刚刚，利好来了！A股龙头，订单爆了！

Core Viewpoint - The leading A-share optical module company, Huagong Technology, has received positive news during the Spring Festival, with its production lines operating continuously and a significant backlog of orders extending to Q4 2026, driven by the demand for AI-related optical modules [1][2]. Group 1: Company Performance - Huagong Technology's optical module business has orders scheduled until Q4 2026, with its AI high-speed optical module production line operating at full capacity 24/7 [2]. - As of the last trading day before the Spring Festival, Huagong Technology's stock price was CNY 74.93, with a total market capitalization of CNY 753.42 billion, reflecting a cumulative increase of 135.6% from its low point in April of the previous year [1][5]. - The company plans to increase its production capacity for 800G and 1.6T high-speed optical modules by over 50% this year to meet market demand [2]. Group 2: Industry Outlook - Major global cloud service providers (CSPs) such as Amazon, Google, Microsoft, and Meta are significantly increasing their capital investments in AI, which is expected to benefit optical module manufacturers as the demand for new products like 800G, 1.6T, and 3.2T modules continues to grow [1][9]. - The optical module sector is projected to maintain a rising trend, with leading companies exceeding performance expectations and benefiting from the ongoing demand for AI-related technologies [10]. - The overall market for optical modules is expected to see strong growth, supported by the increasing need for network connectivity driven by advancements in AI and related technologies [9][10].