证券日报网讯 立讯精密（002475）11月26日发布公告，在公司回答调研者提问时表示，首先，在电连 接方面，无论是有源或是无源，无论是连接器还是线缆，公司整个信号源都是由公司的团队主导开发 的，这与光连接有所不同。光连接更多地涉及Broadcom、Marvell等光器件核心部分，公司更多是在后 端做模组组装。因此，电连接的技术等级更高，因为它需要处理信号源。其次，关于电源和散热，在近 期客户的核心供应商会议上，大部分高层讨论都集中在这两个产品。这背后有其历史原因。电连接和光 连接等互联部分，许多学科很早就开始为未来的算力增长做规划。过去做服务器、PC、汽车等大型部 件热管理的企业，多以结构件出身，而现在对新材料、新工艺以及系统级要求已截然不同。这不仅为立 讯带来了机会，也为全球所有有能力理解架构、突破新材料和新工艺现状的企业提供了机会。公司团队 的优势在于，许多成员都出身于具备系统级能力的公司，使得他们能够更好地综合解决部件问题。此 外，公司是全球少数能同时生产电连接、光连接、电源和散热这四大品类的公司，这使公司能够在解决 某些问题时，具备更大的灵活性和协同优势。在电源部分，从低压电源模块来看，凭借公司的智 ...

Group 1 - Company provides cooling systems for packaging lithography machines for Shanghai Micro Electronics Equipment Group, with a revenue increase from 625.83% to 756.71% [2] - Company offers lithography objectives, contributing to the optical industry [2] - Major US storage leaders have reached historical highs; Taiwanese manufacturers have fully booked DDR4 production capacity for Q4 [2] - Company’s enterprise-level storage is primarily used in servers, data centers, and cloud computing [2] - Huawei plans to launch the world's strongest super node in Q4, with a computing power scale of 8192 cards [2] - Company is a leading player in the global fiber optic cable industry, with advanced hollow core technology [2] - Company’s Micro TEC products have been validated by leading enterprises and are now in mass production [2] - Company is expanding its business in the energy storage sector through precision box systems [2] Group 2 - Company’s controlling shareholder has changed to Yang Gongyi Fan [3] - Company develops chips using the CK802 32-bit core architecture from Pingtouge [3] - Company’s photoresist substrate products are currently in the customer engagement phase [3] - Company has signed a strategic cooperation agreement with Suzhou Nengda to jointly develop flexible electronic skin [3] - Company focuses on the development of intelligent cleaning robots based on a skateboard chassis [3] - Company invests in smart elderly care robot projects, integrating AI with home care [3] Group 3 - Company is a hardware supplier for Leju Robotics [4] - Company participates in the information technology project for the C919 large aircraft [4] - Company is a leading cinema investment and operation brand in China [4] - Company has signed a strategic cooperation framework with Huawei to collaborate in network, cloud computing, and big data [4] Group 4 - Company is a major player in the historical cultural scenic area development, managing several national 5A scenic spots [5] - Company is the second-largest shareholder of Tianke He Da, which is a global leader in SiC chip manufacturing [5] - Company’s main products include silicon carbide crystal growth furnaces [5] - Company has seen price increases in express delivery services across multiple regions [5] Group 5 - Company has been awarded a project for intelligent cockpit domain controllers, with a total amount of approximately 5.6 billion [6] - Company is a leading construction firm in Xinjiang with comprehensive qualifications [6] - Company’s controlling shareholder has changed to Yang Gongyi Fan [6] - Company is deeply involved in AI computing server connections and assembly for Apple hardware [6] Group 6 - Company has a long-standing partnership with Huawei on smart water projects [7] - Company’s subsidiary has mining rights for a gold mine, with an expanded mining scale approved [7] - Company produces silver ion antibacterial fabrics using SILVER+ technology [7]

Core Viewpoint - Turing Quantum, a domestic photonic quantum computing company, has completed a strategic round of financing amounting to 1 billion yuan, which will be used for the development and industrialization of photonic chip products and to deepen its national strategic layout [1] Group 1: Financing and Investment - The financing round was led by Shengshi Investment, which recognizes Turing Quantum's significant achievements in the photonic quantum computing field and its core strengths in photonic chips and quantum algorithms [1] - Turing Quantum has completed five rounds of financing in four years and has achieved mass production of its photonic chip pilot production line, indicating its potential to lead the future quantum industry [1] - The company has received investments from top institutions such as Junlian Capital, Zhongneng Investment, and Lenovo Venture Capital, and has signed orders worth 1 billion yuan in the first half of this year [1] Group 2: Technological Advancements - Turing Quantum focuses on "photonic chips + quantum computing" as its dual core technologies, delivering large-scale programmable photonic quantum computing systems and bridging the gap between research and commercialization [2] - The company has launched China's first quantum programming framework and a quantum biomedicine platform, and has collaborated with China Mobile to create the first quantum prediction model, with applications in fintech, biomedicine, and logistics [2] - In the field of optical connectivity, Turing Quantum has developed core products for satellite communication, intelligent computing, and data transmission, providing comprehensive solutions [2] Group 3: Strategic Expansion - Turing Quantum is accelerating its national industrial layout with R&D centers in Wuxi, Shanghai, and Beijing, establishing a full-chain management process from chip design to quantum algorithm development [2] - With the support of this financing, the company plans to expand its strategic layout nationwide, focusing on industrial hubs like Hunan to create a research and manufacturing base for optoelectronic products [2] - The company aims to accelerate the industrialization process through a model of "capital collaboration + industry co-construction + achievement transformation" and will continue to scale up production and release its underlying technological potential [2]