新易盛(300502) - 新易盛调研活动信息

Group 1: 5G Product Development - The company is implementing an innovation-driven development strategy and increasing R&D investment, with a focus on establishing an effective R&D system [1] - The company has a rich portfolio of 5G products, including transmission, middle transmission, and return transmission, and is prepared for customer expansion and production capacity [1] - Some 5G products have already started shipping, and all efforts are progressing steadily [1] Group 2: Future Work Directions - The company aims to maintain steady development of traditional advantageous projects and products while seizing good industry opportunities [1] - The focus will be on achieving breakthroughs in the 5G and data center markets [1] Group 3: Production Capacity and Technical Advantages - The company possesses vertical production capabilities from optical chip packaging to optical module manufacturing, with increased capacity for high-speed modules and packaging lines [2] - The proportion of mid-to-high-speed products in the company's offerings is expected to increase further [2] Group 4: Data Center Market Expansion - The company has established connections with major clients in the industry, and all efforts are progressing steadily [2] - The company aims to seize favorable market opportunities in the data center sector for new breakthroughs [2] Group 5: Q1 2019 Operational Performance - In Q1 2019, the company actively expanded domestic and international markets and increased R&D efforts, achieving good progress in customer expansion and product structure transformation [2] - The company reported satisfactory operational performance during this period [2]