（文章来源：证券日报） 证券日报网讯新易盛11月17日在互动平台回答投资者提问时表示，目前3.2T产品处于预研阶段，商用时 间取决于市场及客户的需求情况。 ...

Core Viewpoint - The company has successfully commenced mass production and shipment of its 800G products, while the 1.6T products are in the preparation stage, aligning with expectations. The development of the 3.2T products is actively progressing [2] Group 1 - The company’s 800G products have entered mass production and are being shipped [2] - The 1.6T products are currently in the production scheduling phase [2] - The company is actively advancing the development of its 3.2T products [2]

Group 1 - The company has successfully mass-produced and shipped its 800G optical modules [2] - The 1.6T products are currently in the production scheduling phase, aligning with the company's expectations [2] - The company is actively advancing its 3.2T product development [2]

Core Viewpoint - The technology sector is regaining prominence, with companies like Zhongji Xuchuang and Xinyi Sheng reaching historical highs in stock prices, driven by the demand for 1.6T optical modules [1][3]. Company Performance - Xinyi Sheng's stock price surged, reaching a market capitalization of over 400 billion yuan, with trading volumes returning to levels above 20 billion yuan [1]. - The company reported significant revenue growth, with H1 2025 sales reaching 10.437 billion yuan and net profit of 3.942 billion yuan, reflecting year-on-year increases of 282.64% and 355.68% respectively [9]. - The sales volume of point-to-point optical modules increased by 112.54% year-on-year, with an average selling price of 1,497.75 yuan per unit, up 82.29% from the previous year [11]. Industry Trends - The optical communication industry is experiencing a shift, with the demand for AI computing driving early recovery in the market, typically expected in the second quarter [6]. - The 1.6T optical module is positioned as a key product in this evolution, with Xinyi Sheng achieving mass production and capacity expansion in its Thai factory [3][5]. - The industry is expected to transition from "order acquisition" to "delivery capability" as the core competitive metric by 2026, with leading companies benefiting from their supply chain management [6]. Future Outlook - Xinyi Sheng is also developing 3.2T products, indicating a forward-looking strategy for next-generation product iterations [7]. - The anticipated increase in demand for 1.6T products is expected to continue into 2026, with orders from overseas manufacturers contributing to this growth [6].

Core Insights - The company Zhongji Xuchuang (300308.SZ) has indicated that its 3.2T products will be developed based on customer demand and will involve different technological routes [1] Group 1 - The company is responsive to customer needs in its product development strategy [1] - The focus on different technological routes suggests a flexible approach to innovation and market adaptation [1]

Core Viewpoint - The company has successfully validated its 1.6T product with key customers and has entered mass production, ensuring capacity to meet customer orders. The 3.2T product is currently in the research and development phase [2]. Group 1 - The 1.6T product has passed technical validation from key customers [2]. - The company has entered the mass production phase for the 1.6T product [2]. - The company can meet customer order demands with its current production capacity [2]. Group 2 - The 3.2T product is in the research and development stage [2].

Core Viewpoint - Zhongji Xuchuang (300308) has successfully validated its 1.6T products with key customers and has entered the mass production phase, ensuring capacity to meet customer order demands. The 3.2T products are currently in the research and development stage [1]. Group 1 - The 1.6T products have passed validation from key customers [1] - The company has entered the mass production phase for the 1.6T products [1] - The production capacity is sufficient to meet customer order requirements [1] Group 2 - The 3.2T products are still in the research and development phase [1]

Core Viewpoint - The company is making significant progress with its 1.6T products, expecting increased demand and delivery in the second half of this year and further growth in the following year [1] Group 1 - The company reported that the 1.6T related products are progressing smoothly, with market demand and customer guidance indicating a gradual increase in volume starting from the second half of this year [1] - The company is committed to meeting customer needs and aims to achieve timely delivery of its products [1] - The 3.2T products are currently in the research phase, with commercialization timelines dependent on market and customer demand [1]

Core Viewpoint - The company is making progress with its 1.6T product, which is expected to see increased demand and delivery starting in the second half of this year, with further growth anticipated in the following year [2] Group 1 - The 1.6T product has successfully passed user verification and is expected to gradually ramp up in volume starting in the second half of this year [2] - The company is committed to meeting customer demand and ensuring timely delivery of the 1.6T product [2] - The 3.2T product is currently in the preliminary research phase, with commercialization timelines dependent on market and customer demand [2]

Core Viewpoint - The company is making progress with its 1.6T products, expecting increased demand and delivery in the second half of this year, with further growth anticipated in the following year [1] Group 1 - The company reported that the 1.6T related products are progressing smoothly, with market demand and customer guidance indicating a gradual increase in volume starting from the second half of this year [1] - The company is committed to meeting customer needs and aims to achieve timely delivery of its products [1] - The 3.2T products are currently in the research phase, with commercialization timelines dependent on market and customer demand [1]