LPO系列产品

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华工科技:上半年出口业务增长明显,海外设备商与渠道商已有批量的400G/800G光模块出货
Mei Ri Jing Ji Xin Wen· 2025-10-21 07:53
华工科技(000988.SZ)10月21日在投资者互动平台表示,联接业务海外市场方面,上半年出口业务增 长明显,海外设备商与渠道商已有批量的400G/800G光模块出货;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准备。 (文章来源:每日经济新闻) 每经AI快讯,有投资者在投资者互动平台提问:胡长飞经理说华工正源已获北美客户特大订单,具体 有多少个亿? ...
华工科技:联接业务上半年出口增长明显,海外设备商与渠道商已有批量的400G/800G光模块出货
Mei Ri Jing Ji Xin Wen· 2025-09-16 09:38
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]
CPO概念集体爆发 源杰科技、腾景科技等续创新高
Zheng Quan Shi Bao Wang· 2025-09-01 07:32
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]