近日，有投资者在互动平台向三安光电提问，聚焦公司泉州基地光通讯产品的市场推进情况。投资者指 出，根据泉州三安光通讯产品序列表，High Power CW DFB 70mW/100mW、100G VCSEL及100G PD三 款产品均适配数据中心400G/800G/1.6T场景，据此质疑公司1.6T光芯片是否已开发完毕，并询问具体推 广情况及订单获取进展。 针对该疑问，三安光电迅速作出回应，明确披露公司在高速光芯片领域的核心进展：目前用于400G、 800G光模块的光芯片已实现批量出货，而适配更高速率1.6T光模块的光芯片已完成开发并进入客户送 样验证阶段。 据悉，此次提及的三款光通讯产品是数据中心高速互联的关键核心组件，其适配的400G/800G/1.6T速率 场景，正契合全球AI算力爆发背景下数据中心带宽升级的核心需求。三安光电400G/800G光芯片的批量 出货，意味着公司已具备该领域规模化供货能力，可充分匹配当前市场主流需求。而1.6T光芯片的送样 验证，則标志着公司在高端光芯片技术研发上取得阶段性突破，提前布局下一代高速光通信市场，进一 步完善从低到高速率的光芯片产品矩阵。 作为半导体领域龙头企业，三 ...

Core Viewpoint - Changguang Huaxin (688048.SH) announced unusual stock trading fluctuations, highlighting a recent increase in computing power demand and the uncertainty surrounding the contribution of its optical communication products to sales and profits [1] Group 1: Product Development and Market Position - The company has achieved mass production of its 100G EML and has begun sample delivery for its 200G EML, while 100G VCSEL, 100mW CW DFB, and 70mW CWDM4 DFB chips have reached mass production shipping levels [1] - Despite these advancements, the contribution of these products to the company's sales and profits remains highly uncertain [1] Group 2: Business Risks and Market Uncertainties - The company's optical communication business is significantly influenced by various factors, leading to considerable uncertainty in future development [1] - Geopolitical complexities may provide short-term opportunities in international markets, but the company's overseas business layout is still in its infancy, posing risks of underperformance and business obstacles [1] - Supply chain and raw material risks may arise during business development, particularly due to reliance on specific materials like indium phosphide, which could affect production delivery and cost control if supply chain fluctuations or changes in the international trade environment occur [1] - The demand in the optical communication market is closely tied to the progress of data center construction and global computing power demand; a slowdown in downstream investment or lower-than-expected demand could negatively impact the company's performance [1]

Core Viewpoint - Changguang Huaxin (688048.SH) has announced unusual stock trading fluctuations, highlighting a recent increase in computing power demand and the progress in its optical communication products, although the contribution to sales and profits remains highly uncertain [1] Group 1: Product Development - The company has achieved mass production of its 100G EML and has begun sample delivery for its 200G EML [1] - The 100G VCSEL, 100mW CW DFB, and 70mW CWDM4 DFB chips have reached mass production and shipping levels [1] Group 2: Market Uncertainty - The optical communication business is significantly influenced by various factors, leading to considerable uncertainty in future development [1] - Geopolitical complexities may provide short-term opportunities in international markets, but the company's overseas business layout is still in its early stages, posing risks of underperformance and business obstacles [1] - Supply chain and raw material risks may arise, particularly due to reliance on specific materials like indium phosphide, which could affect production delivery and cost control [1] - The demand in the optical communication market is closely tied to the progress of data center construction and global computing power demand; a slowdown in downstream investment or demand could negatively impact the company's performance [1]

Core Viewpoint - The stock of Changguang Huaxin (688048.SH) experienced an abnormal trading fluctuation, with a cumulative price increase of 30% over three consecutive trading days from November 24 to November 26, 2025, attributed to rising computing power demand in the optical communication sector [1] Company Developments - The company has achieved mass production of its 100G EML products and has begun sample delivery for its 200G EML products [1] - The 100G VCSEL, 100mW CW DFB, and 70mW CWDM4 DFB chips have reached mass production and shipping levels [1] - The contribution of these products to the company's sales and profits for the current year remains uncertain [1] Market Conditions - There is a noted increase in demand for computing power, which is influencing the company's product development and market expansion efforts [1] - The company acknowledges the presence of uncertainties and risks associated with product research and development, sample testing, product introduction, and market expansion [1]

Core Viewpoint - The stock of Changguang Huaxin (688048.SH) experienced an abnormal trading fluctuation, with a cumulative price increase of 30% over three consecutive trading days from November 24 to November 26, 2025, attributed to rising demand for computing power in the optical communication sector [1] Company Summary - The company has achieved mass production of its 100G EML products and has begun sample delivery for its 200G EML products [1] - The 100G VCSEL, 100mW CW DFB, and 70mW CWDM4DFB chips have reached mass production and shipping levels [1] - The contribution of these products to the company's sales and profits for the current year remains uncertain [1] Industry Summary - The recent increase in computing power demand is a significant factor influencing the company's stock performance and product development [1] - There are inherent uncertainties and risks associated with product research and development, sample testing, product introduction, and market expansion [1]

Core Viewpoint - Changguang Huaxin (688048) announced a significant stock price fluctuation, with a cumulative increase of 30% over three consecutive trading days due to rising demand for computing power in the optical communication sector [1] Company Summary - The company has achieved mass production of its 100G EML products and has begun sample deliveries for its 200G EML [1] - The 100G VCSEL, 100mW CW DFB, and 70mW CWDM4DFB chips have reached mass production and shipping levels [1] - There is uncertainty regarding the contribution of these products to the company's sales and profits for the current year [1] Industry Summary - The optical communication industry is experiencing increased demand for computing power, which is driving the company's recent stock performance [1] - The company faces uncertainties and risks related to product development progress, sample testing, product introduction, and market expansion [1]

Core Viewpoint - The company, Changguang Huaxin (688048.SH), has reported a recent increase in computing power demand, particularly in the optical communication sector, with several products reaching mass production and testing stages [1] Product Development - The company has achieved mass production of its 100G EML and has begun sample delivery for its 200G EML [1] - The 100G VCSEL, 100mW CW DFB, and 70mW CWDM4 DFB chips have also reached mass production and shipping levels [1] Financial Impact - There is uncertainty regarding the contribution of these products to the company's sales and profits for the current year [1] Market and Risk Factors - The company acknowledges that there are uncertainties and risks associated with product development, sample testing, product introduction, and market expansion [1]

Core Viewpoint - The company has achieved mass production of its 100G EML and has begun sampling its 200G EML, indicating progress in the optical communication sector [1] Group 1: Product Development - The company has successfully reached mass production levels for 100G VCSEL, 100mW CW DFB, and 70mW CWDM4 DFB chips [1] - The recent increase in computing power demand has led to overseas optical module manufacturers validating multiple chip models from the company, with successful verification reported [1]

Core Viewpoint - Changguang Huaxin (688048.SH) has achieved mass production of its 100G EML and has begun sample delivery for its 200G EML, indicating strong progress in the optical communication sector [1] Group 1: Product Development - The company has reached mass production levels for 100G VCSEL, 100mW CW DFB, and 70mW CWDM4 DFB chips [1] - The recent increase in computing power demand has led to overseas optical module manufacturers validating multiple chip models from the company, with successful verification [1]

Core Insights - Changguang Huaxin has achieved mass production of its 100G EML in the optical communication sector [1] - The company has begun sample delivery of its 200G EML, and its 100G VCSEL, 100mW CW DFB, and 70mW CWDM4DFB chips have reached mass production shipping levels [1] - The recent increase in computing power demand has led to major overseas optical module manufacturers validating multiple chip models from the company with successful results [1]