Financial Performance - In the first three quarters of 2024, the company achieved operating revenue of 2,343.58 million CNY, a year-on-year increase of 105.55% [2] - The net profit attributable to shareholders was 203.03 million CNY, reflecting a growth of 27.35% compared to the same period last year [2] - The net profit after deducting non-recurring gains and losses was 168.89 million CNY, up by 35.56% year-on-year [2] Industry Situation - The demand for AI-related electronic products, including AI communication devices and high-end AI PCs, is significantly increasing, driven by the recovery of the consumer electronics market and the upgrade of new energy vehicle electronic technologies [2] - The PCB industry is returning to a growth path due to the explosive demand for computing power, with investments in specialized processing equipment expected to rise [3] Market Dynamics - In the competitive multilayer board market, the company has introduced automated solutions that significantly reduce labor costs for downstream customers, enhancing equipment utilization and product quality [3] - The high-layer count and high-density multilayer board market is expanding, with the company launching products that meet the needs of AI servers and high-speed switches [3] Strategic Development - The company aims to become the most respected and trusted PCB service provider globally, focusing on automation and intelligent development trends in PCB manufacturing [4] - There is a commitment to enhancing R&D efforts in multilayer boards and expanding the product matrix to capture more market value [4] - The company is also targeting high-growth areas such as HDI boards and IC packaging substrates, leveraging collaborative advantages across multiple products and scenarios [4]
大族数控(301200) - 2024年10月22日投资者关系活动记录表