深圳市英唐智能控制股份有限公司 证券代码：300131 证券简称：英唐智控 投资者关系活动记录表 李昊答：此次并购是公司自2019年以来向上游半导体设计与制造转型战 略的延续，旨在现有光电传感业务的基础之上，切入高速增长的光通信核心 器件领域并形成协同。 光隆集成为无源光器件供应商，产品线覆盖全类型光开关（机械式、MEMS、 磁光、在研电光开关）。基于深厚积累，已延伸至基于 MEMS 路线的 OCS 光路 交换机产品，具备从器件到系统的能力。目前光隆集成小通道的 OCS 产品已 经进入市场，128/256 等大通道产品有望在 2026 年逐步推向市场。 核心的协同点具体在于：英唐智控在海外的 IDM 工厂拥有近 20 年的 MEMS 振镜研发经验并实现量产，有望为标的公司光隆集成的 OCS 产品核心部件 MEMS 阵列芯片提供产能保障与工艺支持，解决光隆集成目前依赖外购或代工 导致的响应缓慢的问题，形成供应链优势。同时公司位于海外的 fab 工厂可 作为海外运营与供应链中转平台，有助于协同光隆集成拓展海外云厂商等客 户，规避潜在供应链风险。 根据双方协议约定，光隆集成业绩承诺2026年度实现净利润不低于3,7 ...

Group 1: Market Performance - A-shares related to optical modules, optical communication, and optical chips experienced significant gains, with leading optical module company Zhongji Xuchuang (300308) rising over 16% to reach a historical high, bringing its market capitalization to over 600 billion yuan [1] - Other companies in the optical module sector, such as Xinyi Sheng (300502), saw an increase of over 8%, while companies in optical communication like Tefa Information (000070) and Yongding Co. (600105) hit the daily limit [1] - In the optical chip sector, Changguang Huaxin (688048) reached a 20% limit up, and Shengke Communication (688702) rose over 5% [1] Group 2: Google and AI Chip Market Dynamics - The recent surge in these stocks appears linked to Google's developments, as Wall Street shifts focus from Nvidia to Google amid concerns over an "AI bubble" [1] - Google's self-developed TPU (Tensor Processing Unit) is rumored to potentially secure a large order from Meta, raising questions about Nvidia's competitive position in the AI chip market [1][2] - Reports suggest that Meta is considering deploying Google's TPU in its data centers starting in 2027, with a value potentially reaching several billion dollars, which could significantly boost Google's revenue and market share in the chip sector [1] Group 3: Technological Advancements - Google has integrated optical switching (OCS) technology into its TPU interconnect, which allows for direct switching of optical signals without electro-optical conversion [3] - This advancement is expected to benefit the related industry chain as Google's large model progresses, with firms like Zhongji Xuchuang, Xinyi Sheng, and others being highlighted as potential beneficiaries [3] - Zhongji Xuchuang has refrained from disclosing customer information in response to inquiries about order rumors [3]