CEET(SZ:002579)2024-09-12 10:43Financial Performance - In the first half of 2024, the company achieved a revenue growth of 3.49% year-on-year, with a net profit reduction of 18.13% [1] - The new factory in Zhuhai is ramping up production capacity, contributing to the overall performance improvement [1] Business Strategy - The company is focusing on optimizing product structure by increasing the proportion of high-value-added products such as HDI and high-frequency PCBs [2] - Cost control measures include negotiating price adjustments with suppliers to maintain stable gross margins amid raw material price fluctuations [2] - Continuous investment in R&D for emerging applications like AI smartphones and electric vehicles to enhance product value [2] Market Expansion - Currently, overseas orders account for approximately 20% of total revenue, with plans to further expand international market presence [2] - The company has established offices or subsidiaries in regions such as Taiwan, Hong Kong, the USA, Singapore, and Thailand to support overseas project development [2] Industry Opportunities - The rapid growth of the AI industry is significantly increasing the demand for PCBs, particularly for AI servers and related components [3] - The complexity of PCB manufacturing is expected to rise due to the need for higher integration and performance in AI applications, enhancing the value of PCB products [3] - The company is actively positioning itself to capitalize on opportunities in AI-related markets, including AI smartphones and robotics [3]