Aoshikang Technology Co. , Ltd(SZ:002913)2024-02-28 01:18Company Overview - Aoshikang Technology Co Ltd specializes in the manufacturing of high-precision printed circuit boards (PCBs) and has been operating for 18 years [2] - The company went public on the Shenzhen Stock Exchange in December 2017 [2] - Aoshikang ranks 8th among domestic enterprises in the China Printed Circuit Association's 2022 rankings and 35th in the NTI-100 global PCB enterprise rankings in 2021 [3] Product and Market - Aoshikang's PCB products are widely used in data centers, servers, communication and ICT, automotive electronics, high-speed computers, and high-end consumer electronics [3] - The company's clientele primarily consists of Fortune 500 companies [3] - The proportion of consumer products has been declining due to macroeconomic factors, while the share of server and automotive electronics has been increasing [3] Production Capacity - Aoshikang has two major production bases in Hunan and Guangdong, each with specialized factories [3] - Hunan Base: Factory 1 focuses on data centers, servers, and communication equipment; Factory 2 produces automotive electronics and energy-related products [3] - Guangdong Base: Factory 1 produces data centers, servers, communication equipment, and consumer electronics; Factory 2 focuses on automotive electronics, new energy electronics, and HDI products [3] - The Thailand base, located in the Rojana Ayutthaya Industrial Park, completed the first phase of construction in November 2023 and is expected to start trial production in Q2 2024 [3] Technological and Cost Advantages - Aoshikang has achieved comprehensive digitalization of equipment and upgraded its full-process traceability system [4] - The company emphasizes quality improvement, efficiency enhancement, and cost reduction through digital and intelligent manufacturing [4] - Aoshikang has been recognized for its cost control and production efficiency, building a competitive advantage based on quality, efficiency, cost, and product innovation [4] Strategic Partnerships - Aoshikang was included in AMD's new-generation server supplier directory in 2022 [4] - The company received two awards at the PEEP (PCB Ecosystem Enabling Program) project ceremony in January 2024: the "Project Participation Value Contribution Award" and the "AMD PEEP Laboratory Signal Integrity Test Certification Award" [4] Investor Relations - The investor relations event took place on February 27, 2024, in Shenzhen, with participation from institutions such as CITIC Securities and Guangdong Minying Investment Fund Management [2] - The event was attended by the company's CFO and Board Secretary, Yin Yunyun, and IR Director, Zhang Zhuo [2]