答:MPC（金属PIC耦合器）为新兴板载及共封装应用提供高密度光连接解决方案。该产品专为光纤直连 芯片而设计，可显著降低传输损耗并提升系统能效。 目前，公司配合客户MPC方案的相关产品已通过客户认证，目前处于NPI 阶段，预计明年中期导入自动 化生产线进行小批量生产。 格隆汇12月11日丨致尚科技(301486.SZ)在投资者关系中表示，有被问到: 在光通信领域，请介绍MPC产 品类型以及公司与MPC方案相关的产品进展如何？ ...

Core Viewpoint - The company is focused on maintaining growth in the optical communication sector through product innovation and capacity expansion in response to increasing market demand [1] Group 1: Current Products - The company's main optical communication products currently in mass production include optical fiber connectors, specifically MTP/MPO fiber jumpers, high-density fiber jumpers, optical fiber array components, and conventional fiber jumpers [1] Group 2: Future Growth Strategy - The company plans to enhance its research and development efforts to keep pace with technological advancements in the optical communication field, driven by the acceleration of data center construction and growing computing power demands [1] - The company aims to steadily increase production capacity based on market demand, thereby improving overall operational efficiency [1]

Group 1 - The AI industry chain stocks experienced a collective pullback today, with significant declines in sectors such as CPO and optical communication, as the CSI Artificial Intelligence Theme Index fell by 2.7% and the Shanghai Stock Exchange Sci-Tech Innovation Board AI Index decreased by 2.3% [1] - Analysts noted that a major meeting has set the tone for next year's economic work, emphasizing the need to maintain stability while seeking progress and improving quality and efficiency, alongside the continuation of a more proactive fiscal policy and moderately loose monetary policy [1] - The relatively loose liquidity environment both domestically and internationally is expected to enhance the valuation of risk assets like stocks, which is beneficial for technology stocks and other growth sectors [1]

Core Viewpoint - The commercial aerospace sector is experiencing significant growth, driven by favorable policies and market dynamics, leading to a surge in stock prices of related companies [5][12][13]. Group 1: Market Performance - On December 11, multiple mid-to-low priced stocks, including Tongguang Cable, hit the 20% daily limit up, indicating strong buying interest from major funds [1][9]. - The commercial aerospace sector saw a notable increase, with the index rising over 1%, ranking among the top four sectors, despite overall market fluctuations [9][10]. - Since November 24, the commercial aerospace sector has cumulatively increased by approximately 14%, reflecting a bullish trend in the secondary market [6][13]. Group 2: Key Drivers - The Federal Reserve's recent interest rate cut of 25 basis points to a target range of 3.50%-3.75% is expected to enhance liquidity and risk appetite, positively impacting technology and growth sectors [2][9]. - The National Space Administration's recent action plan aims for high-quality development of the commercial aerospace sector by 2027, contributing to the sector's upward momentum [5][12]. - Recent achievements, such as the successful launch of satellites and record-setting rocket launches, have further stimulated investor interest in the commercial aerospace sector [5][12]. Group 3: Stock Highlights - Notable stocks in the commercial aerospace sector include Aerospace Development, which has seen a price increase of over 60% since November 24, with significant net buying from margin trading [6][13]. - Other companies like Huagong Technology, Aerospace Electronics, and Aerospace Power have also experienced substantial price increases and net buying activity, indicating strong market interest [6][14]. - The stock performance of these companies reflects a combination of long-term growth potential and short-term trading opportunities, driven by both market sentiment and fundamental developments [6][13].

Market Overview - The Shanghai Composite Index closed down by 0.70%, and the Shenzhen Component Index fell by 1.27% with a median decline of 1.77% in A-shares [1][2] - A total of 34 stocks hit the daily limit up, a decrease of 23 from the previous day, while 19 stocks hit the limit down, an increase of 16 [2] Sector Characteristics - The sectors with the most limit-up stocks included power grid equipment, general equipment, and commercial retail [3][4] - The aerospace sector had the highest number of limit-up stocks, indicating strong market interest [5] Conceptual Characteristics - The most popular concepts among limit-up stocks were aerospace, consumer goods, and optical communication [5] - The aerospace sector saw 8 limit-up stocks, driven by policy support and accelerated domestic substitution [5] Limit-Up Stocks - Four stocks reached historical highs, indicating strong market momentum: Yongding Co., Yaxiang Integration, Dongbai Group, and Tianli Composite [6] - Eleven stocks reached near one-year highs, suggesting significant breakthroughs in their price trends [6] Main Capital Inflows - The top five stocks by net capital inflow included Jin Feng Technology, Yongding Co., Xue Ren Group, Galaxy Electronics, and Putian Technology [8] - Stocks with the highest net capital inflow as a percentage of market value included Chicheng Co., Xue Ren Group, and Galaxy Electronics, indicating strong market interest [9] Limit-Up Stock Funding - The top five stocks by limit-up funding included Nandu Property, Zhongyao Holdings, Xue Ren Group, Yongding Co., and Hualing Cable [10] - Stocks with multiple consecutive limit-ups included Dongbai Group, Anni Co., and Zai Sheng Technology, indicating strong investor interest [11]

| 连板数 | 晋级率 | | 2025-12-1 | | --- | --- | --- | --- | | 4讲5 | 1/2=50% | 东百集团(福建+零售) | | | 3 #4 | 2/5=40% | 安妮股份(福建+实控人变更) | | | 2讲3 | 1/8=12% | 跃岭股份（光通信） | | | 1讲2 | 5/40=12% | 立昂微 (半导体) | | | | | 四川金顶(商业航天) | | | | | 中源家居 (家居) | | | 其他涨停 | | 南京商旅4天3板 (零售) | | 主线热点 智通财经12月11日讯，今日34股涨停，27股炸板，封板率为56%，东百集团5连板，再升科技4连板，跃岭股份3连板，安妮股份6天5板，中源家居6天4板， 北交所天力复合、驰诚股份30cm首板。市场震荡调整，沪指高开低走，创业板指冲高回落，此前一度涨超1%。摩尔线程拉升涨近30%，总市值超4400亿 元。沪深两市成交额1.86万亿，较上一个交易日放量786亿。全市场近4400只个股下跌。板块方面，商业航天、次新股等板块涨幅居前，福建、房地产等板 块跌幅居前。截至收盘，沪指跌0.7%，深成指 ...

证券代码：301486 证券简称：致尚科技 编号：2025-005 深圳市致尚科技股份有限公司 投资者关系活动记录表 投资者关系活 动类别 ☑ 特定对象调研 □媒体采访 □新闻发布会 □现场参观 □分析师会议 □业绩说明会 □路演活动 □其他 参与单位名称 南方基金、博时基金、东方红、鹏华基金、新华基金、基石资本、华鑫证券、 光大保德信基金、惠华控股、华安基金、广发基金、奇点资产、泰康资产、 嘉实基金、平安基金、东方基金、赛马资本、泰康基金、新华资产、诺德基 金、交银基金、建信基金、汇丰晋信、华泰柏瑞基金、珠海横琴明富私募基 金、国泰海通证券、国金基金、重阳投资、深圳创华投资、国寿养老、3w capital、 华商基金、济略投资（广州）有限公司、深圳市古东管家科技有限责任公司、 博道基金、万家基金、浦银安盛、国联安 时间 2025 年 12 月 11 日 地点 公司会议室 上市公司接待 人员姓名 董事会秘书 陈丽玉 证券事务代表 方笳企 主要内容介绍 1. 请介绍 2025 年前三季度公司的经营情况？ 2025 年前三季度，公司营业收入 749,208,450.93 元，较上年同期增长 3.24%；归属于上市 ...

Core Viewpoint - The article emphasizes the importance of timely and professional information interpretation in the investment landscape, particularly focusing on significant events, industry chain companies, and key policy insights [1]. Group 1: Company Developments - The company has successfully developed and deployed spaceborne equipment for large satellite constellations, marking a significant achievement in inter-satellite laser coherent communication technology [1]. - A subsidiary of the company has become a partner with Huawei for the Matrix384 super node, indicating a strategic collaboration in advanced communication technologies [1]. Group 2: Industry Advancements - The company has achieved international advanced levels in hollow-core optical fiber with ultra-low attenuation, showcasing its technological leadership in the optical communication sector [1]. - The multi-core optical fiber transmission capacity has set a new domestic record, reflecting the company's commitment to innovation and capacity enhancement in fiber optics [1].

Core Insights - The technology sector faced pressure in the morning, but afternoon trading saw a rebound in concepts like CPO and optical communication, driving up AI-related stocks [1] - The CSI Artificial Intelligence Theme Index and the Shanghai Stock Exchange Sci-Tech Innovation Board AI Index both rose by 0.3% [1] - Active trading was noted with the Artificial Intelligence ETF (159819) achieving a total transaction volume exceeding 1 billion yuan [1] Industry Summary - CITIC Securities highlighted the recent "14th Five-Year Plan" which emphasizes accelerating innovation in artificial intelligence and digital technologies, enhancing the supply of computing power, algorithms, and data [1] - The comprehensive implementation of the "Artificial Intelligence +" initiative aims to empower various industries [1] - The current user penetration rate of AI large models remains low, indicating that the development of large models is still in its early to mid-stages, with the industrialization cycle just beginning [1] - The AI computing power sector, including both domestic and international supply chains, is expected to continue to perform well [1]

来源：新浪证券-红岸工作室 12月10日，联特科技涨7.24%，成交额24.14亿元，换手率25.22%，总市值186.31亿元。 异动分析 共封装光学(CPO)+5G+芯片概念+数据中心+人民币贬值受益 1、2022年12月8日互动易回复：公司拥有了光芯片集成、高速光器件以及高速光模块设计、生产的核心 能力，在高速信号设计和仿真、光学仿真和光耦合工艺领域掌握了相关核心技术。公司目前研发的有基 于EML（电吸收调制激光器）、SIP（硅光）、TFLN（薄膜铌酸锂）调制技术的800G光模块，以及用 于下一代产品NPO（近封装光学）/CPO（共封装光学）所需的高速光连接技术、激光器技术和芯片级 光电混合封装技术等。 2、光模块目前主要应用市场包括数通市场、电信市场和新兴市场。其中数通市场是光模块增速最快的 市场，目前已超越电信市场成为第一大市场，是光模块产业未来的主流增长点；电信市场是光模块最先 发力的市场， 5G 建设将大幅拉动电信用光模块需求。公司产品是数据中心和 5G 通信应用领域的上游 关键部件。 3、根据公司互动：公司具备的是光芯片到光器件的设计制造能力。光芯片指应用于光通信的半导体， 是完成光电信号转换 ...