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 plans for continued expansion in 2026 [2] Group 1: Business Development - The company has reported smooth progress in advancing its overseas market for connection business since 2025, with notable growth in export activities [2] - There has been a substantial shipment of 400G/800G optical modules to overseas equipment manufacturers and distributors [2] - The 800G LPO optical modules have begun delivery at overseas factories, indicating a ramp-up in production [2] Group 2: Product Capabilities - The company possesses the capability for mass production of 1.6T optical modules and has already shipped small batch orders [2] - Preparations are underway for increased production volume of 1.6T optical modules in the future [2] - The company is following its planned production schedule for LPO and DSP series products, including 800G and 1.6T models, for key overseas clients [2]