证券代码：002429 证券简称：兆驰股份 公告编号：2025-036 深圳市兆驰股份有限公司 关于为下属子公司申请综合授信提供担保的进展公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记 载、误导性陈述或重大遗漏。 2、债权人：中国银行股份有限公司南昌市青湖支行 3、债务人：江西兆驰半导体有限公司 4、保证最高本金余额：人民币38,000.00万元 5、保证范围：主合同项下的主债权、利息（包括利息、复利、罚息）、违约金、 损害赔偿金、实现债权的费用（包括但不限于诉讼费用、律师费用、公证费用、执 行费用等）、因债务人违约而给债权人造成的损失和其他所有应付费用等。 6、保证方式：连带责任保证。 一、 担保情况概述 深圳市兆驰股份有限公司（以下简称"公司"）分别于 2025 年 4 月 15 日、2025 年 5 月 7 日召开第六届董事会第十八次会议、2024 年年度股东大会，审议通过了《关 于为下属子公司申请综合授信提供担保的议案》，同意公司及合并报表范围内的子 公司为下属子公司向银行/金融机构等申请综合授信提供担保，2025 年度预计提供 不超过人民币 772,000 万元、美元 1 ...

Summary of Zhaochi Co., Ltd. Conference Call Industry Overview - Zhaochi Co., Ltd. operates in the optical communication industry, covering the entire supply chain from optical chips and devices to modules, with product lines ranging from 10G low-speed to 400G/800G high-speed [2][3] Key Points and Arguments - **Revenue Projections**: By 2026, Zhaochi expects low-speed optical module revenue to reach approximately 1 billion yuan, high-speed products to exceed 500 million yuan, totaling over 1.5 billion yuan in revenue with a net profit margin of 15%, contributing over 200 million yuan in profit [2][3] - **Production Capacity**: The company has a well-established production layout, with a monthly production capacity of 1 million pieces planned for its Nanchang base, currently achieving 600,000 to 700,000 pieces, and a planned capacity of 200,000 pieces for high-speed modules [2][3] - **Vertical Integration**: Zhaochi enhances its competitiveness through vertical integration, achieving cost advantages and strong quality control in automated mass production [7] - **Market Competition**: The 100G and below low-speed optical module market is competitive, with Zhaochi achieving a gross margin of about 30%, higher than the industry average, aiming to capture one-third of the market share, with projected revenue of 1 billion yuan by 2026 [4][9] - **High-Speed Market Demand**: The 400G/800G high-speed optical module market is currently in high demand, with Zhaochi's products undergoing customer testing, expecting revenue to exceed 500 million yuan by 2026 [4][11] - **Traditional Business Performance**: Zhaochi's traditional business, including TV OEM and LED full industry chain, is expected to contribute 1.7 to 1.8 billion yuan in profit by 2026, indicating strong operational efficiency [6][12] Additional Important Insights - **R&D Facilities**: The company has a research and development headquarters in Shenzhen with over 7,000 square meters of cleanroom space, primarily serving Huawei orders [5] - **Customer Relationships**: Zhaochi has established strong partnerships with leading domestic telecom manufacturers such as Huawei, ZTE, and others, while also exploring overseas markets [8] - **Investment Considerations**: Investors are advised to consider the timing of their investments, as the second half of the year may show weaker performance, but long-term prospects remain positive with expected improvements in 2026 [13][14]

Market Performance - The black home appliance sector increased by 1.87% on September 22, with Sichuan Jiuzhou leading the gains [1] - The Shanghai Composite Index closed at 3828.58, up 0.22%, while the Shenzhen Component Index closed at 13157.97, up 0.67% [1] Stock Highlights - Sichuan Jiuzhou (000801) closed at 16.59, up 6.69% with a trading volume of 592,500 shares and a transaction value of 980 million [1] - Chuangwei Digital (000810) closed at 14.30, up 4.46% with a trading volume of 544,800 shares [1] - Feichi Co., Ltd. (002429) closed at 7.07, up 3.51% with a trading volume of 2,392,700 shares and a transaction value of 1.712 billion [1] - JiuLian Technology (688609) closed at 10.88, up 2.93% with a trading volume of 172,500 shares [1] - Chenyi Intelligent (301578) closed at 38.70, up 2.46% with a trading volume of 19,500 shares and a transaction value of 74.96 million [1] Fund Flow Analysis - The black home appliance sector saw a net inflow of 26.59 million from main funds, while retail funds experienced a net outflow of 28.85 million [1] - Sichuan Jiuzhou had a main fund net inflow of 10.71 million, but retail funds saw a net outflow of 82.91 million [2] - Chuangwei Digital experienced a main fund net inflow of 74.69 million, with retail funds also seeing a net outflow of 56.35 million [2] - Haier Vision (600060) had a main fund net inflow of 15.08 million, while retail funds saw a net inflow of 3.18 million [2] - Sichuan Changhong (600839) had a main fund net outflow of 64.57 million, but retail funds saw a net inflow of 62.06 million [2]

Summary of Zhaochi Co., Ltd. Conference Call Industry Overview - The telecommunications market is currently valued at approximately 15 billion RMB, with a trend towards stabilization due to reduced supply and increased demand for 400G and 800G high-speed modules driven by AI applications [3][6] - The demand for high-speed modules in the data communication market is strong, with supply constraints expected to persist until the end of 2026 [3][6] Company Performance and Strategy - Zhaochi Co., Ltd. has achieved a gross margin of about 30% in the low-speed optical module market through process improvements and automation, aiming to capture over one-third of the market share [2][4][7] - The company plans to replicate its successful LED full industry chain experience in the optical communication sector by vertically integrating from optical chips to optical modules, thereby reducing costs and improving efficiency [2][10] - Zhaochi expects its optical communication business to generate over 1.5 billion RMB in revenue and a net profit of 1.5 billion RMB or more by 2026 [2][5] Product Development and Market Position - The company is actively introducing 400G and 800G high-speed modules, with expectations of significant order inflow once production capacity is sufficient by the end of 2026 [2][14] - Initial shipments of high-speed modules are projected to generate at least 500 million RMB in revenue, with potential to reach 1 billion RMB or more under favorable conditions, and gross margins expected to exceed 50% [2][16] - Zhaochi's Nanchang factory is set to produce 200,000 optical modules monthly, with total investment under 1 billion RMB, and the first phase of capital expenditure for optical chips is approximately 500 million RMB, with 70% of construction completed [2][18] Competitive Landscape - The low-speed optical module market has seen reduced competition as major manufacturers shift focus to high-speed modules, leading to a more stable competitive environment [3][6][7] - Zhaochi's main clients in the low-speed optical module market include leading domestic telecommunications companies, with a revenue target of approximately 1 billion RMB by 2026 [12][13] Future Outlook - The company anticipates a recovery in its television and LED industry chain in the coming year, with LED profits expected to grow by 20% annually [21][23] - Zhaochi is optimistic about its strategic transition into optical communication, viewing it as a significant growth opportunity [23]

从兆驰股份十大流通股东角度 数据显示，南方基金旗下1只基金位居兆驰股份十大流通股东。南方中证500ETF（510500）二季度增持 445.58万股，持有股数3365.96万股，占流通股的比例为0.74%。根据测算，今日浮盈赚取约1380.04万 元。 9月19日，兆驰股份涨6.14%，截至发稿，报7.09元/股，成交7.77亿元，换手率2.51%，总市值320.96亿 元。 资料显示，深圳市兆驰股份有限公司位于广东省深圳市龙岗区布澜路128号兆驰集团大厦B座，成立日 期2005年4月4日，上市日期2010年6月10日，公司主营业务涉及家庭视听类及电子类产品的研发、制 造、销售与服务。主营业务收入构成为：多媒体视听产品及运营服务66.90%，LED产业链33.10%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 南方中证500ETF（510500）成立日期2013年2月6日，最新规模1134.38亿。今年以来收益27.4%，同类 排名1798/42 ...

从资金流向上来看，当日黑色家电板块主力资金净流入1637.75万元，游资资金净流出3318.93万元，散户 资金净流入1681.17万元。黑色家电板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 600839 四川长虹 | | 2.19 Z | 4.80% | -1.20 Z | -2.64% | -9833.48万 | -2.16% | | 002052 同洲电子 | | 28.40万 | 0.04% | 4001.04万 | 6.01% | -4029.44万 | -6.05% | | 688696 极米科技 | | -246.68万 | -1.37% | 162.87万 | 0.91% | 83.81万 | 0.47% | | 002848 | *ST高斯 | -429.29万 | -6.59% | -269.97万 | -4.14% | 699.25万 | 10.73% | | 68 ...

Core Insights - Zhaochi Co., Ltd. held an on-site investor meeting with 26 institutions and 33 participants, discussing the company's development history, industry advantages, and future plans [1] - The company is focusing on vertical integration in the optical communication sector, with plans to advance self-supply of optical communication chips [2][3] Group 1: Company Overview - Zhaochi Co., Ltd. has a 20-year development history and is actively pursuing advancements in LED chips and optical communication laser chips [1] - The company is transitioning towards high-tech fields such as Mini/Micro LED displays, optical communication, and compound semiconductors [3] Group 2: Product Development and Technology - The company is implementing a "wide and slow" architecture for Micro LED optical interconnects, utilizing multi-core imaging fibers for high-density signal transmission [2] - The 2.5G DFB laser chip has completed initial testing and is expected to achieve mass production by 2025, with further developments in 10G, 25G, and 50G chips planned [2] Group 3: Market Expansion - Zhaochi Co., Ltd. is expanding its overseas market presence, particularly in North America, driven by demand from content internet companies like Amazon [2] - The company is enhancing its production capacity in Vietnam, increasing annual output from 2 million units to 11 million units [3] Group 4: Financial Performance - The company experienced a slight decline in revenue and net profit in the first half of 2025, primarily due to international trade tariffs affecting smart terminal shipments [3] - Despite challenges, revenue from the LED industry chain, optical communication chain, and internet video business showed steady growth [3]

Core Viewpoint - The company has established a vertically integrated layout in the optical communication field, focusing on the supply of optical chips through a stepwise approach [1] Group 1: Company Developments - The company plans to leverage its vertical integration advantages to promote the independent supply of optical communication chips [1] - The 2.5G DFB laser chip has begun wafer production, with mass production expected by 2025 [1] - Development work for 10G and 25G DFB laser chips has started, with plans to launch 50G DFB and CW DFB chips by 2026 [1] Group 2: Research and Development - The company is actively engaged in the research and development of silicon photonics and PIC technology [1] - The goal is to create solutions for co-packaged optics (CPO) architecture, providing core support for 800G/1.6T ultra-high-speed interconnections [1]

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：2025-003 投资者关系 活动类别 □ 特定对象调研 □ 分析师会议 □ 媒体采访 □ 业绩说明会 □ 新闻发布会 □ 路演活动 □现场参观 ■ 其他 （现场调研） 参与单位名 称及人员 姓名 26 家机构 33 人次（详见附件《与会清单》） 时间 2025 年 9 月 16 日 13:30-15:00 地点 南昌 上市公司 接待人员 姓名 兆驰股份副总经理兼董事会秘书单华锦女士，兆驰半导体 CTO 胡加辉 先生，兆驰瑞谷总经理黄建辉先生，兆驰瑞谷副总经理殷瑞麟先生等。 投资者关系 活动主要内 容介绍 一、介绍环节 兆驰股份副总经理兼董事会秘书单华锦女士就公司 20 年发展历 程、产业优势及未来发展规划；兆驰瑞谷副总经理殷瑞麟先生就公司光 通信器件、模块业务进展，技术及发展规划；兆驰半导体 CTO 胡加辉 先生就公司 LED 芯片业务、光通信激光芯片业务进展，技术方案规划 以及公司 Micro LED 光连接方案分别做了简单介绍。 二、互动交流环节 （一）在使用 Micro LED 进行光互连时，是否仍然需要光 ...

Company Overview - Zhaochi Co., Ltd. is located in Longgang District, Shenzhen, Guangdong Province, and was established on April 4, 2005. The company was listed on June 10, 2010. Its main business involves the research, development, manufacturing, sales, and service of home audio-visual and electronic products [1] - The revenue composition of Zhaochi Co., Ltd. includes multimedia audio-visual products and operation services at 66.90% and the LED industry chain at 33.10% [1] Financial Performance - As of June 30, 2025, Zhaochi Co., Ltd. reported a revenue of 8.483 billion yuan, a year-on-year decrease of 10.89%. The net profit attributable to shareholders was 661 million yuan, down 27.37% year-on-year [2] - The company has cumulatively distributed 1.944 billion yuan in dividends since its A-share listing, with 1.308 billion yuan distributed in the last three years [3] Stock Performance - On September 16, Zhaochi Co., Ltd. experienced a 2.10% decline in stock price, trading at 6.54 yuan per share, with a total market capitalization of 29.606 billion yuan [1] - Year-to-date, the stock price has increased by 15.28%, with a 5-day increase of 18.69%, a 20-day increase of 34.02%, and a 60-day increase of 52.09% [1] Shareholder Information - As of June 30, 2025, the number of shareholders reached 100,600, an increase of 0.45% from the previous period. The average number of circulating shares per person decreased by 0.45% to 44,993 shares [2] - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 33.918 million shares, a decrease of 41.0538 million shares compared to the previous period [3]