Aoshikang Technology Co. , Ltd(SZ:002913)2024-05-24 10:34Group 1: Company Overview - Aoshikang Technology Co., Ltd. is actively expanding its global presence with a focus on its Thailand base, which is set to receive a capital increase of 1.6 billion Thai Baht (approximately equivalent to RMB) to support its development [2]. - The Thailand base's first-phase factory has been completed and is expected to begin trial production in the second half of 2024 [2]. Group 2: Production Bases and Products - The company has two domestic production bases located in Hunan and Guangdong, with the Thailand base under construction, also expected to start trial production in the second half of 2024 [2][3]. - Hunan base primarily produces data centers, servers, communication, network equipment, and automotive electronics, while Guangdong base focuses on data centers, servers, consumer electronics, automotive electronics, and new energy electronics [3]. Group 3: Impact of Raw Material Prices - Recent increases in raw material prices, including copper-clad laminates and copper foil, have been noted, but the company is actively monitoring market changes and maintaining communication with suppliers and customers [3]. - The company plans to mitigate the impact of rising raw material costs through technological innovation, product structure optimization, and refined production management [3]. Group 4: Future Product Planning - The revenue share from consumer products is continuously declining, while the company is increasing R&D investment in the data center and server sectors, expanding its product matrix [3]. - In the automotive electronics sector, the company is intensifying efforts to develop both domestic and international clients, aiming to enhance the revenue share from automotive electronics [3]. - The company is also actively exploring markets in the new energy sector, particularly in inverters and digital energy, and has achieved steady mass production [3].