格隆汇12月24日丨锐科激光(300747.SZ)在互动平台表示，睿芯公司产品包含掺铒光纤，其在 1.5μm 波 段增益高、带宽大、噪声低，且与通信光纤低衰减窗口吻合，广泛用于光通信 DWDM 光传输网和 CATV 网络的光信号放大。铒镱共掺光纤则具备良好光束质量与高转化效率，可实现 1.5μm 波段高功率 激光输出及放大。基于特有掺杂体系，光纤可按需调控吸收系数与增益谱，满足客户定制化需求。 ...

格隆汇12月24日丨意华股份(002897.SZ)在互动平台表示，公司在研究跟踪1.6T光模块的技术发展，目前 暂无1.6T光模块产品。 ...

格隆汇12月24日丨德龙激光(688170.SH)在投资者互动平台表示，"硅光芯片激光键合设备"专利是公司 针对光通讯模块开发的设备，本发明专利采用了激光作为热源，替代了传统回流焊工艺，可以解决芯片 键合时温差导致热量不均匀从而使冶金键合形态发生变异的问题。公司有光模块生产设备相关业务，虽 已获得国内多家头部客户订单，但该业务在公司整体收入中占比较小，请注意投资风险。 ...

Group 1 - The core point of the news is that Dekoli has seen a stock price increase of 5.35%, reaching 162.35 CNY per share, with a trading volume of 1.766 billion CNY and a turnover rate of 7.29%, resulting in a total market capitalization of 25.698 billion CNY [1] - Dekoli, established on January 31, 2000, and listed on August 9, 2022, specializes in the research, production, and sales of optical transceiver modules, optical amplifiers, and optical transmission subsystems, primarily used in key national development areas such as communication trunk transmission, 5G front-haul, 5G mid-haul, data link collection, data center interconnection, and ultra-high voltage communication protection [1] - The revenue composition of Dekoli's main business includes 75.33% from transmission-related products, 23.54% from access and data-related products, and 1.13% from other sources [1] Group 2 - Tianzhi Fund has a significant holding in Dekoli, with the Tianzhi China Manufacturing 2025 Mixed Fund (350005) holding 3,300 shares, accounting for 2.58% of the fund's net value, making it the sixth-largest holding [2] - The Tianzhi China Manufacturing 2025 Mixed Fund was established on May 8, 2008, with a latest scale of 15.5074 million CNY, achieving a year-to-date return of 13.74% and a one-year return of 6.43%, ranking 5209 out of 8088 and 6290 out of 8057 in its category, respectively [2] - The fund manager, Liang Li, has been in the position for 4 years and 254 days, with the fund's total assets amounting to 64.314 million CNY, achieving a best return of 18.73% and a worst return of -66.54% during the tenure [3]

Core Viewpoint - Jiangsu Yongding Co., Ltd. plans to increase capital and introduce external investors for its subsidiary, Suzhou Dingxin Optoelectronics Technology Co., Ltd. The total investment amounts to RMB 55 million, with a portion allocated to registered capital and the remainder to capital reserves [1][4][39]. Group 1: Capital Increase Overview - The capital increase will involve external investors including Wuxi Jicui, Suzhou Longju, Fuzhou Innovation, and others, contributing a total of RMB 55 million [1][4]. - After the capital increase, the registered capital of Dingxin Optoelectronics will rise from RMB 23.633875 million to RMB 25.163127 million [1][4]. - The company will waive its right of first refusal regarding this capital increase [1][4]. Group 2: Shareholding Structure Changes - Post-transaction, the combined shareholding of the company and its subsidiary Wuhan Optoelectronics Group in Dingxin Optoelectronics will decrease from 55.8879% to 52.4914% [2][4]. - The company's direct shareholding in Dingxin Optoelectronics will drop from 24.2384% to 22.7654%, while the shareholding through Wuhan Optoelectronics Group will decrease from 31.6495% to 29.7260% [2][4]. Group 3: Transaction Approval and Compliance - The transaction has been approved by the company's board of directors and does not require shareholder approval as it falls within the board's authority [2][4][36]. - The transaction does not constitute a related party transaction or a major asset restructuring as defined by relevant regulations [2][4]. Group 4: Valuation and Financial Impact - The pre-investment valuation of Dingxin Optoelectronics is set at RMB 85 million, with a post-investment valuation of RMB 90.5 million [20][39]. - The capital increase is aimed at enhancing Dingxin Optoelectronics' competitiveness and aligns with the company's long-term strategic goals [4][36]. Group 5: Investor Profiles - The external investors include Wuxi Jicui, Suzhou Longju, and others, all of which have no affiliation with the company, ensuring an independent investment structure [6][7][9][10][12][14]. - Each investor's contribution varies, with Wuxi Jicui investing RMB 20 million and others contributing smaller amounts [4][19]. Group 6: Future Considerations - The company maintains control over Dingxin Optoelectronics despite the dilution of shareholding, ensuring it remains a consolidated subsidiary [2][4]. - The capital increase is expected to strengthen the company's financial position and support ongoing operations without adversely affecting shareholder interests [36][39].

格隆汇12月22日丨光迅科技(002281.SZ)在互动平台表示，公司已经针对6G承载光网络可能涉及的光器 件模块开展技术预研。 ...

格隆汇12月22日丨光迅科技(002281.SZ)在互动平台表示，公司已经针对6G承载光网络可能涉及的光器 件模块开展技术预研。 ...

（记者 张明双） 每经AI快讯，有投资者在投资者互动平台提问：请问公司已经有一站式飞秒激光方案，是否能够提供 平均功率超过20KW的高重频固体激光方案？ 福晶科技（002222.SZ）12月21日在投资者互动平台表示，公司可以为客户提供飞秒等超快激光用的晶 体、光学、器件相关产品，具体适配机型需客户综合评估。 ...

Core Viewpoint - The company, New Light Optoelectronics, has established itself as a high-tech enterprise in the laser field, collaborating closely with relevant units such as Aerospace Science and Industry Corporation to achieve significant results in laser technology [1] Group 1: Company Overview - New Light Optoelectronics has been involved in the laser business for many years, indicating a strong commitment to this sector [1] - The company possesses deep technical expertise in laser ATP systems, which positions it well to address inter-satellite laser communication technology challenges [1] Group 2: Market Engagement - The company is actively seeking partnerships with market demand parties to expand its related business, reflecting a proactive approach to market opportunities [1]

Core Viewpoint - Wuhan Changying Tongguang Technology Co., Ltd. is a high-tech enterprise focusing on optoelectronic technology, showing strong development momentum and technical strength in the optoelectronic industry [1] Group 1: Company Overview - The company specializes in five major areas: special optical fiber cables, special optical devices, new materials, high-end equipment, and optoelectronic systems [1] - It provides primary metrology calibration and testing services in the optoelectronic industry [1] Group 2: Industry Challenges - The integration of 5G, AI, and cloud computing technologies demands higher network construction standards for industrial innovation [3] - Traditional park networks faced issues such as bandwidth bottlenecks, operational burdens, and limited expansion capabilities, which hindered research efficiency and production accuracy [3] Group 3: Network Upgrade Solutions - Huawei's Starry Sky PEN solution addresses the network challenges faced by the company, offering unique advantages [6] - The solution features a core bandwidth of 160GE, allowing for ultra-broad access with 96 10G ports, significantly reducing network latency and ensuring stable connections for precision manufacturing [6][7] - The simplified operation and maintenance structure reduces management nodes by 80%, enabling faster fault location and response times [7] Group 4: Future Prospects - The implementation of the Starry Sky PEN solution enhances research efficiency, reduces operational costs, and accelerates production capacity upgrades [7] - Huawei aims to continue empowering the company through network technology innovation, supporting its digital transformation and exploring pathways for industrial intelligence upgrades [7]