Jin Rong Jie·2025-12-17 10:11Core Insights - The rapid development of AI computing power and data centers has led to a surge in demand for optical modules, which are core components of communication links [1][2][3] - Companies such as LianTe Technology, Guangxun Technology, and others are leading the market with significant stock price increases [1][2] Company Summaries - LianTe Technology (301205.SZ): Latest stock price is 174.00 CNY with a daily increase of +20.00%. The company focuses on optical communication module research, production, and sales, mastering key technologies like optoelectronic chip integration [1] - Guangxun Technology (002281.SZ): Latest stock price is 68.59 CNY with a daily increase of +10.01%. It is a global leader in optoelectronic devices, having developed silicon photonics 2.5D/3D integration packaging technology [1] - JuGuang Technology (688167.SS): Latest stock price is 186.02 CNY with a daily increase of +17.34%. The company has acquired Swiss products for efficient collimation and focusing of laser light sources used in optical modules [1] - Yuanjie Technology (688498.SH): Latest stock price is 664.00 CNY with a daily increase of +10.67%. The company is focused on laser products required for CPO, with CW high-power laser technology applicable in the CPO field [1] - Xinyi Technology (300502.SZ): Latest stock price is 446.10 CNY with a daily increase of +9.55%. The company has a deep layout in the CPO field, offering over 3000 types of optical module products across various industry scenarios [1] - Tianfu Communication (300394.SZ): Latest stock price is 217.78 CNY with a daily increase of +9.27%. The company provides overall solutions for optical devices, with mid-to-high-speed optical devices serving CPO-related optical modules [1] - Hengtong Optic-Electric (600487.SH): Latest stock price is 21.67 CNY with a daily increase of +8.84% [1] Additional Company Highlights - Ruijie Networks (301165.SZ): Latest stock price is 83.52 CNY with a daily increase of +7.84%. The company has launched a CPO technology data center switch and contributed to the COBO/CPO switch design white paper [2] - Guangku Technology (300620.SZ): Latest stock price is 166.92 CNY with a daily increase of +7.13%. The company has introduced a high-brightness polarization-maintaining fiber array collimator for CPO applications [2] - Zhongji Xuchuang (300308.SZ): Latest stock price is 589.98 CNY with a daily increase of +6.92%. It is a global leader in optical modules, with CPO being an important evolution direction for its products [2] - Changxin Bochuang (300548.SZ): Latest stock price is 134.33 CNY with a daily increase of +6.91%. The company has released external light source modules for CPO based on silicon photonics technology [2] - Shijia Photon (688313.SH): Latest stock price is 101.90 CNY with a daily increase of +6.63%. The company offers high-power CW DFB laser chip products applicable in CPO packaging [2] - Huagong Technology (000988.SZ): Latest stock price is 77.29 CNY with a daily increase of +6.45%. The company is advancing next-generation high-speed optical modules starting from 1.6T and 3.2T [2] - Cambridge Technology (603083.SH): Latest stock price is 113.00 CNY with a daily increase of +6.00%. The company is researching CPO optoelectronic hybrid packaging technology in collaboration with equipment manufacturers [2] Emerging Trends - Companies are increasingly focusing on CPO (Co-Packaged Optics) technology, which is seen as a significant evolution in optical modules, with many firms actively developing related products and technologies [1][2][3]