WOER(SZ:002130) Ge Long Hui A P P·2026-02-02 07:56Core Viewpoint - The company is closely monitoring the evolution of downstream technology routes and related product architectures, maintaining close communication with core customers [1] Group 1: Technology and Product Development - Current adjustments in technical solutions are primarily focused on specific application scenarios and localized structures, with copper cable solutions remaining mainstream for medium to short-distance transmission [1] - The overall demand for high-speed communication lines is experiencing rapid growth, driven by the fast expansion of AI technologies [1] - The company has developed a next-generation single-channel 448G high-speed cable, which is designed to better meet the needs of higher-grade terminal products in the future [1] Group 2: Competitive Advantages and Market Outlook - The company's high-speed communication line products possess advantages such as low cost, high reliability, scalable mass production capabilities, and a well-established industrial chain [1] - There is a solid demand foundation and long-term development space for the company's products in the future [1]