Goldman Sachs raised the target price of Xinyisheng by more than 11% to 502 yuan, saying it is optimistic about the increase in its 800G and 1.6T optical module shipments and the continued increase in the contribution of silicon light products. The company's 1.6T products began to be released in the second half of 2025. Shipments of 800G and 1.6T optical modules are expected to accelerate in 2026, benefiting from the increase in demand for optical modules in artificial intelligence ASIC servers and structural upgrades to high-speed and silicon optical products. Xinyisheng's 800G optical module revenue is expected to increase by 53% next year, and the 1.6T optical module will rapidly release in 2026 and grow by 141% in 2027.

Goldman Sachs raised the target price of Xinyisheng by more than 11% to 502 yuan, saying it is optimistic about the increase in its 800G and 1.6T optical module shipments and the continued increase in the contribution of silicon light products. The company's 1.6T products began to be released in the second half of 2025. Shipments of 800G and 1.6T optical modules are expected to accelerate in 2026, benefiting from the increase in demand for optical modules in artificial intelligence ASIC servers and structural upgrades to high-speed and silicon optical products. Xinyisheng's 800G optical module revenue is expected to increase by 53% next year, and the 1.6T optical module will rapidly release in 2026 and grow by 141% in 2027.