Core Viewpoint - The company is focusing on the mass production of MEMS micro-mirrors, with significant orders already secured in the industrial sector, particularly in the automotive LiDAR and laser projection fields [1] Group 1: Product Development - The company offers MEMS micro-mirror products in various diameters: 4mm, 1mm, 1.6mm, and 8mm, with the 4mm version already receiving bulk orders in the industrial sector [1] - The company is currently engaged in custom R&D for major clients in smart transportation LiDAR, mobile, and automotive applications, having secured NRE contracts [1] Group 2: Market Focus - The company is prioritizing the automotive LiDAR and laser projection markets, aiming to meet the demands of leading clients [1] - Some automotive clients expect the MEMS LBS system to be implemented in vehicles by the end of 2026, and the company is committed to advancing the LBS project accordingly [1] Group 3: Future Outlook - If progress continues smoothly, the company anticipates a gradual release of related business performance as the LBS project advances [1]

答:光隆集成核心团队来自桂林的国家级科研院所，光隆集成始终专注于光开关相关技术研发，在机械 式、MEMS微机械式、磁光式、电光式及波导式等多种控制方式上均有长期布局。 格隆汇12月11日丨英唐智控(300131.SZ)在投资者关系中表示，有被问到: 光隆集成的核心团队的背景是 怎样的？ ...

Core Viewpoint - The company, Yintan Zhikong (300131.SZ), confirmed that the deflection speed of its OCS MEMS micro-mirror is at the microsecond level, which is a critical feature for achieving millisecond-level overall optical path switching in OCS systems [1] Group 1 - The deflection speed of the MEMS micro-mirror is at the microsecond level [1] - This fast mechanical response supports OCS in achieving millisecond-level optical path switching [1] - Faster deflection speeds lead to higher switching frequencies for OCS [1]

答:公司MEMS微振镜产品直径规格涵盖4mm、1mm、1.6mm、8mm，其中4mm规格的MEMS微振镜产 品已在工业领域获取批量订单。公司重点关注车载激光雷达领域和激光投影领域的客户，现阶段在智慧 交通LiDAR、手机、车载应用等方面获得头部客户的NRE合同，正为其开展定制研发工作。目前部分汽 车客户希望MEMSLBS系统能够在2026年底就实现上车，公司将以客户要求为目标，全力推进LBS项目 的各项进程，若进展顺利，相关业务业绩预计将会逐步释放。 格隆汇12月11日丨英唐智控(300131.SZ)在投资者关系中表示，有被问到:公司目前MEMS的大规模放量 预计在什么时候？ ...

Core Viewpoint - The company has accumulated certain capabilities in MEMS underlying technology and has developed the research, design, and manufacturing capabilities for MEMS mirrors [1] Group 1: MEMS OCS Capabilities - The company possesses the ability to develop and manufacture core components for MEMS OCS, including MEMS arrays, fiber collimator arrays, filters, and optical circulators [1] - The MEMS array is identified as the core component with the highest cost proportion [1] - The company has not yet initiated the research and production of complete OCS products, indicating a potential strategy to enter this field through acquisitions for greater efficiency [1]

Core Viewpoint - MEMS LBS is not currently considered an essential component for basic vehicle operation, but it shows potential as a differentiated value-added feature due to increasing demands for automotive intelligence and personalization [1] Industry Insights - The automotive industry is witnessing a shift towards smart and personalized features, with MEMS LBS technology emerging as a potential differentiator [1] - High-end models are already implementing ground projection interactive functions, such as welcome patterns and parking warnings, primarily using high-power light source technology [1] - Existing lateral projections are mostly fixed monochrome and lack customization capabilities, highlighting a gap in the market for more advanced solutions [1] Product Potential - New MEMS LBS products can achieve color, high-resolution, and miniaturized projections that can be embedded around the vehicle in a 360-degree manner [1] - This technology not only enhances the emotional value for vehicle owners but also provides practical information about the vehicle's status [1] - With approximately 90 million new cars produced globally each year, the market potential for MEMS LBS products is significant [1]

Core Viewpoint - The company is focusing on the MEMS chip sector, particularly in the automotive lidar and laser projection fields, and is actively seeking collaboration opportunities with quality enterprises in the industry chain [1] Group 1: Company Focus - The company is currently prioritizing clients in the automotive lidar and laser projection areas for its MEMS chip development [1] - The company has signed NRE contracts with clients to co-develop customized products in these fields [1] Group 2: Collaboration Strategy - The company maintains an open attitude towards communication and collaboration with upstream and downstream quality enterprises in the industry [1]

Commercial Aerospace - Aerospace Technology has successfully developed commercial aerospace clients such as Blue Arrow Aerospace and Tianbing Technology [1] - Unigroup Guowei's FPGA, refresh chips, memory, and bus interface products are being gradually introduced into the commercial aerospace sector [1] - Chaojie Co., Ltd. estimates that the value of structural components for a single rocket is approximately 15 million yuan, with rapid revenue growth expected in commercial aerospace-related businesses by 2026 [1] Chip Industry - Gree Electric's silicon carbide power chips have expanded from the home appliance sector to new energy, industrial, and special scenarios [1] - Yingtang Zhikong's storage chip business has significantly increased year-on-year due to industry demand [1] Nuclear Power - China Uranium Corporation has signed a long-term trade agreement with China Nuclear Power to supply natural uranium to its subsidiaries [1] Satellite Communication - Tianhe Defense's RF devices and chip products are applicable in the satellite communication field [1] 3D Printing - Changjiang Materials produces 3D printing sand used in 3D printed sand casting [1] Other Applications - Zhongtai Co., Ltd.'s cryogenic equipment and independently operated special gases have been applied in the aerospace sector [1] - Tongguang Cable's sales of high-temperature resistant cables for aerospace applications constitute a small proportion of total revenue [1] - Putian Technology's PCB products are partially applied in the commercial aerospace sector [1] - Kexiang Co., Ltd.'s PCB products are applicable in aerospace, with existing supply agreements [1] - Shaanxi Huada has long provided supporting products for the Long March series rockets [1] Power Cable and Server Products - Honglin Electric's subsidiary has achieved bulk shipments of high-speed copper cable connection products [2] - Guangdian Yuntong's subsidiary has integrated Moores Threads graphics cards into some server products [2] Retail and Supply Chain - Liangpinpuzi has implemented a "store dynamic replenishment decision dataset," effectively shortening procurement decision time [2]

Group 1: Company Overview and Business Strategy - The company focuses on electronic component distribution and has built a global multi-regional network covering various categories including main chips, storage, RF, display drivers, power/analog devices, MEMS sensors, and passive components [2][3] - The company is increasing its investment in chip design and manufacturing, aiming to enhance its capabilities and performance in the semiconductor field [3][4] - Recent acquisitions of Guilin Guanglong Integrated and Shanghai Aojian Microelectronics are intended to strengthen the company's layout in optical communication chips and analog integrated circuits [2][4] Group 2: Research and Development - R&D expenses increased by 90.06% year-on-year, driven by investments in self-developed chips and the recruitment of top technical talent [5][6] - The company has successfully introduced its automotive display chip business to several leading screen manufacturers, with the first automotive-grade TDDI/DDIC entering mass production [5][6] - The MEMS micro-mirror product has entered the market, with a focus on automotive LiDAR and laser projection applications [5][9] Group 3: Market Potential and Product Development - The MEMS LBS (Laser Beam Steering) technology is not yet essential for basic vehicle operation but shows potential for enhancing user experience in high-end models [10] - The global annual production of new cars is approximately 90 million, indicating a broad market potential for MEMS LBS products [10] - The number of MEMS micro-mirrors is critical for determining the number of OCS (Optical Circuit Switching) channels, with higher channel counts requiring more mirrors [11] Group 4: Risks and Regulatory Considerations - The acquisition process involves regulatory approvals from the Shenzhen Stock Exchange and the China Securities Regulatory Commission, which may impact the transaction timeline [18] - There are risks associated with the transaction being suspended, interrupted, or canceled, necessitating careful investor decision-making [18]

纳米银板块领涨，上涨1.12%，其中西部材料上涨10.01%，扬子新材上涨0.53%，英唐智控上涨0.29%。 （AI生成） ...