（文章来源：每日经济新闻） 每经AI快讯，2月24日，6G指数盘中涨3%，成分股中，天孚通信大涨14.89%，长江通信、华工科技涨 停，亨通光电涨9.56%，华脉科技涨9.14%。 ...

Group 1 - The core viewpoint of the news highlights the strong performance of AI computing hardware stocks in the A-share market, particularly in optical modules and communication sectors, with significant gains observed on the first trading day after the Spring Festival [1] - Communication ETF Huaxia (515050) rose over 2.5%, with major holdings like Tianfu Communication increasing by over 10% and Huagong Technology hitting the daily limit [1] - Companies in the "China Optics Valley" are ramping up production, with orders for AI optical modules extending to Q4 2026, indicating robust demand and operational capacity [1] Group 2 - Open Source Securities' latest report anticipates a significant "siphon effect" from AI by 2026, with major global players like Google and Meta increasing their AI capital expenditures [2] - Domestic AI giants such as ByteDance, Alibaba, and Tencent are expected to enter a phase of large-scale investment in AI computing [2] - The report emphasizes three core themes: "optical, liquid cooling, and domestic computing," while also recommending attention to AI applications, telecom operators, and satellite internet & 6G sectors [2] Group 3 - The Communication ETF Huaxia (515050) focuses on electronic (PCB, consumer electronics) and communication (optical modules, servers) computing hardware, with top five holdings including Zhongji Xuchuang, Xinyi Sheng, and Lixun Precision [3] - The Growth Enterprise Market Artificial Intelligence ETF Huaxia (159381) tracks an index with nearly 50% weight in CPO, covering domestic software and AI application companies, providing high elasticity [3] - The top three weighted stocks in the AI ETF are Zhongji Xuchuang (15.64%), Xinyi Sheng (15.57%), and Tianfu Communication (6.85%), with a low comprehensive fee rate of only 0.20% [3]

时代购买永太高新25%股权，公司股票自2月24日开市起复牌。润泽科技2月13日公告，拟以发行可转债 方式购买广东润惠42.56%股权，股票将于2月24日复牌。 25、*ST立方公告，2021年至2023年年报存在 虚假记载，深交所拟决定终止公司股票上市交易。 26、天风证券2月13日公告，公司涉嫌福建省永安林 业持股变动信息披露违法违规，遭证监会立案调查；公司拟被暂停开展代销私募金融产品业务2年。与 此同时，证监会近日对天风证券为当代集团涉嫌违法提供融资及信息披露违法违规行为实施行政处罚及 市场禁入措施。 27、证监会2月13日公告，1月6日，英集芯在上证E互动平台人为策划"自问自答"，信 息披露构成误导性陈述。近日，证监会已对英集芯立案调查。 28、剑桥科技2月13日在互动平台回复 称，网传"公司光模块被第一大客户思科延迟提供光芯片、业绩不及预期"相关信息与实际经营情况不 符。 29、创识科技2月13日公告，控股股东、实控人张更生犯单位行贿罪，被判处有期徒刑二年；正元 智慧：实控人陈坚犯操纵证券市场罪，被判处有期徒刑三年 30、5连板掌阅科技2月13日公告，第三大 股东量子跃动2月9日至2月12日减持431 ...

Group 1 - The optical communication concept stocks have shown significant gains, with Changfei Optical Fiber rising by 18.19% to HKD 131.9, Huiju Technology increasing by 8.94% to HKD 17.54, Cambridge Technology up by 5.7% to HKD 67.75, and Hong Teng Precision gaining 3.4% to HKD 5.78 [1] - During the Spring Festival, Huagong Technology's optical module business reported full operation at its production bases in Wuhan and Thailand, ensuring mass production and delivery of high-speed optical modules like 1.6T and 800G [1] - The order backlog for Huagong Technology's connection business extends to Q4 2026, with AI high-speed optical module production lines operating at full capacity 24 hours a day [1] Group 2 - According to a report by Industrial Securities, the combined capital expenditure guidance for Amazon, Google, Meta, and Microsoft is approximately USD 598.7 billion for 2026, reflecting a year-on-year growth of 67% [2] - The demand for AI computing power remains strong, driven by a global arms race, leading to a scaling expansion of data centers and accelerating the commercialization of 1.6T and 3.2T high-speed optical modules [2] - The need for massive computing power is creating a supply-demand gap in critical infrastructure such as optical fibers and liquid cooling, indicating a high level of prosperity across multiple segments of the industry chain [2]

Group 1 - The core viewpoint of the news highlights the robust production activities of several companies in the optical module industry during the Spring Festival, indicating strong demand and operational efficiency [2] - Huagong Technology's optical module production line is operating at full capacity, with orders scheduled until Q4 2026, reflecting a significant demand for AI high-speed optical modules [2] - The production facilities of companies like Yifang Communication and Changfei are also running continuously, ensuring quality and timely delivery of optical fiber and cables [2] Group 2 - The optical module industry is characterized by its upstream components, including optical devices, optical chips, and PCB manufacturers, while the downstream primarily consists of communication equipment manufacturers [4] - The Chinese optical module market is projected to reach USD 10.34 billion by 2030, with a compound annual growth rate (CAGR) of 15.1%, driven by the expansion of AI computing power, 5G/6G network upgrades, and data center construction [4] - The industry is evolving towards miniaturization, cost reduction, and high-speed capabilities, with a focus on high-end and domestic production during the 14th Five-Year Plan period [4] Group 3 - The competition in the optical module industry is expected to intensify over the next year, focusing on capacity and supply chain management, which may widen the gap between leading companies and smaller firms [6]

Group 1 - The optical communication concept stocks have shown significant gains, with Changfei Fiber Optics rising by 18.19% to HKD 131.9, Huiju Technology increasing by 8.94% to HKD 17.54, Cambridge Technology up by 5.7% to HKD 67.75, and Hong Teng Precision gaining 3.4% to HKD 5.78 [1][1][1] - According to a report from "China Optical Valley," Huagong Technology's optical module business is fully operational during the Spring Festival, with production lines in Wuhan and Thailand running at full capacity to ensure the mass production and delivery of high-speed optical modules like 1.6T and 800G [1][1][1] - The company has secured orders for its connection business until the fourth quarter of 2026, and its AI high-speed optical module production line is operating 24 hours a day [1][1][1] Group 2 - A report from Xingye Securities indicates that the combined capital expenditure guidance for Amazon, Google, Meta, and Microsoft is approximately USD 598.7 billion for 2026, reflecting a year-on-year growth of 67%, driven by the increasing demand for AI computing power [1][1][1] - The transition of data centers towards ultra-large-scale clusters is accelerating the commercialization of 1.6T and 3.2T high-speed optical modules, with continuous breakthroughs in cutting-edge technologies such as silicon photonics and CPO [1][1][1] - The massive demand for computing power is pushing data centers into a phase of large-scale expansion, leading to a sustained increase in the supply-demand gap for critical infrastructure like optical fibers and liquid cooling systems, resulting in high prosperity across multiple segments of the industry chain [1][1][1]

Group 1 - The core viewpoint of the article highlights that Huagong Technology's various business segments continued production during the Spring Festival, with a focus on the high-speed optical module automation production line, which is crucial for global AI applications [1][3] - The company's optical module business has secured orders extending to the fourth quarter of 2026, with production lines operating at full capacity 24/7, ensuring the mass production and delivery of 1.6T and 800G high-speed optical modules [3] - In 2025, Huagong Technology's domestic production base for high-speed optical modules is expected to grow by 111% year-on-year, while the overseas base is projected to increase by 500%, with plans to enhance the production capacity of 800G and 1.6T modules by over 50% this year [3] Group 2 - Industry analysis indicates that the demand for AI is driving technological upgrades in the optical module industry, which is evolving along the path of "rate iteration - material innovation - packaging breakthroughs," with the upgrade from 800G to 1.6T becoming a mainstream trend [3] - According to Xinyi Securities, the global demand for computing power is certain to explode, positioning optical modules as a core component of AI computing hardware infrastructure, with domestic suppliers holding a significant share of the global market [3] - As optical communication trends towards higher speeds, supporting technologies such as high-speed optical modules, optical fibers, CPO, liquid cooling, and copper connections are expected to benefit continuously [3]

Group 1 - The company has secured orders for its connectivity business until the fourth quarter of 2026, indicating strong demand and a robust order backlog [1] - The AI high-speed optical module production line is operating at full capacity 24 hours a day, reflecting the company's commitment to meeting market needs [1] Group 2 - Alibaba Cloud's Coding Plan supports various models including Q&A 3.5, GLM-4.7, and Kimi-K2.5, showcasing advancements in AI technology [1] - Zhiyuan released a technical report on GLM-5, providing full disclosure of technical details, which may enhance transparency and trust in their AI solutions [1]

Group 1 - Multiple companies and laboratories in the Optics Valley are operating at full capacity during the Spring Festival, with Huagong Technology's orders for connection business scheduled until Q4 2026 and AI high-speed optical module production lines running 24/7 [1][3] - Huagong Technology's production bases in Wuhan and Thailand resumed operations immediately on the first day of the Lunar New Year, focusing on mass production and delivery of high-speed optical modules such as 1.6T and 800G [3][5] - Yifang Communication's fiber optic production facility in Wuhan also continued operations during the Spring Festival, with teams deployed to ensure communication support for various events [3][5] Group 2 - Huagong Technology is recognized as one of the top ten optical module manufacturers globally, with a diverse range of products including laser equipment, anti-counterfeiting labels, and optical communication electronic components [5] - Yifang Communication, a state-owned enterprise under Yifang Technology, specializes in the production and sales of communication system equipment, fiber optics, and data network products [5] - During the Spring Festival, Yifang Communication collaborated with operators to deploy professional support teams across various locations to ensure communication reliability for the Spring Festival Gala [5] Group 3 - Greenme's Jingmen Park maintained continuous production during the Spring Festival, with a total of 14,301 employees on duty from the first to the fifth day, generating over 400 million yuan in manufacturing output [5] - The company led by Cui Peijun, known for its customer incentives, resumed operations on February 22, with customers queuing to place orders, reflecting strong demand [7][8]

Group 1 - The core point of the article is that Huagong Technology's AI high-speed optical module orders are fully booked until the fourth quarter of this year [2] - Huagong Technology's production lines for high-speed optical modules are operating at full capacity 24 hours a day, with orders extending to 2026 [4] - The company plans to increase the production capacity of its 800G and 1.6T high-speed optical modules by over 50% this year to meet market demand [5] Group 2 - Huagong Technology is among the top ten optical module manufacturers globally, with a diverse range of products including laser equipment and optical communication electronic components [5] - The company has seen significant growth in its domestic and overseas high-speed optical module production bases, with a year-on-year increase of 111% domestically and 500% overseas expected by 2025 [5] - The market outlook for pluggable optical modules remains positive, with expectations that the industry will return to a performance-driven consensus over time [5]