TFC(SZ:300394)2025-05-07 11:30Group 1: Financial Performance - In Q1 2025, the company achieved a revenue of CNY 945 million, representing a year-on-year growth of 29.11% [6] - The net profit attributable to shareholders was CNY 338 million, with a year-on-year increase of 21.07% [6] Group 2: Research and Development - The company invested CNY 232 million in R&D in 2024, a 62.11% increase compared to the previous year [4] - The company is focusing on new technology applications and aims to maintain its leading position in niche markets [4] Group 3: Production Capacity and Utilization - The first phase of the Thailand production base was put into operation in mid-2024, with ongoing efforts to increase capacity based on customer demand [4] - The second phase has completed renovations and is expected to finish equipment debugging and sample production soon [4] Group 4: Market Strategy and Customer Engagement - The company is positioning itself as a provider of comprehensive optical device solutions and advanced optoelectronic packaging services [4] - Plans to expand customer base are centered around leveraging opportunities in AI, cloud computing, and the new energy vehicle sectors [4] Group 5: Currency and Supply Chain Management - In 2024, the company recorded a foreign exchange gain of CNY 25.9471 million due to currency fluctuations, positively impacting profits [3] - The company plans to engage in foreign exchange hedging to mitigate risks associated with currency volatility [3] Group 6: Product Development and Technology - The company is actively developing next-generation products alongside its high-speed optical engine project, which is progressing smoothly [4] - CPO technology is viewed positively, with the company providing diverse solutions for various market applications [5]