According to a research report from CITIC Securities, the China International Optoelectronic Exposition (CIOE 2026) vividly illustrates the flourishing state of the optical communication industry. There is a sustained strong demand for optical modules and their upstream components, prompting leading companies to actively strategize their annual production capacities. Technological innovations are not only generating fresh demand but also elevating product value, thereby fueling the swift advancement of the entire industrial chain. In this context, traditional optical communication manufacturers are expediting product upgrades, broadening their offerings of comprehensive interconnection solutions, and fine-tuning their platform strategies. Concurrently, the development of domestically produced electronic chips and foundry services is gaining momentum, with consumer electronics and precision optics manufacturers actively exploring the realm of passive optical communication components, ushering in transformative changes to the industry. CITIC Securities maintains a positive outlook on optical companies that are proactively venturing into the optical communication sector and achieving early mass production and shipments, as well as on domestic manufacturers focusing on core links and positioned to secure customer contracts.