Group 1 - The company, Taicheng Light (300570), announced on August 21 that its products, including flexible optical boards, ultra-small connectors, and polarization-maintaining connectors, can be applied in the CPO wiring field [1] - The company has participated in the research and trial production of CPO solutions for several foreign manufacturers [1] - The mass application of CPO solutions and the timeline for such applications primarily depend on the choices made by switch manufacturers [1]

证券日报网讯太辰光（300570）8月21日发布公告，在公司回答调研者提问时表示，公司半年报中披露 的产能变化情况，由于涉及多种产品，并不能反映真实状况。公司今年在国内新租厂房以及越南生产基 地投入使用，大规模扩充产能，未来也将结合业务进展及市场需求动态扩产。 ...

证券日报网讯 太辰光（300570）8月21日发布公告，在公司回答调研者提问时表示，公司遵循利益共享 的原则，秉承"上下同欲者胜"的经营理念，对于有贡献的员工将会持续进行激励。 ...

证券日报网讯太辰光（300570）8月21日发布公告，在公司回答调研者提问时表示，从去年起，公司大 幅扩充了MT插芯产能。公司具备稀缺的线切割设备和先进的检测工艺，所产单模低损MT插芯在质量上 具备较强竞争力。 ...

证券日报网讯太辰光（300570）8月21日发布公告，在公司回答调研者提问时表示，公司存在第一大客 户占比较高的情形，但同时公司也是第一大客户的重要供应商，双方建立了紧密稳固的供应关系。公司 通过开发更多产品、拓展更多产品应用领域，在市场方面取得了新的收获，未来将会进一步优化客户占 比结构。 ...

Core Insights - The company, Taicheng Technology (300570), announced on August 21 that its 12-core single-mode low-loss MT connectors have achieved large-scale application at client sites since last year [1] - The company will continue to promote the certification of more specifications of MT connectors [1] - Currently, the 24-core MT connectors are primarily sourced from external suppliers, while the company maintains a combined supply approach of both self-manufacturing and outsourcing [1]

Group 1 - The company, Taicheng Light (300570.SZ), recently stated that its main products include passive optical devices, active optical devices, and optical sensing products [1] - Over 90% of the company's revenue comes from passive optical device products [1]

Core Viewpoint - The company indicated that the high gross margin in Q1 2025 is influenced by product mix and is not a normal occurrence [1] Summary by Categories Financial Performance - The gross margin in Q2 is expected to decline compared to Q1 due to factors such as production line expansion [1] - The company's gross margin has consistently remained above 30% in recent years, and there is confidence in maintaining this level in the future [1]

Core Viewpoint - The impact of the U.S. tariff increase on the company is minimal due to its FOB settlement model with major clients [1] Group 1 - The company has communicated effectively with clients to mitigate the impact of tariffs [1] - The company relies on relevant policies to reduce the effects of tariffs within a compliant framework [1]

Core Viewpoint - The company focuses on passive optical devices as its main product, with optical modules serving as a supplementary core business to meet customer needs and enhance the development of passive products [1] Product Positioning - The primary product of the company is passive optical devices, while optical modules are developed to complement the main offerings [1] - The company has already supplied 800G optical modules and is currently developing 1.6T optical modules [1]