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中钨高新(000657) - 中钨高新2025年10月31日投资者关系活动记录表
2025-10-31 09:36
Group 1: Company Overview - Jinzhou Precision Engineering, a subsidiary of Zhongtung High-tech Materials Co., is a leading global supplier of precision micro-drills and tools for PCB applications [2] - The company focuses on continuous technological innovation and responds actively to customer needs, aiming to develop competitive high-end products [3] Group 2: Production Capacity and Expansion Plans - In the first half of this year, the average monthly production capacity was over 60 million units, which increased to an average of 70 million units from July to September, and is expected to exceed 80 million units by the end of October [3] - The board approved a capacity expansion project for Jinzhou Company to increase micro-drill production by 140 million units, with implementation closely tied to market demand [3] Group 3: Market Demand and Risks - The demand for AI PCB drill needles has surged, prompting the company to maintain a good balance between production and sales [3] - Investors are advised to closely monitor market changes that may pose potential risks related to capacity expansion [3] Group 4: Product Specifics - The company has not yet provided statistics on the proportion of AIPCB drill needles or pricing details for m8/m9 drill needles [3]