HK Stock Market Move | Shunyu Optical (02382) surged more than 6% in intraday trading. Optical interconnect will usher in an important growth opportunity. The company's products have been sent to domestic and overseas customers for sample validation.

Sunway Optoelectronics (02382) rose more than 6% during trading, and as of the time of publication, it was up 5.5% to HK$66.2 with a trading volume of 4.97 billion HK dollars. On the news front, Guosheng's research report pointed out that Microsoft, Google, Amazon, and META are continuing to grow rapidly in their core businesses and AI core businesses, with an upward revision of their capital expenditures for 2026. The transmission speed of optical connections in traditional data centers is undergoing rapid iterative upgrades from 400G and 800G to 1.6T and 3.2T. At the same time, the proportion of optical modules to XPUs is continuously increasing, and in the future, clusters consisting of tens of thousands/millions of XPUs may require fifty thousand/ten million optical modules respectively, with proportions reaching 1:5/1:10. Optical interconnection will usher in important growth opportunities in the future and become a key force supporting the development of cutting-edge technologies such as AI. According to public information, Sunway Optoelectronics previously established a joint venture company with Kunyou Optoelectronics (Sunway Olai Semiconductor Optics), focusing on the research and promotion of wafer-level optical chips and high-speed optical links for optical communication products. Leveraging its nano-level ultra-precision manufacturing and million-level yield control capabilities accumulated in the field of mobile phone lenses, Sunway Optoelectronics has reused them in the field of optical communication to address the core pain points of optical alignment and coupling in silicon photonics technology. The company's products have been sampled and validated by leading domestic optical module manufacturers (such as Zhongji Innolight, Suzhou TFC Optical Communication, Accelink Technologies) and overseas top customers (such as NVIDIA, Broadcom).