以下部分引用 AI 总结，现阶段 AI 仍然有幻觉。请以内容的原文为准。
数据新鲜度群聊 07-14 ✓卖方 07-14 ✓Wrap 断档15天 ✕News 07-15 ✓X 断档12天 ✕页面生成 07-15
PlanOptik
14 atoms · 跨 5 天 · 首见 2026-04-17 · 最近 2026-05-15
三色: 🟦 fact 9 · 🟥 take 5 · stance ▲8/▼2/◆1
来源: X 14
时态: fresh:10 · aging:4
标签: 好数字:5 · 好信源:4 · 好观点:3 · 好思考:1 · 好问题:1
叙事 (narrative) (4)
- 2026-04-29
[老化中] · machine manufacturing capability
They even make their own machines in some cases.
tags: 好信源 · → daily
- 2026-04-17
[老化中] · 客户基础范围
Just FYI, PlanOptik / P4O customer base is much wider than they officially disclose on their branded channels.
tags: 好信源 · → daily
value: qty= · date=
- 2026-05-08
[老化中] · 在面板级TGV激光钻孔及GCS量产方面的表现
DR Laser and PlanOptik demonstrate panel level TGV laser drilling and mass production of GCS
tags: 好问题 · → daily
- 2026-04-29
[老化中] · glass expertise
Looking through PlanOptik / P4O deck and may comment on the guide later, but continues to key in on their glass expertise.
tags: 好观点 · → daily
预测 (forecast) (2)
- 2026-04-28 · 预期2025年度报告为平淡事件
Personally, I expect a non-event with most growth coming in 2H and 2027
tags: 好观点 · → daily
- 2026-04-17 · glass carrier wafers 用途
Many are using them for glass carrier wafers which I'll write more about later today as I think it's key near-term and between HBM, hybrid bonding, advanced packaging, thinner+larger SiC/GaAs/InP wafers this business should be on fire after a 2023-2024 lull.
tags: 好观点 · → daily
value: qty= · date=
事实 (fact) (8)
- 2026-04-28 · 2025年度报告发布日期
the 2025 annual report releases tomorrow
tags: 好信源 · → daily
value: date=tomorrow (2026-04-29)
- 2026-05-15 · Germany weakness
weakness was in Germany
tags: 好数字 · → daily
value: direction=weakness
- 2026-05-15 · auto-mems destocking status
auto-mems destocking now complete per company
tags: 好信源 · → daily
value: direction=now complete
- 2026-05-15 · EU outside Germany growth 2025
EU outside Germany grew in 2025
tags: 好数字 · → daily
value: direction=growth · date=2025
- 2026-04-29 · advanced packaging commercialization stage
Advanced packaging is very early (in commercialization), but they can do, and customize, EVERY step in GCS.
tags: 好思考 · → daily
- 2026-04-28 · 列入生产与维护工人招聘职位
Several listings filled in Feb for production + maintenance workers
tags: 好数字 · → daily
value: date=Feb 2026
- 2026-04-28 · 通过两家临时工机构增加生产工人招聘列表
In April production workers listings up again via 2 temp agencies
tags: 好数字 · → daily
value: date=Apr 2026
- 2026-04-28 · 新增NC操作员招聘列表
New NC operators (plural) listing up today from P4O
tags: 好数字 · → daily
value: date=Apr 2026
时间轴 (近 20)
- 2026-05-15 ·
fact · Germany weakness · → daily
- 2026-05-15 ·
fact · auto-mems destocking status · → daily
- 2026-05-15 ·
fact · EU outside Germany growth 2025 · → daily
- 2026-05-08 ·
narrative · 在面板级TGV激光钻孔及GCS量产方面的表现 · → daily
- 2026-04-29 ·
narrative · glass expertise · → daily
- 2026-04-29 ·
fact · advanced packaging commercialization stage · → daily
- 2026-04-29 ·
narrative · machine manufacturing capability · → daily
- 2026-04-28 ·
fact · 列入生产与维护工人招聘职位 · → daily
- 2026-04-28 ·
fact · 通过两家临时工机构增加生产工人招聘列表 · → daily
- 2026-04-28 ·
fact · 新增NC操作员招聘列表 · → daily
- 2026-04-28 ·
fact · 2025年度报告发布日期 · → daily
- 2026-04-28 ·
forecast · 预期2025年度报告为平淡事件 · → daily
- 2026-04-17 ·
forecast · glass carrier wafers 用途 · → daily
- 2026-04-17 ·
narrative · 客户基础范围 · → daily
← 实体目录 · 系统日志