Core Insights - The company, Huylv Eco-Tech Group Co., Ltd., hosted a series of investor meetings from November 11 to 13, 2025, with participation from various institutions including E Fund, CITIC Securities, and Freshwater Spring Investment [1] - For the first three quarters of 2025, the company reported a significant revenue increase of 206.15% year-on-year, reaching 1.081 billion yuan, with a net profit of 51.72 million yuan, up 96.96% [1][2] Financial Performance - Huylv Eco-Tech's subsidiary, Wuhan Junheng Technology Co., Ltd., contributed significantly to the company's financials, achieving approximately 915 million yuan in revenue and around 109 million yuan in net profit by September 30, 2025 [2] Key Focus Areas - Wuhan Junheng's gross margin is approximately 20%, with expectations for improvement in 2026 due to market demand changes and product structure adjustments [3] - The company has implemented a multi-tiered incentive mechanism for Wuhan Junheng's management, rewarding 20% of excess profits above commitments to encourage performance [4] Capacity Expansion - Wuhan Junheng is accelerating its domestic and international expansion, with a new production line in Ezhou recently launched, adding an annual capacity of 1.5 million units, and a second phase project expected to add 3 million units per year by 2027 [5] - The company has established a production base in Malaysia to further penetrate the global market [5] Supply Chain Management - The company maintains complete autonomy in material procurement, allowing for flexible supplier selection based on product needs and cost control, ensuring supply chain stability [6] Technological Advancements - The development of the 1.6T optical module is supported by three key technological synergies: a platform-based architecture, flexible use of mature technology modules, and a software architecture that facilitates smooth transitions between different speed modules [7][8]

证券代码：001267 证券简称：汇绿生态 汇绿生态科技集团股份有限公司 投资者关系活动记录表 编号：2025-018 | | 特定对象调研 □分析师会议 ☑ | | --- | --- | | | □媒体采访 □业绩说明会 | | 投资者关系 | □新闻发布会 □路演活动 | | 活动类别 | □现场参观 □电话会议 | | | 其他： （券商策略会） ☑ | | 参与单位 | 易方达基金、中信证券、开源证券、淡水泉投资、广发证券、东北证券、 | | | 招银理财、南方基金、中信股衍、煜德投资、宁银理财、聚鸣投资、立 | | 名称 | 心资产、美阳投资、昊青投资、止于至善投资 | | 时间 | 2025 年 11 月 11 日-13 日 | | | 汇绿生态科技集团股份有限公司（以下简称"汇绿生态"或"公司"） | | 地点 | 会议室 | | 公司接待人 | 汇绿生态董事会秘书 严琦、 证券事务代表 方铂淳、IR 房宗亿 | | 员姓名 | | | | 汇绿生态董事会秘书严琦向投资者简要介绍了公司的基本情况，并 | | | 回答了投资者问题。 | | | 问题一：截至目前公司及其控股子公司武汉钧恒科技有限 ...

Group 1 - The company currently supplies optical module products at speeds of 200G and below, maintaining normal operations [2] - In the 800G optical module segment, the company has initiated ODM custom development for LPO (Linear Plugable Optical Module) solutions in collaboration with clients and has received initial orders [2] - The company is also engaged in joint development of the next-generation 800G NPO (Near-Package Optics) with external customers, which is still in the research and development phase and has not yet achieved mass production [2]

Group 1 - The company has indicated that specific operational conditions should be monitored through its periodic reports [1] - The company is actively developing a project for Micro TEC applications in 1.6T optical modules in collaboration with optical module manufacturers [1]