证券日报网讯2月2日，华工科技（000988）在互动平台回答投资者提问时表示，联接业务国内市场方 面，公司数通光模块实现了明显增长，在主要的互联网及设备厂商中，数通产品实现100G、200G到 400G、800G全系列产品的覆盖。海外头部客户方面，包括800G和1.6T在内的LPO系列、DSP系列产品 按既定规划进行生产及准备。 ...

（编辑 袁冠琳） 证券日报网讯 2月2日，华工科技在互动平台回答投资者提问时表示，联接业务海外市场推进顺利， 2025年以来出口业务增长明显，海外设备商与渠道商已有批量的400G/800G光模块出货，800GLPO光模 块已经在海外工厂开始交付，2026年将继续上量，同时产品型号也在增加。公司具备1.6T光模块的批量 生产能力，并已有小批量订单出货，正在为后续的上量做准备。海外头部客户方面，包括800G和1.6T 在内的LPO系列、DSP系列产品按既定规划进行生产及准备。 ...

华工科技在互动平台表示，联接业务海外市场推进顺利，2025年以来出口业务增长明显，海外设备商与 渠道商已有批量的400G/800G光模块出货，800G LPO光模块已经在海外工厂开始交付，2026年将继续 上量，同时产品型号也在增加。公司具备1.6T光模块的批量生产能力，并已有小批量订单出货，正在为 后续的上量做准备。海外头部客户方面，包括800G和1.6T在内的LPO系列、DSP系列产品按既定规划进 行生产及准备。 （文章来源：第一财经） ...

华工科技在互动平台表示，联接业务海外市场推进顺利，2025年以来出口业务增长明显，海外设备商与 渠道商已有批量的400G/800G光模块出货，800G LPO光模块已经在海外工厂开始交付，2026年将继续 上量，同时产品型号也在增加。公司具备1.6T光模块的批量生产能力，并已有小批量订单出货，正在为 后续的上量做准备。海外头部客户方面，包括800G和1.6T在内的LPO系列、DSP系列产品按既定规划进 行生产及准备。 ...

格隆汇2月2日丨华工科技(000988.SZ)在投资者互动平台表示，联接业务海外市场推进顺利，2025年以 来出口业务增长明显，海外设备商与渠道商已有批量的400G/800G光模块出货，800G LPO光模块已经 在海外工厂开始交付，2026年将继续上量，同时产品型号也在增加。公司具备1.6T光模块的批量生产能 力，并已有小批量订单出货，正在为后续的上量做准备。海外头部客户方面，包括800G和1.6T在内的 LPO系列、DSP系列产品按既定规划进行生产及准备。 ...

格隆汇2月2日丨华工科技(000988.SZ)在投资者互动平台表示，联接业务海外市场推进顺利，2025年以 来出口业务增长明显，海外设备商与渠道商已有批量的400G/800G光模块出货，800G LPO光模块已经 在海外工厂开始交付，2026年将继续上量，同时产品型号也在增加。公司具备1.6T光模块的批量生产能 力，并已有小批量订单出货，正在为后续的上量做准备。海外头部客户方面，包括800G和1.6T在内的 LPO系列、DSP系列产品按既定规划进行生产及准备。 ...

Core Viewpoint - The company, Huagong Technology, is experiencing significant growth in its overseas export business, particularly in the 400G/800G optical module market, with successful deliveries and production plans for 2026 [1] Group 1: Business Expansion - The company reported smooth progress in expanding its overseas market for connection business [1] - There has been a noticeable increase in export business this year, with bulk shipments of 400G/800G optical modules to overseas equipment manufacturers and distributors [1] - The 800G LPO optical modules have begun delivery at overseas factories, with plans for continued volume increase in 2026 [1] Group 2: Product Development - The company has the capability for mass production of 1.6T optical modules and has already shipped small batch orders [1] - The product lineup is expanding, with ongoing production and preparation for LPO and DSP series products, including 800G and 1.6T models, in line with established plans [1]

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]