Printed circuit board manufacturer Nandian (8046) achieved a breakthrough in the layout mining/AI high-speed computing field and entered the supply chain of China's mining machine manufacturers. With no additional investment equipment, mass production began at the end of last year and will help this year. The utilization rate and gross profit margin increased, and Nandian’s product structure has been adjusted during the transformation period in the past 2 years. Apart from the emerging mining market, it also focuses on the automotive and Netcom sectors. This year, the challenge turns into a profit. Performance.
According to the South China Electric's 2017 product structure, PCs accounted for 25%, Netcom accounted for 33%, consumer electronics accounted for 25%, and automotive applications accounted for 17%.
Southern Power to tap the Bitcoin mining business wave into the Chinese Bitcoin mining machine maker suppliers, Southern Power is in the second half of last year with customer development, mass production started late last year, this year is expected to shipments by quarter Upward, and this market does not require additional investment in equipment, production process and the original IC carrier gap is small, but the price is better, there are certain barriers to entry, South China Power and gross profit margin to improve, there is a certain s help.
Nanning believes that the general 3C, automotive market is long-term and stable demand, mining market demand looks good now, and in the company does not need additional equipment investment, to fill capacity that is helpful, but the virtual Whether the currency can be a long-term, stable order pillar also needs to be observed.
For the past two years, Nanning has underperformed its operations, and both of them have been in the downturn in the trough of 2016-2017. The company also made some changes in the past two years to reduce the use of PCs in the automotive and China Netcom sectors. In the automotive sector , So the market characteristics, customers and shipments need to slowly accumulate in the direction of the more security-equipped products forward, the world's largest automotive electronics module plant has been for customers.
In the part of China Netcom, at present, Nanning has written in the market of 4.5G products, switches and routers. As 5G is expected to be mass-produced next year, it started cooperation with customers last year and preempted card positions in 5G market.