KAIFA(SZ:000021)2025-07-17 08:04Company Overview - Shenzhen Changcheng Development Technology Co., Ltd. is a leading global professional electronic manufacturing enterprise, consistently ranked among the top in the Electronic Manufacturing Service (EMS) industry by MMI [1] - The company focuses on providing one-stop electronic product manufacturing services, including R&D, process design, production, supply chain management, logistics, and sales [1] - The main business strategy is centered around three core areas: storage semiconductors, high-end manufacturing, and intelligent metering terminals [1] Industry Trends and Impact - The recent upturn in the semiconductor industry has led to an increase in terminal product prices, positively affecting the company's order volume and semiconductor packaging and testing prices [2] - The second quarter order volume increased compared to the first quarter, driven by the company's expansion plans in the storage semiconductor sector [2] Technological Capabilities - The company is recognized as a leading domestic memory chip packaging and testing enterprise, with a skilled R&D and engineering team capable of advanced multi-layer stacking packaging techniques [2] - Current technological capabilities meet existing customer needs and future development requirements, with plans to enhance capabilities based on customer demands [2] Future Strategic Development - The company aims to strengthen technological innovation, enhance production quality, and focus on high-end, intelligent, and differentiated development [2] - Plans include increasing overseas presence to enhance supply chain resilience and adapting production layouts based on international trade policies and cost advantages [3] - Emphasis on digitalization, AI applications, and creating a high-end electronic manufacturing business that transitions from "Made in China" to "Created in China" [2][3] Operational Integrity - The company adheres to strict information disclosure management regulations, ensuring the accuracy and timeliness of disclosed information [3]