WUS(SZ:002463)2025-07-22 08:46Group 1: Company Strategy - The company focuses on differentiated operations, dynamically adapting its technical and production capabilities to meet long-term market demands, emphasizing sustainable benefits over short-term gains [2] - Maintaining a balanced customer base is crucial for stable development in a changing market environment, ensuring sustainable growth [2] Group 2: Thailand Factory Operations - The Thailand production base has commenced small-scale mass production, with efforts to enhance production efficiency and stabilize yield rates [3] - The company is accelerating customer certification and product introduction to gradually release capacity and validate production capabilities for mid-to-high-end products [3] - A comprehensive risk warning and response mechanism is being established to manage operational risks associated with overseas factory construction [3] Group 3: Capital Expenditure and Market Outlook - The company plans to invest approximately 4.3 billion in a new high-end printed circuit board (PCB) expansion project, which commenced in late June 2024 [4] - This project aims to enhance high-end product capacity to meet the long-term demand for high-speed computing servers and artificial intelligence applications [4] - The development of artificial intelligence and network infrastructure necessitates more complex and high-performance PCB products, presenting new growth opportunities while increasing competitive challenges [4] - Companies must accurately grasp strategic timing and accelerate investments in innovative fields to enhance product competitiveness and respond swiftly to market demands [4]