Huaxi Securities: Optical communication brings industry revolution, demand for solder paste is expected to explode.

Huaxi Securities released a research report stating that electronic solder materials mainly include solder paste, solder bars, solder wires, preformed solder pellets, and flux, etc. The overall trend of the solder paste industry is towards high-end development. With the increase in transmission rates of optical modules, the requirements for soldering processes have significantly increased. The tin solder industry is expected to benefit from the progress of high-speed optical modules and see both quantity and price rise. We recommend focusing on the top-tier solder material company Huaguang New Materials, with unique benefits for the target company.