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中富电路(300814) - 2023年6月21日投资者关系活动记录表(2022年度网上业绩说明会)

Group 1: Company Overview - Shenzhen Zhongfu Circuit Co., Ltd. is engaged in the PCB industry, focusing on various applications including communication, industrial control, automotive electronics, and consumer electronics [2][3]. - The company maintains long-term stable partnerships with several well-known enterprises, including global leaders in communication equipment [2][4]. Group 2: Production Capacity and Developments - A new production project with an annual capacity of 400,000 square meters is set to be completed by June 30, 2023, which will gradually increase the company's order volume [3]. - The company is actively progressing with the establishment of its factory in Thailand, focusing on land acquisition and construction [3]. Group 3: Client Relationships - Major clients include NCAB, Asteelflash, Lacroix, Lenze, Schneider, Delta, Jabil, and others in various sectors [4]. - Huawei is identified as a significant customer, with products serving multiple application areas such as communication and digital energy [3]. Group 4: Future Development Plans - The company aims to enhance its production scale and technical level in the PCB field, while also improving management and profitability [3]. - Future strategies will focus on production operations, technological research and development, smart manufacturing, marketing, and talent development [3]. Group 5: Product Competitiveness - Core competitive products include high-layer boards, thick copper boards, 5G antenna boards, high-frequency boards, and embedded device boards, supported by advanced materials and manufacturing processes [4]. - The company is developing advanced packaging technologies, including embedded chips and capacitors, aiming for significant sales by 2023 [4].