深圳市英唐智能控制股份有限公司 投资者关系活动记录表 证券代码：300131 证券简称：英唐智控 | 需求及询单量显著增加；同时，在海外算力服务商领域，也有关于OCS光路交 | | --- | | 换机的客户询单。具体业绩数据以审计评估为依据，请关注上市公司后续披 | | 露的相关公告。 | | 3. 光隆集成OCS业务的客户主要有哪些？ | | 答: 光隆集成终端客户广泛覆盖海内外市场，依托与英唐智控的战略合 | | 作，凭借英唐智控丰富的客户资源，可以拓展海外市场，提升供应链响应效 | | 率与市场拓展能力，为客户创造更全面的价值。 | | 4. MEMS OCS核心模块有哪些？ | | 答: MEMS OCS核心元器件包括：MEMS阵列、光纤准直器阵列、滤光片、 | | 光环行器等，其中，MEMS阵列作为核心部件成本占比最高。 | | 5.光隆集成 MEMS微振镜阵列是外采吗？ | | 答: 光隆集成OCS所使用的MEMS微振镜阵列是通过外部代工生产的，核心 | | 的耦合等工序由光隆集成自主掌控。 | | 6. 光隆集成的OCS技术来源？ | | 答：光隆集成的核心团队来自桂林的国家级科研院所，光隆集 ...

（原标题：世嘉科技(002796.SZ)：拟取得光彩芯辰20%股权） 格隆汇12月29日丨世嘉科技(002796.SZ)公布，基于公司发展战略规划，公司看好光通信细分行业的市 场前景，认可光彩芯辰（浙江）科技有限公司（简称"标的公司""目标公司"或者"光彩芯辰"）在光通信 领域内的前期投入、技术储备以及客户资源，公司看好其未来发展空间。故，公司拟通过增资扩股及受 让创始股东嘉兴和同智能科技合伙企业（有限合伙）（简称"创始股东"或者"嘉兴和同"）部分股权方式 取得标的公司共计20%股权，并拟与标的公司及标的公司创始股东分别签署《苏州市世嘉科技股份有限 公司关于光彩芯辰（浙江）科技有限公司之投资协议》《关于光彩芯辰（浙江）科技有限公司之B5轮 股东协议》，本次交易主要内容如下： 本公司拟将按27.2987元/股的价格以275,000,000元认购标的公司10,073,739.78元新增注册资本。本次增 资完成后，本公司将持有标的公司13.2066%的股权，其中10,073,739.78元作为标的公司新增注册资本， 其余作为溢价进入标的公司的资本公积金。同时，标的公司创始股东嘉兴和同拟将其所持标的公司 6.7934 ...

本公司拟将按27.2987元/股的价格以275,000,000元认购标的公司10,073,739.78元新增注册资本。本次增 资完成后，本公司将持有标的公司13.2066%的股权，其中10,073,739.78元作为标的公司新增注册资本， 其余作为溢价进入标的公司的资本公积金。同时，标的公司创始股东嘉兴和同拟将其所持标的公司 6.7934%股权（对应目标公司5,181,864.29元注册资本）以总价1元的价格转让给本公司，最终达到本公 司获得标的公司共计15,255,604.07元的注册资本及持有标的公司20%的股权。本次交易对价为2.75亿 元，本次交易完成后本公司持有标的公司共计20%的股权。本次交易不构成重大资产重组，不构成关联 交易。 格隆汇12月29日丨世嘉科技(002796.SZ)公布，基于公司发展战略规划，公司看好光通信细分行业的市 场前景，认可光彩芯辰（浙江）科技有限公司（简称"标的公司""目标公司"或者"光彩芯辰"）在光通信 领域内的前期投入、技术储备以及客户资源，公司看好其未来发展空间。故，公司拟通过增资扩股及受 让创始股东嘉兴和同智能科技合伙企业（有限合伙）（简称"创始股东"或者"嘉兴和 ...

Group 1: Company Overview and Market Position - The company has established partnerships with major domestic clients and is actively expanding into international markets [1][2] - The 200G and below low-speed optical modules have achieved stable mass production, while 400G/800G high-speed modules are in the sample testing phase with expected small batch shipments in Q2 2026 [1][2] Group 2: Strategic Development and Capacity Expansion - The company adopts a customer demand-driven approach for capacity expansion, focusing on small batch production to explore market needs before scaling up [3] - A stepwise development strategy is employed, starting with mature products to build customer resources and industry experience before moving to high-value products [3] Group 3: Importance of 200G and Below Optical Modules - The decision to prioritize 200G and below optical modules is based on their strong demand stability and significant economies of scale, which enhance market competitiveness [5] - Stable mass production of these modules supports the development of high-speed module production lines and improves overall operational efficiency [5] Group 4: Core Competencies and Innovations - The company has strong capabilities in scaling production and converting laboratory technologies into market-ready products, which benefits the optical communication business [6] - Emphasis on innovation and cost structure optimization through continuous process improvements and automation enhances competitive advantages [7] Group 5: Micro LED Technology Strategy - The Micro LED optical interconnect technology addresses key issues in high bandwidth and high-speed scenarios, positioning the company for long-term growth in optical communication [8][10] - Current focus is on achieving breakthroughs in core light source technology and building intellectual property barriers for future industrialization [10] Group 6: Smart Terminal Business Outlook for 2026 - The smart terminal business is expected to recover in 2026 due to global layout strategies, automation improvements, and diversification of product offerings [10]

证券日报网讯12月11日，利亚德（300296）在互动平台回答投资者提问时表示，公司与中国科学院合作 研发的LiFi(LightFidelity)光通信系统基于公司高效能LED研制，兼具照明与通信功能，具备隐蔽性好， 抗干扰，稳定强韧等核心优势，该系统现已完成实验室验证。 ...

优迅股份以自主创新为驱动，通过独立或牵头承担包括科技部"863计划"、科技部"国家国际科技合作专项项目"、工信 部"工业强基项目"、科技部"国家科技重点研发计划项目"在内的多个重大国家级科研攻关项目，成功突破高速率、高集 成度光通信电芯片设计技术壁垒，成为我国为数不多可提供全应用场景、全系列产品光通信电芯片解决方案的企业。公 司产品性能和技术指标上实现对国际头部电芯片公司同类产品的替代，成功打入全球众多知名客户供应链体系。根据ICC 数据，2024年度，公司在10Gbps及以下速率产品细分领域市场占有率位居中国第一，世界第二。 同时，公司正积极布局一系列高附加值新产品，包括用于万兆固网接入场景的50G PON收发芯片、用于数据中心场景的 400Gbps及800Gbps收发芯片、4通道128Gbaud相干收发芯片以及基于终端侧应用场景的FMCW激光雷达前端电芯片、车 载光通信电芯片等。 | . D . | | --- | | 11 | | m +++ 1 7L | 12月8日，优迅股份(688807.SH)开启申购，发行价格为51.66元/股，申购上限为0.45万/股，行业市盈率60.27倍，属于上交 所，中信 ...

优迅股份以自主创新为驱动，通过独立或牵头承担包括科技部"863 计划"、科技部"国家国际科技合作专项项目"、工信 部"工业强基项目"、科技部"国家科技重点研发计划项目"在内的多个重大国家级科研攻关项目，成功突破高速率、高集 成度光通信电芯片设计技术壁垒，成为我国为数不多可提供全应用场景、全系列产品光通信电芯片解决方案的企业。公 司产品性能和技术指标上实现对国际头部电芯片公司同类产品的替代，成功打入全球众多知名客户供应链体系。根据 ICC 数据，2024年度，公司在10Gbps及以下速率产品细分领域市场占有率位居中国第一，世界第二。 智通财经APP获悉，12月8日，优迅股份(688807.SH)开启申购，发行价格为51.66元/股，申购上限为0.45万/股，行业市盈 率60.27倍，属于上交所，中信证券为其保荐人。 招股书显示，优迅股份作为国内光通信领域的"国家级制造业单项冠军企业"，专注于光通信前端收发电芯片的研发、设 计与销售。公司产品广泛应用于光模组(包括光收发组件、光模块和光终端)中，应用场景涵盖接入网、4G/5G/5G-A 无线 网络、数据中心、城域网和骨干网等领域。 自2003年2月成立以来，优迅股 ...

Group 1 - The company plans to publicly issue 20 million shares, accounting for 25% of the total share capital after the issuance [1] - Senior management and core employees will participate in the strategic placement of shares, with a total of up to 2 million shares, representing 10% of the issuance scale [1] - CITIC Securities will participate in the strategic placement with an initial investment of 1 million shares, which is 5% of the issuance [1] Group 2 - The company is recognized as a "national champion" in the optical communication sector, focusing on the research, design, and sales of optical communication front-end transceiver chips [1] - The company's products are widely used in optical modules, covering various applications such as access networks, 4G/5G networks, data centers, metropolitan area networks, and backbone networks [1] - The projected net profits for the company from 2022 to 2024 are 81.40 million yuan, 72.08 million yuan, and 77.87 million yuan, respectively [2] - In 2025, the company expects a revenue increase of 15.70% to 20.57% and a net profit increase of 18.15% to 25.86% compared to the previous year, primarily due to sales growth [2] Group 3 - The company plans to invest approximately 809 million yuan in projects focused on the development and industrialization of next-generation access network and high-speed data center chips, automotive chips, and 800G and above optical communication chips and silicon photonic components [2]

Group 1: Core Insights - Google has introduced its GEMINI 3.0 model and TPU chips, marking a significant advancement in AI capabilities and reaffirming the effectiveness of the Scaling Law in computing power investment [1] - The seventh-generation TPU chip utilizes OCS technology, reducing costs to one-fifth of NVIDIA's GPU chips while offering superior inference capabilities in specific scenarios, attracting major clients like Meta [1] - The launch of OCS technology represents a shift from traditional optical connections to intelligent switching, addressing bandwidth and power consumption issues [2] Group 2: Industry Implications - Domestic A-share companies in the computing power sector are positioned to benefit from Google's expanding market share in TPU chips, as they have established long-term partnerships with major AI chip manufacturers [4][5] - Leading optical module manufacturers in China are deeply involved in OCS technology and supply to Google, enhancing their production capabilities and ensuring stability and economic efficiency [6] - The approval of numerous AI-related ETFs indicates a regulatory push to support technology innovation, potentially leading to increased capital inflow into high-quality tech companies in the A-share market [7] Group 3: ETF Insights - The 5G Communication ETF and the Entrepreneurial Board AI ETF are highlighted as potential investment vehicles, with overlapping holdings in key companies like Zhongji Xuchuang and Xinyi Sheng [8][9] - The 5G Communication ETF has a diverse portfolio, while the Entrepreneurial Board AI ETF focuses on companies listed on the Growth Enterprise Market, providing different risk and return profiles [7][9]

Summary of Black Sesame Intelligence and Zhongji Xuchuang Collaboration Conference Call Industry and Company Involved - **Company**: Black Sesame Intelligence - **Partner**: Zhongji Xuchuang - **Industry**: Automotive, Robotics, Optical Communication Core Points and Arguments - **Collaboration Goals**: Black Sesame Intelligence and Zhongji Xuchuang aim to advance the application of optical modules in automotive and smart terminal sectors, focusing on low latency and high data transmission needs in next-generation computing platforms [2][5][16] - **Autonomous Driving Solutions**: The partnership is developing comprehensive solutions for both passenger and commercial vehicles to meet L2 to L4 autonomous driving requirements, accelerating technology implementation in OEMs [2][6][16] - **AI Industrial Robots**: Joint development of AI industrial robot solutions tailored for industrial scenarios, addressing core needs for precise control, real-time interaction, and multi-device collaboration [2][6][16] - **Optical Communication Trends**: Optical communication is identified as a future trend, providing higher bandwidth, lower latency, and stronger anti-interference capabilities. Companies like Tesla and Huawei are already exploring these technologies [2][7][8][9] - **Cost Comparison**: Automotive-grade optical modules are expected to be significantly cheaper than server-grade modules, potentially costing only 1% of the server-side equivalent under similar performance specifications [4][14][15][16] Additional Important Content - **Technical Requirements**: Optical packaging technology requires chips to be compatible with optical communication, necessitating large switch interfaces and bandwidth exceeding P3E, along with reserved interfaces for MIPI or FII [10][11] - **Silicon Photonics Advantages**: In data centers, silicon photonics can enhance switch performance and reduce complexity, while in robotics, flexible optical fibers can mitigate electromagnetic interference and adapt to flexible motion needs [12][16] - **Standardization Needs**: The automotive sector has existing standards for optical fiber access, while the robotics sector is moving towards standardization to promote new technologies without relying solely on customized applications [13][14] - **Market Impact**: The collaboration is expected to enhance Black Sesame Intelligence's competitiveness in the automotive sector and facilitate the adoption of advanced AI and communication technologies in industrial robots [16]