未知机构：【财联社早知道】英伟达开源多个代码推理大模型，机构称AI大模型加速高速光模块的发展，这家公司已成功推出800G1.6T光模块产-品；松延动力..-20250512

Summary of Conference Call Records Industry Overview - Industry: High-speed optical modules and humanoid robots - Key Players: Nvidia, NewEase, Shijia Photon, Songyan Power, Xinjie Electric, and others High-speed Optical Modules - Nvidia has open-sourced multiple code reasoning models, which are expected to accelerate the development of high-speed optical modules. The company has successfully launched the latest 800G/1.6T optical module products based on single-wave 200G optical devices [1] - The optical module industry is entering a period of technological iteration and demand restructuring. The 800G remains the mainstream product, while the mass production cycle for 1.6T is longer than expected. Short-term, CPO is unlikely to replace pluggable solutions, and the passive device market is undergoing a value reassessment [2] - Shijia Photon’s CWDMAWG and LANWDMAWG components are widely used in global mainstream optical module companies, holding a major position in the supply of components for 100G to 800G high-speed optical modules. Products for 400G, 800G, and 1.6T MT-FA are in various stages of application and customer validation [2] - NewEase has successfully developed the latest 800G/1.6T optical module products, with a product portfolio that includes VCSEL/EML, silicon photonics, and thin-film lithium niobate technology solutions [2] Humanoid Robots - Songyan Power has launched a new generation of humanoid robots with a female appearance, featuring multi-modal embodied interaction and high degrees of freedom (32 DOF). The robot supports customizable settings and interfaces, allowing for personalized makeup [3] - The global humanoid robot industry is projected to reach $32.4 billion by 2029. The production rhythm of Tesla's humanoid robot, Optimus, is becoming clearer, and the continuous layout by major players (Nvidia, Huawei, etc.) is expected to accelerate the industry's deployment [3] - Xinjie Electric is actively developing components for humanoid robots, including hollow-wound motors and frame-less torque motors, and is planning production lines for these technologies [4] - Shuanglin Co. has engaged with a leading domestic new energy vehicle company to develop a reverse planetary roller screw project for humanoid robots, with the first batch of samples delivered in April 2025 [4] Market Trends - The market has seen a reduction in trading volume compared to the previous trading day, with a decrease in the number of stocks with a trading volume exceeding 1 billion. The sectors of chips, robots, and Huawei concepts have seen a decline in the number of stocks [9] - The market is experiencing a mixed trend, with over 4,000 stocks declining. However, bank stocks have shown strength, and the ST sector remains active [9] Company News - Huina Technology is undergoing a change in its controlling shareholder, with stock resuming trading next week [14] - Longsys Technology has signed contracts worth over 5 billion yuan for lithium iron phosphate cathode materials [14] - Furi Electronics is providing ODM/JDM services for Huawei's smart devices [14] - Xinhongye has established a subsidiary focused on developing cables for humanoid robots and low-altitude aircraft [14] Conclusion - The high-speed optical module and humanoid robot industries are poised for significant growth, driven by technological advancements and increasing demand. Companies are actively developing new products and forming strategic partnerships to capitalize on these trends.