Group 1 - The core viewpoint of the article is that Tengjing Technology is developing its self-researched CPO (Co-Packaged Optics) optical connector products, which are currently in the validation phase [1] - The company has demonstrated capabilities in high-density connections, low-loss coupling, and high-precision alignment, indicating readiness for the upcoming scale application of CPO technology in 2026-2027 [1]

Core Viewpoint - The company, Tengjing Technology, has reported a strong demand in the industry, leading to sufficient production order scheduling and an acceleration in capacity expansion to enhance delivery capabilities [1] Group 1: Industry Demand - North American manufacturers are rapidly placing orders with domestic optical component manufacturers, indicating a robust demand in the market [1] - The company has acknowledged the current industry demand as being strong, which is driving its operational strategies [1] Group 2: Company Operations - Tengjing Technology has confirmed that it is experiencing a full schedule of production orders, which reflects its ability to meet the heightened demand [1] - The company is actively accelerating its expansion efforts to improve its delivery capabilities in response to the increased orders [1]

Group 1 - The A-share CPO concept continues to weaken, with significant declines observed in various companies [1] - Changxin Bochuang experienced a drop of over 10% [1] - TeFa Information hit the daily limit down [1] Group 2 - Guangku Technology, Jieput, Tengjing Technology, Taicheng Light, and Tianfu Communication all fell by over 5% [1]

内容概况：中国衍射光栅行业下游应用市场的蓬勃发展为国产衍射光栅提供了广阔舞台。2024年，中国 衍射光栅行业市场规模约为1.74亿元，同比增长5.45%。以5G、光纤通信为基础的数据海啸，正推动电 信领域对波长分复用（WDM）核心元件——衍射光栅的需求高速增长。同时，光谱仪（尤其在环境监 测、生物医药领域）作为传统最大应用市场，以及激光雷达（LiDAR）、AR/VR、量子技术等前沿领 域，均对高性能光栅产生了定制化、规模化的新需求。 相关上市企业：福晶科技（002222）、腾景科技（688195） 相关企业：成都光明光电股份有限公司、中国南玻集团股份有限公司、凯盛科技股份有限公司、戈碧迦 光电科技股份有限公司、洛阳玻璃股份有限公司、金晶科技股份有限公司、彤程新材料集团股份有限公 司、华懋（厦门）新材料科技股份有限公司、江苏南大光电材料股份有限公司、北方华创科技集团股份 有限公司、武汉锐科光纤激光技术股份有限公司、深圳太辰光通信股份有限公司 关键词：衍射光栅、衍射光栅市场规模、衍射光栅行业现状、衍射光栅发展趋势 一、行业概述 衍射光栅是一种基于光的衍射与干涉原理的光学元件，通过表面周期性结构（如等间距狭缝或反射 ...

Core Viewpoint - The company is strategically positioning itself to capitalize on the rapid development of AI computing power by advancing its optical communication business through various technologies such as high-speed optical modules, CPO, and OCS [1] Group 1: Business Strategy - The company is focusing on two main application areas: OCS optical switches and high-speed optical modules, while also developing its own CPO optical connector products [1] - In the OCS sector, the company aims to increase production capacity of large-size pure YVO4 yttrium vanadate crystals to ensure timely delivery and mass production of key products like two-dimensional collimator arrays [1] - The company is steadily advancing the research, validation, and market introduction of other supporting precision optical components [1] Group 2: Market Positioning - In the high-speed optical module sector, the company plans to accelerate the expansion of production capacity for precision optical components that are compatible with 800G and 1.6T high-speed optical module products [1] - The company is committed to continuously enhancing product competitiveness and market share to align with industry evolution [1]

证券日报网2月12日讯 ，腾景科技在接受调研者提问时表示，公司根据国内外主要OCS整机厂商的技术 方案，可以提供包含二维准直器阵列、大尺寸纯YVO4钒酸钇晶体在内的多款精密光学元组件产品。产 品价值量基于产品种类、规格参数、性能指标及良品率的差异而有所不同。公司相关产品主要配套国内 外主要的OCS整机厂商。大尺寸纯YVO4钒酸钇晶体、二维准直器阵列已取得客户重要订单，相关信息 请关注公司先前公告的内容。其中，大尺寸纯YVO4钒酸钇晶体已开始量产，公司正加速推进产能扩 充，以支持产品的交付。 （文章来源：证券日报） ...

证券日报网2月12日讯 ，腾景科技在接受调研者提问时表示，公司在OCS全光交换机光学元组件领域的 竞争优势主要体现在深厚的技术积淀与稳固的客户基础两个维度。技术积累层面，OCS光交换技术对光 学元组件的精度、稳定性及可靠性有着极高的要求，公司的产品能够满足AI算力集群对核心光交换部 件的高可靠性严苛标准，构筑了较强的技术护城河。另外，在客户合作层面，公司较早地参与主要整机 厂商的前期研发项目，具备供应链先发优势。 （文章来源：证券日报） ...

证券日报网2月12日讯 ，腾景科技在接受调研者提问时表示，公司的二维准直器阵列根据客户需求适配 MEMS、液晶等不同技术方案的OCS光交换机产品，同时支持不同端口数量规格的定制，并可向更高的 端口数量规格扩展。公司的二维准直器阵列产品包含自研透镜阵列和自研光纤阵列，技术方案根据客户 需求定制。 （文章来源：证券日报） ...

（文章来源：证券日报） 证券日报网讯 2月12日，腾景科技在互动平台回答投资者提问时表示，公司紧跟光交换+光互连（高速 光模块、CPO、OCS）等技术发展趋势，已前瞻布局适配各类技术路线的精密光学元组件产品，满足行 业多元化需求。 ...

Core Viewpoint - Tengjing Technology has demonstrated its capabilities in high-density connectivity, low-loss coupling, and high-precision alignment, indicating a strong focus on advanced optical connection technologies [1] Group 1 - The company is currently developing and validating its self-developed CPO (Co-Packaged Optics) optical connector products [1]