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Huagong Tech's (SZSE:000988) Returns On Capital Are Heading Higher
Huagong Tech (000988.SZ): Overseas demand is mainly focused on 800G and 1.6T, with a planned monthly production capacity of 0.1 million units.
Gelonghui reported on December 31 that Huagong Tech (000988.SZ) stated during an investor relations activity that this year, the domestic market is mainly focused on 400G shipments. The constructed monthly production capacity of 400G optical modules is approximately between 0.4 million and 0.45 million units. In response to domestic market demand, the production is now being expanded from 0.45 million units to 0.7 million units per month. In November, the first phase of the "Next Generation Ultra High-Speed Optical Module R&D Center and High-Speed Optical Module Production Base Construction Project" at Huagong Tech's optoelectronic information industry innovation park was capped, covering an area of 0.0825 million square meters for the R&D and production of high-speed optical module products, initiating a 'speeding up' program.
Huagong Tech (000988.SZ): Launched 800G AEC module, the product is suitable for connections between Servers, Switches, and Routers.
Gelonghui, December 31st丨Huagong Tech (000988.SZ) stated in an investor relations event that in September this year, the company launched the all-new 800GAEC module, which is suitable for connection between Servers, Switches, and Routers, providing stable and high-speed data transmission while reducing signal attenuation and interference. It supports data transmission rates of 400G/800G, which is crucial for intelligent computing centers and supercomputing centers that handle large-scale data and complex computational tasks. The company expects market demand to be released next year and will actively promote the adaptation of this product among target customers.
Huagong Tech (000988.SZ): Preparing for the ramp-up of 800G LPO products in the first quarter of next year.
On December 31, Glonghui reported that Huagong Tech (000988.SZ) stated during an investor relations activity that in the overseas market for optical connection Business, the company has conducted tests for 400G, 800G, and 1.6T products with several leading clients. The 800GLPO product has clear demand, and testing is currently being expedited for a swift rollout. The 1.6T product is accelerating sample testing, and the overall progress is in the top tier of the Industry. The company's overseas factory for optical connection Business has reached production conditions and is preparing for the 800GLPO product's volume increase in the first quarter of next year.
Huagong Tech (000988.SZ): The 400G silicon optical module has been shipped in bulk to leading Internet Plus-Related companies in China, and the volume will continue to increase in the future.
On December 31, GELONGHUI reported that Huagong Tech (000988.SZ) stated in an investor relations event that there will be significant growth in the domestic market for optical modules next year. Among major Internet Plus-Related and device manufacturers, the company's optical product offerings will cover the full range from 100G, 200G to 400G, and 800G. Next year, the delivery of high-speed optical modules will further increase, and single-mode 400G and 800G will continue to scale up. The growth of the company's connection Business next year is certain, and the strength of certain manufacturers' advantageous market shares is also strong. In addition, the entire series of LPO products will be delivered in large volumes. In terms of optical chips,
Huagong Tech (000988.SZ): The data communication products have achieved full coverage of 100G, 200G, 400G, and 800G products.
On December 27, Gelonghui reported that Huagong Tech (000988.SZ) stated on the investor interaction platform that in the domestic market, among the major Internet Plus-Related and equipment manufacturers, the company's data communication products have achieved full coverage of 100G, 200G, 400G, and 800G product ranges.