证券日报网讯 2月5日，长光华芯在互动平台回答投资者提问时表示，公司100mWCWDFB和 70mWCWDM4DFB芯片已达到量产出货水平，在等待订单状态。200GEML在验证中。100GEML订单 持续交付中。公司的良率在爬坡中，将通过工艺迭代、设备升级、智能管控、材料结构优化等多重举措 持续推进良率稳步优化。 （文章来源：证券日报） ...

证券日报网讯 2月5日，长光华芯在互动平台回答投资者提问时表示，H200解禁对国内数据中心建设有 一定间接带动，理论上会增加高速光模块需求，进而可能传导至光通信芯片环节。各模块厂商基于自身 技术积累与客户需求选择不同路线。关于国内数据中心使用芯片的份额情况，请参考行业数据。公司 100mW CW DFB和70mW CWDM4 DFB芯片产品已达到量产出货水平，在等待订单状态。 （文章来源：证券日报） ...

Core Insights - The company, Changguang Huaxin, has reported steady progress in its high-end optical chip product line driven by the continuous growth in computing power demand [1][3] - The 100G EML chip has achieved mass production, while the 200G EML chip has entered the customer sampling phase, targeting high-speed optical communication and data center applications [1][3] Group 1 - The demand for high-performance optical chips is rapidly increasing due to applications in AI and big data, highlighting their importance in cloud computing and backbone network transmission [3] - Key components such as EML (External Modulation Laser), VCSEL, and DFB are critical for achieving high-speed and stable optical interconnections, directly impacting the performance and energy efficiency of optical modules [3] Group 2 - In addition to the 100G EML and 200G EML developments, the company has also achieved mass production for 100G VCSEL, 100mW continuous wave (CW) DFB, and 70mW CWDM4 DFB chips [3] - The company aims to update the market on its technological and industrialization progress, reiterating previously disclosed information from its semi-annual report [3] Group 3 - Despite the advancements in high-end optical chip products, the actual contribution to sales and profits for the current year remains uncertain [3] - Factors such as product development progress, customer sampling test results, product introduction pace, and market expansion may be influenced by industry competition, downstream investment trends, and technological changes, leading to potential uncertainties and risks in related businesses [3]

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 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]