Group 1 - The core viewpoint of the report is that Hengtong Optic-Electric (600487.SH) is rated as a buy due to the expected rapid growth in demand for new types of optical fibers in the AI era [2] - The company has a strong focus on optical communication and possesses excellent industrialization capabilities [2] - Hengtong Optic-Electric has already established the industrialization capacity for multiple types of new optical fibers [2] - The company is actively expanding production to meet future demand [2]