Lates News

According to Every Economic AI News, Dongwu Securities issued a research report on December 13, giving Changguang Huaxin (688048.SH) a "buy" rating. The reasons for the rating mainly include: 1) Event: On December 11th and 12th, 2025, the 2nd Optoelectronic Encapsulation, CPO and Silicon Photonics Integration Future Technology Exhibition and Exchange Conference was held in Wuxi; 2) Relying on the advantage of the IDM full-process platform, deepen the "vertical extension + horizontal expansion" layout of the entire industry chain; 3) Multi-dimensional technological breakthroughs reshape industry benchmarks, and external investments accelerate the construction of a "light + electricity" pan-semiconductor ecosystem; 4) Deeply benefiting from the explosion of AI computing power and supply chain restructuring, high-end optical communication chips enter the fast lane of "capacity release + technological iteration". (Daily Economic News)