（编辑 任世碧） 证券日报网讯 乾照光电11月20日在互动平台回答投资者提问时表示，公司积极布局第二增长曲线，重 点聚焦砷化镓太阳能电池、VCSEL及光通信等新兴领域。目前公司应用于光通信领域的10G/25G产品已 送样，客户验证中；50G/100G产品已进入流片阶段。据了解目前光模块使用8通道并联技术，1.6T光模 块主要采用200G的光芯片。 ...

证券日报网讯乾照光电11月20日在互动平台回答投资者提问时表示，公司积极布局第二增长曲线，重点 聚焦砷化镓太阳能电池、VCSEL及光通信等新兴领域。目前公司应用于光通信领域的10G/25G产品已送 样，客户验证中；50G/100G产品已进入流片阶段。据了解目前光模块使用8通道并联技术，1.6T光模块 主要采用200G的光芯片。 （文章来源：证券日报） ...

证券日报网讯乾照光电（300102）11月20日在互动平台回答投资者提问时表示，公司积极布局第二增长 曲线，重点聚焦砷化镓太阳能电池、VCSEL及光通信等新兴领域。目前公司应用于光通信领域的 10G/25G产品已送样，客户验证中；50G/100G产品已进入流片阶段。据了解目前光模块使用8通道并联 技术，1.6T光模块主要采用200G的光芯片。 ...

Investment Rating - Maintain "Buy" rating for the industry [5] Core Viewpoints - The upcoming OFC 2025 conference will showcase cutting-edge optical communication technologies, focusing on 1.6T optical modules, 200G optical chips, CPO, MPO, and LPO technologies [21][22] - The collaboration between AI and optical communication technologies is creating a feedback loop that drives comprehensive computing power upgrades, enhancing data rates, reliability, and operational efficiency [24][25] - The report emphasizes the importance of low-power optical modules in meeting the demands of AI computing clusters, with advancements leading to a reduction in power consumption by 20% for new products [21][22] Summary by Sections Investment Strategy - Focus on the optical communication sector, particularly on leading companies such as Zhongji Xuchuang, Xinyi Sheng, and Tianfu Communication [7][13] - Recommendations include monitoring developments in AI infrastructure and optical modules [7][13] Market Review - The communication sector has experienced a decline, with the operator index performing relatively better than other segments [17][18] - Specific declines noted in various sub-sectors, with optical communication down by 3.5% [20] Technology Developments - CPO and MPO technologies are rapidly advancing, transitioning from theoretical solutions to scalable applications [22][23] - LPO products are undergoing continuous micro-innovations to meet the increasing demands of AI applications [22][23] Key Companies to Watch - Recommended companies include Zhongji Xuchuang, Xinyi Sheng, Tianfu Communication, and others in the optical module and AI infrastructure space [7][8]