B · Normal
[Shennan Circuit: The current demand for the company's computing power-related business continues to improve, and orders for products such as optical modules and processor carrier boards are full] On November 6, Shennan Circuit (002916.SZ) released an investor relations activity record announcement. Benefiting from investment in AI computing power infrastructure and product iterative upgrades, it has driven the growth of demand related to PCB, packaging substrates and PCBA business, and the company's factory comprehensive capacity utilization rate is still running at a high level. Currently, the company's computing power-related business demand continues to improve, and orders for products such as AI servers, high-speed switches, optical modules, and processor carrier boards are full. The company has established stable cooperative relationships with a number of core customers in the computing power and chip fields, laying a solid foundation for subsequent production capacity implementation and business growth. As the proportion of computing power high value-added products continues to increase, the production capacity of each base in Guangzhou, Nantong, and Wuxi has steadily climbed. The company's product structure continues to be optimized, profitability has improved quarter by quarter, and the long-term development prospects are clear and promising.
Institutional research trends 🕐 2026-11-06 19:27

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