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Core Insights - The 26th China International Optoelectronic Expo will be held from September 10 to 12, 2025, in Shenzhen, featuring over 30,000 square meters of exhibition space and attracting 5,000 exhibitors to showcase cutting-edge products and technologies [2][3] - The expo will cover a full innovation chain from core materials and key equipment to system solutions, injecting new momentum into the optoelectronic industry and its downstream applications [2][3] Industry Highlights - The exhibition is organized into eight major thematic areas, including information communication, precision optics, laser technology, infrared technology, smart sensing, optoelectronic innovation, new display technology, and AR/VR [3] - Key highlights include the information communication section focusing on optical communication advancements, showcasing products like 400G/800G/1.6T high-speed optical modules and silicon photonic chips, indicating technological evolution in data centers and high-speed transmission [3] - The precision optics and camera technology section will display optical components, lens modules, coating equipment, and machine vision systems, addressing diverse professional needs [3] - The smart sensing section will present innovations in sensors, including 3D vision systems and LiDAR solutions, with a dedicated interactive area for humanoid robots, emphasizing the synergy between smart equipment and sensing technology [3] Industry Conferences - A series of industry conferences will be held concurrently, focusing on cutting-edge technology clusters in communication, optics, lasers, infrared, and quantum technologies, as well as applications in automotive, robotics, AR/VR, display, smart sensing, consumer electronics, and security [4] - The expo will feature multiple forums, including the Advanced Photonic Technology Forum and the IEEE OGC2025Light Optoelectronic Innovation and Entrepreneurship Forum, covering the entire innovation chain from academia to industry [4] Growth Catalysts - The optical communication sector is expected to grow steadily, supported by three main catalysts: 1. Oracle's stable performance with a revenue of $3.3 billion (up 55% year-on-year) and a backlog of $455 billion (up 359% year-on-year) [6] 2. Increased capital expenditures from major cloud providers, totaling $95.8 billion in Q2 2025 (up 64% year-on-year) [6] 3. Positive long-term guidance from NVIDIA, projecting global AI infrastructure spending to reach $3-4 trillion annually by 2030, indicating a favorable outlook for optical communication and related hardware [6] Investment Recommendations - Companies to watch include: - CPO: NewEase, Zhongji Xuchuang, Tianfu Communication, Cambridge Technology, Huagong Technology [7] - Optical Chips: Shijia Photonics, Guangxun Technology, Yuanjie Technology [7] - IoT Modules: Yiyuan Communication, Guanghetong, Meige Intelligent [7] - Optical Fiber and Cables: Changfei Fiber, Hualing Cable, Yongding Co. [7]