Group 1 - The core viewpoint of the news is that Panjing Investment has conducted research on a listed company, Zhongji Xuchuang, indicating a significant expected growth in the demand for 800G and 1.6T optical modules in the coming years [1] - The demand for 800G optical modules is anticipated to increase substantially next year, with 1.6T demand expected to grow rapidly by 2026 [1] - There is an expectation of a price reduction for 800G modules, while the gross margin for 1.6T is projected to be higher than that of 800G [1] Group 2 - The company has sufficient production capacity currently, with plans for further expansion overseas, primarily relying on existing suppliers [1] - North American CSP customer demand is strong, and capital expenditures are expected to increase [1] - The Thai factory's production capacity has reached parity with domestic capabilities and is set to expand further [1]