WUS(SZ:002463)2025-07-23 07:26Group 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] - The company aims to maintain a balanced customer base to ensure stable growth in a changing market environment [2] - There is a need for enhanced comprehensive competitiveness, requiring the company to continuously refine its process and technical capabilities [2] Group 2: Thailand Factory Operations - The Thailand production base has commenced small-scale production, with efforts to improve production efficiency and yield stability [3] - The company is accelerating customer certification and product introduction to gradually release capacity and validate its 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 Situation - The company plans to invest approximately 4.3 billion in a new AI chip supporting high-end printed circuit board (PCB) expansion project, which commenced in late June 2024 [4] - This project is expected to enhance the company's high-end product capacity to meet the long-term demand for high-speed computing servers and AI applications [4] - The development of AI and network infrastructure is creating new growth opportunities for the PCB market, while also posing higher challenges for technical and innovative capabilities [4] - The company must strategically accelerate investments and allocate resources effectively to maintain competitiveness and respond quickly to market demands [4]