VGT(SZ:300476)2022-11-21 16:16Group 1: Company Overview - Shenghong Technology (Huizhou) Co., Ltd. is identified with the stock code 300476 [1] Group 2: Investor Relations Activities - The investor relations activities included various types such as analyst meetings, roadshows, and media interviews [2][3] - Notable participants included representatives from major securities and asset management firms like Guotai Junan, E Fund, and China Universal Asset Management [2][3] Group 3: Production Capacity and Future Plans - The Haimen plant is planned to be nearly twice the size of the Huizhou plant, with a projected output value exceeding 20 billion [4] - The first phase of the Haimen plant will focus on high-density interconnect (HDI) and integrated circuit (IC) substrates, expected to start partial production by the end of 2022 or 2023 [4] Group 4: Business Growth and Market Trends - In the first half of the year, the automotive and display sectors experienced over 100% growth, with server, consumer, and graphics card businesses also showing rapid growth [4] - The growth is attributed to high downstream industry demand and the company's strategic positioning with high-end products and quality clients [4] Group 5: Specific Business Segments - The consumer business growth is primarily driven by HDI products, with second-generation and above products accounting for over 60% of the total, and third-generation products exceeding 7% [5] - The automotive business is one of the fastest-growing segments, with over 100% year-on-year growth, particularly in the new energy vehicle sector [5] - The automotive PCB market is expected to become a trillion-yuan market, representing a significant growth opportunity for the company [5]