JXPCB(688655)2024-05-09 11:40Group 1: Company Performance Overview - The company faced significant pressure on short-term performance due to a complex macro environment and increased competition, leading to a decline in market demand [2][3] - The main reason for the decline in 2023 performance was a decrease in gross margin from core business, primarily due to customer price reductions [6] Group 2: Investment Projects and Capacity Expansion - The company completed the "Annual Production of 600,000 Square Meters PCB Intelligent Factory Expansion Project" in October 2023, significantly enhancing its production capacity [4][5] - The Zhuhai factory's "Internet + Smart Project" is set to invest approximately ¥40.71 million, aiming to increase annual production capacity by 180,000 square meters of PCB samples [5] Group 3: Strategic Focus and Future Outlook - In 2024, the company will focus on increasing production capacity utilization and achieving scale effects to reduce unit costs and improve margins [6] - The company plans to optimize product structure and increase the proportion of high-value-added products, particularly in high-difficulty customized samples and high-end multilayer boards [6] Group 4: Raw Material Price Impact - Recent increases in prices of raw materials, particularly precious metals and certain board materials, have been noted, and the company will continue to monitor these changes [3][4]