Group 1: Company Performance - In the first three quarters of 2025, the company achieved operating revenue of 390,281.72 million yuan, representing a year-on-year growth of 66.53% [4] - The net profit attributable to shareholders reached 49,170.68 million yuan, a significant increase of 142.19% compared to the same period last year [4] Group 2: Market Demand and Trends - The demand for high multi-layer boards and HDI boards is driven by the growth of AI computing power and the increasing complexity of technology, leading to a sustained rise in demand for specialized processing equipment [4] - The PCB industry is expected to grow by 7.6% in revenue and 7.8% in production in 2025, with the highest growth in high multi-layer boards and HDI boards related to AI servers and switches [5] Group 3: Product Development - The company is focusing on high-density multi-layer boards and high multi-layer HDI boards to meet the increasing requirements for signal integrity and processing efficiency [6] - New products, such as the CCD six-axis independent drilling machine with 3D back drilling capabilities, have been developed and recognized by industry-leading customers for large-scale procurement [6][7] - The introduction of high-power CO2 laser drilling machines aims to meet the high-quality processing needs for large-diameter and cross-layer blind holes [7] Group 4: Competitive Advantage - The company is enhancing its competitiveness in the automotive electronics and consumer electronics sectors by optimizing the performance and processing efficiency of drilling, exposure, and inspection equipment [4] - The ability to provide rapid delivery of specialized equipment solutions has garnered widespread recognition from leading industry clients [4]
大族数控(301200) - 2025年11月26日投资者关系活动记录表