证券日报网讯 2月12日，安孚科技在互动平台回答投资者提问时表示，苏州易缆微是一家专注于硅光异 质集成薄膜铌酸锂光子芯片的创业公司，其独创的硅光异质集成薄膜铌酸锂技术平台，适用于数据中心 的高速高密度光电集成芯片和光学引擎，是实现数据中心1.6T/3.2T集成高性能光模块和光电共封装CPO 的核心技术，具有平滑演进的技术优势、大幅降低功耗和运营成本的商业价值，已确立了数据中心硅光 领域单波200Gbps、400Gbps光芯片的全球技术领先地位。目前苏州易缆微已实现光纤阵列产品的批量 生产与出货，该产品主要应用于光模块内部的光互连结构，可有效支持高速率、高密度集成场景下的光 信号传输需求。后续请关注苏州易缆微官方发布的信息，以获取最新动态。 （文章来源：证券日报） ...

Core Viewpoint - Anfu Technology (603031.SH) highlights the advancements of Suzhou Yilanwei, a startup focused on silicon photonic heterogeneous integration lithium niobate photonic chips, which are crucial for high-speed, high-density optical integration in data centers [1] Group 1: Technology and Innovation - Suzhou Yilanwei has developed a unique silicon photonic heterogeneous integration lithium niobate technology platform, suitable for high-performance optical modules and optical engine integration in data centers [1] - The technology enables the integration of high-performance optical modules at 1.6T/3.2T and is recognized for its smooth technological evolution, significantly reducing power consumption and operational costs [1] - The company has established a global leading position in the silicon photonics field with single-wave 200Gbps and 400Gbps optical chips [1] Group 2: Product Development and Market Application - Suzhou Yilanwei has achieved mass production and shipment of fiber array products, which are primarily used in the optical interconnect structures within optical modules [1] - These products effectively support the transmission needs of optical signals in high-speed, high-density integration scenarios [1]

Summary of Key Points Company and Industry Involved - **Company**: 安孚科技 (Anfu Technology) - **Industry**: Silicon Photonics and Battery Manufacturing Core Insights and Arguments - **Investment in Silicon Photonics**: Anfu Technology has co-led an investment in Suzhou Yilaimi, a company focused on silicon photonic heterogeneous integrated thin-film lithium niobate photonic chips, which are essential for high-performance optical modules and optoelectronic co-packaged optics (CPO) in data centers [1] - **Production Timeline**: The pilot production line for the silicon photonic chips is set to officially commence in August 2025, laying the groundwork for future mass production [1] - **Market Validation**: Samples of the silicon photonic chips have been sent to major optical module manufacturers, receiving positive feedback [1] Additional Important Content - **Stable Operations of Nanfu Battery**: Nanfu Battery, a subsidiary, is maintaining a strong position in the domestic retail market while accelerating overseas expansion, which supports steady revenue growth [3] - **Cost Reduction and Efficiency**: Continuous internal cost reduction and efficiency improvements are expected to enhance profitability [4] - **Increased Stake in Nanfu**: Anfu Technology plans to increase its stake in Nanfu, which is projected to contribute stable cash flow and enhance the company's market value safety margin [4] - **Performance Forecast**: The company has released a performance forecast for 2025, expecting a net profit attributable to shareholders of 216 to 254 million yuan, representing a year-on-year increase of 28.6% to 50.9% [4] - **Q4 Projections**: For Q4 2025, the expected net profit attributable to shareholders is between 42 to 79 million yuan, indicating a significant year-on-year increase of 129% to 335% [4] - **Impact of Nanfu Restructuring**: The restructuring of Nanfu is expected to enhance Anfu's financial statements and performance, with an increased shareholding ratio of 46% [4] - **Future Investment Opportunities**: The stable cash flow and high dividends from Nanfu are anticipated to support Anfu's expansion and future mergers and acquisitions, creating potential upward options [4]

Core Viewpoint - Anfu Technology (603031.SH) highlights the advancements of Suzhou Yilanwei, the only global startup focused on silicon photonic heterogeneous integrated thin-film lithium niobate photonic chips, which are crucial for high-speed, high-density optical integration in data centers [1] Group 1: Technology and Innovation - Suzhou Yilanwei's proprietary technology platform is designed for high-performance optical modules and optical engine integration, achieving a global technological leadership in silicon photonics with single-wave 200Gbps and 400Gbps optical chips [1] - The company has established a pilot production line for silicon photonic heterogeneous integrated thin-film lithium niobate photonic chips, marking a significant milestone in transitioning from technology development to industrialization [1] Group 2: Market Position and Customer Engagement - The pilot line is capable of efficiently supporting rapid preparation of customized samples for clients, indicating substantial progress in key process stability and scalable manufacturing capabilities [1] - Suzhou Yilanwei has sent samples for testing to several mainstream optical module manufacturers both domestically and internationally, receiving positive feedback [1] Group 3: Team and Expertise - The core team of Suzhou Yilanwei possesses deep technical expertise in silicon photonics and extensive industry experience, enabling them to accurately grasp product direction and continuously advance customer validation [1]

Core Viewpoint - Anfu Technology (603031.SH) highlights the significance of Suzhou Yilanwei as the only global startup focused on silicon photonic heterogeneous integrated thin-film lithium niobate photonic chips, emphasizing its technological advancements and market position in the data center sector [1] Group 1: Technology and Innovation - Suzhou Yilanwei's proprietary silicon photonic heterogeneous integrated thin-film lithium niobate technology platform is crucial for high-speed, high-density optical integration chips and optical engines in data centers [1] - The company has established a global technological leadership in silicon photonics, achieving single-wave 200Gbps and 400Gbps optical chips [1] Group 2: Production and Development Milestones - The pilot production line for silicon photonic heterogeneous integrated thin-film lithium niobate photonic chips is set to officially commence in August 2025, marking a significant milestone in transitioning from technology R&D to industrialization [1] - The pilot line is designed to efficiently support rapid preparation of customized samples for clients, indicating substantial progress in key process stability and scalable manufacturing capabilities [1] Group 3: Market Engagement and Team Expertise - Suzhou Yilanwei has sent samples for testing to several mainstream optical module manufacturers both domestically and internationally, receiving positive feedback [1] - The core team possesses deep expertise in silicon photonics and extensive industry experience, enabling the company to accurately grasp product direction and continuously advance customer validation towards achieving mass production goals [1]

证券日报网讯1月12日，安孚科技（603031）在互动平台回答投资者提问时表示，公司所投资的易缆微 与象帝先均紧密围绕人工智能发展趋势进行技术布局与产品研发，并在市场拓展过程中与行业内的多家 伙伴保持开放合作。苏州易缆微是全球唯一专注于硅光异质集成薄膜铌酸锂光子芯片的创业公司，其独 创的硅光异质集成薄膜铌酸锂技术平台，适用于数据中心的高速高密度光电集成芯片和光学引擎，是实 现数据中心1.6T/3.2T集成高性能光模块和光电共封装CPO的核心技术，具有平滑演进的技术优势、大幅 降低功耗和运营成本的商业价值，已确立了数据中心硅光领域单波200Gbps、400Gbps光芯片的全球技 术领先地位。象帝先一直以来专注于GPU技术研发，致力于打造技术领先、性能卓越且适配多元场景的 GPU产品矩阵，此前推出的天钧系列产品已在云桌面、CAD/CAE、元宇宙及数字孪生等领域实现广泛 应用，并获得了市场的高度认可；新一代"伏羲"架构芯片性能和技术指标达到国内领先水平，其中伏羲 A0专注高端渲染，伏羲B0则聚焦GPU与NPU融合，面向端侧模型部署和AIPC市场，全力满足主流模型 的端侧部署需求。 ...