新易盛-800G1.6T 高速传输产品量产提速；12.8T 光互联交换平台（XPO）亮相 OFC 光学展；给予买入评级

18 March 2026 | 9:38PM HKT Equity Research Eoptolink (300502.SZ): 800G/ 1.6T ramp up on high-speed transmission; 12.8T XPO showcased in OFC; Buy We are positive on Eoptolink's 800G/ 1.6T optical transceivers shipment ramp-up in 2026E/ 27E, along with rising contribution from in-house and Silicon Photonics transceivers, supported by capacity expansion. During OFC 2026, the company released the 12.8T XPO product, which is the next generation of pluggable transceiver to achieve clients' requirements on the net ...