WUS(SZ:002463)2025-07-25 06:48Group 1: Company Strategy - The company focuses on differentiated operations, aligning technical and production capabilities with long-term market demand [2] - Emphasis on sustainable long-term benefits rather than short-term gains, ensuring balanced customer relationships for stable growth [2] - The need for enhanced comprehensive competitiveness to meet the demands of major market clients [2] Group 2: Thailand Factory Operations - The Thailand production base has commenced small-scale production, aiming to improve efficiency and stabilize yield rates [3] - Accelerated customer certification and product introduction to gradually release capacity and validate production capabilities for mid-to-high-end products [3] - Implementation of cost control measures and risk management mechanisms to ensure operational profitability [3] Group 3: Capital Expenditure and Market Outlook - Planned investment of approximately 4.3 billion in Q4 2024 for expanding high-end printed circuit board (PCB) production to meet the demand for AI and high-performance computing [4] - The development of AI and network infrastructure is expected to create new growth opportunities in the PCB market, while also increasing competition [4] - The company must strategically accelerate investments and allocate resources to innovative areas to enhance product competitiveness and respond quickly to market demands [4]