The CPO concept was active at the end of the market. Zhongji Xuchuang rose nearly 10%, while Xinyisheng, Cambridge Technology, Optical Bank Technology, Hengdong Guang, and Huilu Ecology followed suit. According to the news, the CEO of global optical device giant Lumentum recently stated that some of the company's optical device production capacity has been reserved until the beginning of 2029, and customers have begun to lock in production capacity in 2030; even if production continues to expand, around 70% of market demand cannot be digested in 2027.

Zhitongcaijing · 4d ago
The CPO concept was active at the end of the market. Zhongji Xuchuang rose nearly 10%, while Xinyisheng, Cambridge Technology, Optical Bank Technology, Hengdong Guang, and Huilu Ecology followed suit. According to the news, the CEO of global optical device giant Lumentum recently stated that some of the company's optical device production capacity has been reserved until the beginning of 2029, and customers have begun to lock in production capacity in 2030; even if production continues to expand, around 70% of market demand cannot be digested in 2027.