There are currently 77 A-share CPO-related listed companies, and the overall operating income in 2022 is about 13,0898.7 billion yuan, an increase of 15 percent year-on-year18%。CPO has a wide range of application prospects in the fields of optical communication, sensors, and photoelectric displays.
In optical communication, it can be used for high-speed data transmission and fiber optic network equipment;In the field of sensors, it can be used to achieve optical sensors with high sensitivity and fast response;In the field of optoelectronic display, it can be used to provide brighter and clearer display effects. The CPO market has great potential, and according to industry data, CPO shipments are expected to increase from 50,000 units in 2023 to 4.5 million units in 2027. The CPO industry chain includes optical chips, optical modules, optical devices, optical materials, equipment and other links. Optical chip companies mainly include Changguang Huaxin, Shijia Photonics, Yongding Co., Ltd., NOVOSENSE Micro, Yuanjie Technology;Optical module companies mainly include Zhongji Innolight, Xinyisheng, Accelink Technology, Huagong Technology, Liante Technology, etc.;Optical device companies mainly include Tianfu Communication, Taichen Optics, Sirui New Materials, Zhaolong Interconnection, Fuxin Technology, etc.;Optical materials companies mainly include optical library technology, Tiantong shares, Yunnan germanium industry, Haite high-tech, Yitian shares;The equipment companies mainly include De'Longhi Laser and Robotec.
According to the financial report for the first three quarters of 2023, the gross profit margin of the Internet of Things sector has increased steadily, except for connectors and carrier communications, the rest of the sectors have increased;In terms of the proportion of inventory to total assets, most of the year-on-year decline, and the industry is expected to usher in a new round of growth after the inventory is cleared. Huagong Zhengyuan official micro introduction: the company's annual production capacity of optical modules exceeds 30 million, as one of the world's largest optical module manufacturers, has successfully developed 800GSR8 2*FR4 DR8 (SIPHG 200G 100G full range of products.
The company's full range of optical modules of 400G and below have been delivered in batches, and have entered many leading Internet manufacturers at home and abroadThe shipment volume of wireless optical module products in the 5G business remains industry-leadingThe full range of 10GPON products of the access network business has been delivered in batches, and the national production scheme has been replaced, the next-generation 25GPON optical module products have been jointly debugged with customers, and the product layout of 50GPON has been launchedSensor business revenue 146.1 billion yuan, a year-on-year increase of +4531%；Shipments of PTC heaters for new energy vehicles increased by 107% year-on-year, and shipments of on-board temperature sensors increased by +46% year-on-year