Company Overview - Established in 2003, focusing on PCB design technology services with over 800 R&D engineers [1] - Leading position in the PCB design industry, specializing in high-quality quick-turn manufacturing and small batch production [2] - Serves over 3,000 clients annually across various sectors including telecommunications, industrial control, AI, and aerospace [2] Financial Performance - PCB design segment has an average gross margin of approximately 40% [3] - PCBA manufacturing services, including PCB fabrication and assembly, maintain an average gross margin of over 30% [3] Production Capacity and Expansion - Current production capacity is sufficient to meet growing customer demand, with ongoing projects in Zhuhai and Tianjin [5] - Future capacity expansion will be based on customer orders and market expectations, with potential for mergers or collaborations to enhance shareholder returns [6] Industry Applications - Engages with clients in the AI sector, covering areas such as voice and image recognition, AR/VR, and robotics [6] - Collaborates with various clients in the robotics field, providing PCB design and small batch manufacturing services [6] Labor and Profitability - Rising labor costs are manageable as long as sales growth outpaces labor cost increases; employee turnover is low, contributing to stable production efficiency [6]
一博科技(301366) - 一博科技投资者关系活动记录表--2025年6月12日