Company Overview - Established in 2003, focusing on PCB design technology services with over 800 R&D engineers [2] - Provides one-stop hardware innovation platform including PCB design, manufacturing, and PCBA assembly [2] - Serves over 3,000 clients across various industries such as industrial control, AI, and aerospace [2] Production Capacity and Expansion - Current production capacity is sufficient to meet growing customer demand [3] - New production lines in Zhuhai and Tianjin are being gradually released to enhance capacity [3] - Future capacity expansion will be based on market demand and customer orders [3] Revenue and Business Segmentation - PCB design service revenue accounts for approximately 20% of total revenue, while PCBA manufacturing service revenue accounts for about 80% [5] - Over 80% of PCBA manufacturing orders are for R&D prototyping, with stable growth in this segment [5] - Significant revenue growth observed in integrated circuits, AI, and smart transportation sectors [5] Client Segmentation and Growth - AI-related clients contributed less than 10% to revenue in 2023, but show significant growth [6] - Network communication clients accounted for about 30% of revenue, covering various sectors including IoT and data centers [6] - Collaboration with leading enterprises enhances stability and innovation in service offerings [7] Future Growth and Strategy - Company aims to deepen collaboration with large clients to increase order volumes [9] - Plans to expand services in AI, data centers, and medical electronics to capture emerging market demands [4] - Continuous improvement in PCB design and PCBA manufacturing services to meet increasing client needs for customization and flexibility [10][11] Performance Outlook - Revenue growth is expected to accelerate in 2025, with a positive outlook for achieving annual business goals [8] - The company is confident in maintaining a stable growth trajectory in PCB design services due to increasing complexity and outsourcing trends [10]
一博科技(301366) - 一博科技投资者关系活动记录表--2025年1月8日