PCB设计服务

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一博科技半年报:营收增长但净利大降93%,珠海等工厂亏损成主因
2 1 Shi Ji Jing Ji Bao Dao· 2025-08-28 03:03
Core Insights - The company reported a revenue of 500 million yuan for the first half of 2025, marking a year-on-year increase of 21.70%, primarily driven by growth in bulk orders from strategic clients in the PCBA sector [1] - However, the net profit attributable to shareholders plummeted by 93% to 3.8416 million yuan, largely due to pressures from new capacity expansions [1] Revenue and Profit Analysis - The PCB design service revenue reached 92.6372 million yuan, up 6.33% year-on-year, with a gross margin of 41.69%, slightly down by 3.94 percentage points [1] - PCBA manufacturing service revenue was 405 million yuan, reflecting a 25.13% increase, but the gross margin decreased by 9.57 percentage points to 23.86% [1] - Operating costs rose by 38.68% year-on-year, outpacing revenue growth, primarily due to increased variable costs associated with expanded revenue scale and new production costs from the Zhuhai Yishengshun factory [1] Cost and Expense Breakdown - Management expenses surged by 62.42% to 47.5733 million yuan, while R&D expenses increased by 18.62% to 60.8251 million yuan, driven by higher personnel costs from the expansion of management and technical teams at the Zhuhai Yishengshun factory [2]
一博科技:目前公司生产经营情况正常
Zheng Quan Ri Bao Zhi Sheng· 2025-08-21 12:45
(编辑 袁冠琳) 证券日报网讯 一博科技8月21日在互动平台回答投资者提问时表示,目前公司生产经营情况正常,与客 户合作进展情况良好,产能利用率保持正常水平,与公司的业务特点相匹配,具体业绩情况请关注公司 披露的定期报告。公司PCB设计服务属于定制化服务,实行逐单报价,主要以成本为基础并参考市场竞 争情况,同时结合客户的具体需求给出报价。 ...
一博科技:公司PCB设计服务的报价主要以成本为基础并参考市场竞争情况
Zheng Quan Ri Bao Zhi Sheng· 2025-08-21 12:45
(编辑 袁冠琳) 证券日报网讯 一博科技8月21日在互动平台回答投资者提问时表示,公司PCB设计服务的报价主要以成 本为基础并参考市场竞争情况,按照公司的报价体系结合客户的具体产品需求给出一次性收费报价。 ...
一博科技:公司目前的主营业务是PCB设计服务和PCBA制造服务
Zheng Quan Ri Bao Wang· 2025-08-05 11:43
Core Viewpoint - The company, Yibo Technology (301366), primarily focuses on PCB design services and PCBA manufacturing services, with a significant difference from manufacturers that mainly produce PCBs [1] Group 1: Business Overview - The main business of the company consists of PCB design services and PCBA manufacturing services [1] - PCB design services account for approximately 20% of the company's revenue, while PCBA manufacturing services account for about 80% of the revenue, which includes a small portion of PCB manufacturing [1] - There is a substantial difference and essential distinction between the company and manufacturers that primarily focus on PCB production [1]
一博科技(301366.SZ):暂无考虑承接大规模消费类产品的批量生产的计划
Ge Long Hui· 2025-08-05 06:43
格隆汇8月5日丨一博科技(301366.SZ)在互动平台表示,公司主营业务是PCB设计服务和研发样品及中小 批量的PCB、PCBA制造服务,考虑到大批量生产(如消费电子)所需投入的生产要素成本,以及市场 竞争的"内卷"程度,公司暂无考虑承接大规模消费类产品的批量生产的计划,公司会选择性的承接一些 有技术门槛、有一定利润空间的如通讯、网络设备、服务器、人工智能、工控、航空航天、汽车等领域 的中等及中大批量产品的PCB、PCBA制造服务。 ...
一博科技(301366) - 一博科技投资者关系活动记录表--2025年6月10日
2025-06-10 10:34
Company Overview - Established in 2003, focusing on PCB design technology services with over 800 R&D engineers [1] - Industry leader in high-speed and high-density PCB design, providing high-quality rapid prototyping and small-batch manufacturing services [1][2] - Serves over 3,000 clients annually across various sectors including telecommunications, industrial control, AI, and aerospace [2] Production Capacity and Expansion Plans - The Zhuhai PCB factory is positioned for high-end rapid delivery and small-batch PCB manufacturing, with a planned capacity of up to 120 layers [3] - Initial capital expenditure of approximately 550 million RMB, with an expected additional investment of 300-500 million RMB for the second phase [3] - Current production capacity is sufficient to meet growing customer demand, with ongoing projects aimed at enhancing efficiency and expanding client relationships [6] Financial Performance and Profitability - The company’s gross margin is significantly higher than industry peers, primarily due to a focus on R&D prototyping orders, which account for about 90% of total orders [4] - The pricing model incorporates engineering service fees, contributing to higher margins compared to traditional EMS manufacturers [4][9] Order and Payment Cycle - PCB design orders typically take 2-4 weeks, while PCB+PCBA production requires 1-2 months from order to delivery [7] - Most clients operate on a monthly payment cycle [7] Strategic Focus and Future Developments - The company is actively collaborating with robotics firms and is preparing for increased demand in AI-related hardware, including high-end servers and data centers [10] - Anticipates the Zhuhai factory will contribute positively to overall revenue, with expectations of achieving monthly breakeven within the year [11] Customer Engagement and Communication - The company emphasizes transparent communication with investors, adhering to strict information disclosure protocols [11]
一博科技(301366) - 一博科技投资者关系活动记录表--2025年4月30日
2025-04-30 09:20
Company Overview - Established in 2003, focusing on PCB design technology services with over 800 R&D engineers [1] - Industry leader in high-speed, high-density PCB design with a one-stop hardware innovation platform [1] - Serves over 3,000 clients across various sectors including industrial control, network communication, medical electronics, and AI [1] Business Model and Revenue Structure - PCB design revenue accounts for approximately 20%, while PCBA manufacturing revenue constitutes about 80% [3] - Around 70% of clients purchase both PCB design and PCBA manufacturing services [3] - Unique business model as a large-scale third-party PCB design firm, with competitors like Palpilot International Corp. and Freedom CAD Services [4] Service Offerings and Pricing - PCB design services are priced based on complexity and labor hours, while PCBA manufacturing pricing is based on production volume and complexity [5][6] - High-quality, flexible manufacturing capabilities meet client needs for rapid product development and innovation [2][6] Production Capacity and Order Status - Current production capacity is normal, with ongoing projects and new production lines being installed and tested [7] - First-quarter revenue from network communication and industrial control sectors each accounted for approximately 30% [8] - Anticipated optimistic outlook for second-quarter orders based on historical data [14] Financial Performance and Growth Outlook - Revenue growth of over 30% in the first quarter, primarily driven by AI-related PCBA orders from a domestic internet company [12] - Projected annual revenue growth target of over 35% [15] - Previous year's PCBA business saw a decline in gross margin due to increased costs despite higher volume [13] Client Engagement and Market Position - Established relationships with clients in the robotics sector, providing PCB design and PCBA services [11] - Significant revenue contribution from network communication clients, with 2024 revenue from this sector projected at 26,110.83 million yuan, accounting for 29.42% of total revenue [10]
一博科技2024年年报解读:营收增长但净利润下滑,多项费用变动引关注
Xin Lang Cai Jing· 2025-04-28 09:34
Core Viewpoint - Despite facing challenges in a complex macroeconomic and geopolitical environment, the company achieved revenue growth but experienced a decline in net profit [1] Revenue Performance - The company reported a revenue of 887,649,645.67 yuan in 2024, a 12.91% increase from 786,135,392.44 yuan in the previous year [2] - PCB design service revenue was 185,338,989.37 yuan, accounting for 20.88% of total revenue, with a year-on-year growth of 14.43% [2] - PCBA manufacturing service revenue reached 702,044,012.32 yuan, representing 79.09% of total revenue, with a growth of 12.51% [2] - Significant growth was observed in emerging sectors, with AI industry revenue increasing by 30.71% and smart transportation by 33.32% [2] Net Profit Analysis - The net profit attributable to shareholders was 88,580,223.71 yuan, down 10.38% from 98,841,046.16 yuan in the previous year [3] - Factors contributing to the decline included initial production costs at new factories and increased tax and management expenses [3] Non-Recurring Profit - The non-recurring net profit was 68,196,628.74 yuan, a decrease of 4.25% from 71,225,155.93 yuan, indicating pressure on core business profitability [4] Earnings Per Share - Basic earnings per share fell to 0.5932 yuan, down 9.97% from 0.6589 yuan [5] - Non-recurring earnings per share also declined, reflecting the overall decrease in profitability [5] Expense Overview - Sales expenses slightly decreased to 47,026,191.03 yuan, a 3.18% reduction from the previous year [6] - Management expenses surged by 25.73% to 67,782,256.69 yuan, primarily due to increased personnel and training costs [7] - Financial expenses increased by 32.73% to -5,594,894.52 yuan, influenced by changes in bank discount fees and interest income [8] Research and Development - R&D expenses rose to 109,868,233.17 yuan, an 8.86% increase, representing 12.38% of total revenue [10] - The number of R&D personnel increased by 4.69% to 937, with a notable rise in senior personnel to ensure smooth operations at new facilities [12] Cash Flow Analysis - Net cash flow from operating activities decreased by 15.90% to 135,881,801.03 yuan [13] - Cash flow from investing activities turned negative at -207,085,031.52 yuan, compared to a positive flow in the previous year [14] - Cash flow from financing activities significantly declined to -90,900,501.01 yuan, with a 523.60% increase in cash outflows [15]