Key Points - Multiple listed companies disclosed their latest developments in low-altitude economy and chip sectors through various channels on September 17 [1] Low Altitude Economy - Yipuli has made certain technological achievements in the field of drone blasting [1] - Zhonghaidah has established some cooperation with DJI in the aviation measurement business [1] Chip Sector - Daoshi Technology's invested company, Chipenson, has achieved sales of its APU chips [1] - Xingchen Technology has shipped chips suitable for AI glasses [1] CPO (Chip-on-Board) - Huagong Technology plans to launch new products such as 1.6/3.2T CPO optical engines in 2025 [1] - Ruide Intelligent's smart controller products have not yet entered the CPO field [1] Battery Sector - Aoni Electronics has not yet achieved large-scale shipments of liquid-cooled servers in collaboration with AMD [1] - Aohai Technology's entire product line supports PD3.1/3.2 fast charging protocols and AVS protocol, compatible with the iPhone 17 series [1] - CATL's sodium-ion passenger vehicle power batteries are expected to be supplied in bulk next year [1] - Hailiang Co. has developed new nickel-plated copper foil products suitable for solid-state batteries and is capable of mass production [1]

Core Viewpoint - Company Sanan Optoelectronics (三安光电) is advancing in the AI/AR glasses sector with its Micro LED products moving from technical validation to small batch verification, indicating a significant step towards commercialization [1][3]. Group 1: Micro LED Development - The company is collaborating with domestic and international terminal manufacturers to optimize solutions for Micro LED products [1]. - Micro LED technology has successfully transitioned from technical validation to small batch verification, showcasing progress in product development [1]. Group 2: Silicon Carbide (SiC) Products - The company is closely working with domestic and international terminal manufacturers and optical component manufacturers for its silicon carbide optical substrate products [1]. - Small batch deliveries of SiC optical lenses have been made to multiple clients, indicating a growing market presence [1]. - The optical parameters and surface profile of the SiC products are reportedly at the forefront internationally, suggesting a competitive edge [1]. Group 3: Future Growth Opportunities - New applications in AI/AR glasses and other fields are expected to become a new growth driver for the company's silicon carbide business [1].

Core Insights - Sanan Optoelectronics is advancing its Micro LED products in the AI/AR glasses sector, moving from technical validation to small-scale validation [1] - The company is collaborating closely with domestic and international terminal manufacturers and optical component suppliers for its silicon carbide (SiC) optical substrate products, achieving small-scale deliveries to multiple clients [1][2] Group 1: Company Developments - Sanan Optoelectronics has revealed that its Micro LED products are in the small-batch validation stage, indicating progress in the AI/AR glasses market [1] - The company’s chairman highlighted the successful small-scale delivery of SiC optical substrates to various clients, emphasizing ongoing optimization of optical parameters [1] Group 2: Industry Trends - The SiC optical substrate business is expected to become a new growth point for the company as AI/AR glasses and other emerging applications gain traction [2] - SiC, as a third-generation semiconductor material, offers high thermal conductivity, high breakdown field strength, and high stability, making it suitable for optical substrates and optoelectronic devices [2] - The combination of Micro LED technology and SiC optical substrates is anticipated to accelerate the commercialization of AR/VR devices, creating new market opportunities for upstream materials and device companies [2]

Core Insights - The chairman of Sanan Optoelectronics, Lin Zhiqiang, announced that the company's Micro LED products for AI/AR glasses have progressed from technical validation to small batch validation [1] - The silicon carbide optical substrate products are collaborating closely with domestic and international terminal manufacturers and optical component manufacturers, with small batch deliveries made to multiple clients [1] - The optimization of optical parameters is ongoing, and new applications in AI/AR glasses and other fields are expected to become a new growth point for the company's silicon carbide business [1]