Increased demand visibility exceeds expectations for the sustained prosperity of optoelectronic modules.

Since the beginning of this year, the overall increase in A-share optical communication module has exceeded 60%. The impressive performance in the 2025 annual report and the first quarter of 2026 may serve as a direct catalyst for this round of optical module market. The recent disclosure of customer demand and order visibility by leading companies reflects the industry's continued positive outlook, which may further boost the upward trend. It is worth noting that optical modules also have the attribute of "continuous technological upgrades driving continuous growth in demand". With the construction of Wan Ka and Super Wan Ka supercomputing clusters, the large-scale deployment of super nodes, and the rapid growth in demand for high-speed optical interconnection in data centers, the year of mass production for CPO has arrived, bringing upstream materials in the industry chain into investors' sight.