Suntak(SZ:002815)2025-11-20 09:12Group 1: Company Performance - In the first three quarters of 2025, the company achieved a revenue of 5.593 billion yuan, representing a year-on-year growth of 20.27% [3][5] - The net profit attributable to shareholders for the same period was 314 million yuan, with a year-on-year increase of 19.58% [3][5] - In Q3 2025, the net profit reached 92 million yuan, showing a remarkable growth of 252.87% compared to the previous year [3][5] Group 2: Market Position and Challenges - The company has been listed for 9 years but has not gained significant market recognition, with its market value only about one-third of its initial listing value [2][6] - The company acknowledges that its stock price does not reflect its intrinsic value and growth potential [6][7] - The company is currently ranked 6th among domestic PCB manufacturers and 26th globally [9][12] Group 3: Strategic Initiatives - The management is focused on optimizing product structure, enhancing cost control, and accelerating high-end capacity release to improve profitability [3][7] - The company is actively exploring share buybacks and management shareholdings as part of its market value management strategy [6][10] - A new factory in Thailand is under construction, aimed at optimizing global capacity and serving international customers [12] Group 4: Investor Relations and Feedback - The company has received feedback regarding the disparity between employee compensation and company performance, and it is considering reforms to align incentives with performance [10][11] - Investors have expressed concerns about the impact of rising raw material costs on PCB shipments, to which the company is responding with price adjustments and improved material utilization [3][4]