华工科技：800G LPO光模块已在海外工厂开始交付，2026年将继续上量

Core Viewpoint - The company is experiencing significant growth in its overseas export business, particularly in the 400G/800G optical module market, with successful deliveries and increasing product models planned for the future [1] Group 1: Business Expansion - The overseas market for the company's connection business is progressing smoothly, with notable growth in export activities since 2025 [1] - There has been a bulk shipment of 400G/800G optical modules to overseas equipment manufacturers and distributors [1] - The 800G LPO optical modules have begun delivery at overseas factories, with plans for continued volume increase in 2026 [1] Group 2: Production Capabilities - The company has the capability for mass production of 1.6T optical modules and has already shipped small batch orders [1] - Preparations are underway for scaling up production in response to demand [1] - The production and preparation of LPO and DSP series products, including 800G and 1.6T, are proceeding according to established plans for key overseas clients [1]