初见"长安云"： 建筑美学里的科技序曲 探秘科技前沿 启智创新未来 西安市第八十九中学教育集团 高中学部"长安云"研学纪实 "长安云"西安科技馆 2026年1月21日，西安市第八十九中学教育集团千余名学生怀揣好奇与憧憬走进长安云·西安科技馆，开启⼀场兼具趣味与深度的冬季科技研学之旅。 中庭震撼： 莫比乌斯环与仿生飞鱼的邂逅 冬⽇暖阳洒在"长安云"标志性的流线型⽩⾊建筑上，玻璃幕墙倒映着粼粼波光。尚未⼊馆，这座以"云横秦岭"为设计灵感的科技地标建筑，就已经成功吸 引同学们纷纷驻⾜，举起⼿机定格这份科技与美学交融的惊艳。随着八十九学子们秩序井然地进⼊场馆，⼀场融合科学、艺术与未来职业规划体验的盛宴 正式拉开帷幕。 莫比乌斯环 踏⼊场馆，醒目的28 ⽶⾼寓意"永⽆⽌境"的莫⽐乌斯环装置震撼全场。灵动⻜舞的仿⽣机械⻜⻥划破⼤厅上空，时⽽俯冲盘旋，时⽽悬停旋转，与莫⽐ 乌斯环交织成"云从⻓安来，⻥在云中⻜"的科幻场景。 同学们激动不已，有的踮起脚尖追逐⻜⻥的轨迹，有的低声讨论着飞鱼飘渺的奥秘，稚嫩的好奇与奇妙的科技在此刻完美交融。 8 曾达假 the pro 日 !! 11 : : : 1 : 11 I === . 1 ...

Investment Rating - Maintain "Add" rating for the industry [5] Core Viewpoints - The domestic optical module market is entering a performance harvest period, driven by policies and demand, with significant growth expected in the second half of the year [1][6] - Companies like Huagong Technology are experiencing capacity expansion and a surge in demand for optical modules driven by AI [2][6] - The entire optical communication industry chain is expected to benefit from the high demand, with leading companies like Zhongji Xuchuang and Xinyi Sheng likely to consolidate their market positions [3][6] - The company has successfully positioned itself with major internet players like Huawei, providing high-speed optical connection solutions for AI servers, which is expected to drive demand for optical modules [6] - The company is accelerating the construction of domestic and overseas factories to meet growing market demand, with production capacity increasing significantly [6] Summary by Sections Industry Trends - The optical module demand is continuously increasing, with overseas promotion progressing smoothly, supported by policies and market needs [6] - The company has completed the first phase of its optical module production base in Wuhan, increasing monthly production capacity from 450,000 to 700,000 units [6] Financial Performance - In Q1 2025, the company achieved a revenue of 3.4 billion, a year-on-year increase of 52%, and a net profit of 410 million, up 41% year-on-year [6] - The company has improved its cost control capabilities, with a slight increase in R&D expense ratio and decreases in management and sales expense ratios [6] Strategic Initiatives - The company is focusing on 3D printing technology through a joint venture with Luxshare Precision, aiming to explore new growth avenues in additive manufacturing [6]