Zhitong Financial APP learned that from December 9, 2022 to January 31, 2023, 301377.SZ expressed the progress of the construction of the drilling needle investment project when it was investigated by an institution.The construction project of the company's PCB miniature drilling needle production base is expected to be completed by the end of 2024.It is estimated that the production capacity will be increased by 40 million units per month after the completion of the construction.It is planned to focus on the micro-drilling product line, and the new production capacity will show a climbing increase, which will help the company's core product drill needle sales scale to continue to expand.
According to the company, PCB drilling technology is mainly divided into mechanical drilling and laser drilling, the company's drilling needle products belong to the consumables of mechanical drilling technology. At present, the cost of mechanical drilling is lower and it is more suitable for processing composite materials for PCB. Mechanical drilling applies to a wide range of plate types and hole diameters, which almost cover most of the fields of PCB drilling above 0.10mm. At present, laser drilling technology is mainly used in the field of micro-holes below 0.15mm diameter with mechanical drilling, especially for blind hole processing. In the future, in a certain period of time, mechanical drilling and laser drilling will co-exist, at the same time, the company will continue to pay attention to the development of laser drilling technology.
In terms of the composition of main business income, Dingtai Hi-Tech pointed out that in the first half of 2022, the company's main business income mainly came from drilling needles, accounting for 70.60%, milling cutters and other cutting tools accounted for 15.64%, brush grinding wheels accounted for 8.39%, functional membrane products accounted for 2.41%, and automation equipment accounted for 1.32%. In terms of the improvement of output value, the company is actively promoting the intelligent upgrading of factories and speeding up information construction, while continuously strengthening skills training for relevant post personnel, increasing per capita output value and improving the company's core competitiveness.
On the market side, the company saidStill optimistic about the continuous pull of semiconductor IC carrier board, new energy vehicle board and MiniLED display electronic information products on the increment of the circuit board industry.. In recent years, a number of circuit board enterprises have been listed in China, and the circuit board enterprises at the head have gradually expanded their production lines to BT, ABF and other high-end circuit boards. Although the shrinking demand in some mid-market areas this year has led to fierce order competition among some enterprises, there is still a window of opportunity for a large market share in the high-end circuit board market.
In addition, according to Prismark data, the company's global PCB drill needle sales market share of about 19% in 2020. The company has established a good and stable cooperative relationship with well-known PCB manufacturers at home and abroad, and its main customers include Jianding Technology, founder Technology, Huatong computer, Shennan Circuit, Jingwang Electronics, Chongda Technology and so on.
With regard to the coating link, in order to meet the customer delivery time but limited by the previous production capacity, the company has previously contracted part of the coating; now the company's internal coating process has been improved, the production capacity has been improved, and the coating capacity of the company is no longer limited. In terms of 3C, the main customers of NC tools are mainly 3C industry, and they will actively expand the standard cutters and taps used in mold, automobile, aerospace and other fields in the future.
When referring to the equipment produced by Dingtai Robot, the company said that the equipment developed and produced by Guangdong Dingtai Robot Technology Co., Ltd., a wholly-owned subsidiary, is not only used in the production of drill needles and milling cutters, but also other products are sold to the outside world. the main products are: intelligent drill needle warehousing system, grinding machine, plasma cleaning machine, precision parts, CNC tool grinder and so on. As an advantageous product, the intelligent drilling needle warehousing system can be sold separately according to the customer's site requirements, such as needle dispenser, withdrawal needle, laser marking machine, grinding machine and so on.
Main film products, according to the answer, the company's functional film products mainly include AG explosion-proof film, hardening film, light control film, etc., mainly used in liquid crystal or touch display, cover glass process shipping, 3C screen surface protection, car screen, furniture and household appliances and other areas of appearance protection.