B · Normal
[Jingwang Electronics: There has been no reduction or delay in orders in the field of AI computing power. We remain positive and optimistic about the growth rate of 1.6T optical module PCB and the demand for NPO, CPO, and CPC product-related technologies] On November 5, Jingwang Electronics (603228.SH) released an investor relations activity record announcement. There has been no reduction or delay in orders in the field of AI computing power. Related demand remains strong, and some product delivery arrangements are tight. On-hand orders and rolling customer forecasts are in the stage of continued release and growth, and the company is making every effort to promote the release of new production capacity and guarantee delivery. At present, high-performance PCB production capacity is still in short supply, and the ramp-up cycle of core equipment, materials and processes constitutes rigid constraints. In the short term, there is no basis for the concentrated release of supply to trigger price competition. The company has achieved batch shipments of 800G optical module PCB and 1.6T optical module PCB, and many customers have given clear guidelines for the next few years. With the orderly release of mSAP production capacity, the company is embarking on the introduction of more downstream customers, and remains positive and optimistic about the growth rate of 1.6T optical module PCB and the demand for NPO, CPO, and CPC product-related technologies. Automotive electronics PCB revenue remains at around 40%. The company has formed the supply capacity to cover all categories of bicycle PCB products and has maintained its position as the world's largest automotive electronics PCB supplier for many years.
Institutional research trends 🕐 2026-11-05 17:25

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