Group 1: Company Overview - Jiangxi Weiergao Electronics Co., Ltd. is listed under stock code 301251 [1] - The company is involved in the production of printed circuit boards (PCBs) with a focus on various applications including Mini LED and automotive electronics [2][3] Group 2: Factory Developments - The Thailand factory is located in the Lopburi Industrial Zone, 70 km from Bangkok, with the first phase of infrastructure completed and nearing the end of decoration [2] - The planned production capacity for 2023 is approximately 1.9 million square meters, with an additional 1.2 million square meters per year expected from the Thailand facility in 2024 [2][3] Group 3: Market Position and Trends - The global PCB industry remains fragmented with many suppliers, although there is a trend towards consolidation among leading companies [2] - The Mini LED market is expected to grow significantly, driven by applications in TVs and automotive displays, with a strong supply chain supporting this growth [3] Group 4: Future Outlook - The company anticipates growth in the thick copper PCB segment, particularly in industrial control and medical equipment, supported by favorable government policies [3][4] - The economic outlook for 2024 suggests a continuation of recovery in consumer demand, which may benefit the company's core business areas [4]
威尔高(301251) - 2024年2月6日投资者关系活动记录表