SDGI(SZ:000070) Zheng Quan Shi Bao Wang·2025-09-12 09:49Core Insights - The 26th China International Optoelectronic Exposition opened in Shenzhen, attracting over 3,800 exhibitors and covering eight major themes including optical communication and AR/VR [1] - The company exhibited under the theme "Light Gathering AI, Information Era," showcasing its full-stack data center solutions and innovative optical cable technologies, highlighting its technological strength and industry foresight in the AI computing era [1] Group 1: Data Center Solutions - The company has developed a cabinet-style data center that functions as a "small micro data center," integrating various systems to enhance edge computing efficiency [2] - The multi-cabinet data center offers elastic expansion and high reliability, capable of scaling up to eight IT cabinets, reducing land use by over 80% and energy consumption by 30%, aligning with carbon neutrality goals [2] - The cloud cabinet technology allows for a transition from hardware to cloud readiness, significantly lowering CAPEX costs and accelerating AI technology deployment across industries [2] Group 2: Technological Advancements - The company's hollow-core fiber technology has completed laboratory validation and small-scale testing, with ongoing development efforts [2] - The company is well-positioned to seize opportunities in the upcoming industrial transformation due to its strong R&D foundation, comprehensive industry chain layout, and precise market insights, especially with national strategies like "East Data West Computing" and "All-Optical Transport Network" [3]