HGTECH(000988)2024-12-30 07:43Group 1: Investor Relations Activities - The company conducted investor relations activities including site visits and conference calls with various funds and asset management companies [1][8][15][21]. Group 2: Product Development and Market Demand - The company has achieved self-controlled high-end optical chips and has full self-research design capabilities for silicon optical chips, launching the latest 200G self-researched silicon optical chip for 1.6T optical modules [10]. - The company plans to expand its monthly production capacity for 400G optical modules from approximately 450,000 to 700,000 units to meet domestic market demand [18]. - The company expects significant growth in the domestic market for data communication optical modules, with a full range of products from 100G to 800G being covered [16]. Group 3: International Expansion and Production Capacity - The overseas factory has reached production conditions, with a planned monthly capacity of 100,000 units for 800G and 1.6T products, which may increase to 200,000 units based on customer demand [12]. - The company’s overseas revenue in the sensing business has grown nearly 30% in the first three quarters, with the Thailand factory officially starting production in August [25]. Group 4: New Business Directions - The company is actively expanding its sensing business around the new energy sector and its upstream and downstream supply chains, aiming to solidify its leading position in temperature sensors for smart home appliances [13]. - The laser and intelligent manufacturing business is developing steadily, focusing on "equipment intelligence, production line automation, and factory wisdom" [19].