Core Viewpoint - The company, Taicheng Light (300570), 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] Group 1: Product Positioning - The primary products of the company are passive optical devices [1] - Optical modules are positioned as a core business supplement, fulfilling customer support needs and promoting the research and development of passive products [1] Group 2: Product Development - The company has already begun supplying 800G optical modules [1] - The 1.6T optical module is currently under development [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，2025年Q1毛利率较 高是受产品结构的影响，并非常态。Q2毛利率还受到产线扩产等因素影响，因此较Q1环比有所下降。 公司毛利率近几年保持在30%出头，未来有信心维持。 ...

Group 1 - The company has focused on the development of CPO-related passive products in recent years [1] - The company maintains its leading position in the flexible optical board sector, continuously optimizing technology and enhancing advantages [1] - The company is conducting research and development to meet high core count and high standard customer demands for FAU [1] - The technology and product development for polarization-maintaining MPO/FAU is also continuously improving [1]

Group 1 - The core product of the company is passive optical devices, active optical devices, and optical sensing products, with passive optical devices accounting for over 90% of the revenue [1]

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]

Core Viewpoint - The company, Taicheng Light (300570), announced on August 21 that it is focusing on the development of passive optical products, emphasizing market-leading technologies and customer needs [1] Group 1 - The company is developing products such as hollow core fiber connectors and V-grooves [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。 ...