光迅科技(002281.SZ)：明年国内800G光模块占比将增加

Core Viewpoint - The company, Guangxun Technology, indicates that the domestic demand for optical modules in 2025 will primarily focus on 400G modules, while the share of 800G modules will be relatively small, although the proportion of 800G modules is expected to increase next year [1] Summary by Category - Company Insights - Guangxun Technology has recently communicated with investors regarding its expectations for the optical module market [1] - Industry Trends - The domestic demand for optical modules is projected to be dominated by 400G modules in 2025, with a noted increase in the share of 800G modules anticipated for the following year [1]