中瓷电子(003031.SZ)：高导热基板已批量供货，技术及产能均可满足用户需求

Core Viewpoint - Zhongci Electronics (003031.SZ) is a key supplier of ceramic products (ceramic shells and substrates) for domestic and international optical module companies, indicating strong market positioning in high-end optical module packaging solutions [1] Group 1 - The company has developed mature solutions for high-end optical module packaging products, including silicon photonic modules, and has engaged in deep cooperation with clients [1] - High thermal conductivity substrates have been supplied in bulk, with both technology and production capacity meeting user demands [1] - The company plans to actively expand production based on market demand to satisfy future market needs [1]