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Guanghe Technology (001389.SZ): It is expected that the total production capacity of the two factories in Guangzhou will be approximately 4 billion yuan in 2025.
On April 10, Glonghui reported that Guanghe Technology (001389.SZ) mentioned during recent investor relations activities that the capacity utilization rate of the two factories in Guangzhou will remain around 90% in 2024. Through continuous technological renovations, the two factories in Guangzhou are eliminating bottlenecks in capacity and enhancing the technological capabilities of key processes, resulting in an additional capacity of approximately 0.6 billion yuan annually from technological renovations. It is expected that the total capacity of the two factories in Guangzhou will be around 4 billion yuan in 2025.
Guanghe Technology (001389.SZ): The USA's increased tariffs will not have a direct impact on the company's short-term operation.
On April 10, Gelonghui reported that Guanghe Technology (001389.SZ) mentioned in a recent investor relations activity that as of 2024, the company's overseas business revenue accounts for approximately 71.84%, including the Americas (3.32%), Europe (1.30%), and Asia (67.22%). The company's direct export revenue to the USA accounts for only 0.12%. The core business of the company is Server PCB. Due to the global division of industry, PCB downstream customers are widely distributed in Northeast Asia, Southeast Asia, Mexico, and other regions, and after being assembled into complete machines by downstream customers, they are exported to end users, with the highest cost proportion of servers being...
As of the first quarter, the revenue from the PCIE 5.0 Server platform accounted for about 80% of the Server revenue for Guanghe Technology (001389.SZ).
On April 10, Gelonghui reported that Guanghe Technology (001389.SZ) stated in a recent investor relations event that by the first quarter of 2025, revenue from the PCIE 5.0 Server platform is expected to account for about 80% of overall Server revenue.
Delton Technology (Guangzhou)'s (SZSE:001389) Earnings Are Weaker Than They Seem
Guohe Technology (001389.SZ): The company's direct export revenue to the USA accounts for only 0.12%.
Gelonghui, April 7th丨Guanghe Technology (001389.SZ) stated on the investor interaction platform that the company's overseas business revenue accounts for about 71.84%, with North America (0.12%), Europe (1.30%), Asia (67.22%), and South America (3.20%). The company's direct exports to the USA account for only 0.12%. Therefore, the increased tariffs from the USA have no direct impact on the company's short-term operations. However, in the long term, the global increase in tariffs will have a profound impact on the restructuring of the Industry Chain. The company will actively maintain close contact with downstream customers, coordinate together, and seek ways to reduce the tariffs.
Risks To Shareholder Returns Are Elevated At These Prices For Delton Technology (Guangzhou) Inc. (SZSE:001389)