设备用房，引进高端装备，构建高效 自动化生产线，显著提升产能和制造水平。项目建成后，产品结构将实现战略性优化，项目达产后，年总产值将 实现明显增长。 方正科技提到，此次扩建项目税后财务内部收益率（IRR）为19.92%，静态税后投资回收期为5.69年，具有较好的 经济效益。 证券时报记者 吴志 11月7日晚，方正科技（600601）公告，公司全资子公司重庆方正高密电子有限公司（下称"重庆高密"）拟投资建 设重庆生产基地人工智能扩建项目，预计项目总投资13.64亿元。 方正科技表示，在全球新一代信息技术迅猛发展的背景下，PCB（印制电路板）行业进入以人工智能为代表的科 技创新时代。 高速交换机、AI服务器、通用服务器、存储等领域对高端印制电路板的需求呈现爆发式增长，尤其是400G、 800G、1.6T高端交换机、新一代服务器、5G宏基站等设备对高数据容量、高密度、高速低损耗和高可靠性PCB的 需求愈发迫切。 公司全资子公司重庆高密作为专注于高端PCB研发制造的企业，从事高频高速高密度互联印制线路板的研发、生 产、销售，产品应用于包括人工智能领域高 ...

Core Viewpoint - The company is investing 1.364 billion yuan to expand its Chongqing production base for artificial intelligence, aiming to overcome high-end product capacity bottlenecks and capitalize on explosive market growth demand [1][2] Group 1: Investment and Expansion - The investment of 1.364 billion yuan is aimed at constructing an artificial intelligence expansion project at the Chongqing production base [1] - The expansion is necessary to meet the increasing demand for high-end PCBs driven by the rapid development of new generation information technology [1] Group 2: Market Demand and Product Focus - The PCB industry is entering a new technological era characterized by artificial intelligence, with a growing need for high data capacity, high density, high-speed, low-loss, and high-reliability high-end PCBs [1] - The proliferation of 400G, 800G, and 1.6T high-end switches and new generation servers is driving explosive growth in the core components market [1] Group 3: Strategic Optimization - The core focus of the expansion project is to strategically optimize the product structure at the Chongqing production base, allowing for rapid capacity expansion and increased acceptance of high-end orders [2] - This strategic move will enable the company to better align its products with the demands of emerging fields such as artificial intelligence, cloud computing, and big data [2]

方正科技称，本次扩建项目核心在于实现公司重庆生产基地产品结构战略性优化，可快速扩充产能，增 加客户的高端订单的承接份额，推动重庆生产基地从"规模扩张"向"价值提升"转型。有利于公司产品精 准匹配人工智能、云计算、大数据等战略新兴领域对高频高速高密度PCB的需求，突破目前高端产品产 能瓶颈，满足重点战略客户的中长期需求，增强核心竞争力与市场地位。 （文章来源：新华财经） 新华财经北京11月7日电方正科技公告称，公司全资子公司重庆高密作为专注于高端PCB研发制造的企 业，从事高频高速高密度互联印制线路板的研发、生产、销售，产品应用于包括人工智能领域高端交换 机、服务器、存储等，产品具有高数据容量、高密度、高速低损耗和高可靠性等技术特征。其现有的重 庆生产基地生产能力已无法满足客户的订单需求。为快速扩充产能，拟投资13.64亿元（含税）建设重 庆生产基地人工智能扩建项目，项目资金自筹。 ...

Core Viewpoint - The company plans to invest 1.364 billion yuan in expanding its Chongqing production base to meet the increasing demand for high-end PCB products, particularly in the artificial intelligence sector [1] Group 1: Company Overview - The company’s wholly-owned subsidiary, Chongqing Gaomi, specializes in the R&D, manufacturing, and sales of high-frequency, high-speed, and high-density interconnect printed circuit boards (PCBs) [1] - The products are utilized in high-end switches, servers, and storage within the artificial intelligence field, characterized by high data capacity, high density, low loss, and high reliability [1] Group 2: Investment and Expansion - The planned investment of 1.364 billion yuan (including tax) aims to construct an expansion project at the Chongqing production base [1] - The expansion project focuses on strategically optimizing the product structure at the Chongqing base, allowing for rapid capacity expansion and increasing the acceptance of high-end orders from clients [1] Group 3: Strategic Implications - The expansion will facilitate the company’s transition from "scale expansion" to "value enhancement," aligning products with the demands of strategic emerging fields such as artificial intelligence, cloud computing, and big data [1] - This initiative is expected to break through the current capacity bottleneck for high-end products, meeting the medium to long-term needs of key strategic customers and enhancing the company's core competitiveness and market position [1]

每经AI快讯，11月7日，方正科技（600601）(600601.SH)公告称，公司全资子公司重庆高密作为专注于 高端PCB研发制造的企业，从事高频高速高密度互联印制线路板的研发、生产、销售，产品应用于包括 人工智能领域高端交换机、服务器、存储等，产品具有高数据容量、高密度、高速低损耗和高可靠性等 技术特征。其现有的重庆生产基地生产能力已无法满足客户的订单需求。为快速扩充产能，拟投资 13.64亿元(含税)建设重庆生产基地人工智能扩建项目，项目资金自筹。本次扩建项目核心在于实现公司 重庆生产基地产品结构战略性优化，可快速扩充产能，增加客户的高端订单的承接份额，推动重庆生产 基地从"规模扩张"向"价值提升"转型。有利于公司产品精准匹配人工智能、云计算、大数据等战略新兴 领域对高频高速高密度PCB的需求，突破目前高端产品产能瓶颈，满足重点战略客户的中长期需求，增 强核心竞争力与市场地位。 ...

Core Viewpoint - The company is investing 1.364 billion yuan to expand its Chongqing production base to meet increasing demand for high-end PCB products, particularly in the artificial intelligence sector [1][2] Group 1: Investment and Expansion - The company’s wholly-owned subsidiary, Chongqing Gaomi, specializes in the R&D, manufacturing, and sales of high-frequency, high-speed, and high-density interconnect printed circuit boards (PCBs) [1] - The existing production capacity at the Chongqing base is insufficient to meet customer order demands, prompting the need for expansion [1] - The expansion project will involve the construction of new industrial buildings and the introduction of advanced equipment to create an efficient automated production line, significantly enhancing capacity and manufacturing levels [1] Group 2: Economic Benefits - The project is expected to yield a post-tax internal rate of return (IRR) of 19.92% and a static post-tax investment payback period of 5.69 years, indicating strong economic viability [1] - Upon completion, the project will strategically optimize the product structure, leading to a noticeable increase in annual total output value [1] Group 3: Strategic Alignment - The expansion aims to transition the Chongqing production base from "scale expansion" to "value enhancement," allowing the company to better meet the demands of strategic emerging fields such as artificial intelligence, cloud computing, and big data [2] - This initiative will help the company overcome current capacity bottlenecks in high-end products and fulfill the medium to long-term needs of key strategic customers, thereby enhancing core competitiveness and market position [2]

Core Viewpoint - The company is expanding its Chongqing production base to enhance capacity and optimize product structure, focusing on high-end PCB manufacturing for strategic emerging fields like artificial intelligence and cloud computing [1][2] Group 1: Investment and Expansion - The company plans to invest 1.364 billion yuan (including tax) in the Chongqing production base for an artificial intelligence expansion project, funded through self-raised capital [1] - The expansion will involve the construction of new industrial buildings and the introduction of advanced equipment to create efficient automated production lines, significantly increasing capacity and manufacturing levels [1] Group 2: Economic Benefits - The project is expected to yield a post-tax internal rate of return (IRR) of 19.92% and a static post-tax investment payback period of 5.69 years, indicating strong economic benefits [1] - Upon completion, the project will lead to a substantial increase in annual total output value, enhancing the company's financial performance [1] Group 3: Strategic Alignment - The expansion aims to strategically optimize the product structure of the Chongqing production base, allowing the company to quickly increase capacity and capture a larger share of high-end orders [2] - This initiative will help the company meet the long-term demands of key strategic customers in high-frequency, high-speed, and high-density PCB markets, thereby strengthening its core competitiveness and market position [2]