Gelonghui, May 7 丨 Weidu Technology (688372.SH) Investor Relations Activity Record Sheet shows that the production capacity of the Shanghai headquarters has basically reached full capacity. The company plans to acquire land in Shanghai and build a group headquarters and R&D center, including joint construction of some laboratories with customers; the civil construction of the Nanjing plant has already been completed. Currently, in the finishing stage, some machines have entered trial production and are expected to be officially put into use in May; the Wuxi project is still in the design stage, and construction is expected to begin in May or June this year; and the Shenzhen plant has already been mass-produced.
Judging from the company's product structure in the first quarter of 2024, CP accounts for 60% and FT accounts for 40%. Because the design company has some inventory, our testing company will have a certain lag effect, and it is expected that it will improve starting in the second and third quarter. At the same time, the company's layout in terms of high computing power such as AI, CPU, and GPU has now been basically completed, and early research and customer certification work has basically been completed. It is expected that related products will also improve to a certain extent this year. The revenue trend for this quarter is expected to be similar to last year, with revenue increasing quarterly.