HGTECH(000988) 巨潮资讯·2025-05-21 02:31Group 1 - The company Huagong Technology has officially launched its factory in Thailand, aiming to reach a monthly production capacity of 250,000 units of 800G modules by June, with plans to build a 40,000 square meter facility to meet future overseas business growth demands [3] - The company operates in three main business segments: perception, laser + intelligent manufacturing, and connectivity, with perception and laser + intelligent manufacturing experiencing rapid growth, while connectivity is seeing explosive growth [3] - The laser + intelligent manufacturing segment consists of intelligent manufacturing solutions, high-power laser equipment, and precision laser equipment, with the intelligent manufacturing solutions driving rapid growth in high-power laser equipment due to advancements in smart factories in the shipbuilding industry and the development of the new energy vehicle sector [3] Group 2 - The connectivity business is witnessing strong domestic demand for computing optical modules, with orders increasing sharply, and the company is expected to secure bulk orders from overseas top clients this year for 800G and 1.6T related products [4] - The perception business is expanding strategic collaborations with OEMs, with optical sensors already achieving mass production with several vehicle manufacturers; pressure sensors are expected to see significant revenue growth, breaking the dominance of foreign enterprises in the market [4] - The company anticipates steady growth in the new energy vehicle market, with existing major clients and multiple new models incorporating its PTC products, leading to substantial incremental revenue; overseas markets in Europe and Southeast Asia are also expected to see significant growth [4]