Anfu Technology(SH:603031) Ge Long Hui·2026-01-15 07:45Core Viewpoint - Anfu Technology (603031.SH) highlights the significance of Suzhou Yilanwei as the only global startup focused on silicon photonic heterogeneous integrated thin-film lithium niobate photonic chips, emphasizing its technological advancements and market position in the data center sector [1] Group 1: Technology and Innovation - Suzhou Yilanwei's proprietary silicon photonic heterogeneous integrated thin-film lithium niobate technology platform is crucial for high-speed, high-density optical integration chips and optical engines in data centers [1] - The company has established a global technological leadership in silicon photonics, achieving single-wave 200Gbps and 400Gbps optical chips [1] Group 2: Production and Development Milestones - The pilot production line for silicon photonic heterogeneous integrated thin-film lithium niobate photonic chips is set to officially commence in August 2025, marking a significant milestone in transitioning from technology R&D to industrialization [1] - The pilot line is designed to efficiently support rapid preparation of customized samples for clients, indicating substantial progress in key process stability and scalable manufacturing capabilities [1] Group 3: Market Engagement and Team Expertise - Suzhou Yilanwei has sent samples for testing to several mainstream optical module manufacturers both domestically and internationally, receiving positive feedback [1] - The core team possesses deep expertise in silicon photonics and extensive industry experience, enabling the company to accurately grasp product direction and continuously advance customer validation towards achieving mass production goals [1]