（记者 胡玲） 每经头条（nbdtoutiao）——"中国版英伟达"上市，首日暴涨425%，中一签能赚28万元！梁文锋成"大赢 家"，一天浮盈近3000万元！还有大佬早已提前入场…… 每经AI快讯，兆驰股份（SZ 002429，收盘价：6.81元）发布公告称，2025年12月3日至12月5日期间， 兆驰股份接受瑞民基金等投资者调研，公司副总经理兼董事会秘书单华锦参与接待，并回答了投资者提 出的问题。 2025年1至6月份，兆驰股份的营业收入构成为：电子制造及互联网服务占比100.0%。 ...

证券代码：002429 证券简称：兆驰股份 深圳市兆驰股份有限公司 投资者关系活动记录表 编号：2025-006 （五）公司 LED 产业链业务核心竞争力是什么？具体体现在哪些 关键方面？ 2025年下半年，公司已启动 PCB印制电路板生产线投资建设工作。 这一决策的核心逻辑在于，PCB 产线建设是公司践行全链条协同战略 的核心举措，该战略旨在巩固技术整合优势、强化供应链自主可控能力。 通过自建产线，公司可进而提升产业链各环节的协同性，提高产品一致 性、缩短研发周期，加速光模块与高端显示产品量产进程。该布局不仅 增强了公司在光通信及 Mini/Micro LED 领域的生产管控与工艺技术 实力，为新兴业务扩张提供可靠配套支撑；更重要的是，作为产业链关 键配套环节，自建 PCB 产线有助力核心产品性能与良率提升，进而全 面增强公司在光模块及高端显示领域综合竞争力。因此，PCB 产线建设 是公司基于自身核心业务和产业链布局进行的战略性投入。 （三）市场普遍认为 200G 及以下低速光模块技术门槛低、毛利率 不高，多家同行明确表示不愿投入资源，请问兆驰股份为何仍将低速模 块作为重要战略方向？ 200G 及以下低速光 ...

Core Insights - The company has successfully completed aging tests for its DFB laser chip and has begun small-scale shipments, marking a significant breakthrough in the optical communication core component sector [1] - The company aims to establish a vertically integrated layout in optical communication, covering "optical chips - optical devices - optical modules," which lays a solid foundation for the scalable development of its optical communication business [1] Group 1: Technological Advancements - The company has built an industrial cluster centered on optical technology over two decades, maintaining a leading position in smart terminals and LED industries, and expanding into three major business segments: smart display, LED, and optical communication [2] - The semiconductor division has established the world's largest digital intelligent compound semiconductor LED chip production base, achieving a complete independent industrial chain from substrate to chip manufacturing, with over 1,500 related invention patents [2][3] Group 2: Competitive Advantages - As a latecomer in the LED chip sector, the company has adopted mature and efficient production processes, leveraging existing facilities and equipment for the development of optical communication laser chips, significantly reducing initial project costs and technical adaptation challenges [3] - The company’s long-term accumulation in smart, information, and digital fields has enabled precise and efficient resource allocation, reinforcing the hardware foundation and process assurance for the optical chip project [3] Group 3: Growth and Transformation - The company’s long-term strategy focuses on establishing an industrial cluster based on optical technology, expanding into more niche areas of compound semiconductors beyond smart terminals, LED, and optical communication [4] - In the first three quarters of 2025, new businesses, including the LED and optical communication sectors, contributed over 60% of profits, becoming the core driver of operational growth and demonstrating a positive trend towards high-end breakthroughs [4] Group 4: Future Prospects - The company has initiated intelligent upgrades to its optical module production lines to enhance large-scale delivery capabilities, focusing on next-generation optical communication technologies to meet the demands of AI deployment [5] - With the ongoing rollout of 5G, the acceleration of 6G, and the increasing construction of data centers, the optical communication industry presents vast development opportunities, positioning the company to leverage these trends for significant breakthroughs in its optical communication business [5]

证券之星消息，11月28日黑色家电板块较上一交易日上涨0.29%，*ST高斯领涨。当日上证指数报收于 3888.6，上涨0.34%。深证成指报收于12984.08，上涨0.85%。黑色家电板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 002848 | *ST高斯 | 8.00 | 4.99% | 9.81万 | 7737.23万 | | | 600060 | 海信视像 | 25.91 | 1.49% | 7.71万 | 1.99亿 | | | 002052 | 同洲电子 | 12.78 | 1.27% | 10.69万 | | 1.35亿 | | 301578 | 辰奕智能 | 35.68 | 0.76% | 7952.0 | 2820.18万 | | | 000810 | 创维数字 | 12.46 | 0.32% | 15.80万 | | 1.97亿 | | 600839 | 四川长虹 | 9.46 | 0.21% | 64.59万 | | 6.08亿 ...

Core Viewpoint - The company, Zhao Chi Co., Ltd. (002429.SZ), has announced that its automotive-grade vertical structure chips have entered mass production [1] Group 1 - The company has confirmed the mass production of automotive-grade vertical structure chips [1]

从资金流向上来看，当日黑色家电板块主力资金净流出2903.37万元，游资资金净流出3788.21万元，散户 资金净流入6691.58万元。黑色家电板块个股资金流向见下表： 证券之星消息，11月26日黑色家电板块较上一交易日上涨0.06%，同洲电子领涨。当日上证指数报收于 3864.18，下跌0.15%。深证成指报收于12907.83，上涨1.02%。黑色家电板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 002052 | 同洲电子 | 12.82 | 2.64% | 28.79万 | 3.73亿 | | 002429 | 非轴股份 | 6.38 | 1.92% | 86.06万 | 5.51亿 | | 600060 | 海信视像 | 25.73 | 0.16% | ● 8.26万 | 2.12亿 | | 000810 | 创维数字 | 11.90 | -0.42% | 14.37万 | 1.72亿 | | 600839 | 四川长虹 | 9.50 | -0.73% | 57 ...

（文章来源：证券日报） 证券日报网讯兆驰股份11月25日在互动平台回答投资者提问时表示，公司经营情况敬请参阅公司定期报 告及相关公告。 ...

证券日报网讯 兆驰股份（002429）11月25日在互动平台回答投资者提问时表示，公司积极推进全球化 Local策略，通过完善海外产能布局与优化全球运营体系，保障业务盈利稳定。同时，公司正加快越南 生产基地智能化改造，以实现降本增效。 ...

Core Viewpoint - The company is advancing its LED business into the automotive sector through a vertically integrated approach in the LED field, focusing on both upstream and downstream operations [1] Group 1: Automotive Lighting Solutions - The company provides "chip-packaging integrated ODM" services in the automotive lighting sector, successfully entering multiple international mainstream automotive supply chains [1] - The company offers comprehensive automotive lighting solutions to car manufacturers [1] Group 2: MiniLED Products - The company's MiniLED chips and lamp products have achieved mass production and are being applied at scale in end-user automotive companies [1] Group 3: Technological Advantage - The company is one of only two domestic mainstream LED chip manufacturers that possess automotive-grade vertical structure technology, indicating a significant technological barrier [1]

Group 1 - The company,兆驰股份, is actively developing research in silicon photonics and PIC technology [1] - The goal is to create solutions aimed at co-packaged optics (CPO) architecture [1]