Group 1 - The company, Ultrasonic Electronics, stated on September 18 that it has relevant technology reserves for supporting optical module printed circuit boards, indicating ongoing market expansion efforts [2]

Group 1 - The company, 超声电子 (000823.SZ), has indicated that its clients in the mobile internet sector include major players such as 中兴, 广和通, 华三, 大唐, and 日海 [1]

Group 1 - The company has technical reserves related to optical module printed circuit boards [1] - The market for optical modules is still in the process of expansion [1]

Group 1 - The company has technical reserves related to supporting optical module printed circuit boards [1] - The market for these technologies is still being expanded [1]

Group 1 - The company, Ultrasonic Electronics (000823.SZ), has indicated that its clients in the mobile internet sector include major players such as ZTE, Guanghetong, H3C, Datang, and Rihai [1]

Group 1 - The copper-clad laminate sector is experiencing strong performance, with notable gains in stocks such as Honghe Technology, Huazheng New Materials, and Ultrasonic Electronics [1]

Core Viewpoint - The company, Ultra Sonic Electronics, has entered the small batch production phase for its 200G-400G optical modules, indicating a significant step towards commercialization and market expansion [1] Company Summary - Ultra Sonic Electronics has disclosed that its 200G-400G optical modules are now in small batch production, with ongoing market expansion efforts [1] - The company has already produced printed circuit board products for server applications, demonstrating a foundational presence in the upstream materials and components for optical modules [1] - Achieving small batch production marks a critical milestone for the company, as it transitions from research and development to commercial readiness, having completed initial manufacturing process and reliability validations [1] Industry Summary - Optical modules are essential components for optical signal transmission in data centers and communication networks, with increasing demand driven by the ongoing development of domestic computing infrastructure [1] - The 200G-400G optical module specifications are currently significant during this transitional period, offering substantial market application potential [1] - Market observers suggest that if Ultra Sonic Electronics can stabilize yield rates, reduce costs, and successfully acquire customers during this phase, its competitiveness in the future transition to 800G or higher-speed modules will be significantly enhanced [1]

Group 1 - The company, Ultrasonic Electronics (000823.SZ), is currently in the small-scale production phase of its 200G-400G optical modules [1] - The market for these optical modules is still being expanded [1]

Core Viewpoint - The company, 超声电子 (Sonic Electronics), has confirmed its production of printed circuit boards (PCBs) for automotive LiDAR applications, indicating a strong demand in this sector [1]. Group 1: Company Information - 超声电子 has a robust order book for its PCB business, reflecting a healthy operational status [1].

Group 1 - The company has confirmed its collaboration with DJI by providing supporting PCB products [2]