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铭普光磁(002902) - 2023年10月12日投资者关系活动记录表
MentechMentech(SZ:002902)2023-10-12 10:56

Group 1: Company Overview - Dongguan Mingpu Optoelectronics Co., Ltd. is engaged in the research, production, sales, and service of core optical communication devices, focusing on semiconductor TO packaging [2][3] - The company is located in the Huanggang High-tech Industrial Park and has established partnerships with several well-known enterprises in the optical communication industry [3] Group 2: Industry Context - The optical electronics information industry in Hubei has been recognized as a "top performer" in terms of technological innovation and industrial development, contributing significantly to national global cooperation and competition [3] - The "Hubei Province Comprehensive Management and Coordinated Development Planning Outline" emphasizes the cultivation of world-class industrial clusters, with the optical electronics information industry being a primary focus [2] Group 3: Production Capacity and Expansion - To meet overseas demand for optical modules and devices, the company is actively expanding its manufacturing capacity in Vietnam, aiming for mass production by the end of 2023 [3] - A new manufacturing base in Hubei is also under construction, with plans to complete renovations by the end of the year and commence operations in 2024 [3] Group 4: Product Portfolio - The company's optical communication products include optical devices and modules, with a complete product line from optical chip backend processing to laser devices and module manufacturing [3][4] - The product matrix includes GPON/XG/XGS PON ONU BOSA and GPON OLT BOSA, covering various networks such as transmission, access, wireless, and data communication [3] Group 5: Technological Development - Silicon photonics solutions are gaining market attention, with Intel holding approximately 53% and Cisco around 30% of the market share [4] - Compared to traditional optical modules, silicon photonics modules offer higher integration, lower power consumption, and reduced costs, with ongoing development of an 800G silicon photonics module [4] - The company is focusing on the "Silicon Photonics Integration Project," aiming to achieve industry-leading standards and enhance technological capabilities [4]