博敏电子(603936) - 博敏电子股份有限公司投资者关系活动记录表

Group 1: Financial Performance - The gross profit margin in Q3 significantly declined due to industry downturn and increased competition, leading to a drop in product prices [2] - The overall capacity utilization rate has recovered to 80%-90% since the beginning of the year, aided by new product launches [3] - The company expects gross margin to recover in the next year, following a stabilization in product prices [3] Group 2: Business Segments - The two main business divisions currently account for a ratio of 7:3, with innovation and PCBA segments expanding rapidly [3] - The AMB ceramic substrate business has a current capacity utilization rate of approximately 40%, primarily serving military and automotive sectors [4] - The IC packaging substrate product line is in trial production, with an expected capacity of 10,000 square meters per month [5] Group 3: Market Trends and Future Outlook - The company is strategically focusing on four key areas: power/storage, data communication, automotive electronics, and smart terminals [6] - The domestic market for IC substrates currently holds about 5% of the global market share, indicating significant growth potential [5] - If market demand recovers in Q4 and external conditions remain stable, the company anticipates returning to its targeted growth rate [5]