Avary Holding(SZ:002938)2025-07-17 09:44Group 1: AI Server Expansion - The company is focusing on the development prospects of the AI server sector, with production capabilities in Huai'an and Thailand [2] - The first phase of the Thailand park has been completed and is currently in the customer certification and sampling stage, with small-scale production expected in the second half of the year [2] Group 2: Production Cost and Capital Expenditure - The cost differences between the Thailand and mainland production sites will be assessed after formal mass production begins [2] - This year's capital expenditure plan primarily targets the Thailand park, soft board expansion, and high-end HDI and SLP projects in Huai'an [2] Group 3: Customer Certification and New Product Trends - The company is actively expanding its customer base in the optical module sector, with small-scale production expected to begin after customer certification in the second half of 2024 [3] - New product requirements are anticipated to demand higher standards in production processes and performance [2] Group 4: Production Capacity Timeline - The timeline for new capacity deployment is approximately six months from equipment installation to production, provided that the necessary facilities and electrical support are in place [2]