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The demand for AI computing power continues to explode the optical module circuit. The 2026 A-share semi-annual report came to an end, and the optical communication industry chain handed over the strongest report card in history: Zhongji Xuchuang and Xinyisheng “Shuangxiong” led the way, with a total net profit exceeding 21 billion yuan in half a year; optical module manufacturers such as Huagong Technology and Guangxun Technology collectively exploded, and the upstream optical device and optical chip links also increased rapidly, and the entire industry chain showed a strong momentum of “overall prosperity and full bloom”.

Zhitongcaijing·08/31/2026 23:25:03
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The demand for AI computing power continues to explode the optical module circuit. The 2026 A-share semi-annual report came to an end, and the optical communication industry chain handed over the strongest report card in history: Zhongji Xuchuang and Xinyisheng “Shuangxiong” led the way, with a total net profit exceeding 21 billion yuan in half a year; optical module manufacturers such as Huagong Technology and Guangxun Technology collectively exploded, and the upstream optical device and optical chip links also increased rapidly, and the entire industry chain showed a strong momentum of “overall prosperity and full bloom”.