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光模块行业演进为光引擎行业
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光模块热度再起,嘉元科技20CM封板,“易中天”又涨了
Core Viewpoint - The A-share market experienced fluctuations with a rebound, particularly in the optical module sector, indicating strong investor interest and potential growth in this industry [2] Industry Summary - The optical module (CPO) is a crucial component in fiber optic communication systems, consisting of optoelectronic devices, functional circuits, and optical interfaces [2] - The primary function of optical modules is to convert electrical signals into optical signals for transmission through fiber optics, and then back into electrical signals at the receiving end [2] - The optical module industry is expected to evolve into the optical engine industry in the future, with significant market growth anticipated, leading to increased demand in the optical chip, packaging, and equipment sectors, thereby reshaping the industry landscape [2] Company Summary - Companies such as Jia Yuan Technology, Shenghong Technology, Dongshan Precision, Industrial Fulian, and Jingwang Electronics have shown strong stock performance, with Jia Yuan Technology hitting a 20% limit up and others experiencing significant gains [2]