EOPTOLINK(SZ:300502) Xuan Gu Bao·2025-07-14 23:47Group 1 - The core viewpoint of the articles highlights the significant growth in the optical module market driven by the increasing demand for computing power related to artificial intelligence, with a projected net profit for New Yisheng of 3.7 billion to 4.2 billion yuan for the first half of 2025, representing a year-on-year increase of 327.68% to 385.47% [1] - The optical module market is evolving towards 800G/1.6T, with a rapid increase in global data volume and computing power, indicating a strong demand for optical modules as essential components in computing power infrastructure [1] - The competitive landscape is shifting, with leading companies expected to leverage first-mover advantages in the 800G era, enhancing their positions through continuous product innovation amid rapid technological iterations [2] Group 2 - The market for 800G Ethernet optical modules is projected to exceed that of 400G by 2025, with an overall market size for 800G and 1.6T optical modules expected to surpass 16 billion USD (approximately 112 billion yuan) by 2029 [2] - Chinese optical module manufacturers are gaining a dominant position in the global market, occupying 7 out of the top 10 spots in the latest global optical module rankings [2] - Companies such as Zhongji Xuchuang are identified as key players in the domestic optical module market, with upstream optical device manufacturers like Shijia Photonics, Guangxun Technology, and Yuanjie Technology also expected to experience significant growth due to their scarcity [2]