Group 1: Company Overview and Operations - Huylv Ecological Technology Group Co., Ltd. is involved in the construction of a factory in Malaysia, with plans for mass production in Q1 2025 after completing necessary approvals [2][3]. - The company is optimizing resource allocation by transferring some production capacity from its saturated Wuhan factory to a new facility in Hefei [3]. Group 2: Production Capacity and Strategy - The demand for high-end optical modules is increasing due to the growth in data centers and 5G networks, leading to capacity constraints at the Wuhan factory [3]. - Huylv Ecological employs a differentiated production strategy, with each factory focusing on specific product types and core processes to better meet market demands [3]. Group 3: Technological Advancements - Huylv Ecological has developed a self-researched coupling machine for silicon photonics, enhancing design optimization and reducing reliance on external suppliers [4]. - The company anticipates rapid capacity expansion for silicon photonics products in 2025, indicating significant growth potential [4]. Group 4: Future Technologies - The company is preparing for the development of CPO technology, which integrates optical modules with switching chips to reduce costs and power consumption, addressing the needs of high-speed data transmission [5]. - Huylv Ecological has already achieved mass shipments of 800G DAC/ACC products and is actively working on the development of 1.6T series and AEC series products, expected to launch in Q1 2025 [6].
汇绿生态(001267) - 001267汇绿生态投资者关系管理信息20250121