Group 1: Company Development Goals - The company aims to focus on its core business and enhance R&D capabilities for new products and technologies [1] - The company plans to strengthen market expansion and improve product competitiveness in key application areas [1] Group 2: R&D Innovations - The company has launched the latest 800G/1.6T optical module products and continues to optimize technology solutions [2] - Future R&D efforts will focus on expanding new technology routes [2] Group 3: Production Capacity - The second phase of the Thailand factory was officially put into operation in early 2025, contributing positively to production capacity [3] Group 4: Financial Performance and Dividends - The company plans to distribute cash dividends of RMB 4.5 per 10 shares, totaling approximately RMB 318.96 million, along with a capital reserve increase of 4 shares per 10 shares [5] - The company reported significant growth in Q1 2024 and anticipates continued high growth in Q2 [4][7] Group 5: Market Trends and Strategies - The company expects domestic market growth to remain strong due to increased AI infrastructure spending [6] - The company is actively addressing the impact of U.S. tariff policies on order demand [6] - The company will enhance overseas market promotion and customer expansion efforts [7] Group 6: Industry Outlook - The application scenarios for optical modules are primarily in telecommunications and data center fields, which are expected to maintain high demand [7]
新易盛(300502) - 300502新易盛投资者关系管理信息20250509