Financial Performance - In 2023, the company achieved a profit of approximately 460 million RMB, representing a year-on-year growth of about 14.36% [1] - For Q3 2023, the company reported revenue of approximately 2.319 billion RMB, a year-on-year increase of 18.77% [1] - The total revenue for the first three quarters of 2023 reached approximately 6.082 billion RMB, with a growth rate of 3.41% [1] Business Segments AI and HPC PCB Market - In Q3 2023, revenue from AI servers and HPC-related PCBs was approximately 380 million RMB, indicating strong growth [2] - The demand for data center servers and AI servers is expected to continue expanding due to the acceleration of global AI technology [2] Automotive PCB Market - The demand for automotive PCBs is projected to remain stable and positive, driven by the increasing penetration of new energy vehicles [2] - The company invested approximately 776 million RMB in Huli Microelectronics to enhance production capacity for high-end HDI products [2] - In Q3 2023, Shengwei Technology reported a loss of approximately 37 million RMB, highlighting the competitive pressures in the automotive PCB market [2] Operational Strategies - The company is focusing on upgrading key processes and expanding production capacity to strengthen its market position [3] - A new production base in Thailand is under construction, with an area of approximately 201,846.8 square meters, expected to achieve mass production by Q4 2024 [3] - The company has implemented measures to manage foreign exchange risks, with approximately 85% of revenue coming from exports [3]
沪电股份(002463) - 2024年1月9日投资者关系活动记录表