InterSunrise Innovation: It is expected that the photovoltaic module industry will continue to maintain a good growth trend in 2026.
Jintai Xuchuang stated on the institutional conference call on October 30 that, this year, industry demand has grown rapidly, overseas major customers have continued to increase their capital expenditure guidance, and have added construction plans for AI data centers, proposing clear demand guidance for optical modules for 2025-2026. Along with the continuous growth in AI computing power demand, the optical module industry has maintained high prosperity and high certainty, and it is expected to continue to maintain a good industry growth trend in 2026.
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