Mei Ri Jing Ji Xin Wen·2026-02-03 03:52Group 1 - The A-share market opened higher with all three major indices rising, particularly the CPO optical module sector showing significant gains, with the ChiNext Growth ETF (159967) up by 1.6% [1] - Leading companies in the optical module sector, including Zhongji Xuchuang, Xinyi Sheng, and Tianfu Communication, reported strong growth in their 2025 annual performance forecasts, driven by increased demand for high-speed optical modules and devices due to global computing infrastructure investments [1] - Galaxy Securities noted that the optical communication sector is currently undervalued, with demand continuing to grow while capacity constraints will be a major bottleneck for development in 2026 [1] Group 2 - The market share of Chinese optical module manufacturers is leading globally and is expected to continue increasing, with ample opportunities for upstream penetration during the 14th Five-Year Plan period [1] - The transition from "Made in China" to "Intelligent Manufacturing in China" is anticipated to be prominently reflected in the optical communication sector, indicating a positive outlook for both the optical communication and upstream optical device industries [1] - The rapid development of CPO technology is expected to present significant supply chain opportunities, with optimism surrounding companies currently investing in related technologies [1]