Xin Lang Cai Jing·2025-12-19 10:18Group 1: Company Overview - Hebei Zhongci Electronic Technology Co., Ltd. (referred to as "Zhongci Electronics") conducted a specific object research activity on December 19, 2025, receiving 23 institutional investors including Guotai Junan Securities, Xinhua Fund, and others [1] Group 2: Core Business Progress - In the optical module ceramic business, Zhongci Electronics has sufficient orders and maintains high capacity utilization. The company is expected to enter a continuous growth phase in 2026 due to ongoing improvements in yield rates and an expansion plan to meet market demand [2] - For the 3.2T optical module supporting products, Zhongci Electronics has developed a mature supporting scheme to meet the needs of domestic and international users in power devices, data centers, and AI fields, and is advancing product development based on customer requirements [2] Group 3: CPO Field Development - In the CPO (Co-Packaged Optics) field, Zhongci Electronics is currently in the R&D phase for ceramic substrates, with mass production expected within three years, potentially reaching a value scale of over 100 million yuan [3] Group 4: SiC Business Progress - Subsidiary Guolian Wanzhong has made significant progress in the SiC power electronics sector, with its 8-inch SiC chip production line completing commissioning in October 2025 and achieving a capacity of 5,000 wafers per month. The existing 6-inch production line is expected to maintain the same capacity in 2026 [4] - Guolian Wanzhong has signed strategic cooperation agreements for its 1200V 10mΩ SiC MOS chips in electric vehicle applications, with multiple products achieving breakthroughs. The utilization rate of the new 8-inch production line has exceeded 60% and is expected to continue increasing [4] Group 5: Commercial Aerospace Business - Subsidiary Bowei Company has a clear layout in the commercial aerospace sector, with satellite communication RF devices and modules valued at tens of thousands to hundreds of thousands per satellite. The company is advancing technology in low-orbit satellite communication and drone applications [5] Group 6: Other Business Developments - In the precision ceramic components sector, Zhongci Electronics has achieved international standards for its ceramic heating plates and is in the mass supply phase for multiple products. Guolian Wanzhong is also targeting emerging fields such as AI data centers and drones, while Bowei Company is focusing on technological breakthroughs in next-generation communication scenarios [6]