Mei Ri Jing Ji Xin Wen·2025-09-14 00:01Group 1 - The optical module (CPO) concept has gained significant attention in the capital market, with a 6.64% increase on September 11, making it the top-performing sector [1] - Among the 18 companies in the A-share optical module sector, 9 have published ESG-related reports, resulting in a disclosure rate of 50% [1] - Only 6 companies disclosed Scope 1 and Scope 2 greenhouse gas emissions, with just 1 company reporting Scope 3 emissions, highlighting challenges in data availability and accuracy [1][4] Group 2 - Leading companies like Zhongji Xuchuang and Tianfu Communication have established dedicated ESG governance structures, indicating a commitment to sustainable development [2] - Zhongji Xuchuang has implemented a three-tier ESG management organization, while Tianfu Communication has a similar governance framework [2] - The focus on responsible sourcing is evident, with companies like Zhongji Xuchuang and Dongshan Precision committing to avoid "conflict minerals" in their supply chains [5] Group 3 - The top three companies in R&D spending for optical modules in 2024 are Ruijie Networks, Zhongji Xuchuang, and Dongshan Precision, with expenditures of 2.19 billion, 1.33 billion, and 1.27 billion respectively [6] - Companies emphasize the importance of intellectual property protection and innovation as key drivers for their development [6][7] - Tianfu Communication has allocated 2.32 million for R&D, representing 7.14% of its revenue, showcasing a strong commitment to innovation [6]