ZTT(SH:600522) Zheng Quan Shi Bao Wang·2025-08-10 10:10Core Viewpoint - The demand for high-speed optical modules is significantly increasing due to the continuous rise in global data traffic, accelerated construction of AI server clusters, and the need for massive parallel computing in large model training. The company, Zhongtian Technology, is actively positioning itself in the high-speed optical module industry to achieve technological breakthroughs and industrial upgrades in the field of high-speed optical communication [1]. Group 1: Industry Trends and Company Positioning - The high-speed optical module industry has high technical barriers, significant R&D investment, and rapid product iteration, requiring strict performance standards. Zhongtian Technology adheres to the principle of "quality as dignity," enhancing its quality management system and production processes to ensure high-quality product delivery and gain customer trust [2]. - The company has achieved mass production and delivery of a full range of 400G optical modules using VCSEL, EML, and silicon photonics technologies, covering transmission distances from 70 meters multimode fiber to 10 kilometers single-mode fiber. The 800G optical module is expected to enter mass production within the year [4]. Group 2: Technological Advancements and Innovations - Zhongtian Technology has transformed from "follower" to "leader" in the high-speed optical module field by forming a differentiated technology system through precise industry trend analysis and efficient collaboration across the entire industry chain. The company has made breakthroughs in key raw materials and core technologies through a dual-driven approach of independent R&D and industry collaboration [5]. - The company has developed a 100Gbps silicon photonic modulation/demodulation chip in collaboration with upstream partners, achieving batch application with performance indicators exceeding industry standards. Additionally, the self-developed silicon photonic coupling technology has improved production efficiency and product reliability by upgrading from single-lens to dual-lens and parallel coupling [5]. - To address market demands for "higher speed and higher performance," Zhongtian Technology is accelerating the construction of new technology platforms and increasing R&D investment. The company is focusing on next-generation optical interconnect technology reserves, including 200Gbps and 400Gbps modulation technology based on thin-film lithium niobate, aiming to maintain a leading position in the high-speed optical module sector [5].