Gelonghui October 18th | Jiangsu Etern (600105.SH) stated on the investor interaction platform that the company closely follows national policies and market development trends, has established two core industries in optical communication and electrical transmission, is committed to cultivating innovative productivity, and laying a solid foundation for the company's high-quality development. Among them, the focus is on the layout of new quality productivity directions: optical chips and superconducting tapes. In terms of optical chips: the company adopts a vertical integration (IDM) model, integrating the entire industry chain of design, manufacturing, packaging, testing, and sales in the field of optical chips. In the area of Filters (filter sheets), the company has achieved mass production of 100G DWDM (dense wavelength division multiplexing) and various types of skip chips, and successfully developed 50G PON Filters (bandwidth 50 Gbps/second, fiber access technology). Laser chip products have been verified for multiple products and are beginning to receive orders in bulk. The company has a complete industry chain of epitaxy and back-end processes. Laser chips have advantages in cost-effectiveness and new product innovation. In terms of superconducting tapes: the company has adopted a domestically unique IBAD+MOCVD technical route on second-generation high-temperature superconducting tapes, and has developed various rare earth substitution and doping technologies. The superconducting materials prepared have excellent flux pinning performance, reaching leading levels at home and abroad in terms of length and performance under low-temperature magnetic fields. Currently, the products are mainly used in superconducting induction heating, superconducting magnetic pulling single crystals, controllable nuclear fusion magnets, superconducting power equipment, and other fields, maintaining close cooperative relationships with customers such as Jiangxi Lianchuang Opto-Electronic Science & Technology, Energy Singularity, Southwest Institute of Physics of China National Nuclear Corporation, State Grid Corporation, and others. With the development of the superconducting industry, the industrialization of superconducting materials is accelerating.
永鼎股份(600105.SH):激光器芯片已经验证了多款产品,并开始批量接单
Jiangsu etern (600105.SH): The laser chip has been verified for multiple products and has started to receive orders in bulk.
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