On September 30, during the semi-annual performance briefing, Min Dayong, the Chairman and General Manager of Changguang Huaxin, expressed that, propelled by the ongoing enhancement of AI computing infrastructure, the company anticipates its optical communication business revenue to outpace that of its industrial laser business over the forthcoming two years. The company is set to make significant inroads into areas such as AI-driven optical communication, laser sensing, and silicon-photonic optoelectronic integration, with the ambition of establishing itself as a preeminent global optical chip enterprise.

Min Dayong observed that, at present, optical chips are maintaining overall price stability, largely attributable to a tight supply-demand balance. Nevertheless, he cautioned that in the long term, as production yields increase, manufacturing capacities expand, and new entrants join the market, there is a likelihood of price declines. In the first half of the year, the company witnessed growth in its industrial laser business revenue, with the gross profit margin remaining relatively steady. There is a burgeoning demand for ultra-high-power specialty lasers, which is expected to surge into a rapid development phase from 2027 to 2028, marking a discernible trend.