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On September 30, at the semi-annual results meeting, Min Dayong, chairman and general manager of Changguang Huaxin, said that benefiting from the continuous development of AI computing power construction, the company's optical communication business revenue growth rate is expected to exceed the industrial laser business in the next 2 years. The company will further lay out AI optical communication, laser sensing, and silicon optoelectronics integration, and strive to grow into the world's leading optical chip company. He believes that at present, the overall price of optical chips is relatively stable due to the tight relationship between supply and demand. In the long run, as yield increases, production capacity expands, and new participants enter, it is not ruled out that prices may drop. The company's industrial laser business revenue increased in the first half of the year, and gross margin remained flat. Demand for ultra-high power specialty lasers is rising rapidly. It is expected that 2027-2028 will enter a stage of rapid development, and the trend is highly deterministic.

Zhitongcaijing·09/30/2026 08:57:04
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On September 30, at the semi-annual results meeting, Min Dayong, chairman and general manager of Changguang Huaxin, said that benefiting from the continuous development of AI computing power construction, the company's optical communication business revenue growth rate is expected to exceed the industrial laser business in the next 2 years. The company will further lay out AI optical communication, laser sensing, and silicon optoelectronics integration, and strive to grow into the world's leading optical chip company. He believes that at present, the overall price of optical chips is relatively stable due to the tight relationship between supply and demand. In the long run, as yield increases, production capacity expands, and new participants enter, it is not ruled out that prices may drop. The company's industrial laser business revenue increased in the first half of the year, and gross margin remained flat. Demand for ultra-high power specialty lasers is rising rapidly. It is expected that 2027-2028 will enter a stage of rapid development, and the trend is highly deterministic.