Good news! 000988 AI high-speed optical module orders are scheduled for the fourth quarter

Huagong Technology (000988) AI high-speed optical module orders scheduled for Q4.

According to “China Optical Valley” news on February 22, during the Spring Festival, many companies and laboratories in Optical Valley are working at full capacity.

Multiple business segments of Huagong Technology are operating nonstop. At Huagong Technology’s Optoelectronic Information Innovation Park (Phase I) high-speed optical module automated production line, batches of products are rolling off the line, and trucks loaded with products outside the factory are about to drive to Hualu Airport, heading to the front lines of global AI applications.

Scene of Huagong Technology Optoelectronic Information Innovation Park (Phase I) high-speed optical module automated production line

“The company’s connected business orders are already scheduled until the fourth quarter of 2026, and the AI high-speed optical module production line is running at full capacity 24 hours a day,” said the head of Huagong Technology’s optical module business. During the Spring Festival, the company’s Wuhan and Thailand production bases operated across the board, resuming work on the first day of the lunar new year, fully ensuring mass production and delivery of 1.6T, 800G, and other high-speed optical modules.

By 2025, Huagong Technology’s high-speed optical module products’ domestic base will see a year-on-year growth of 111%, and overseas bases will grow by 500%. This year, the company plans to increase the capacity of 800G and 1.6T high-speed optical modules by more than 50% based on the current level to fully meet market demand.

Public information shows that Huagong Technology Industry Co., Ltd. was established in 1999, born in the heart of “China Optical Valley.” After years of technological and product accumulation, it has formed three core business patterns: intelligent manufacturing equipment supported by laser processing technology, optical and wireless connection businesses supported by information communication technology, and sensor business supported by sensitive electronic technology, with comprehensive technical strength ranking among the top globally. In the first three quarters of 2025, it achieved operating revenue of 11.038 billion yuan, a year-on-year increase of 22.62%.

In the first three quarters of 2025, it achieved operating revenue of 11.038 billion yuan, up 22.62% year-on-year. Net profit attributable to the parent company was 1.321 billion yuan, an increase of 40.92%.

Open Source Securities’ latest research report believes that looking ahead to 2026, the “siphon effect” of AI will be significant, and global AI may continue to resonate. Overseas, giants like Google and Meta are continuously raising their AI capital expenditure guidance, with large model token consumption such as Google Gemini increasing significantly, and the AI positive cycle gradually becoming evident; domestically, leading AI companies like ByteDance, Alibaba, and Tencent are entering a phase of large-scale AI computing power investment. The report states that it is optimistic about the three core themes of “optics, liquid cooling, and domestic computing power,” and also recommends paying attention to AI applications, operators, satellite internet, and 6G sectors. The 2026 tracks include: track one—global AI resonance focusing on “optics, liquid cooling, and domestic computing power”; track two—rising AI applications with opportunities in modules, controllers, CDN, and other sectors; track three—national emphasis on independence and control, with satellite internet entering a “cocoon-breaking” growth period.

Compiled from: China Optical Valley, Huagong Technology official website, Open Source Securities Research Institute

(Source: Securities Times)