001389 Delton Technology
- 40.90
- +0.67+1.67%
Delton Technology News
Guanghe Technology (001389.SZ) currently does not involve PCB packaging technology business.
On July 19th, Gelunhui reported that an investor asked Guanghe Technology (001389.SZ) on the Investor Interactive Platform, "Has your company jointly explored the PCB packaging technology required for the development of new artificial intelligence (AI) chips?" The company replied that it is not currently involved in the PCB packaging technology business.
At present, the shipments of AI server products account for more than 25% of the total server shipments for Guanghe Technology (001389.SZ).
On July 16th, GeLongHui reported that an investor had asked Guanghe Technology (001389.SZ) on the investor interaction platform, 'How many of the top five customers, Dell, Hon Hai, Kwong Wah, Yingtida, and Langchao, have used the company's AI server PCB products?' The company replied that currently, the shipment of AI server products accounts for more than 25% of server shipments. Due to the fast growth of AI server products compared with traditional servers, it is expected that the sales ratio of AI servers will further increase in the future. Due to commercial policy restrictions, the company is not able to disclose customer information.
Guanghe Technology (001389.SZ): The product positioning of the Thai factory is mainly digital communication products, which will directly serve international first-class overseas customers.
On July 12, 2024, Guanghe Technology (001389.SZ) received a specific survey on the "planning of future products of Thai factories?". The company replied that the positioning of products in Thai factories is mainly for data communication products. As the first step of Guanghe Technology's global strategy deployment, Thai factories are an extension of the Group's product and operation strategies overseas. They will inherit the technical genes of the Group's high-end PCB products and directly serve top international customers overseas.
Guanghe Technology (001389.SZ): Main board, UBB, OAM and other supporting boards in AI servers are all in mass production.
On July 12th, 2024, Guanghe Technology (001389.SZ) received a specific inquiry about the types and situation of company AI product orders. The company replied that the main board, UBB, OAM, and other accessories in the company's AI servers are already in mass production. Compared to traditional server products, the AI products have a smaller base, but the order growth is fast, and the sales proportion continues to increase.
Guanghe Technology (001389.SZ): currently has sample trial production for millimeter wave radar PCB, but no mass production yet.
On July 12th, Gelonhui learned that an investor asked on the investor interaction platform whether Guanghe Technology (001389.SZ) has products applied in self-driving cars. The company replied that intelligent driving is an important product direction in the company's business planning for the intelligent terminal field. The company has been tracking the application of PCB in related fields and is currently conducting sample production of millimeter-wave radar PCB, but it is not yet in mass production.
Guanghe Technology (001389.SZ): Dongguan Guanghe mainly provides machining support services for the two factories in Guangzhou.
Guanghe Technology (001389.SZ) stated on the investor interaction platform on July 9 that Dongguan Guanghe mainly provides machining supporting services for two factories in Guangzhou.
Delton Technology Expects to Double Profit in H1; Shares Rise 4%
Delton Technology: 2024 Interim Performance Forecast
Guanghe Technology (001389.SZ): net income in the first half of the year is expected to increase by 90.13%-102.81%.
Guanghe Technology (001389.SZ) announced its performance forecast for the first half of 2024. The net profit attributable to shareholders of the listed company was 300-320 million yuan, an increase of 90.13%-102.81% over the same period last year. Net profit after deducting non-recurring gains and losses was 305-325 million yuan, an increase of 63.06%-73.75% over the same period last year. Basic earnings per share were 0.71 yuan/share-0.76 yuan/share. Benefiting from the iteration and upgrade of traditional servers and emerging computing scenarios such as artificial intelligence.
Guanghe Technology (001389.SZ): Server business is the core business of the company.
Guanghe Technology (001389.SZ) stated on the investor platform on July 2 that the growth of computing power demand will drive investment in computing power infrastructure. As an important component of computing power infrastructure, servers require stable growth in demand. Server business is the core business of the company, accounting for 70% of the company's total revenue. The company maintains cooperation with mainstream server customers both domestically and internationally and also benefits from the growth of computing power demand.
Currently, the automobile business revenue of Guanghe Technology (001389.SZ) accounts for a lower proportion of the total revenue.
Guanghe Technology (001389.SZ) stated on the investor interaction platform on June 27th that automotive electronics belong to the smart terminal sector in the company's business plan. In this field, the company's technology research directions include power electronic system application, assisted driving system application, and intelligent cockpit application. The development cycle for automotive clients is long, and the company started relatively late in this application field. Currently, the company's revenue from the automotive sector is relatively low compared to total revenue.
Guanghe Technology (001389.SZ): intends to use the raised capital of 180 million yuan to increase investment in Huangshi Guanghe to implement the fundraising project.
On June 26th, Gelonhui announced that Guanghe Technology (001389.SZ) held the second board of directors' seventh meeting and the second supervisor's fifth meeting, and approved the proposal of "Using Raised Funds to Increase Capital to Wholly-owned Subsidiary to Implement Raised Investment Projects." The company agreed to use part of the raised funds to increase capital to the wholly-owned subsidiary Huangshi Guanghe Precision Circuit Co., Ltd. (referred to as "Huangshi Guanghe") to implement the raised investment projects. The company's raised investment project, "Huangshi Guanghe Precision Circuit Co., Ltd. Guanghe Circuit Multi-High Precision Printed Circuit Board Project Phase II Second Stage Project," is the main body of the company.
Currently, AI server products account for about 25% of server revenue at Guanghe Technology (001389.SZ).
On June 25th, 2024, Guanghe Technology (001389.SZ) accepted a specific inquiry regarding the percentage of the company's current AI server revenue. The company replied that the current AI server product revenue accounts for approximately 25% of the server revenue.
Guanghe Technology (001389.SZ): Future HDI capacity can be configured in both Huangshi and Thailand.
On June 25th, 2024, Guanghe Technology (001389.SZ) conducted a specific object research on the company's future HDI capacity planning. The company responded that the new generation of data center products is increasingly using HDI technology, and the company's Guangzhou factory has supporting HDI production lines for data center products. The company also continues to pay attention to the application and development of HDI technology in data center products. In the future, the company can configure HDI capacity in Huangshi and Thailand, and will make specific plans according to the downstream customer needs.
Guanghe Technology (001389.SZ): The current production capacity utilization rate of the Guangzhou factory is about 90%, and the current production capacity utilization rate of the Huangshi factory is about 70%.
On June 25, 2024, Guanghe Technology (001389.SZ) accepted a specific object investigation and was asked about the capacity utilization of Guangzhou and Huangshi factories. The company responded that Guangzhou has been continuously improving its capacity through technological transformation in recent years. Due to physical space limitations, the capacity of the Guangzhou factory has been largely increased by pushing up unit price through the improvement of process capability, rather than simply increasing output. The current capacity utilization rate of the Guangzhou factory is about 90%, and with the commissioning of the Dongguan machining center, there is still room for a further increase of capacity. The current capacity utilization rate of the Huangshi factory is about 70%.
Guanghe Technology (SZ.001389) will distribute a dividend of 2.5 yuan per share with a record date of June 28, 2023.
Guanghe Technology (001389.SZ) announced on June 24th that the company's annual equity distribution plan for 2023 is based on the existing total share capital of 422,300,000 shares and will distribute CNY 2.500000 in cash (including tax) to all shareholders for every 10 shares held. The record date for this equity distribution is June 28, 2024, and the ex-dividend date is July 1, 2024.
Guanghe Technology (001389.SZ): Currently, the company has ample orders in hand.
On June 11th, Geely Technology (001389.SZ) stated on the investor interaction platform that the company currently has sufficient order backlog. In addition to Guangzhou, the company has production bases in Hubei Huangshi. In order to meet the needs of future overseas markets, the company is building a new manufacturing base in Thailand. The company will plan new production capacity according to the needs of market development.
Guanghe Technology (001389.SZ): PCB products have been applied to storage servers.
On June 7th, Gelonghui reported that an investor asked Guanghe Technology (001389.SZ) on the investor interaction platform, "Does your company have storage chip products?" The company replied that its main business is research, development, production, and sales of PCB products, and its PCB products are used in storage servers.
Guanghe Technology (001389.SZ): Currently, the business being conducted does not involve the commercial aerospace field.
Guanghe Technology (001389.SZ) stated on the investor interaction platform on June 5th that the business currently being conducted by the company does not involve the commercial aerospace field.
Guanghe Technology (001389.SZ): Currently not involved in IC carrier board business
Gelonghui, May 29丨Guanghe Technology (001389.SZ) said on the investor interactive platform that the company is currently not involved in the IC carrier board business.
Analysis
Price Target
No Data
