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Sanan Optoelectronics (600703.SH): The operating rate of the integrated filter business in Quanzhou has gradually increased.
On January 14, GeLonghui reports that Sanan Optoelectronics (600703.SH) stated on the investor interaction platform that the headquarters in Quanzhou primarily engages in the business of Led & Optoelectronics epitaxy chips and special packaging. Its wholly-owned subsidiaries, Quanzhou Integrated and Quanzhou Photonics, are involved in filter and optical technology, among other integrated circuit-related businesses. The operating rate of the Quanzhou integrated filter business has gradually increased, and with the product line expanding into high-end materials, this business's profitability is expected to gradually improve in the future.
Sanan Optoelectronics (600703.SH): The 400G products are in the promotional stage, while the 800G products are in the research and development stage.
On January 13, Gelonghui reported that Sanan Optoelectronics (600703.SH) stated on the investor interaction platform that the company's optical technology products are used in areas such as access networks, data communication, telecom transmission, CP Smart Home A, automotive Lidar, and Consumer industries (light sensing, medical beauty, monitoring, heating, etc.). The company's GPON and XGPON product shipments in the access network field continue to increase, market share continues to rise, and it has basically achieved Industry coverage, actively planning for the next generation of 50G PON applications. In the field of data communication, it maintains industry leadership, works closely with major clients, and focuses on hot spots related to AI and automotive.
While Private Companies Own 32% of Sanan Optoelectronics Co.,Ltd (SHSE:600703), Retail Investors Are Its Largest Shareholders With 44% Ownership
Sanan Optoelectronics (600703.SH): Micro Led & Optoelectronics products closely cooperate with domestic and foreign terminal manufacturers in the fields of AR glasses and AI glasses.
On December 26, Gelonghui reported that Sanan Optoelectronics (600703.SH) stated on the investor interaction platform that the company continues to invest in research and development. As of the end of the first half of 2024, the company holds more than 4,000 patents (including those pending), of which 2,484 are granted patents and over 900 are overseas patents, with over 95% being self-owned patents. The company's Micro LED products are closely cooperating with Terminal Manufacturers in the field of AR glasses and AI glasses both domestically and internationally, and the products have already been sent for sample verification. After some clients complete their verification, they will enter the solution upgrade and optimization phase. The company's Micro LED production capacity is continuing to expand.
Sanan Optoelectronics (600703.SH): The initial production line of the joint venture company An STMicroelectronics, established by Hunan Sanan and STMicroelectronics in Chongqing, was completed and illuminated in November.
Gelonghui reported on December 17 that Sanan Optoelectronics (600703.SH) stated on the investor interaction platform that the first production line of the joint venture An STMicroelectronics, established by Hunan Sanan and STMicroelectronics in Chongqing, was lit up in November and is expected to start wafer verification after the line is connected in the first quarter of 2025, gradually releasing production capacity.
Sanan Optoelectronics (600703.SH): The 8-inch silicon carbide wafer production line is currently being installed and debugged.
According to an investor interaction platform on November 19, 2023, sanan optoelectronics (600703.SH) stated that hunan sanan has an existing silicon carbide supporting capacity of 16,000 pieces/month, and after subsequent expansion, the annual supporting capacity will reach 0.36 million pieces/year. Currently, 8-inch silicon carbide substrates have achieved small batch shipments, and the 8-inch silicon carbide chip production line is under installation and debugging. By the end of August, chongqing sanan has already activated the substrate factory's production line, and the capacity is in the initial stage, currently at 1,000 pieces/month. The company will continue to promote the development of electrical utilities business to accelerate the improvement of the company’s sales scale and profitability.
The Past Three Years for Sanan OptoelectronicsLtd (SHSE:600703) Investors Has Not Been Profitable
