Financial Data and Key Metrics Changes - The company is experiencing high demand in the optical module business, with an overall industry trend of supply shortages. The total production capacity is currently over 1200 units per month, with a goal to stabilize high-end capacity at 500 units per month by year-end [1][4] Business Line Data and Key Metrics Changes - High-end products, including 12-core and 16-core single-mode fibers, have seen significant demand increases, with 16-core single-mode prices reaching tens of yuan. The gross margin for high-end products exceeds 40%, with higher-end products yielding even greater margins. The optical module business is expected to contribute over half of the total revenue for the year [4][6] Market Data and Key Metrics Changes - The company has established a stable manufacturing presence in Vietnam and plans to further expand production there, responding to customer demands for overseas manufacturing capabilities [5] Company Strategy and Development Direction - The company is focused on expanding its production capacity in high-end optical modules and is strategically positioning itself in the Vietnamese market to meet customer needs [5] Management Comments on Operating Environment and Future Outlook - Management indicated that the overall revenue growth for the year will be high, although specific net profit figures could not be disclosed. The optical module business is expected to perform better than the first quarter throughout the year [6] Other Important Information - The company has significant clients in the optical module sector, including Tianfu Communication and other terminal customers, indicating a strong market position [3] Q&A Session Summary Question: What is the outlook for the optical module business? - The optical module business is expected to continue its explosive growth, with revenue contributions projected to exceed half of total revenue for the year [4]
致尚科技20240604