深南电路(002916) - 2025年10月30日投资者关系活动记录表
SCCSCC(SZ:002916)2025-10-30 09:48

Financial Performance - In Q3 2025, the company achieved a revenue of 6.301 billion CNY, a year-on-year increase of 33.25% [1] - The net profit attributable to shareholders reached 966 million CNY, reflecting a significant year-on-year growth of 92.87% [1] Gross Margin Improvement - The overall gross margin showed improvement in Q3 2025, driven by increased demand for storage packaging substrates and enhanced production capacity utilization [2] - The revenue from PCB data center and wired communication businesses continued to grow, contributing to a slight increase in gross margin [2] Business Expansion - The PCB business focuses on communication equipment, with key expansions in data centers (including servers) and automotive electronics [3] - The packaging substrate business saw a revenue increase in Q3 2025, with notable growth in storage packaging substrates [4] Capacity Utilization - The overall capacity utilization remained high in Q3 2025, with significant improvements in the packaging substrate business due to increased demand [6] Raw Material Price Changes - Key raw materials such as copper and gold salts experienced price increases in Q3 2025 due to fluctuations in commodity prices [7] R&D Investment - R&D investment in Q3 2025 amounted to approximately 464 million CNY, accounting for 7.37% of the company's revenue [8] New Projects - The company is developing new factories, including the Nantong Phase IV and Thailand projects, with the Thailand factory currently in trial production [5]