大族激光(002008.SZ): 1-6月,PCB設備業務實現營業收入15.64 億元,同比增加102.89%
格隆匯9月23日丨大族激光(002008.SZ)在投資者關係表示,2024 年 1-6 月,PCB 設備業務實現營業收入 15.64 億元,同比增
加 102.89%。2024 年上半年,隨着普通多層板市場的競爭加劇, PCB
生產企業對設備效率的要求和自動化需求持續提升。在此背景下,公
司開發推出了第二代鑽房自動化方案及高功率阻焊激光直接成像系
統、自動上下料機械成型機、電測與自動外觀檢查一體機、自動分揀
包裝機等自動化、 數字化、智能化的解決方案可大幅降低下游客户
的人力成本支出,提升客户端設備稼動率及產品品質,已獲得客户高
度認可。面對 AI 算力產業鏈持續爆發帶來的高速高多層板、任意層
HDI 板、類載板、大尺寸 FC-BGA 封裝基板等高階 PCB 加工需求
增長,公司推出了鑽測一體化 CCD 六軸獨立機械鑽孔機、新型激光
應用設備等系列產品方案,滿足客户對高階 PCB 加工工藝的要求。
未來公司高階 PCB 加工設備的銷 售佔比將進一步提升。
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