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【研选行业+公司】光模块“价涨量升”双击,这家公司PLC市占率全球第二
第一财经· 2025-09-19 12:55
Group 1 - The core viewpoint of the article emphasizes the importance of selecting valuable research reports and understanding market trends to avoid missing investment opportunities [1] - The optical module market is experiencing a "price increase and volume rise" phenomenon, with a specific company achieving a global market share of 2nd in PLC and sending samples of 100G chips, projecting a net profit increase of 563% by 2025, with a PE significantly lower than peers [1] - The AI-driven testing machine market is surging, with a global scale exceeding $6 billion and a compound growth rate of 57%, revealing domestic replacement targets that have entered the leading supply chain [1]