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]

Group 1 - The company, Taicheng Technology (300570.SZ), has recently indicated that its products, including flexible optical boards, ultra-small connectors, and polarizing connectors, can be applied in the CPO wiring field [1] - The company is involved in the research and trial production of CPO solutions with 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]

格隆汇8月21日丨太辰光(300570.SZ)于近期投资者关系活动表示，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。 ...

太辰光：美国加征进口关税对于公司影响不大，公司与主要客户的结算模式为FOB模式。 ...

Core Viewpoint - The company indicated that the high gross margin in Q1 2025 was influenced by product mix and is not expected to be a norm [1] Summary by Categories Financial Performance - The gross margin in Q2 experienced a decline compared to Q1 due to factors such as production line expansion [1] - The company's gross margin has been maintained at slightly above 30% in recent years, and there is confidence in sustaining this level in the future [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]