Group 1: Company Overview - The company focuses on precision electronic components, with core operations in consumer electronics, optical communication products, and automation equipment [2] - Consumer electronics products showed stable performance, while optical communication products experienced rapid growth; automation equipment saw a decline [2] Group 2: Supply Chain and Production - The supply chain for optical communication products remains stable, with no shortages of raw materials reported [3] - The company actively communicates with suppliers and employs an efficient supply chain management system to ensure stable raw material supply [3] - The Vietnam factory has established a mature overseas project management team, enhancing production efficiency and capacity utilization [4] Group 3: Client Relationships and Product Development - The company has built long-term, trust-based partnerships with core clients in the optical communication sector, which positively impacts business growth [5] - The MPC (Metal PIC Coupler) product line is designed for high-density optical connectivity, reducing transmission loss and improving system efficiency; products are currently in the NPI stage and expected to enter small-scale production by mid-next year [6][9] - MPC products are available in specifications of 8-core, 16-core, 20-core, and 36-core [7] Group 4: Transaction and Business Development - The company is in the process of acquiring Hengyang Data, focusing on smart computing and data processing solutions, with updates on the transaction expected as per regulatory requirements [10] - Hengyang Data has established a strong reputation in AI computing, cloud computing, and edge computing, serving various industries including telecommunications and information security [10]
致尚科技(301486) - 2025年12月31日致尚科技投资者关系活动记录表