Zhongji Innolight: Demand for High-End Optical Modules Such as 1.6T and 800G Expected to Keep Growing Rapidly

36Kr learned from an announcement by Zhongji Innolight that the company's production and operations are currently normal, its supply chain is stable, capacity utilization is sufficient, and customer order demand is strong. Downstream demand remains highly prosperous, and the company's order backlog is full. In overseas markets, orders from major customers have been booked through 2027, and some key customers have given explicit guidance for 2028 demand. The company expects demand for high-end optical modules such as 1.6T and 800G to keep growing rapidly, and demand for next-generation optical interconnect products such as NPO and XPO is also expected to gradually materialize. In the domestic market, the rapid buildout of AI computing infrastructure is expected to further boost demand for products such as 400G and 800G.