5G网络升级
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汇绿生态副总经理彭开盛:光模块仍处供不应求 阶段扩产计划加速推进
Xin Lang Cai Jing· 2026-02-14 00:11
Core Viewpoint - The market demand for optical modules, driven by the explosion of AI computing power and the upgrade of 5G networks, remains strong, with Huigu Ecological (001267) strategically entering this sector through the acquisition of a 35% stake in Wuhan Junheng Technology, aiming for a controlling stake of 51% by early 2025 [1] Group 1: Company Strategy - Huigu Ecological is actively pursuing the acquisition of the remaining 49% stake in Wuhan Junheng Technology to solidify its position in the optical module market [1] - The company has provided substantial support to Wuhan Junheng, accelerating its development process [1] Group 2: Industry Context - The optical module industry is currently facing a competition for production capacity alongside a shortage of key materials, which presents both challenges and opportunities [1] - Preparations for core material procurement are ongoing at the Ezhou base, laying a solid foundation for Wuhan Junheng to seize growth opportunities in the industry from 2026 to 2027 [1]