Guangxun Technology: It is expected that the high-speed optical module and high-end optoelectronic component increment demand brought about by the explosive development of computing power in the next two to three years will still be the core driving force for the company's performance growth.
Guangxun Technology stated at the investor communication meeting on May 21 that the construction of global AI computing power centers is accelerating, the industry is continuing to improve, and the overall market demand for high-speed optical modules remains strong. It is expected that in the next two to three years, the incremental demand for high-speed optical modules and high-end optical devices brought about by the outbreak of the computing power industry will still be the core growth driver of the company's performance; at the same time, the company is advancing in the emerging optoelectronic track such as vehicle-mounted optical communication, nurturing a second growth curve.
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