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金百澤(301041.SZ):暫未涉及CPO產品 400G光模塊產品目前有一定量產能力但銷售量微小

格隆匯5月30日丨金百澤(301041.SZ)公佈,公司未向英偉達公司供貨,不存在相關收入;僅部分研發的產品方案需要,有采購英偉達的相關產品,採購金額較小。英偉達公司的業績情況,對公司的業績並無直接影響。相關概念與公司無直接相關性。

關於公司研發項目“英偉達Jetson AGX Xavier評估板開發”,本項目基於英偉達最新一代的Jetson AGX Xavier模組平台,板卡引出功能接口包括USB3.0、PCI Express Gen3、雙路千兆以太網、攝像頭接口、SD接口、音頻接口、通信串口、雙路CAN2.0等。目前仍在研發階段,年內不會對公司業績產生實質影響;後續即便在技術上可行,但其應用及市場前景尚待進一步明確,且研發產品能否獲得客户認可、未來可產生的經濟效益和對公司業績的影響存在較大不確定性。

有部分投資者、金融終端將公司歸入“CPO概念”,但公司暫未涉及CPO(共封裝光學)產品,前述概念與公司無直接相關性。關於公司400G光模塊產品,目前具有一定的量產能力,但銷售量微小,對公司的業績無實質性影響,市場前景存在不確定性,請注意投資風險。

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