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Guohe Technology (001389.SZ): maintaining close cooperation with mainstream Server customers both domestically and internationally.
On February 12, Gelonghui reported that Guanghe Technology (001389.SZ) stated on the investor interaction platform that the company's main Business is the research, production, and sales of PCBs, which are widely used in Servers, Consumer Electronics, industrial control, security electronics, communication, Autos electronics, and other fields. The company has focused on and deeply cultivated the server PCB business for many years, maintaining close cooperation with major server customers both domestically and internationally, and actively seizing development opportunities brought by various products.
DeepSeek has sparked a local deployment boom of large models, and AIPC is expected to lead the way.
① With the rise in popularity of DeepSeek, there has been a surge in local deployment of large models and edge-side AI. Several AIPC-related companies have officially announced their integration with DeepSeek. ② GTJA's latest report indicates that compared to Other terminals, PCs possess productivity tool attributes, and users are more focused on performance experience, making them the preferred terminals for larger-scale local models.
Delton Technology (Guangzhou) Forecasts 66% Jump in 2024 Profit; Shares Jump 5%
Guanghe Technology: 2024 Annual Results Forecast
Guohe Technology (001389.SZ) issued a positive earnings forecast, expecting a net income of 0.63 billion to 0.69 billion yuan in 2024, a year-on-year increase of 51.92% to 66.39%.
Guohe Technology (001389.SZ) announced that it expects a Net income of 6... for the year 2024 attributed to the Shareholders of the listed company.
Guanghe Technology (001389.SZ): The overall capacity utilization rate of the Guangzhou factory remains at a high level.
On December 24, according to a recent investor relations activity, Guanghe Technology (001389.SZ) stated that the Guangzhou factory continues to carry out technological renovations on key processes to achieve the goal of enhancing process capability and capacity of bottleneck procedures. The overall capacity utilization rate remains at a high level, and after the completion of this renovation, it is expected to add an annual production capacity of 5 to 0.6 billion yuan for the Guangzhou factory.
