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乾照光电:公司商业航天领域已从外延片延伸至芯片,形成垂直产业链
Zheng Quan Ri Bao· 2025-11-20 13:43
证券日报网讯乾照光电11月20日在互动平台回答投资者提问时表示,公司商业航天领域已从外延片延伸 至芯片,形成垂直产业链,巩固公司护城河。VCSEL及光通信领域在控股股东旗下海信宽带公司的技 术协同牵引下,加快芯片研发。目前公司应用于光通信领域的10G/25G产品已送样,客户验证中; 50G/100G产品已进入流片阶段。 (文章来源:证券日报) ...
乾照光电:目前光模块使用8通道并联技术,1.6T光模块主要采用200G的光芯片
Zheng Quan Ri Bao· 2025-11-20 13:42
证券日报网讯乾照光电11月20日在互动平台回答投资者提问时表示,公司积极布局第二增长曲线,重点 聚焦砷化镓太阳能电池、VCSEL及光通信等新兴领域。目前公司应用于光通信领域的10G/25G产品已送 样,客户验证中;50G/100G产品已进入流片阶段。据了解目前光模块使用8通道并联技术,1.6T光模块 主要采用200G的光芯片。 (文章来源:证券日报) ...
乾照光电:目前光模块使用8通道并联技术,1.6T光模块主要采用 200G的光芯片
Zheng Quan Ri Bao Wang· 2025-11-20 13:16
Core Viewpoint - The company is actively pursuing a second growth curve by focusing on emerging fields such as gallium arsenide solar cells, VCSEL, and optical communication [1] Group 1: Company Developments - The company has sent samples of its 10G/25G products for customer validation in the optical communication sector [1] - The 50G/100G products have entered the wafer stage, indicating progress in product development [1] Group 2: Industry Trends - Currently, optical modules utilize 8-channel parallel technology, with the 1.6T optical module primarily employing 200G optical chips [1]
乾照光电:截至2025年三季度,公司砷化镓太阳能电池产品销量同比大幅增长
Zheng Quan Ri Bao Wang· 2025-11-20 13:16
Core Viewpoint - The company Qianzhao Optoelectronics (300102) reported a significant increase in the sales volume of its gallium arsenide solar cell products, maintaining the top position in the domestic market as of the third quarter of 2025 [1] Group 1 - The company's gallium arsenide solar cell product sales are expected to see a substantial year-on-year growth by the third quarter of 2025 [1] - The company has achieved the highest shipment volume in the domestic market for its solar cell products [1]
乾照光电:出海确实是商业航天的重要方向,公司将持续开拓国际市场
Zheng Quan Ri Bao Wang· 2025-11-20 13:16
Core Viewpoint - The company, Qianzhao Optoelectronics, emphasizes that expanding internationally is a crucial direction for commercial aerospace and plans to continue exploring international markets to further expand its market space [1] Company Summary - Qianzhao Optoelectronics has acknowledged the importance of international expansion in the commercial aerospace sector [1] - The company is committed to continuously developing its presence in international markets [1]
乾照光电:公司在砷化镓电池领域持续深化布局,在稳固国内市场的同时积极布局国际市场
Zheng Quan Ri Bao Wang· 2025-11-20 13:16
证券日报网讯乾照光电(300102)11月20日在互动平台回答投资者提问时表示,公司在砷化镓电池领域 持续深化布局,在稳固国内市场的同时积极布局国际市场。聚光带隙匹配三结电池已在客户的聚光光伏 新能源项目中使用。 ...
乾照光电:10G/25G产品已给外部客户送样 客户验证中
Zheng Quan Shi Bao Wang· 2025-11-20 12:20
Core Viewpoint - The company Qianzhao Optoelectronics (300102) has begun external customer sampling of its 10G/25G products, which are currently undergoing customer validation [1] Group 1 - The company has delivered samples of its 10G/25G products to external customers [1] - Customer validation of these products is currently in progress [1]
乾照光电(300102.SZ):未布局DDR5和DRAM封装技术
Ge Long Hui· 2025-11-20 11:31
Core Viewpoint - Qianzhao Optoelectronics (300102.SZ) has stated on its interactive platform that the company has not laid out plans for DDR5 and DRAM packaging technology [1] Group 1 - The company has explicitly mentioned its lack of involvement in DDR5 technology [1] - The company has also confirmed it is not engaged in DRAM packaging technology [1]
乾照光电(300102.SZ):暂无固态电池等相关产品
Ge Long Hui· 2025-11-20 11:24
格隆汇11月20日丨乾照光电(300102.SZ)在互动平台表示,在商业航天领域,公司目前主要生产和销售 砷化镓太阳能电池产品,暂无固态电池等相关产品。 ...
光学光电子板块11月20日涨0.02%,华映科技领涨,主力资金净流出4881.38万元
Zheng Xing Xing Ye Ri Bao· 2025-11-20 09:09
Core Insights - The optical optoelectronics sector experienced a slight increase of 0.02% on November 20, with Huaying Technology leading the gains [1] - The Shanghai Composite Index closed at 3931.05, down 0.4%, while the Shenzhen Component Index closed at 12980.82, down 0.76% [1] Stock Performance - Huaying Technology (000536) closed at 5.62, up 9.98% with a trading volume of 2.2441 million shares and a transaction value of 1.219 billion [1] - Tengjing Technology (688195) closed at 157.60, up 6.91% with a trading volume of 165,900 shares and a transaction value of 2.596 billion [1] - Qianzhao Optoelectronics (300102) closed at 14.02, up 3.09% with a trading volume of 609,200 shares and a transaction value of 854 million [1] - Other notable performers include Su Da Weige (300331) up 3.09%, Sanlipu (002876) up 2.75%, and Guangpu Co., Ltd. (300632) up 2.59% [1] Capital Flow - The optical optoelectronics sector saw a net outflow of 48.8138 million from institutional investors, while retail investors contributed a net inflow of 14.8856 million [2] - The sector's overall capital flow indicates a mixed sentiment, with institutional investors withdrawing funds while retail investors showed interest [2] Individual Stock Capital Flow - Huaying Technology had a net inflow of 46.6 million from institutional investors, but a net outflow of 16.5 million from speculative funds [3] - Su Da Weige experienced a net inflow of 55.2745 million from institutional investors, but significant outflows from both speculative and retail investors [3] - Qianzhao Optoelectronics had a net inflow of 42.9535 million from institutional investors, with a notable outflow from retail investors [3]