Jin Rong Jie·2025-12-17 10:11Core Viewpoint - The optical communication industry, particularly in areas such as optical modules and optical devices, is experiencing significant growth due to increasing demand in AI computing power and data centers. Company Highlights - 博菲电气 (Bofei Electric): Latest stock price is 37.46 CNY with a daily increase of +10.01%. Notable for VPI resin applications in optical modules and communication fields [1] - 通鼎互联 (Tongding Interconnection): Latest stock price is 6.22 CNY with a daily increase of +10.00%. Recognized for its complete industrial chain covering optical fiber preform rods and optical fibers [1] - 长飞光纤 (Yangtze Optical Fiber): Latest stock price is 98.23 CNY with a daily increase of +10.00%. A leading global player in the optical fiber and cable industry with a national key laboratory [1] - 奕东电子 (Yidong Electronics): Latest stock price is 52.78 CNY with a daily increase of +20.01%. Focuses on optical communication components used in communication base stations and data centers [1] - 中瓷电子 (Zhongci Electronics): Latest stock price is 74.88 CNY with a daily increase of +10.00%. The largest domestic manufacturer of high-end electronic ceramic shells [1] - 联特科技 (Liante Technology): Latest stock price is 174.00 CNY with a daily increase of +20.00%. One of the few domestic companies capable of mass-producing a full range of optical modules [1] - 光迅科技 (Guangxun Technology): Latest stock price is 68.59 CNY with a daily increase of +10.01%. A global leader in optoelectronic devices with mass production of 400G and 800G optical modules [2] - 炬光科技 (Juguang Technology): Latest stock price is 186.02 CNY with a daily increase of +17.34%. Acquired Swiss company specializing in optical communication [2] - 生益电子 (Shengyi Electronics): Latest stock price is 106.29 CNY with a daily increase of +13.56%. Holds technology for 100G-400G high-speed optical module PCBs [2] - 源杰科技 (Yuanjie Technology): Latest stock price is 664.00 CNY with a daily increase of +10.67%. A leading domestic optical chip supplier focusing on 400G/800G modules [2] - 中富电路 (Zhongfu Circuit): Latest stock price is 78.64 CNY with a daily increase of +9.99%. Provides solutions for 400G/800G transceivers [2] - 新易盛 (Xinyi Sheng): Latest stock price is 446.10 CNY with a daily increase of +9.55%. A core supplier of optical communication modules with mass delivery of 25G-800G series [2] - 天孚通信 (Tianfu Communication): Latest stock price is 217.78 CNY with a daily increase of +9.27%. Provides overall solutions for optical devices [2] - 亨通光电 (Hengtong Optic-Electric): Latest stock price is 21.67 CNY with a daily increase of +8.84%. Developed 400G/800G optical modules [3] - 太辰光 (Taicheng Light): Latest stock price is 120.80 CNY with a daily increase of +8.65%. A leading company in passive optical devices [3] - 锐捷网络 (Ruijie Networks): Latest stock price is 83.52 CNY with a daily increase of +7.84%. Released 400G/800G optical modules based on LPO technology [3] - 光库科技 (Guangku Technology): Latest stock price is 166.92 CNY with a daily increase of +7.13%. A provider of all-fiber device solutions [4] - 中际旭创 (Zhongji Xuchuang): Latest stock price is 589.98 CNY with a daily increase of +6.92%. A leading provider of optical modules for cloud data centers [4] - 华工科技 (Huagong Technology): Latest stock price is 77.29 CNY with a daily increase of +6.45%. Offers a one-stop solution for optical communication [4] - 剑桥科技 (Cambridge Technology): Latest stock price is 113.00 CNY with a daily increase of +6.00%. Engaged in the production and sales of high-speed optical modules [4]