T&S(SZ:300570)2025-10-20 01:18Group 1: Company Overview - The company is engaged in the production of optical fiber connectors, ceramic inserts, and AOC products at its Vietnam factory, with current production capacity not fully utilized [3] - The company has established long-term trust-based partnerships with overseas major clients, focusing on enhancing product competitiveness to maintain stable supply relationships [2] Group 2: Impact of Trade Relations - The impact of US-China trade tensions on the company is minimal, as the settlement model with major clients is based on FOB, allowing for effective risk management through communication and collaboration [2] Group 3: Product Development and Capacity Expansion - The company has significantly expanded its MT connector production capacity since last year, positioning itself as a rare integrated manufacturer capable of producing various connectors [3] - The company is actively pursuing breakthroughs in flexible circuit boards and other new products, emphasizing continuous development and collaboration with clients to adapt to market demands [3] Group 4: Licensing and Market Opportunities - The company has obtained a non-exclusive license for MDC connectors, enabling it to manufacture and sell high-density optical fiber connectors and adapters globally, supported by US Conec [3]