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Xin Qi Micro (688630.SH): Currently there are no clear acquisition plans.
On July 11th, Xinqi Microelectronics (688630.SH) stated during a meeting with institutional investors that the company currently has no clear merger and acquisition plan. While the company is focusing on internal development, it maintains an open attitude towards external expansion. Regarding whether to expand business through mergers and acquisitions, it needs to be considered comprehensively with factors such as the company's global strategy, industry development, business synergy, and merger costs.
This year, Xinqi Microelectronics (688630.SH) expects PCB business revenue to account for about 70% of the company's total revenue.
On July 11, Xinqi Microelectronics (688630.SH) stated during an investor meeting with institutions that the company's PCB business revenue is expected to account for around 70% this year, and PCB still holds a large share of the company's revenue. The demand for high-end boards from downstream customers has increased rapidly this year, and the demand for orders from top-tier clients is expected to trend towards certainty. In the future, the company will continue to increase the market share of high-end products in the PCB industry.
Chipbond Technology (688630.SH): The construction and engineering of the second phase of the park is expected to be completed by the end of this year.
On July 11th, Xinqi Microelectronics (688630.SH) said during an investor visit to the institution that the second phase of the campus is expected to complete CSI construction & engineering index at the end of this year. The overall construction pace is tight, and the park decoration and production will be completed as soon as possible to further expand the company's direct writing lithography equipment capacity and industrial application.
Xinqi Microelectronics (688630.SH): Currently, the production schedule for orders is saturated and the delivery plan for PCB orders has been scheduled for 2-3 months later.
On July 11th, Xinqi Microelectronics (688630.SH) stated during a meeting with institutional investors that the company's current order production is saturated and PCB order delivery plans have been scheduled for 2-3 months later.
Xinqi Microelectronics (688630.SH): In Q2, the PCB industry's capacity utilization rate improved compared to Q1, and the company's production has been at full capacity since March.
On July 11th, Xinqi Microelectronics (688630.SH) stated during a visit from institutional investors that the PCB industry's utilization rate has increased in the second quarter compared to the first quarter. The company's production capacity has been at full capacity since March. The demand for high-end boards from downstream customers has increased rapidly this year, with demand trends for orders from top high-end customers being more certain. In addition, the transfer of downstream customer production capacity to Southeast Asia has contributed to a significant increase in overseas orders.
Xinqi Microelectronics (688630.SH): Orders in Q2 are more abundant, and this year's order expectations are better than last year.
On July 11th, Xinqi Microelectronics (688630.SH) stated during a meeting with institutions and investors that, as of now, the orders in the second quarter of this year are very full, and the expected orders are better than last year compared year-on-year. Whether it is domestic or overseas customers, the order growth trend is relatively certain due to downstream customer demand.
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