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致尚科技:公司批量生产的光通信产品主要为光纤连接器
Zheng Quan Ri Bao Wang· 2025-12-15 10:13
证券日报网讯12月15日,致尚科技(301486)在互动平台回答投资者提问时表示,目前,公司批量生产 的光通信产品主要为光纤连接器,主要包括MTP/MPO光纤跳线、高密度光纤跳线、光纤阵列类组件、 常规光纤跳线等。未来,随着数据中心建设加速及算力需求不断增长,光通信产品的技术迭代持续提 速,配套解决方案亦随之不断升级完善。公司将始终紧跟行业技术发展趋势,结合客户的实际需求,加 大研发投入力度,强化技术制程能力,提升产品的竞争力。 ...
致尚科技(301486.SZ):目前公司批量生产的光通信产品主要为光纤连接器
Ge Long Hui· 2025-12-11 15:54
Core Viewpoint - The company is focused on maintaining growth in the optical communication sector through product innovation and capacity expansion in response to increasing market demand [1] Group 1: Current Products - The company's main optical communication products currently in mass production include optical fiber connectors, specifically MTP/MPO fiber jumpers, high-density fiber jumpers, optical fiber array components, and conventional fiber jumpers [1] Group 2: Future Growth Strategy - The company plans to enhance its research and development efforts to keep pace with technological advancements in the optical communication field, driven by the acceleration of data center construction and growing computing power demands [1] - The company aims to steadily increase production capacity based on market demand, thereby improving overall operational efficiency [1]
致尚科技:目前,公司批量生产的光通信产品主要为光纤连接器
Zheng Quan Ri Bao· 2025-12-11 14:11
(文章来源:证券日报) 证券日报网12月11日讯致尚科技在12月11日回答调研者提问时表示,目前,公司批量生产的光通信产品 主要为光纤连接器,主要包括MTP/MPO光纤跳线、高密度光纤跳线、光纤阵列类组件、常规光纤跳线 等。未来,随着数据中心建设加速及算力需求不断增长,光通信产品的技术迭代持续提速,配套解决方 案亦随之不断升级完善。公司将始终紧跟行业技术发展趋势,结合客户的实际需求,加大研发投入力 度,强化技术制程能力,提升产品的竞争力。同时,公司将根据市场的需求情况稳步提升扩大产能,提 升整体运营效率。 ...
致尚科技(301486) - 2025年12月11日致尚科技投资者关系活动记录表
2025-12-11 09:36
证券代码:301486 证券简称:致尚科技 编号:2025-005 深圳市致尚科技股份有限公司 投资者关系活动记录表 投资者关系活 动类别 ☑ 特定对象调研 □媒体采访 □新闻发布会 □现场参观 □分析师会议 □业绩说明会 □路演活动 □其他 参与单位名称 南方基金、博时基金、东方红、鹏华基金、新华基金、基石资本、华鑫证券、 光大保德信基金、惠华控股、华安基金、广发基金、奇点资产、泰康资产、 嘉实基金、平安基金、东方基金、赛马资本、泰康基金、新华资产、诺德基 金、交银基金、建信基金、汇丰晋信、华泰柏瑞基金、珠海横琴明富私募基 金、国泰海通证券、国金基金、重阳投资、深圳创华投资、国寿养老、3w capital、 华商基金、济略投资(广州)有限公司、深圳市古东管家科技有限责任公司、 博道基金、万家基金、浦银安盛、国联安 时间 2025 年 12 月 11 日 地点 公司会议室 上市公司接待 人员姓名 董事会秘书 陈丽玉 证券事务代表 方笳企 主要内容介绍 1. 请介绍 2025 年前三季度公司的经营情况? 2025 年前三季度,公司营业收入 749,208,450.93 元,较上年同期增长 3.24%;归属于上市 ...
致尚科技(301486.SZ)首次覆盖:深耕精密制造 “光+算”布局开新篇
Xin Lang Cai Jing· 2025-09-22 12:39
Group 1 - The company has deepened its precision manufacturing capabilities over the years, initially focusing on Foxconn and later acquiring Chunsheng Electronics, which has allowed it to serve key clients like Sony and Meta in the gaming console manufacturing sector [1] - The gaming console sales are cyclical, and the company's core clients have recently launched new products that are selling well, indicating that the company, as an upstream supplier, is expected to continue benefiting from ongoing new material introductions [1] - The optical communication business has experienced rapid growth since the company entered the fiber connector market in 2019 and became a qualified supplier for SENKO in 2020, now representing a significant growth driver for the company's performance [1] Group 2 - The company plans to acquire Shenzhen Hengyang Data Co., Ltd. through a combination of share issuance and cash payment, which focuses on intelligent computing and data processing solutions [2] - If the acquisition is completed, it will enhance the company's profitability and diversify its business structure, transitioning from a "data transmission" provider to a "light + computing" solution provider, thus meeting broader customer needs [2] Group 3 - Assuming the acquisition of Hengyang Data is completed by 2026, the company forecasts revenues of 1.012 billion, 1.813 billion, and 2.201 billion yuan for 2025-2027, with year-on-year growth rates of +3.84%, +79.20%, and +21.42% respectively [3] - The projected net profits for the same period are 223 million, 204 million, and 248 million yuan, with year-on-year changes of +230.75%, -8.27%, and +21.63% respectively [3] - The earnings per share (EPS) are expected to be 1.73, 1.59, and 1.93 yuan for 2025-2027, with the closing price on September 22, 2025, at 96.97 yuan, resulting in corresponding price-to-earnings (PE) ratios of 56.08x, 61.13x, and 50.28x [3]
致尚科技:光通信业务快速发展,成为公司业绩的重要增长点
Zheng Quan Ri Bao· 2025-08-21 09:08
Core Viewpoint - The optical communication business of Zhishang Technology is rapidly developing and has become a significant growth driver for the company's performance [2]. Company Summary - Zhishang Technology's optical communication products primarily include optical fiber connectors, such as MTP/MPO optical fiber jumpers, high-density optical fiber jumpers, optical fiber array components, and conventional optical fiber jumpers [2].