Jin Rong Jie·2025-12-10 13:46Core Viewpoint - CPO (Chip-Package-Optical) technology is emerging as a key direction for high-speed optical modules, leveraging the advantages of "chip and optical engine co-packaging" to become a core area for next-generation optical communication devices [1] Company Highlights - 特发信息 (Tefa Information, 000070.SZ): Latest stock price at 14.85 CNY, with a daily increase of +10.00%. The subsidiary has CPO platform design capabilities and high-precision packaging technology applicable for CPO packaging [1] - 联特科技 (Liante Technology, 301205.SZ): Latest stock price at 143.60 CNY, with a daily increase of +7.24%. Focused on optical communication transceiver modules, mastering design and manufacturing capabilities from optical chips to optical modules [1] - 长芯博创 (Changxin Bochuang, 300548.SZ): Latest stock price at 143.82 CNY, with a daily increase of +7.09%. An integrated circuit electronic device company that has released external light source modules for CPO and is developing photonic technology-related products [1] - 德科立 (Dekeli, 688205.SH): Latest stock price at 172.90 CNY, with a daily increase of +4.78%. A light transmission company with R&D plans covering 800G and CPO high-speed miniaturized optical transceiver module technology solutions [1] - 华工科技 (Huagong Technology, 000988.SZ): Latest stock price at 83.20 CNY, with a daily increase of +3.53%. A photonics company with vertical integration capabilities, establishing a research institute to focus on CPO and LPO technologies [1] - 光迅科技 (Guangxun Technology, 002281.SZ): Latest stock price at 68.55 CNY, with a daily increase of +3.24%. A global supplier of photonic devices that has already laid out CPO technology and completed silicon photonic integration packaging technology development [1] - 新易盛 (Xinyi Sheng, 300502.SZ): Latest stock price at 432.26 CNY, with a daily increase of +3.13% [1] - 中天科技 (Zhongtian Technology, 600522.SH): Latest stock price at 17.22 CNY, with a daily increase of +2.99%. Advancing CPO co-packaging optical technology and has mastered high-speed optical module packaging capabilities [2] - 炬光科技 (Juguang Technology, 688167.SS): Latest stock price at 170.89 CNY, with a daily increase of +2.45%. Acquired SMO technology applicable for efficient collimation and coupling of laser light sources in CPO [2] - 源杰科技 (Yuanjie Technology, 688498.SH): Latest stock price at 691.66 CNY, with a daily increase of +2.39%. Has laser product reserves for CPO, with CW high-power laser technology applicable in the CPO field [2] - 光库科技 (Guangku Technology, 300620.SZ): Latest stock price at 172.58 CNY, with a daily increase of +2.20%. Launched high-density, high polarization-maintaining fiber array collimators for CPO applications [2] - 仕佳光子 (Shijia Photonics, 688313.SH): Latest stock price at 96.10 CNY, with a daily increase of +2.13%. Products like high-power laser chips can be used for CPO packaging [2] - 亨通光电 (Hengtong Optic-Electric, 600487.SH): Latest stock price at 20.75 CNY, with a daily increase of +1.72%. One of the earliest companies to layout CPO optoelectronic co-packaging, previously launched a 3.2T CPO working prototype [2] - 聚飞光电 (Jufei Optoelectronics, 300303.SZ): Latest stock price at 7.12 CNY, with a daily increase of +1.71%. The company's invested subsidiary has silicon optical chips applicable for CPO [2] - 中际旭创 (Zhongji Xuchuang, 300308.SZ): Latest stock price at 616.00 CNY, with a daily increase of +1.65%. A leading optical module company, with CPO as one of its key evolution directions, already has R&D and layout in place [3]