Group 1 - The core viewpoint of the article highlights that the company is in a phase of supply shortage for optical modules, with plans for accelerated production expansion [1] - Coherent, a leading global optical device company, is identified as the company's largest customer, indicating a strong business relationship [1] - In December 2025, Coherent announced a significant increase in orders, focusing on high-speed optical modules required for AI data centers, specifically 800G and 1.6T modules [1] Group 2 - The company confirmed on its investor interaction platform that Coherent is indeed its largest customer, reinforcing the importance of this partnership [1] - Despite the positive outlook in the optical module sector, the company's stock experienced volatility, opening high but closing lower, raising questions about market performance [1]
汇绿生态：高意为公司第一大客户