全球算力狂飙或催生10万倍需求，中国光模块巨头以技术革新卡位"新光年"，全速铺设数据"高速公 路"。 随着全球算力需求迎来爆发式增长，光模块产业站到了聚光灯下。 华为报告预测，至2035年，全球算力总量将激增10万倍，数据作为"新燃料"催生AI存储需求增长500 倍。 在这场由智能驾驶、工业AI等场景拉动的算力革命中，中国厂商已主导全球中游市场。 中际旭创（300308）（300308.SZ）凭借CPO技术与全球产能稳居龙头，新易盛（300502）(300502.SZ) 借LPO方案实现业绩爆发，天孚通信（300394）则深耕器件国产化。 卡位光模块赛道 近期，华为《智能世界2035》报告描绘了一幅震撼的技术演进图景：到2035年，全球算力总量将增长10 万倍。值得关注的是，数据将成为AI发展的"新燃料"，AI存储容量需求将比2025年增长500倍，占比超 过70%。 报告还指出，通信网络的连接对象正从90亿人扩展到9000亿智能体，实现从移动互联网到智能体互联网 的世纪跃迁。 这一变革将深刻影响社会生活——到2035年，AI将助力预防超过80%的慢性病，超过90%的中国家庭将 拥有智能机器人，AI应用率超过 ...

Core Viewpoint - The article highlights the breakthrough of Huagong Technology's subsidiary, Huagong Zhengyuan, in developing a single-wave 400G optical engine, which is a key component of the 3.2T optical module, showcased at the 26th China International Optoelectronic Exposition in Shenzhen [1] Company Summary - Huagong Zhengyuan has successfully developed a single-wave 400G optical engine, which is compared to an engine providing power for a high-speed data transmission module [1] - The optical engine utilizes domestically produced silicon photonic chips, filling a critical gap in China's silicon photonics industry [1] - The 3.2T optical module can enhance the training and inference efficiency of AI large models by four times compared to the 800G optical module under the same conditions [1] Industry Summary - The advancements in optical technology, particularly in the development of high-capacity optical modules, are crucial for improving data transmission speeds and efficiency in AI applications [1] - The introduction of the 3.2T optical module represents a significant step forward in the optical communication industry, potentially reducing wait times for data exchanges among AI platforms [1]