[Enterprise] New developments of several large PCB manufacturing companies

1. Shanghai Electric Power Co., Ltd.

On May 29th, some investors asked Shanghai Electric Power Co., Ltd. (002463), whether your company cooperates with Nvidia? Are you responsible for the NVIDIA chip PCB?

The company replied that some of the company's PCB products are used in AI servers and related fields, but due to commercial policy restrictions, we are inconvenient to discuss specific companies publicly.

2. Sichuan Yingchuangli

"At present, the domestic PCB industry demand is about 400 billion square meters per year, and the production volume is about 500 billion square meters per year. It seems that the supply exceeds demand, but the high-end market demand is in a state of lack." The chairman of the trade union-Ye Huachun analyzed. Based on this, the construction of the third phase of Intronic Electronics is being accelerated and will be put into trial production in mid-July.

The third phase of the project is an important thrust for the transformation and upgrading of Intronic Electronics and the layout of the high-end market. Products will expand from a single common through-hole multilayer board to high-end products such as IC substrates and miniled substrates. The business type will be expanded from the original single production of finished products to the "one-stop" service of PCB design, PCB board manufacturing and placement, and the product value will increase by 10 times compared with the original.

3. Shenzhen Bicheng Electronic Technology Co., Ltd.

In order to promote product upgrades, Bicheng Electronic Technology Co., Ltd. invested a lot of money in research and development and precision equipment last year, and successfully introduced many advanced equipment.

"Taking the thickness and size of the board as an example, the requirements for high-end products are very strict, and the tolerance needs to be controlled within 0.15mm. We can now control it within 0.05mm." Kevin Liao, product manager of Bicheng Electronic Technology Co., Ltd. introduced. Through technological improvement and production process optimization, the company's products have successfully entered the foreign market. Among the orders in the first quarter, 100% came from overseas markets, which became the key support for expanding the company's sales territory.

4. Jin Baize

On May 29, the PCB sector was active. As of 9:42, Jinbaize had 3 consecutive boards, Yibo Technology had a 20% daily limit, and Mankun Technology rose by more than 12%. (Shanghai Securities News China Securities Network)