Group 1: Company Performance - The company achieved a revenue of 750.52 million yuan in Q1 2024, representing a year-on-year growth of 149.08% [2] - The net profit attributable to shareholders reached 63.60 million yuan, with a year-on-year increase of 21.49% [2] Group 2: Industry Overview - The PCB industry is expected to grow by 5% in 2024, with a compound annual growth rate (CAGR) of 5.4% from 2023 to 2028 [3] - The industry is influenced by emerging applications in AI, satellite communications, and autonomous driving [3] Group 3: Market Position and Innovations - The company has over 20 years of experience in the PCB market, maintaining a leading position through continuous innovation and collaboration with major clients [3] - New products have been developed for the HDI market, including high-speed drilling machines and advanced laser drilling technologies, which have gained recognition from leading domestic clients [4] Group 4: International Expansion - The company is actively expanding its overseas market presence, particularly in Southeast Asia, with several projects entering the equipment evaluation stage [4] - Sales in the overseas market are expected to grow significantly as downstream clients' projects in Southeast Asia are implemented [4] Group 5: Strategic Development Plans - The company aims to deepen its focus on multilayer boards and enhance R&D efforts to exceed customer expectations [4] - There is a strategic focus on high-growth areas such as HDI boards and IC packaging substrates, with plans to develop competitive smart manufacturing solutions across the entire PCB production process [4]
大族数控(301200) - 大族数控2024年7月4日投资者关系活动记录表