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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 (Guangzhou) (SHE:001389) expects to double its profit for the first half of 2024 due to the upgrade of traditional servers and growing demand for printed circuit boards, according to
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