SCC(SZ:002916)2025-06-06 10:42Group 1: Company Overview and Recent Performance - The company maintains high factory capacity utilization due to ongoing demand in the computing and automotive electronics markets [1] - The PCB business focuses on high-end products, primarily serving communication devices, data centers, and automotive electronics [1][2] Group 2: PCB Business Developments - The PCB business has seen increased demand for high-performance products driven by advancements in AI technology and high-speed networks [2] - The company is expanding its PCB production capacity through technological upgrades and new projects in various locations, including Shenzhen, Wuxi, Nantong, and Thailand [3] Group 3: Thailand Factory Investment - The total investment for the Thailand factory is 1.274 billion RMB, aimed at enhancing the company's capabilities in high-layer and HDI PCB technologies [4] Group 4: Packaging Substrate Business - The packaging substrate business has shown improvement in demand, particularly for storage products, compared to Q4 2024 [5] - The FC-BGA packaging substrate can produce products with up to 20 layers and has a minimum line width capability of 9/12μm [6][7] Group 5: Raw Material Price Impact - The prices of key raw materials, such as copper foil and gold salt, have increased in Q1 2025 compared to Q4 2024, affecting overall costs [7] Group 6: Electronic Assembly Business Strategy - The electronic assembly business focuses on communication, data centers, medical, and automotive electronics, aiming to provide integrated solutions and enhance customer loyalty [7]