Market Analysis: Before talking about opportunities, look at the market with the hermit.
The current problem facing the market is not simply to return to the volatility range, but how to break the consolidation impasse and activate the market vitality. If the situation is deadlocked, it will be difficult to see an improvement in economic revitalization. We are not afraid that the ceiling will break 5,000 or 10,000, but we need to be down-to-earth.
Right now, it comes at a time when investors are facing a lot of problems: value is not yet fully highlighted, money is lackluster, and market sentiment is up and down. We need to respond carefully and explore more opportunities.
The current upward pattern of the market is very certain, and the new round of small cycle pattern is also very stable, but the technical conditions in the gestation period are constantly being destroyed and reshaped. We have to strengthen our confidence and wait for the end of this small process, and hopefully it will not be too far away.
Message Surface:Recently, the first localized 110GHz electro-optical intensity modulator product was successfully developed in the National Information Optoelectronics Innovation Center, and has been verified and ordered by many industrial customers.
The modulator is based on the domestic thin film lithium niobate chip as the core, which fills the domestic gap and will effectively alleviate the problem of high-end optical modulators"Stuck neck".Issue.
This major breakthrough marks that China has made important progress in independent innovation in the field of optoelectronics, breaks the monopoly of foreign companies in the field of high-end electro-optical modulators, and lays a solid foundation for the independent development of China's optoelectronics industry.
In the past, China could only develop and produce electro-optical modulator products with a bandwidth of less than 40GHz, and electro-optical modulators with a bandwidth of more than 67GHz were monopolized by a few companies such as the United States and Japan, and were extremely expensive, posing a serious threat to the independent development of China's optoelectronic industry.
However, the successful development of the domestic 110GHz electro-optical modulator will break this situation and inject new vitality into the development of China's optoelectronic industry.
This achievement not only broke the monopoly of foreign companies in the field of high-end electro-optical modulators, but also enhanced China's position in the global scientific and technological competition.
Therefore, after an in-depth review, the hermit has excavated the "5 "chip + CPO" core leaders, especially the last one, which is expected to become ten times the bull
1. Reddy Conda
Through the investment in the field of laser core chips, the company has carried out in-depth cooperation with the upstream chain of cutting-edge optical network technologies, improved the company's technical reserves, and developed optical network products and solutions with larger capacity, higher speed and higher integration.
2. Tongyu communication
The company actively makes technical reserves and layouts in the fields of CPO, silicon photonics, and coherence. The main contents of the research and development include high-speed optical device packaging platform, high-speed related optical module technology and products, CPO co-packaging process and optical module technology and products.
3. Mingpu optical and magnetic
The company is mainly engaged in the research and development, production and sales of magnetic components, optical communication products, and various power supply products. It mainly produces four categories of products: communication magnetic components, communication optoelectronic components, communication power supply system equipment and communication power supply.
4. Maijie Technology
The company has established close cooperative relations with well-known mobile phone chip development enterprises at home and abroad, and the qualification rate of the company's main products is at the leading level in China.
5. The most optimistic one for the hermit!
Clause. First, it is the world's leading supplier of optoelectronic devices, with a vertically integrated product line from chip packaging to optoelectronic devices to optoelectronic modules, and the company's products equipped with thin-film lithium niobate meet the needs of customers.
Clause. Second, the upward trend, stepping back on the key support, the strong characteristics are obvious;The main force is deeply laid out, the stock is active, and it is about to rise.
Clause. Third, from a technical point of viewMACD daily weekly month three-line golden cross, there is a bottom reversal signal, is expected to usher in the start of the pull!
Risk Warning: The views mentioned in this article only represent personal opinions, and the subject matter involved is not recommended. ##