At the semi-annual performance meeting, Min Dayong, the Chairman and General Manager of Changguang Huaxin, disclosed that as the construction of AI computing power continues to progress, it is anticipated that the revenue growth rate of the company's optical communications business will outpace that of its industrial laser business over the next two years. To achieve this, the company will ramp up its strategic deployments in areas such as AI optical communications, laser sensing, and silicon photonics integration, aiming to emerge as a globally leading optical chip enterprise.
Min Dayong emphasized that while the current optical chip market maintains stable prices due to a tight supply-demand balance, in the long run, prices may experience downward pressure as yields improve, production capacity expands, and new competitors enter the market. In the first half of the year, the company's industrial laser business revenue registered growth, with gross profit margins remaining stable. Simultaneously, the market demand for ultra-high-power special lasers is witnessing rapid growth, and it is projected to enter a phase of swift development from 2027 to 2028, with a clearly discernible market trend.