Core Viewpoint - The company has reported significant growth in its overseas export business for optical modules, particularly in the 400G and 800G segments, indicating a strong demand from international equipment and channel vendors [1] Group 1: Export Business Performance - The export business has shown notable growth in the first half of the year, with bulk shipments of 400G and 800G optical modules to overseas markets [1] - Major overseas customers are preparing for the LPO series and DSP series products, including 800G and 1.6T, as per the established plans [1]

Group 1 - The company has seen significant growth in its export business in the overseas market during the first half of the year, particularly in the sales of 400G and 800G optical modules [2] - The company is preparing for the planned launch of its LPO and DSP series products, which include 800G and 1.6T modules, for key overseas customers [2]

Core Viewpoint - Huagong Technology has received significant orders from North American clients, indicating strong demand for its products in overseas markets [2]. Group 1: Company Performance - Huagong Technology reported a notable increase in export business in the first half of the year, particularly in the connection business for overseas markets [2]. - The company has successfully shipped bulk orders of 400G/800G optical modules to overseas equipment manufacturers and distributors [2]. Group 2: Product Development - The company is preparing its LPO series and DSP series products, including 800G and 1.6T, according to established plans for key overseas clients [2].

Group 1 - The company has successfully completed the construction of its export base, as reported by Hubei Daily on August 21, indicating that a major overseas manufacturer conducted an audit a week prior and is awaiting product delivery [2] - In August, the company delivered several tens of thousands of 800g optical modules overseas, confirming the growth of its export business [2] - The company's overseas market expansion is progressing smoothly, with significant growth in export business during the first half of the year, including bulk shipments of 400G/800G optical modules to overseas equipment and channel partners [2]

Industry Performance - The CPO concept saw strong performance on the stock market, with companies like Yuanjie Technology and Tengjing Technology hitting a 20% limit up, and others such as Ruijie Network and Guangku Technology rising over 15% [1] - In the first half of 2025, 20 optical module companies collectively achieved revenue of 56.651 billion yuan, representing a year-on-year growth of 54%, an increase of 19.962 billion yuan [1] - The net profit for these 20 optical module companies reached 12.633 billion yuan, marking a year-on-year increase of 99%, with a total growth of 6.3 billion yuan [1] Export Market - The export business showed significant growth in the first half of the year, with overseas equipment manufacturers and distributors shipping large quantities of 400G and 800G optical modules, resulting in a more than 50% increase in orders [1] - Major overseas clients are preparing for LPO series and DSP series products, including 800G and 1.6T, according to established plans [1] Market Outlook - Institutions indicate that, based on Nvidia's earnings guidance, spending on artificial intelligence infrastructure is expected to reach between 3 trillion and 4 trillion dollars [1] - With ongoing investments in computing infrastructure, the optical module market is anticipated to maintain a high level of prosperity [1]