Group 1: Investor Relations Activity Overview - The company held an earnings briefing on April 11, 2025, via a remote platform [3] - Participants included the company's chairman, general manager, and financial director, along with representatives from the underwriting securities firm [3] Group 2: Key Questions and Responses - Q1: Inquiry about Q1 report performance and growth trends Response: The Q1 report will be disclosed on April 28, 2025 [4] - Q2: Discussion on R&D investment and innovation assurance Response: The company emphasizes R&D, plans to increase investment, and aims to enhance its R&D and product innovation systems [4] - Q3: Status of collaboration with Huawei Response: The company does not have direct business with Huawei but supplies components indirectly through clients [4] - Q4: Collaboration with Xiaomi Response: There is no direct business with Xiaomi; however, components are supplied indirectly through clients [4] Group 3: Operational Insights - Q5: Inquiry about current orders and capacity utilization Response: Single-sided board capacity is sufficient, while double-sided and multi-layer board capacity is nearly full, with ample orders on hand [5] - Q6: Plans for a factory in Thailand Response: The company is monitoring industry shifts to Southeast Asia and exploring opportunities for overseas supply capabilities [6] - Q7: Timeline for multi-layer board project completion Response: The project for high-end printed circuit boards is expected to be completed by August 2026 [6] - Q8: Plans for stock buyback Response: Any stock buyback plans will be disclosed in accordance with legal requirements [6]
万源通(920060) - 投资者关系活动记录表