Pengding Holdings announced the investor relations activity record. The company has established the AI server and high-speed optical module business as the second core growth curve. In the first half of the year, automobile and server board revenue was 2,267 billion yuan, an increase of 181.58% over the previous year. Among them, AI server PCB revenue was close to 1 billion yuan, high-speed optical module revenue exceeded 600 million yuan, and the sector's gross profit margin was 37.42%. The company's capital expenditure in the first half of the year reached 6.4 billion yuan, an increase of 3.4 billion yuan over the previous year. Huai'an Park, Shenzhen Third Park and Thailand Park are progressing at a set pace, and will enter the centralized release of production capacity next year. Currently, the company's production capacity is expected to be put into operation one after another starting in 2027. More than 10 plants are already under construction and more than 10 are planned. The company's production lines are at full capacity. Products related to computing power will enter the centralized delivery stage in the second half of the year, and orders will be placed one after another. R&D investment is centered on cutting-edge fields such as AI servers, computing power hardware such as high-speed optical modules, automotive PCBs, and humanoid robots. As the scale of revenue expands, the R&D cost ratio is expected to decline steadily. The entire Thai park covers an area of about 600 acres. Multiple factories are being built simultaneously, and the remaining plants will be put into operation. Profitability will be quickly restored after fixed costs are diluted.

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