长进光子，一家从（湖北）实验室走出的硬科技企业，正用"特种光纤"重新定义光的边界。最近，长进 光子发起IPO冲刺。 它正让特种光纤发光发热。 在玻璃丝里掺入稀土，造出"激光的血管"； 光，可以切割钢铁，也能治愈疾病——但普通光纤做不到，特种光纤可以。 让手术刀精准到细胞级，却不会灼伤组织； 让汽车焊接的激光，像绣花针般灵活； 把进口产品800元/米的天价，砍到小几百元。 而更汹涌的浪潮正在袭来：AI算力战争、卫星互联网等，拉开了特种光纤的新兴赛道。 - 01 - 长进光子成立于2012 年，初期的核心技术源于华中科技大学，尤其是李进延教授带领的光纤激光技术 团队。李进延为公司董事长。 供货周期长也是另一大难题。在国内，若从欧美进口特种光纤，算上跨国运输、海关清关等流程，到手 常常需 4 至 6 个月。长进光子通过本地化生产，能减少可能延误供货的流程。 李进延教授是西宁人，是位70后。1991年进入武汉理工大学资源与环境工程系，1998年考入中科院上海 精密机械研究所。 公司的核心产品是：特种光纤。包括掺稀土光纤、激光用无源光纤及通信用特种光纤等。 这里面，较为核心的产品是：掺稀土光纤。顾名思义，此类光纤通过在 ...

Group 1 - The market space for humanoid robot electronic skin has expanded from 0.15 billion to 15.5 billion, indicating significant growth potential [1] - Institutions have detailed the barriers in "materials/algorithms/processes/channels" and revealed a list of beneficiaries [1] - Microsoft has deployed 15,000 kilometers of hollow core fiber, opening up a business opportunity worth 1 billion dollars, with a compound annual growth rate of 56.52% over six years [1] - Four major domestic leaders are expected to share the largest portion of this market opportunity [1]

Group 1 - The core viewpoint of the article highlights the increasing demand for data center interconnectivity driven by AI, leading to accelerated evolution in the optical fiber industry [1] - Major overseas companies are rapidly deploying hollow-core optical fibers, which is expected to standardize technology and promote large-scale applications [1] - Corning's Q2 2025 financial report indicates a rapid growth in demand for optical communication interconnects from data centers, reinforcing the long-term trend of "optical fiber replacing copper" [1] Group 2 - The multi-mode optical fiber is anticipated to see accelerated volume growth due to the rising demand [1]

Market Overview - The global market for High Purity Quartz (HPQ) was valued at approximately US$972.9 Million in 2024 and is projected to reach US$1.3 Billion by 2030, with a compound annual growth rate (CAGR) of 5.4% during this period [1][15]. Market Trends & Drivers - The demand for HPQ is significantly driven by the growth in semiconductor manufacturing, which is fueled by advancements in global digitization, artificial intelligence, 5G deployment, and autonomous systems [2][5]. - The energy transition towards low-carbon solutions is increasing demand from the solar power industry, which is expanding in both mature and emerging markets [2][9]. - The optical fiber market is also growing due to the rising demand for high-speed internet and communication infrastructure, further solidifying HPQ's role in connectivity solutions [3][7]. - Technological advancements in mining, purification, and quality control are enabling producers to meet rising quality benchmarks while improving cost-efficiency [3][10]. - Increased research and development in alternative applications such as LED manufacturing, aerospace coatings, and specialty ceramics is broadening HPQ's utility [4][10]. Strategic Importance - HPQ is classified as a critical material in the technology supply chain, essential for semiconductor production, high-performance optical fibers, and solar photovoltaic cells [5][6]. - The geographical concentration of high-quality HPQ deposits raises concerns about supply security, prompting governments and manufacturers to assess critical mineral strategies and encourage domestic exploration [11][12]. - The industry faces pressure to develop sustainable mining and refining practices that comply with environmental standards while maintaining ultra-high purity [13]. Regional Insights - The U.S. market for HPQ is estimated at $265.1 Million in 2024, while China is forecasted to grow at an impressive 8.9% CAGR to reach $272.8 Million by 2030 [18]. - The HPQ Sand Grade segment is expected to reach US$592.5 Million by 2030, growing at a CAGR of 7.1% [18]. Competitive Landscape - Key players in the HPQ market include American Elements Corp, Australian Silica Quartz Group Ltd, and Covia Holdings LLC, among others [18][23].

Core Viewpoint - The company launched the "AI-2030" strategy aimed at becoming a leader in global AI optical connectivity infrastructure through technological innovation and ecosystem collaboration [2] Group 1: Strategic Focus - The "AI-2030" strategy emphasizes the need for new optical fiber networks to support the data flow generated by the digital transformation in various industries [2] - Key products in the strategy include G.654.E optical fiber, multi-core optical fiber, high-end multi-mode optical fiber, ultra-high-speed optical modules, and hollow-core optical fiber, which are designed to create super high-capacity, low-latency, and low-loss networks [2] Group 2: Ecosystem Collaboration - The strategy prioritizes collaborative development across the industry chain, leveraging national key laboratories to promote pilot projects and commercialization of new products like multi-core and hollow-core optical fibers [3] - The company is actively involved in setting domestic and international standards for products and technologies such as G.654.E and hollow-core optical fiber, fostering comprehensive industry chain collaboration [3] Group 3: Market Expansion - The company has established 8 production bases in 6 countries and over 20 overseas platforms, providing products and services to more than 100 countries and regions [3] - A dual strategy is employed to promote global digitalization, partnering with global operators for AI network construction and establishing communication infrastructure in underdeveloped areas [3] Group 4: Sustainable Development - The "AI-2030" strategy aligns with green sustainable development, achieving a 40% increase in energy efficiency, a 20% rise in production efficiency, and a 20% reduction in operating costs [4] - The company integrates AI technology into smart manufacturing and has been recognized as a "green factory" by the national government [4] - The strategy promotes a sustainable supply chain through green procurement, packaging, logistics, and recycling initiatives [4] Group 5: Investment and Competitiveness - To enhance competitiveness, the strategy emphasizes multi-field collaboration and the establishment of investment funds in areas such as industrial lasers, third-generation semiconductors, and robotics [4]