Recently, science and technology of beneficial of first-born of Fu copperplate dragon is announced investor spot recieved day activity summary to show 2023, the company is paying close attention to inventory closely abreaction circumstance, predict this second home market takes the lead in anabiosising likely; The company drives material, device continuously homebred change, subsequent strength is enclosed, high frequency with high speed material.

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According to orgnaization of American Prismark survey the statistic of copperplate of rigid to the whole world Fu is mixed rank, come from 2013 2022, amount of sale of copperplate of Fu of tigidity of unripe beneficial science and technology already jumped litre of whole world the 2nd, global market has rate stability to be in 12% the left and right sides. But be glided by global economy, demand is atrophic, electronic industry is behaved not beautiful, and tall look forward to of heavy goods price, on the dollar appreciates, raw material cost drops the space is scanty wait for an influence, science and technology of unripe last year beneficial comes trueNet profit 1.5 billion yuan, drop compared to the same period about 46%.

Home market has sign of get warm again after a cold spell

In the investor communication activity that conducted a few days ago, tall canal of unripe beneficial science and technology expresses, in western economy stimulation falls, 2021 (electron) product order excessive, be opposite to answer at the same time epidemic situation, manufacturer supplies catenary to give an issue to prevent and excessive equipment inventory, bring about industry growth to be close to 48% , exceed the history to be added normally fast, overdrew to was mixed 2022 then 2023 demand.

“ last year up to now western market still is handling stock. Newest the stock that has one share is handled almost it seems that. ” gives birth to tall canal of beneficial science and technology to point out, if take no account of macroscopical economy element, the demand after inventory is abreaction will restore stage by stage; If inventory is digested in what 2 quarters have materiality this year, predicting second half of the year has an opportunity. Company tall valve predicts further, differ with the past, this second home market takes the lead in anabiosising likely, home market appears it seems that the evidence of get warm again after a cold spell.

According to statistic, the Fu copperplate item that domestic enlarge produced 2022 has 7, new increase production can 87.5 million square metre, hard board and soft board year always produce can 1.16 billion square metre. Tall canal of unripe beneficial science and technology expresses, the strength that capital market helps power industry develop is very great, but also cause produce can superfluous.

Rate of start working of unripe beneficial science and technology exceeds 85%

Of current science and technology laying benefitStart working rate achieves 85%-90%, follow-up company also can adopt measure to raise start working rate. Market demand is at present fatigued and weak, indispensable price competes, the company will be followed according to market condition row with respect to city, adjust the price, but the range that predicts to adjust is reduced stage by stage, but pick up inflection point waits for observation. From the point of the industry, PCB production value predicted to rise compared to the same period 2022 1% , far under last year of 24.1% add fast; From the point of product structure, only tall multilayer and enclose support plate to obtain growth, enclose the driving demand of FCBGA of support plate profit from among them, grow 20.9% compared to the same period, future still keeps 5 years taller add fast.

Unripe beneficial science and technology begins to tackle key problem from 2005 high frequency high speed encloses difficult problem of base material technology, below the situation that faces foreign technology block, already developed product of high speed of whole set of loss of different interpose report at present, course of requirement of application of different interpose report, much technology is high frequency product, already realized application of much breed batch. Meanwhile, in enclose respect of technology of the copperplate that use Fu, the company broke through crucial core technology, already was in card kind enclose, chip of LED, memory kind wait for domain batch to use.

Target of unripe beneficial science and technology is added fast 15%~20% above

Unripe beneficial science and technology provides the introduction high, in domain of high frequency material, the company grows quickly, without set market share; In side of high speed data, company and enterprise of surveyor's pole of person of the same trade keep balance, will not will precede in systematic level, The target grows 15%~20% above every year.

According to giving birth to beneficial science and technology tall canal discloses, the example order that the company continues recently is particularly much, one of reasons are the replacement scheme that rolls out high frequency material, the company has studied issue preliminary positive result, future will be pushed to the market. Research and development of science and technology of unripe last year beneficial throws 943 million yuan, close in battalion occupy than for 5.2% .

With respect to Sino-US trade issue and problem of industrial move southeast Asia, tall canal of unripe beneficial science and technology expresses, industrial move also was carried very long, second half of the year was compared first half of the year to this year last year fervent, this move trend may be to be based on supply catenary safety, carry out by what terminal client will drive. The company needs a consideration henceforth of the client anxious, also have consideration overseas position, but not pressing, wait for an element because of land, artificial, policy, market, need considers specific overall arrangement mainly.