摘要 光模块业务：固晶贴片机已切入海外头部供应链，2026 年订单预期乐 观；通过收购中能宏思整合耦合机技术，实现从核心设备向整线自动化 解决方案商升级。 3C 业务：2026 年受 A 客户新款手机结构变化驱动进入需求大年，业绩 或超预期；2027 年受益于 A 客户 20 周年产品及 AR 眼镜新品打样，增 长态势延续。 半导体布局：固晶机已用于 A 客户手机摄像头贴装，2026 年预计小批 量产；AOI 检测设备已获订单；收购上海越士切入特气输送系统，覆盖 薄膜、刻蚀等设备商。 新能源与汽车：新能源板块自 2025 年起订单激增，成为第二大支柱； 汽车自动化通过收购上海沃联承接人形机器人产线订单，2026 年预计 实现较快增长。 安卓市场：2025 年起加大拓展，已获 vivo、OPPO 柔性模块化订单， 并切入小米、三星供应链，横向延伸至电子雾化及穿戴式医疗设备领域。 机器人代工：参股公司利宏机器人为智元代工"远征"系列，2025 年 订单增至大几百台并实现扭亏；剥离利宏旨在消除同行竞争障碍，提升 其零部件供应规模。 Q&A 博众精工 20260326 请介绍一下公司在半导体领域的业务布局、主要产品系 ...

Summary of the Conference Call for 科瑞技术 Industry Overview - The conference call focused on the optical module and semiconductor equipment industry, specifically discussing the company's engagements with both overseas and domestic clients. Key Points Overseas Clients - Lumentum has placed an order worth 60 million yuan for 2025, which includes supplies for fiber polishing, AOI, and coupling equipment [1] - Expected revenue from Lumentum in 2026 is projected to be between 40 to 50 million yuan, with total orders anticipated to exceed 100 million yuan [1] - The delivery cycle for the equipment is estimated to be between 6 to 9 months [1] - The mass production of CPO technology is expected to commence in 2027 [1] - Starting in 2025, the company will collaborate with Finisar on coupling prototypes, with anticipated orders for coupling machines in 2026 ranging from 20 to 60 million yuan [1] - There is competition with 罗博, although the functionalities of the equipment differ [1] Domestic Clients - The company is supplying optical modules and semiconductor equipment to client H, with projected revenue of 100 to 200 million yuan in 2025 [1] - For client X, the company is providing ultra-high precision components and equipment, with a single unit value being high [1] - In 2025, there are expected orders for components worth 20 million yuan and equipment orders also worth 20 million yuan [1] - For 2026, the anticipated orders for components are projected to reach 200 million yuan, while equipment orders are expected to be between 40 to 60 million yuan [1] Additional Important Information - The company is strategically positioning itself in both domestic and international markets, indicating a robust growth trajectory in the optical module and semiconductor equipment sectors [1] - The collaboration with Finisar and the competitive landscape with 罗博 highlight the dynamic nature of the industry and the need for differentiation in product offerings [1]

证券日报网讯2月25日，博众精工在互动平台回答投资者提问时表示，公司深耕光通信设备领域，于 2020年战略布局高精度共晶贴片机赛道。历经多年技术沉淀，已形成EF、EH、EG三大系列产品矩阵， 关键性能达国际先进水平。目前设备已在400G/800G高速光模块规模化生产中批量应用，成功进入国内 外头部企业供应链并出口海外。面向未来，针对1.6T、3.2T及CPO的技术演进，公司已全面启动下一代 产品的研发。同时，公司正积极布局耦合机等关键设备，从核心设备供应商向"光通信封装自动化系统 解决方案"服务商升级，为客户提供从单站到整线的自动化量产能力。 ...