广合科技-要点：AI PCB 推动产品结构升级；泰国 + 中国产能扩张
Delton TechnologyDelton Technology(SZ:001389)2025-12-24 02:32

24 December 2025 | 8:44AM HKT Equity Research China Technology: Delton (001389.SZ): Mgmt call takeaways; AI PCB drives product mix upgrade; Thailand/China capacity in expansion We talked to Delton (001389.SZ, Not Covered) management recently. Delton is actively expanding China/Thailand PCB capacity to capture the rising demand, and management expects its production site diversification and upgrade to bring opportunities for Delton to enter local and overseas AI PCB supply chains. Management notes AI PCB gen ...