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Delton Technology News
Express News | Guanghe Technology: Cooperate with customers to make samples of AI PC products
Guanghe Technology (001389.SZ): Currently not involved in IC carrier board business
Gelonghui, May 29丨Guanghe Technology (001389.SZ) said on the investor interactive platform that the company is currently not involved in the IC carrier board business.
Guanghe Technology (001389.SZ): Currently, PCIE5.0 product shipments account for about 60% of the company's server shipments
Gelonghui, May 29丨Guanghe Technology (001389.SZ) said on the investor interactive platform that the company's current PCIE 5.0 product shipments account for about 60% of the company's server shipments.
GPT-4O brings brand-new interaction capabilities, multi-modal AI leader 20cm rises and stops this week, institutions are intensively investigating related listed companies
① When surveyed by the agency, Tom said that GPT-4o has shown comprehensive ability in terms of emotional value such as emotional perception and simulating human tone for interaction, which is highly consistent with the development direction of Tom Cat AI products focusing on the field of emotional companionship. ② Sort out the industry sectors that institutions are most concerned about this week (attached table), the list of listed companies (attached shares), and the latest research on the multi-modal AI industry.
Guanghe Technology (001389.SZ): The current operating rate of the Guangzhou plant is about 90%, and the current operating rate of the Huangshi plant is about 70%
Gelonghui May 15 丨 Guanghe Technology (001389.SZ) held an online conference on May 14, 2024, on “What are the operating rates of Guangzhou and Huangshi factories?” The company replied that the current operating rate of the Guangzhou plant is about 90%, and the current operating rate of the Huangshi plant is about 70%.
Guanghe Technology (001389.SZ): Next year's increase in production capacity will mainly come from the Thai factory
Gelonghui May 15 丨 Guanghe Technology (001389.SZ) held an online conference on May 14, 2024 on “How will production capacity increase next year?” The company replied that next year's increase in production capacity will mainly come from the Thai factory.
Guanghe Technology (001389.SZ): The Thai factory is expected to be completed and put into operation by the end of this year, with annual sales of about 2 billion yuan at full production
Gelonghui May 15 | Guanghe Technology (001389.SZ) held an online conference on May 14, 2024, to discuss “Can the Thai factory be put into operation by the end of this year? What is the approximate production value? Do you mainly work as a server? Is it mainly aimed at overseas customers?” The company replied that the Thai factory is expected to be completed and put into operation by the end of this year, with annual sales of about 2 billion yuan at full production. The main products are positioned as next-generation server and switch products, which are mainly aimed at overseas markets.
Guanghe Technology (001389.SZ): Has not passed Nvidia's supplier certification
Gelonghui May 15 丨 Guanghe Technology (001389.SZ) held an online conference on May 14, 2024, to ask “Is there any cooperation with Nvidia now?” The company replied that the company has not yet passed Nvidia's supplier certification.
Guanghe Technology (001389.SZ): By May of this year, PCIE5.0 shipments accounted for nearly 60%
Gelonghui May 15 | Guanghe Technology (001389.SZ) held an online conference on May 14, 2024, on “The impact of upgrading PCIE4.0 servers to PCIE5.0 servers on the company's revenue and profits?” The company replied that starting from the second quarter of 2023, PCIE 5.0 orders will begin to be distributed month by month, and PCIE 5.0 servers will reach 30% of total server revenue in 2023. As of May of this year, PCIE 5.0 shipments accounted for nearly 60%. Compared to PCIE 4.0, the unit price of PCIE 5.0 has increased significantly, with regard to revenue and
Delton Technology's Q1 Profit Surges 134%
Delton Technology's (SHE:001389) attributable profit surged 134% to 145.1 million yuan in the first quarter, from 61.9 million yuan in the year-ago period, according to a Monday filing with the Shenzh
A-share changes丨The PCB sector fluctuated and strengthened, and Guanghe Technology rose and stopped in the afternoon
Gelonghui, April 24 | The PCB sector in the A-share market fluctuated and strengthened. Guanghe Technology rose and stopped in the afternoon, Shenghong Technology surged more than 15%, and many stocks such as Bomin Electronics, Jinbaize, Shengyi Electronics, and Shanghai Electric Power Co., Ltd. rose more than 5%. According to the Guangfa Securities Research Report, the PCB area, number of layers, and material performance of AI servers continue to improve, driving the increase in the value of PCB stand-alone machines. Compared to DGX series servers, the value of a single GPU PCB in the GB200 NVL72 is expected to increase. The size of the AI PCB market continues to grow, and the share of HDI value is increasing. Domestic manufacturers are actively deploying AI server PCBs, and the industry chain is welcome
Guanghe Technology (001389.SZ): Guanghe's current products are not used in the field of flying cars
Gelonghui, April 23 | Guanghe Technology (001389.SZ) said on the investor interactive platform that Guanghe's current products are not used in the field of flying vehicles. The company's future business development revolves around “cloud,” “management,” and “end” planning and layout. The “end” business includes the field of automotive electronics, and the direction of product and technology research and development is focused on the field of intelligent driving.
Guanghe Technology (001389.SZ): The company's server PCB is used in the field of AI servers
Gelonghui, April 23 | Guanghe Technology (001389.SZ) said on the investor interactive platform that the company's server PCB is applied to the AI server field, that the company attaches importance to every important customer and is actively exploring related markets.
Guanghe Technology (001389.SZ): PCB products are used in data center switches
Gelonghui, April 17丨An investor asked Guanghe Technology (001389.SZ) on the investor interactive platform, “Are the company's PCBs used in data center switches?” The company replied that the company's PCB products are used in data center switches.
Delton Technology's Q1 Profit to Soar Up to 142%; Shares Up 3%
Delton Technology (Guangzhou) (SHE:001389) expects to log a net profit attributable to shareholders of between 130 million yuan to 150 million yuan in the first quarter, surging up to 142.4% from the
The semiconductor sector was active at the beginning of the market. Xueqi Electric, Guanghe Technology, and Yongda shares rose and stopped, while China Machinery Inspection, Intel Technology, China Post Technology, and Tianyuan Intelligence followed suit.
The semiconductor sector was active at the beginning of the market. Xueqi Electric, Guanghe Technology, and Yongda shares rose and stopped, while China Machinery Inspection, Intel Technology, China Post Technology, and Tianyuan Intelligence followed suit.
Guanghe Technology (001389.SZ): Net profit expected to increase 110.06%-142.38% in the first quarter
Gelonghui, April 12 | Guanghe Technology (001389.SZ) announced its results forecast for the first quarter of 2024. Net profit attributable to shareholders of listed companies during the reporting period was 13 million yuan to 150 million yuan, an increase of 110.06%-142.38% over the same period last year; net profit profit after deducting non-recurring profit and loss was 133.8 million yuan to 154 million yuan, an increase of 113.58% to 145.83% over the same period last year; basic earnings per share were 0.34 yuan/share — 0.39 yuan/share. Benefit from iterative upgrades of traditional servers and new developments such as artificial intelligence
Guanghe Technology (001389.SZ): Very optimistic about the future development of AI computers, actively participating in the development of products related to downstream customers
Gelonghui, April 8, 丨 Guanghe Technology (001389.SZ) said on the interactive platform that the company's core business is server PCBs. Based on the company's accumulated technical reserves and customer resource reserves in the server PCB field, it will help the company expand the AI computer PCB business. The company is very optimistic about the future development of AI computers, and is also actively participating in the development of products related to downstream customers.
Delton Technology Soars 205% in Shenzhen Trading Debut
Delton Technology (Guangzhou) (SHE:001389) surged 205% Tuesday morning when it started trading on the Shenzhen Stock Exchange's main board. Shares of the Chinese printed circuit board manufacturer tri
A-share IPO news: Guanghe Technology (001389.SZ) listed today
Glonghui, April 2 | Today, Guanghe Technology (001389.SZ) was listed, and there were no new shares to purchase.
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