（文章来源：证券日报） 证券日报网讯 2月2日，中瓷电子在互动平台回答投资者提问时表示，公司作为国内外光模块公司的核 心陶瓷产品（陶瓷外壳&基板）供应商，根据客户需求，在硅光模块等高端光模块封装产品均已有成熟 方案并已与客户展开深度合作。高导热基板已批量供货，技术及产能均可满足用户需求。公司氮化铝多 层薄厚膜产品快速增长，产品应用于高频高速光模块中，应用于AI智能和数据中心等新场景。 ...

Group 1 - The core viewpoint of the news is that Zhongci Electronics has seen a significant increase in its stock price, rising by 5.72% to 81.18 CNY per share, with a trading volume of 906 million CNY and a turnover rate of 3.40%, resulting in a total market capitalization of 36.616 billion CNY [1] - Zhongci Electronics, established on August 6, 2009, and listed on January 4, 2021, is located in Shijiazhuang, Hebei Province. The company specializes in the research, production, and sales of GaN communication base station RF chips and devices, SiC power modules and their application products, and electronic ceramic series products [1] - The main business revenue composition of Zhongci Electronics includes 69.39% from electronic ceramic materials and components, and 45.56% from third-generation semiconductor devices and modules [1] Group 2 - From the perspective of major circulating shareholders, Southern Fund has a fund that ranks among the top shareholders of Zhongci Electronics. The Southern CSI 500 ETF (510500) reduced its holdings by 37,700 shares in the third quarter, now holding 2.6275 million shares, which accounts for 0.77% of the circulating shares [2] - The estimated floating profit for the Southern CSI 500 ETF today is approximately 11.5349 million CNY. The fund was established on February 6, 2013, with a latest scale of 144.69 billion CNY, and has achieved a year-to-date return of 14.15%, ranking 445 out of 5,557 in its category [2] - Over the past year, the Southern CSI 500 ETF has achieved a return of 55.05%, ranking 1,044 out of 4,285 in its category, and since its inception, it has generated a return of 187.25% [2]

Core Viewpoint - Zhongci Electronics (003031.SZ) is a key supplier of ceramic products (ceramic shells and substrates) for optical module companies, with established solutions in power devices, data centers, and AI fields, meeting both domestic and international customer demands [1] Group 1: Company Performance - The company has a sufficient backlog of orders and maintains a high capacity utilization rate, continuously releasing capacity through improved yield [1] - The company is actively expanding production to meet market demand and ensure timely order fulfillment, anticipating a sustained increase in product volume by 2026 [1] Group 2: Market Strategy - Zhongci Electronics is committed to collaborating with customers on product development while enhancing its market share based on existing advantages [1]

Core Viewpoint - The company has achieved significant advancements in the field of precision ceramic components, particularly in the development of electrostatic chucks, reaching international product standards and gaining user validation for mass production [1] Group 1: Product Development - The company has fully broken through in materials, design, and process aspects of electrostatic chuck technology [1] - The technical parameters of the electrostatic chuck are now on par with international counterparts and have been validated by users [1] - Multiple products have entered the mass supply stage, receiving high recognition from leading customers [1]

Core Viewpoint - The company is actively advancing key technology breakthroughs and research in RF chips and devices for next-generation communication systems, including 5G-A and 6G, aiming to provide high-quality GaN RF chip products and services to global communication equipment suppliers [1] Group 1: Company Developments - The subsidiary, Bowei, has developed a series of GaN RF chips and devices for 5G-A applications, achieving industrialization and leading market share domestically [1] - The company is steadily progressing in product development and verification for 6G communication-related chips and devices, based on user demand and key technology reserves [1]

Core Viewpoint - Zhongci Electronics (003031.SZ) is a key supplier of ceramic products (ceramic shells and substrates) for domestic and international optical module companies, with established solutions in power devices, data centers, and AI fields [1] Company Overview - The company actively collaborates with clients on product development to enhance market share while maintaining existing advantages [1] - Zhongci Electronics has a sufficient backlog of orders, with a consistently high capacity utilization rate [1] Market Outlook - The company anticipates that related products will enter a phase of sustained growth by 2026, and it is expanding production capacity to meet market demand and ensure order fulfillment [1]

Core Viewpoint - The company Zhongci Electronics is actively advancing the research and development of key technologies for RF chips and devices used in next-generation communication systems such as 5G-A and 6G [1] Group 1: Company Developments - Subsidiary Bowei Company has formed a series of GaN RF chip and device products tailored for 5G-A models and solutions, achieving industrialization [1] - Bowei Company holds a leading market share domestically in the RF chip and device sector [1]

Group 1: Company Overview and Market Position - Hebei Zhongci Electronic Technology Co., Ltd. is a key supplier of ceramic products for optical modules, with a strong presence in power devices and AI-related fields, ensuring a mature product offering to meet domestic and international demands [2]. - The company maintains a high capacity utilization rate and has sufficient orders on hand, with expectations for continued growth in product volume throughout 2026 [2]. Group 2: Research and Development Focus - Zhongci Electronic emphasizes R&D investment, maintaining a high percentage of revenue allocated to R&D, focusing on electronic ceramic materials and third-generation semiconductor devices [3]. - The company has achieved significant breakthroughs in the field of semiconductor electrostatic chucks, matching international product standards and entering mass production [4]. Group 3: Market Management and Investor Relations - The company is committed to enhancing its core competitiveness through continuous technological innovation and operational efficiency, which forms the basis for market value enhancement [5]. - Zhongci Electronic actively engages with investors through communication, cash dividends, and compliant capital operations to accurately convey its internal value to various investors [5]. Group 4: Product Development and Applications - The subsidiary, Bowei Company, is advancing the development of RF chips for satellite communication systems, including direct-to-satellite connections for mobile devices [5][6]. - Bowei has achieved comprehensive technological breakthroughs in GaN power amplifiers for 5G base stations, with a full range of technology now available [6]. Group 5: Competitive Advantages in RF Chip Business - Zhongci Electronic's RF chips are the preferred choice for domestic base station users, leading in performance, quality, and shipment volume, with a core team boasting over 20 years of industry experience [7]. - The company plans to focus on key development areas such as base station communications and low-altitude connectivity in the future [7].

Core Viewpoint - The company Zhongci Electronics (stock code: 003031) is actively engaged in the development and application of electronic ceramic products across various high-tech fields, including communication and automotive electronics [1] Group 1: Product Offerings - The company's electronic ceramic product series includes housings for optical communication devices, wireless power devices, infrared detectors, high-power laser devices, acoustic wave crystal oscillators, 3D optical sensor modules, aluminum nitride ceramic substrates, integrated heaters, and precision ceramic components [1] - These products are widely used in sectors such as optical communication, wireless communication, rail transportation, industrial lasers, consumer electronics, low-carbon heating and cooling, automotive electronics, semiconductor equipment, and low-altitude economy [1] Group 2: Technological Advancements - The subsidiary Bowei Company is making significant progress in the development of key technologies and products for RF chips and devices used in next-generation communication systems, particularly in satellite communication [1] - The company has established relevant chip and device technologies for applications such as direct mobile connections to low-orbit satellites and is steadily advancing the industrialization of these applications based on user demand [1]

Core Viewpoint - The company has achieved significant breakthroughs in the precision ceramic components sector, particularly in static chuck materials, design, and processes, thereby addressing the domestic semiconductor industry's reliance on foreign suppliers [1] Group 1: Company Achievements - The company has fully overcome challenges in static chuck materials, design, and process stages [1] - Core technical indicators of ceramic heating plates have reached the international level and have passed user verification, with products now being supplied in bulk [1] - Technical parameters of static chuck products are aligned with international standards and have also passed user verification, with multiple products entering the bulk supply phase [1]