Gelonghui January 25 | Mingpu Optoelectronics and Tefa Information went up and down, while Bochuang Technology, Tianfu Communications, Tongyu Communications, Huagong Technology, Taichenguang, and Swiss Kangda followed suit. The Zhongtai Securities Research Report pointed out that from the perspective of the industrial chain, the performance growth of leading companies in the optical module industry chain is quite certain. Local industrial companies have more than half of the global share, and overseas expansion of production capacity will further enhance global competitiveness. Demand for 1.6T is expected to be released in 2024, and the introduction of new technology solutions such as LPO, silicon light, and thin-film lithium niobate is expected to accelerate.