On August 13, Zhen Ding Technology revealed in its investor relations activity log that it has identified AI servers and high-speed optical module businesses as its secondary core growth engines. During the first half of the year, the company's revenue from automotive and server boards soared to RMB 2.267 billion, marking a substantial year-on-year surge of 181.58%. Specifically, revenue from AI server PCBs neared RMB 1 billion, while revenue from high-speed optical module PCBs surpassed RMB 600 million, boasting a segment gross margin of 37.42%.

The company's capital expenditures for the first half of the year totaled RMB 6.4 billion, up by RMB 3.4 billion from the previous year. The construction of the Huai'an, Shenzhen Phase III, and Thailand campuses is advancing according to schedule, with capacity slated for intensive release in the next one to two years. Presently, the company's ongoing capacity expansion is projected to commence production in sequence from 2027, with over ten factories currently under construction and another ten in the planning stages.

All production lines are operating at full tilt, and demand for computing-related products is anticipated to peak in the latter half of the year, with orders to be confirmed incrementally. R&D investments are concentrated on cutting-edge domains such as AI servers, high-speed optical modules, and other computing hardware, automotive PCBs, and humanoid robots. As revenue expands, the R&D expense ratio is projected to decline steadily. The Thailand campus spans roughly 600 acres, with multiple factories being constructed simultaneously. Subsequently, as additional factories commence operations, profitability is expected to escalate rapidly due to the amortization of fixed costs.