Affected by the global economic slowdown, the electronics industry is generally not ideal in the fourth quarter of this year. Since the fourth quarter was originally a traditional off-season for the PCB equipment industry, coupled with the high base period in the second and third quarters, and the deferral of equipment orders of some customers after the European and American credit debt storms occurred, the majority of PCB equipment manufacturers’ revenue for the fourth quarter was lower. Compared with the third quarter recession, the relevant manufacturers stated that since the first quarter was also a traditional off-season, the growth of some customers slowed down due to uncertain business conditions. Therefore, it is expected that the revenue in the first quarter of next year will not be easily improved. .

Affected by the weakening of the printed circuit board industry, demand for equipment has also cooled down. The equipment plant includes dry and wet process equipment Dachang Zhisheng (2467), Yonbo (2493) and exposure machine manufacturer Chuan Bao (1595) in November. Revenues are falling simultaneously. Looking into the market outlook, equipment manufacturers believe that the electronics industry's economy has weakened since the third quarter of this year, so the expansion of the PCB industry has also been slowing down. It appears that the growth momentum in the first quarter of next year is quite low.

Zhisheng’s November consolidated revenue was 267 million yuan, a decrease of 11.34% from the previous month and a decrease of 20.46% from the same period of last year. The cumulative consolidated revenue from the previous November was 4.105 billion yuan, a decrease of 20.83% year-on-year. The company’s legal opinion expressed its optimism about the demand for HDI and touch-panel-related equipment in the fourth quarter. However, the overall market conditions are currently in a downturn, affecting the actions of customers pulling products, plus solar, LED and panel-side equipment. Poor shipments and fears of revenue in the fourth quarter could not be equal to the third quarter.

Yangbo’s revenue for November was 191 million yuan, a decrease of 5.41% from the previous month. However, it was 9.3% higher than the same period of last year. The cumulative revenue for the previous November reached 2.222 billion yuan, which is still a significant increase of 31% compared to last year. The performance is still good. However, due to the global economic downturn and the impact on equipment shipments, there is a fear of deferral by the end of the month. However, legal persons believe that from the perspective of Yang Bo’s orders and shipments, the single-month revenue in the fourth quarter should be around RMB 200 million, and the single-quarter revenue was slightly lower than the RMB 666 million in the third quarter.