Group 1: Company Insights - Shijia Photon has made progress in multiple business segments, with 800G/1.6T optical module MT-F products in mass production and 1.6T optical module WG chips and components completed in R&D and verification [1] - Dongxin Co. has invested 200 million yuan in Shanghai Lishuan, holding 37.88% stake, and is developing its first self-researched GPU chip "7G100" for various applications [1] - Chongda Technology anticipates a positive growth in the global PCB market by 2025, with a capacity utilization rate of 85% and plans to enhance profitability through high-value customer engagement and cost management [2] Group 2: Industry Trends - The demand for Shijia Photon’s products is driven by strategic raw material inventory and capital expenditure growth due to increased R&D and capacity expansion [1] - Dongxin Co. is focusing on the integration of storage, computing, and networking, while developing WiFi7 chips to address high bandwidth and low latency needs [1] - Chongda Technology is responding to rising raw material costs by implementing structural price increases and optimizing its sales structure to improve profitability [2]