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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.
Guanghe Technology (001389.SZ): The factory in Thailand is expected to begin production in the first quarter of 2025.
On December 24, Gelonghui reported that Guanghe Technology (001389.SZ) recently stated in an investor relations activity that, in response to overseas client demand, the company is progressing as planned with the construction of Guanghe in Thailand, which is expected to complete the main factory topping in early July 2024. Currently, equipment installation and debugging are underway, and production is expected to start in the first quarter of 2025.
Guanghe Technology (001389.SZ): The shipment volume of general-purpose Servers is relatively stable.
On December 24, Glory Exchange reported that Guanghe Technology (001389.SZ) stated in a recent investor relations activity that the shipping volume of general Servers is relatively stable, with revenue growth mainly attributed to the increase in unit price from product iterations and upgrades. It is expected that the trend of 2024 will continue into 2025, and the gross margin of products will remain stable.
Guohe Technology (001389.SZ): Products are mainly used in Server, Consumer Electronics, communications, industrial control, Medical, and other fields.
Gelonghui reported on December 24 that Guanghe Technology (001389.SZ) recently mentioned in investor relations activities that the company's products are mainly used in the fields of Server, Consumer Electronics, communications, industrial control, Medical, and more. Over 70% of the company's revenue comes from the Server sector, with general Server products accounting for about 80% of Server business income.
Guanghe Technology (001389.SZ): Currently, some of the company's high-end server products involve high-level circuit structures of 20 layers or more, ultra-low loss copper-clad laminates AI server PCB technology, and advanced HDI technology.
On November 29, Gelonghui reported that Guanghe Technology (001389.SZ) stated on the investor interaction platform that some of the company's high-end server products involve more than 20 layers of high-level circuit structures, AI server PCB technology with ultra-low loss copper-clad laminates, and high-grade HDI technology. The specific application details are not disclosed to the public due to commercial sensitivity related to clients.
Guanghe Technology (001389.SZ): The company has not yet passed nvidia's customer certification.
Grainews November 27th Guanghe Technology (001389.SZ) stated on the investor interaction platform that, after verification, Mr. Wang Jun, the company's deputy general manager, mentioned in an interview that the company's server PCB products have passed some product certifications of Nvidia's GB200 chip. He pointed out that the company's AI server PCB products have obtained certification from downstream ODM customers and the products are still in the research and sample production stage. Currently, most AI server PCB products on the market use Nvidia GPUs, but not all AI server PCB products need to obtain Nvidia's "manufacturing authorization", as long as customers comply with the market.
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