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航天科技:加速度传感器等少量产品配套国家载人航天工程和探月工程任务
Zheng Quan Ri Bao Zhi Sheng· 2025-08-26 11:16
(编辑 王雪儿) 证券日报网讯 航天科技8月26日在互动平台回答投资者提问时表示,公司航天应用产品主要以加速度传 感器、精密制造、航天辅材、测试测控设备为主。目前公司加速度传感器等少量产品配套国家载人航天 工程和探月工程任务。 ...
【私募调研记录】汐泰投资调研东山精密
Zheng Quan Zhi Xing· 2025-07-02 00:13
Group 1 - The core viewpoint is that Sors Technology, a leading player in the global optical communication module industry, has established a strong competitive edge through its vertically integrated product line and IDM model [1] - Sors Technology's business encompasses the entire process of optical chip design and manufacturing, optical device production, and optical module assembly, showcasing robust R&D capabilities and vertical integration [1] - The company has achieved mass production of high-speed optical modules for data centers, specifically 400G and 800G applications, and has a stable order reserve [1] Group 2 - The company aims to complete the acquisition by the third quarter of this year, with all parties actively promoting the necessary approvals [1] - Financial data for the first half of the year indicates a significant improvement in operational performance, with detailed results expected post-acquisition [1] - Key profit-contributing businesses for the year include flexible circuit board, rigid circuit board, touch display, and precision manufacturing, while the LED business is currently operating at a loss [1] Group 3 - The Thai factory is primarily focused on module board production, with expected production commencement in the fourth quarter of this year [1]