中瓷电子：三年内量产

Core Viewpoint - The company, Zhongci Electronics, is experiencing strong order fulfillment and high capacity utilization as a key supplier of ceramic products for major optical module manufacturers, with expectations for significant growth in the optical communication module market in the coming year [1][2] Production and Capacity - The company has a full order book and is continuously optimizing processes to enhance yield, leading to effective capacity release [1][2] - To meet strong market demand and ensure timely order delivery, the company has initiated and is actively promoting capacity expansion plans [1][2] New Technology Development - The company is developing ceramic substrates suitable for CPO (Co-Packaged Optics) technology, which is currently in the R&D phase and is expected to achieve mass production within three years [1][2] - The estimated market value for electronic ceramic products in this field is projected to exceed one billion yuan [1][2] Market Expansion - Beyond the optical communication sector, the company is making progress in emerging application markets such as power grid equipment, developing ultra-high voltage product series rated from 3300V to 10kV for solid-state transformers and circuit breakers, with products currently undergoing customer sample verification [1][2] Strategic Positioning - The company's subsidiary, Guolian Wanzhong, is strategically positioning itself in rapidly growing markets such as AI data centers, drones, and humanoid robots, having established corresponding product lines to seize future market opportunities [1][2]