Core Viewpoint - Yuegangwan Holdings announced a strategic cooperation agreement with Huagong Technology, focusing on AI computing power and network infrastructure over a five-year period [1] Group 1: Company Overview - Yuegangwan Holdings' indirect wholly-owned subsidiary, Tiandun Data, is involved in the strategic partnership [1] - The collaboration aims to establish a comprehensive and in-depth strategic partnership in the AI computing power and network infrastructure sectors [1] Group 2: Market Focus - The cooperation will cover both domestic and global markets, indicating a broad scope for potential growth and development [1]

Core Viewpoint - Huagong Technology (000988) is focusing on expanding its sensing business within the new energy vehicle industry chain, particularly in automotive sensors, pressure sensors, photovoltaic energy storage, and smart grid sensors, while leveraging its existing core competencies in smart home, automotive thermal management, and temperature control products [1] Group 1: Business Performance - The sensing business achieved a total operating revenue of 3.174 billion yuan in the first three quarters, representing a year-on-year growth of 13% [1] - The growth rate has slowed down primarily due to fluctuations in the industry cycle [1] Group 2: Strategic Focus - The company aims to enhance the application of its series of sensors in niche markets to expand incremental space [1]

Core Viewpoint - The company, Huagong Technology (000988), has reported significant growth in its overseas export business, particularly in the 400G/800G optical module segment, with deliveries already commencing in Q4 of this year [1] Group 1: Overseas Market Performance - The export business has shown notable growth, with overseas equipment manufacturers and distributors already shipping large quantities of 400G/800G optical modules [1] - The 800G LPO optical modules have started delivery in overseas factories in Q4 of this year, indicating a ramp-up in production [1] - The company plans to continue increasing the volume of these products in the coming year, along with an expansion in product models [1]

证券日报网讯12月9日，华工科技（000988）在互动平台回答投资者提问时表示，公司高度重视投资者 关系管理工作，积极探索投资者关系管理的新模式、新方法，不断创新沟通方式，搭建多元化沟通平 台。通过业绩说明会、路演反路演、投资者调研、电话会议、网络互动等多种形式，与投资者进行全方 位、多层次的沟通交流。 ...

证券日报网讯12月9日，华工科技（000988）在互动平台回答投资者提问时表示，公司始终致力于政产 学研用金六位一体，与上下游企业携手并肩，集中优势力量，共同攻克技术难关，协同创新，加速解决 核心组件和基础共性难题，"围绕产业链部署创新链、围绕创新链布局产业链"，不断提升全产业链的整 体竞争力，加速创新成果转化及战略行业应用落地。通过发起设立上游光芯片厂商云岭光电，公司将进 一步巩固和加强在光电子器件领域的产业链布局，实现产业链上下游的协同发展。 ...

证券日报网讯12月9日，华工科技（000988）在互动平台回答投资者提问时表示，公司具备硅光完整材 料PDK能力，自研硅光芯片，海外Fab锁定产能、提量，同时增加海外第二备份Fab产能，国内Fab也正 在加快验证中。 ...

（文章来源：证券日报） 证券日报网讯 12月9日，华工科技在互动平台回答投资者提问时表示，公司高度重视投资者关系管理工 作，并通过多种渠道积极与投资者进行沟通和交流。 ...

Core Viewpoint - The company reported significant growth in its connection business, with a notable increase in revenue and net profit for the first three quarters of the year [1] Group 1: Financial Performance - The connection business generated revenue of 5.089 billion yuan in the first three quarters, representing a year-on-year increase of 52% [1] - In the third quarter, revenue was 1.427 billion yuan, showing a decline compared to the second quarter due to reduced demand for terminal equipment and telecom optical modules [1] - The net profit for the connection business in the first three quarters reached 462 million yuan, marking a year-on-year increase of 541% [1] - The third quarter net profit was 215 million yuan, reflecting significant growth compared to the previous quarter, driven by the increased revenue share and gross margin of high-value-added products like data communication optical modules [1]

Group 1 - The core viewpoint of the article highlights that Huagong Technology (000988) has achieved significant growth in its optical modules for data communication in the domestic market this year [1] - The company has successfully covered a full range of products from 100G, 200G to 400G, and 800G among major internet and equipment manufacturers [1] - In the first three quarters, the demand and delivery of data communication optical modules remained strong, resulting in significant increases in revenue and net profit [1]

证券日报网讯12月9日，华工科技（000988）在互动平台回答投资者提问时表示，感知业务领域公司持 续巩固全球新能源汽车热管理和多功能传感器技术行业地位，自主掌握传感器用敏感陶瓷芯片制造和封 装工艺的核心技术，深度赋能新能源全产业链智能化升级，为新能源及智能网联汽车、光伏储能、智慧 家居、智慧电网、智慧城市等领域，提供全球领先的、多维感知和控制解决方案。随着产品种类不断丰 富，业务深度拓展，同时通过精益化管理降本增效，公司盈利能力持续稳健提升。 ...