证券日报网讯2月2日，沃格光电（603773）在互动平台回答投资者提问时表示，公司芯片用玻璃基板相 关技术处于行业领先水平，如TGV技术可实现最小孔径5μm、最大深宽比100：1，可加工玻璃厚度范围 0.05-1.1mm，且掌握"薄化、镀膜、TGV、精密镀铜、多层线路制作"全制程工艺，是全球少数具备全制 程产业化能力的企业之一。目前芯片用玻璃基板产品正稳步推进客户验证，全资子公司湖北通格微的 1.6T光模块玻璃基载板已完成小批量送样。公司推出的全玻璃堆叠结构(GCP)方案，已与北极雄芯等战 略合作伙伴进入产品方案确定和联合开发阶段。产能方面，公司已建成首条年产10万平米TVG产线并 实现小批量供货，成都沃格8.6代线预计2026年量产，达产后月产能预计可达2.4万片，将为业务放量提 供坚实支撑。随着玻璃基板在AI大算力芯片、高速光通信(CPO)、先进封装等领域的加速应用，公司技 术与产能优势有望持续转化为业绩增量，具体经营数据请以公司后续披露的定期报告为准。 ...

证券日报网讯2月2日，沃格光电（603773）在互动平台回答投资者提问时表示，公司与北极雄芯公司建 立战略合作，在新一代IC半导体、玻璃基AI计算芯片封装、玻璃基高频宽存存储封装、玻璃基车载计 算芯片封装、超大尺寸芯片互连领域及集成电路设计等方面开展研发与各项业务合作。目前基于玻璃介 质在多颗芯粒系统级封装方面开展了多套结构设计，包括算力芯片+EMIB硅桥嵌入的玻璃基封装方 案。目前，双方已完成基于多层玻璃堆叠芯片设计及仿真工作，并在工艺方案已取得进展。 ...

证券日报网讯2月2日，沃格光电（603773）在互动平台回答投资者提问时表示，公司聚焦GCP(玻璃电 路板)技术在Mini/MicroLED显示领域的应用，关于具体客户及产品合作细节，因涉及商业保密协议及约 定，公司暂不便详细披露。公司正积极与全球显示领域头部企业开展广泛的技术开发与业务对接。相关 业务进展请以公司在法定媒体披露的公告为准。 ...

证券日报网讯 2月2日，沃格光电在互动平台回答投资者提问时表示，在商业航天领域，公司具备UTG 加工、CPI浆料及制膜全制程能力，结合公司长期积累的镀膜技术优势，能有效满足卫星柔性太阳翼的 柔性基材和防护需求。其中CPI从大尺寸量产可行性、抗冲击性等方面具备显著优势，产业成熟度更 高。航天级CPI具备卓越的光学透明性、优异的热稳定性、出色的机械强度以及良好的尺寸稳定性，既 能满足太阳翼柔性发展需求，又能在太空极端条件下保持性能稳定，有效保障太阳翼的发电效率。特种 镀膜可加强基材有效抵御太空多种极端环境威胁，包括高能粒子辐射、宇宙微碎片撞击、强烈紫外线照 射，以及原子氧侵蚀，确保太阳能电池在长期运行中保持高效稳定的发电性能。公司自主研发的CPI膜 材搭配特种防护镀膜，已携手头部商业航天客户，成功实现卫星柔性太阳翼的在轨应用。 （文章来源：证券日报） ...

证券日报网讯2月2日，沃格光电（603773）在互动平台回答投资者提问时表示，公司子公司通格微是全 球极少数掌握玻璃基TGV全制程工艺并实现产业化的公司，产品应用于通信5G-A/6G、光模块CPO封 装、半导体先进封装等。公司持续推进玻璃叠构技术迭代升级，引领玻璃基产业发展。公司在通信领 域、芯片先进封装领域配合客户积极开发新产品，公司玻璃基1.6T光模块/CPO产品已完成小批量送 样，目前正协同客户进行测试与验证。 ...

证券日报网讯 2月2日，沃格光电在互动平台回答投资者提问时表示，在生物医药领域，公司重点推进 微流控生物芯片的研发与产业化。该产品充分发挥公司在玻璃基精密加工工艺方面的领先优势，目前相 关产品已完成客户送样验证，并即将进入量产出货阶段。 （文章来源：证券日报） ...

Core Viewpoint - The company has successfully completed small-scale sampling of its glass-based 1.6T optical module/CPO products and is currently collaborating with customers for testing and validation, with overall progress reported as smooth [2] Production Capacity - The company has established its first production line with an annual capacity of 100,000 square meters for TGV and has achieved small-scale supply, indicating it can meet current validation and initial order production needs [2] - In terms of aerospace CPI products, the company has the production scale to meet current order demands [2] - If there is a significant increase in future order volumes, the company plans to quickly expand capacity by adding equipment within existing facilities or constructing new production lines, eliminating the need for new land acquisition or building, which will significantly shorten the capacity ramp-up period [2]

Group 1 - The core point of the news is that Woge Optoelectronics experienced a decline of 5.02% in stock price, reaching 37.86 CNY per share, with a trading volume of 232 million CNY and a turnover rate of 2.68%, resulting in a total market capitalization of 8.506 billion CNY [1] - Woge Optoelectronics, established on December 14, 2009, and listed on April 17, 2018, is located in Xinyu High-tech Industrial Development Zone, Jiangxi Province, and primarily engages in FPD optoelectronic glass processing [1] - The revenue composition of Woge Optoelectronics includes 51.83% from optoelectronic display devices, 29.63% from optoelectronic glass processing, and 18.44% from other sources [1] Group 2 - Longcheng Fund's Longcheng Jiujia Innovation Growth Mixed A (004666) holds 5.5 million shares of Woge Optoelectronics, unchanged from the previous period, representing 2.45% of the circulating shares, with an estimated floating loss of approximately 11 million CNY [2] - Longcheng Jiujia Innovation Growth Mixed A (004666) was established on July 5, 2017, with a latest scale of 1.994 billion CNY, achieving a year-to-date return of 9.57% and a one-year return of 105.54% [2] - The fund manager, You Guoliang, has a tenure of 6 years and 99 days, with a total asset scale of 5.058 billion CNY, and the best fund return during his tenure is 261.26% [2]

格隆汇1月27日｜A股市场CPO概念股普涨，其中，炬光科技涨超10%，可川科技10CM涨停，天孚通信 涨超8%，汇绿生态涨超6%，罗博特科、华天科技、中际旭创涨超5%，蘅东光、沃格光电、新易盛、光 库科技涨超4%。 ...

Group 1 - The A-share market saw a significant rise in CPO concept stocks, with notable increases in several companies' stock prices [1] - Key performers included Juguang Technology, which rose by 10.42%, and Kecuan Technology, which hit the daily limit with a 10% increase [2] - Other companies such as Tianfu Communication and Huilv Ecology also experienced substantial gains, with increases of 8.81% and 6.23% respectively [1][2] Group 2 - The total market capitalization for Juguang Technology is 18.8 billion, while Kecuan Technology has a market cap of 10.6 billion [2] - Year-to-date performance shows Kecuan Technology leading with a 78.86% increase, followed by Juguang Technology at 19.27% [2] - Other companies like Luobotek and Huatians Technology also reported strong year-to-date gains of 51.54% and 28.08% respectively [2]