Group 1: Company Overview - Huilv Ecological Technology Group Co., Ltd. acquired a 30% stake in Wuhan Junheng, leveraging its capital operation capabilities and market reputation to enhance confidence among partners and clients [2][3] - Wuhan Junheng has over 10 years of industry experience in the optical communication field, indicating strong core competitiveness [3] Group 2: Future Development Expectations - Wuhan Junheng plans to expand production capacity due to strong industry demand [3] - The company maintains close cooperation with domestic internet companies and good relationships with equipment suppliers, aiming to provide diverse products to end customers [3] - Focus on silicon photonics in the second half of 2024, with expectations for mass shipments [3] - DSP supply pressure is manageable, with new suppliers introduced and progress on bulk shipments [3] - In Q1 2024, 400G and 800G products were delivered in bulk, with 1.6T solutions under development [3] - Finisar is a core customer, and Wuhan Junheng is enhancing overseas supply capabilities driven by AI demand [3] Group 3: Investment Strategy - The acquisition of a 30% stake in Wuhan Junheng is seen as a financial investment, with plans to appoint management personnel to the board for comprehensive operational understanding [3]
汇绿生态(001267) - 投资者关系活动记录表