工程应用案例 技术与产品优势 产品种类丰富：实心板、中空板、U型异形板、多层板、锁扣板、飞翼板等超过70个品种，几乎涵盖国 际所有聚碳酸酯板材类型。 耐候性优异：板材表面双面共挤UV涂层，每面厚度≥80μm，15年内透光率下降≤6%，黄变指数≤10，长 期保持强度和刚度。 南京站：25mmU型中空锁扣板系统，用于高铁站房采光顶，历经风雨多年性能稳定。 深圳北站：25mm多层中空板，适应大跨度屋面安装，长期透光和抗冲击性表现优秀。 在建筑、交通和工业领域，PC板因其卓越的耐冲击性、透光性和耐候性而成为不可替代的材料。然而 市场上PC板厂家众多，产品规格、技术能力、生产稳定性和服务水平参差不齐，给设计师和采购方带 来选择困扰。尤其是对于大型公共工程或工业项目，选择一个技术成熟、生产稳定的厂家尤为关键。 一、上海汇丽-塔格板材有限公司：上市背景+自动化生产保障 上海汇丽-塔格板材有限公司成立于1996年，由上市公司上海汇丽集团有限公司控股，注册资本9280万 元，是国内最早的专业聚碳酸酯板材生产企业之一。公司引进了5条全自动聚碳酸酯板材生产线，其中3 条为意大利OMIPA150高速生产线，保证板材厚度均匀、表面光泽 ...

Summary of Aoshikan's Conference Call Company Overview - Aoshikan is expected to achieve a revenue of 1.467 billion yuan in 2025, representing a year-on-year growth of 26.65% and a net profit growth exceeding 50% due to the increase in AI products, automotive clients, and new consumer electronics [2][3][29] - The company is currently in a capacity ramp-up phase, with production focusing on HDI products and high-layer boards [4][11] Financial Performance - In the first three quarters of 2025, Aoshikan reported a revenue of 1.032 billion yuan, a year-on-year increase of 21.89%, marking the highest quarterly and annual growth in four years [3] - The net profit for the same period grew by over 50% year-on-year, driven by the growth in AI products and automotive clients [3] Production Capacity and Expansion Plans - Aoshikan operates three factories: Yiyang (monthly capacity of 350,000 square meters), Zhaoqing (500,000 square meters), and Thailand (120,000 square meters, currently utilizing 70,000 square meters) with an overall utilization rate exceeding 80% [6][12] - The Zhaoqing factory is undergoing an expansion with an investment of 1.8 billion yuan, expected to release capacity in the first half of 2026, primarily targeting domestic computing clients [8] - The Thailand factory has been operational since Q4 2024, but is expected to incur losses of approximately 100 million yuan in 2025 due to the customer and product expansion phase [5][7] Product Development and Market Trends - The automotive and communication sectors each account for about 30% of revenue, while consumer electronics contribute in the low teens [4][13] - Aoshikan is focusing on high-end products in the automotive sector, including radar boards and intelligent driving domain controllers, which utilize HDI technology [18] - The company anticipates that the penetration rate of HDI and high-layer boards in high-end PCs will reach 60% or higher in the next two years, up from over 30% currently [11] Challenges and Cost Management - The rise in CCL prices is expected to impact gross margins by 2-3 percentage points, but the company plans to manage costs through refined management practices [22] - The company is experiencing challenges with yield rates affecting high-end board orders, which is a significant factor in production capacity enhancement [26][27] Future Outlook - Aoshikan is optimistic about its growth trajectory, particularly with the anticipated benefits from the AI wave and the expansion of its product offerings [29] - The company is actively engaging with North American clients to secure bulk supply agreements for AI server power boards in 2026 [9][12] Strategic Partnerships - Collaboration with Mingxin Company has been beneficial, enhancing Aoshikan's capabilities in the automotive sector and improving production processes at the Thailand factory [20] Conclusion - Aoshikan is positioned for significant growth driven by advancements in AI technology and a strategic focus on high-end products across various sectors, despite facing challenges in production capacity and cost management [29]