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胜宏科技(300476) - 300476胜宏科技投资者关系管理信息20250616
2025-06-16 10:40
Group 1: Investor Relations Activities - The investor relations activities included site visits, analyst meetings, and media interviews, with participation from 47 institutional and individual investors [1] - The event took place from June 13 to June 16, 2025, at Shenghong Technology (Huizhou) Co., Ltd. [1] Group 2: Company Overview and Technical Capabilities - The company has established a strong technical barrier with capabilities in producing high-precision circuit boards, including 70-layer high-precision boards and 28-layer HDI boards [1][3] - The company utilizes a digital factory and smart quality control system, maintaining a leading position in the industry [3] Group 3: Production and Order Status - Factory Four is on track to commence production in mid-June 2025, with confidence in production efficiency and profitability [4] - The company currently has a full order book, with normal production and delivery processes [5] Group 4: Quality and Technology - The company achieves high yield rates due to top-tier production equipment and an experienced engineering and management team [6] - Future HDI technology development will focus on meeting increasing performance demands in AI, high-performance computing, and high-speed communications [7] Group 5: Revenue and Market Position - In Q1 2025, revenue from AI computing and data center-related products accounted for over 40% of total revenue, with the company holding the global market share leader position in AI computing cards and data center switches [8] - The company has formed strong customer loyalty and technical barriers through comprehensive service from product planning to capacity expansion [8]