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深南电路:PCB业务受益于AI算力基础设施硬件相关产品需求增长,工厂产能利用率维持高位_城市资讯网

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,产能利用率延续2025年四季度以来的较高水平。广州封装基板项目中,BT类封装基板产能爬坡稳步推进,FC-BGA类封装基板已实现22层及以下产品量产,24层及以上产品技术研发及打样工作按期推进。南通四期与泰国工厂项目于2025年下半年顺利连线投产,目前产能正稳步爬坡。2026年资本开支主要聚焦PCB与封装基板业务,重点投向无锡高速高密、高多层电子电路产品项目、广州封装基板工厂建设,以及南通四期、泰

    电机板块震荡走高,神力股份涨停,兆威机电、祥明智能、中电电机、佳电股份、星德胜、方正电机等跟涨。

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