Shennan Circuits stated at the brokerage strategy meeting that since the first quarter of 2024, there has been no significant improvement in demand for wireless communication base station-related products compared to the fourth quarter of last year, while demand for wired side switches, optical modules, and other products has increased. In addition, the company's recent PCB factory utilization rate has increased compared to the first quarter of 2024, while the utilization rate of the packaging substrate factory has remained relatively stable.
深南电路：有线侧交换机、光模块等产品需求有所增长
Shennan Circuits: demand for wired-side switches, optical modules and other products has increased.
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