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汇绿生态(001267) - 001267汇绿生态投资者关系管理信息20250225

Group 1: Company Overview - Huylv Ecological Technology Group Co., Ltd. has incorporated its subsidiary, Junheng Technology, into its consolidated financial statements as of February 2025 [2] - Junheng Technology focuses on COB (Chip on Board) technology and has transitioned from customized applications to standardized civilian markets [3] Group 2: Business Operations - Junheng Technology operates under various cooperation models, including ODM/JDM/OEM, while maintaining its own brand [2] - The company has developed its own coupling machine for silicon photonics, enhancing its technological independence and innovation capabilities [4] Group 3: Production and Capacity - Junheng Technology's factory in Wuhan is operating at full capacity and is undergoing expansion to significantly increase production capabilities [7] - The Malaysian factory has begun output and is expected to achieve large-scale production by the second quarter of 2025 [7] Group 4: Product Focus - The company specializes in high-speed optical modules, particularly 400G/800G modules, which are key drivers of business growth [7] - Junheng Technology's products are designed to meet high efficiency, low cost, and high performance requirements, especially in high-speed data communication and data center applications [7] Group 5: Technical Challenges and Solutions - COB technology is critical for product performance and reliability, with high precision requirements impacting manufacturing [5] - Junheng Technology has implemented automated production equipment and precise operational processes to improve production efficiency and yield [5] - The company has optimized its coupling equipment and processes to reduce production costs while maintaining necessary precision [6]