T&S(300570)

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太辰光:公司将持续推进更多规格MT插芯的认证工作
Zheng Quan Ri Bao Wang· 2025-08-21 11:41
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,自去年起,公司12 芯单模低损MT插芯已在客户端实现规模化应用,公司将持续推进更多规格MT插芯的认证工作。当前24 芯MT插芯主要依靠外购,公司同时保持自产与外购相结合的供应方式。 ...
太辰光:无源光器件产品的营收占比超过90%
Ge Long Hui· 2025-08-21 08:00
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]
太辰光:毛利率近几年保持在30%出头,未来有信心维持
Ge Long Hui· 2025-08-21 08:00
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,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。 ...
太辰光(300570.SZ):美国加征进口关税对于公司影响不大
Ge Long Hui· 2025-08-21 07:26
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,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。公司始终通过与客户充分沟通协商,依托相关政策,在合 规框架下有效降低关税带来的影响。 ...
太辰光(300570.SZ):目前公司800G光模块已经有供货,1.6T光模块正在研发
Ge Long Hui· 2025-08-21 07:25
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]
太辰光(300570.SZ):光柔性板、超小型连接器、保偏连接器等产品可以应用于CPO布线领域
Ge Long Hui· 2025-08-21 07:25
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]
太辰光(300570.SZ):具备稀缺的线切割设备和先进的检测工艺
Ge Long Hui· 2025-08-21 07:25
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
Xin Lang Cai Jing· 2025-08-21 07:22
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。 ...
太辰光(300570.SZ):毛利率近几年保持在30%出头,未来有信心维持
Ge Long Hui· 2025-08-21 07:19
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,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。 ...
太辰光(300570.SZ):无源光器件产品的营收占比超过90%
Ge Long Hui· 2025-08-21 07:19
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]