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Shennan Circuits (002916.SZ): The main raw materials include copper clad board, semi-cured sheet, copper foil, gold salt, ink, etc., involving a wide range of categories.
Shennan Circuits (002916.SZ) stated on the investor interaction platform on July 15th that the company's main raw materials include copper clad laminate, semi-cured sheet, copper foil, gold salt, ink, etc., involving a variety of categories. Copper prices are one of the factors that affect changes in the company's raw material costs. Gross margin is a comprehensive indicator, which is also affected by business structure, product structure, operational efficiency and other factors in addition to raw material costs.
Shennan Circuits (002916.SZ) has established long-term stable strategic partnerships with leading global communications equipment manufacturers.
Shennan Circuits (002916.SZ) stated on the investor interaction platform on July 15 that the communication field is one of the important downstream markets in which the company's PCB business has been deeply cultivating for a long time. The company has established long-term and stable strategic cooperative relations with global leading communication equipment manufacturers, covering various wireless and wired communication PCB products, and targeting wireless networks, transmission networks, core networks, and fixed broadband and other application scenarios. The company has always been keeping track of and researching the development trend of the industry technology, and will make corresponding technical reserves according to industry demands.
Shennan Circuits (002916.SZ): Demand for products such as wired switches and optical modules has increased.
Shennan Circuits (002916.SZ) stated at an investor relations event on July 15th that the company has long been deeply involved in the communication field of the PCB business, covering various types of wireless and wired communication PCB products. Since the first quarter of 2024, demand for wireless communication base station-related products has not shown significant improvement from the fourth quarter of last year, while demand for wired side products such as switches and optical modules has increased.
Sanfu New Material (688359.SH): providing over 130 production lines of pulse plating specialized chemicals to major high-end PCB manufacturers like Shennan Circuits.
On July 15, Gelonhui reported that Sanfu Xinke (688359.SH) has provided more than 130 specialized chemicals for pulse electroplating production lines to major domestic high-end PCB manufacturers, such as Victory Giant Technology, Wu's Printed Circuit, Shennan Circuits, Shengyi Electronics, Founder Technology, Guanghe Technology, and Yilian Da. Among them, more than 15 production lines will be newly added in the first half of 2024, mainly applied in high-end AI servers, traditional servers, or automobile circuit boards. Currently, the company's pulse copper plating products applied to high aspect ratio AR30:1~50:1 PCB boards have already...
Earnings Not Telling The Story For Shennan Circuit Company Limited (SZSE:002916) After Shares Rise 33%
Shennan Circuit Company Limited (SZSE:002916) shareholders have had their patience rewarded with a 33% share price jump in the last month. The last 30 days bring the annual gain to a very sharp 61%
Shennan Circuits (002916.SZ): The company has multiple PCB factories in Shenzhen, Wuxi, and Nantong.
Shennan Circuits(002916.SZ) recently stated during a reception for institutional investors that the company has multiple PCB factories in Shenzhen, Wuxi, and Nantong. In addition to some specialized factories, the company mainly arranges production based on the technological requirements and characteristics of different PCB products, and the production lines themselves have a certain compatibility for downstream products with similar processes.
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