英唐智控(300131) - 2025年12月30日投资者关系活动记录表

Group 1: Company Overview - Guanglong Integrated Technology Co., Ltd. specializes in the R&D, production, and sales of passive optical devices, including optical switches, optical protection modules, and optical attenuators [2] - The company has developed a rich product line to meet diverse customer needs across various industries and scenarios [2] Group 2: Business Operations and Future Outlook - All Optical Circuit Switching (OCS) related businesses are managed by Guanglong Integrated, which is a wholly-owned subsidiary of Yingtang Intelligent Control [3] - There is an expected growth in demand for optical switches driven by the expansion of certain optical module customers [3] - Guanglong Integrated's OCS technology is supported by a core team from a national research institute in Guilin, focusing on various control methods [3] Group 3: Product Development and Market Strategy - The MEMS OCS core components include MEMS arrays, fiber collimator arrays, filters, and optical circulators, with MEMS arrays being the most costly component [3] - The 128×128 channel OCS is in the production preparation stage, targeting data center operators and communication equipment integrators, with expected production between Q1 and Q2 of next year [3] Group 4: Risk Factors and Regulatory Compliance - The transaction involving the issuance of shares and cash payment for asset acquisition is subject to approval from regulatory bodies, which may impact the transaction timeline [4] - The company will fulfill its information disclosure obligations as per regulations, urging investors to make cautious decisions [4]