700亿光模块龙头，利好来了

Company News - Huagong Technology has reported that its connection business orders are scheduled until the fourth quarter of 2026, with AI high-speed optical module production lines operating at full capacity 24 hours a day [3] - During the Spring Festival, multiple business segments of Huagong Technology maintained production, with its Wuhan and Thailand production bases fully operational from the first day of the Lunar New Year [3] - Lushow Technology has achieved a significant breakthrough in the semi-insulating silicon carbide field, successfully producing 12-inch silicon carbide single crystal samples, marking a technological advancement in its product matrix [3] - Fantasia Holdings announced that its restructuring plan has received support from 99.67% of creditors, with court hearings scheduled for March 12 in Hong Kong and the Cayman Islands [4] Industry News - The National Development Bank reported that in 2025, it issued over 360 billion yuan in loans for highway infrastructure, a year-on-year increase of 10% [2] - The China Iron and Steel Industry Association stated that by the end of 2025, over 80% of crude steel production capacity in China will achieve ultra-low emissions, with significant advancements in low-carbon metallurgy technology [2]