光集成传感器
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光莆股份:公司持续关注前沿科技的发展趋势
Zheng Quan Ri Bao Wang· 2026-01-15 09:13
证券日报网讯1月15日,光莆股份(300632)在互动平台回答投资者提问时表示,公司持续关注前沿科 技的发展趋势,并结合自身光集成传感器业务优势进行布局,在脑机接口领域,公司基于光集成传感器 可作为人机交互感知器件的技术特性,正和专家团队合作研究三维多模态传感器在"非嵌入式"脑机接口 领域的应用,目前该项目还处在研发探索阶段,尚未形成销售,敬请广大投资者注意投资风险。 ...
光莆股份(300632) - 300632光莆股份投资者关系管理信息20251023
2025-10-23 07:20
Group 1: Company Development Strategy - The company focuses on global industrial chain restructuring, accelerating domestic substitution, and achieving dual carbon goals, emphasizing semiconductor optical integrated sensors as its core business [2][3] - It aims to create a closed-loop industrial chain for optical integrated sensors, from packaging to intelligent terminal products, enhancing ecological multiplier effects [2][3] Group 2: Collaboration and Innovation - The company collaborates with institutions like the Chinese Academy of Sciences and Xiamen University to foster innovation and talent development [3] - It explores emerging technologies such as "brain-computer interfaces" with academic teams to expand its high-tech business landscape [3] Group 3: Market Competition and Positioning - The company differentiates itself from competitors like Changdian and Huada by focusing on high-end optical sensors, which are currently dominated by foreign firms [3][4] - It plans to become a domestic leader in optical integrated packaging by following a technology roadmap from optical sensing to optical computing [3][4] Group 4: Resource Management and Cost Control - The company employs a flexible procurement strategy combining spot and futures purchasing to manage costs of precious metals [4] - It collaborates with local traders for futures contracts to align with production capacity and market trends [4] Group 5: Product Applications and Capacity Planning - The company’s laser radar and TOF sensors are already applied in well-known domestic drone brands, with ongoing sample testing for more clients [5] - The Xiamen optical integrated sensor packaging base has a planned capacity of 100KK/month, with current production at approximately 20KK/month [5]