【大佬持仓跟踪】光纤+液冷+海工，公司产品可实现800G甚至T量级超大传输容量，光纤市占率全球前三，拥有复合液冷解决方案

Core Viewpoint - The article emphasizes the importance of timely and professional information interpretation in the investment landscape, focusing on the investment value of significant events, analysis of industry chain companies, and key points of major policies [1] Group 1: Company Overview - The company specializes in fiber optics, liquid cooling, and marine engineering, achieving transmission capacities of 800G and even T-level [1] - It ranks among the top three globally in fiber optic market share and offers a comprehensive liquid cooling solution [1] - The company has successfully mass-produced high-speed copper cables and currently holds orders exceeding 30 billion [1] - The product range for submarine cables is extensive, indicating a diverse portfolio [1]