Shenzhen Optical Communication Enterprises' Hardcore Breakthrough Releases New Development Momentum

Securities Daily Reporter Tian Peng

Since 2026, China’s optoelectronic technology innovation has continued to deepen, with application scenarios expanding from traditional communications to emerging fields such as computing networks, intelligent manufacturing, and laser equipment. A series of new technologies and achievements have been showcased at events like the 2026 Mobile World Congress (MWC) and the Munich Shanghai Optics Expo. Chinese optoelectronic companies are becoming important players in the global market and gradually leading industry technological development trends.

The industry’s leapfrog development relies on a large number of backbone enterprises continuously focusing on technology and increasing R&D investment. They are overcoming technical bottlenecks in key areas such as optical materials, laser equipment, and optoelectronic components, filling industry chain gaps, and strongly promoting China’s optoelectronic industry to accelerate toward the mid-to-high end of the global value chain.

This year, the Government Work Report proposed to accelerate the cultivation and expansion of new growth drivers. It emphasizes focusing on the real economy, developing new productive forces according to local conditions, and building a modern industrial system. Under this policy guidance and support, the optoelectronic industry will usher in broader development opportunities, continue to strengthen technological innovation and industrial upgrading, and contribute more to high-quality economic development and the cultivation of new productive forces.

Deepening R&D and Achieving Results

Building Core Industry Competitiveness

Currently, the global construction of computing networks is accelerating, with explosive growth in artificial intelligence, big data, and industrial intelligent manufacturing, prompting faster technological iteration and scene extension in the optical communication industry. The core issues of independent control over chips, key devices, and high-end equipment have become central to industry development and key breakthroughs for China’s optoelectronic industry to reach the top tier globally.

Against this backdrop, leading companies in the Shenzhen Stock Exchange market (referred to as “Shenzhen Market”) in the optical communication sector are focusing on critical links and technical pain points along the industry chain. Relying on long-term technological accumulation and precise strategic deployment, they have solved many “bottleneck” problems in their respective segments, creating core products and technical solutions with global competitiveness.

For example, Wuhan FiberHome Technologies Co., Ltd. (“FiberHome”) specializing in optical communication has achieved the industry’s first release of tri-mode 50GOLT in the next-generation broadband access field, with industry-leading performance; in transmission network products, it has developed integrated coherent optical modules supporting full Wavelength Division Multiplexing (WDM) and multi-rate tunability, further expanding network application scenarios.

Another example is Huagong Tech Co., Ltd. (“Huagong Tech”), which continues to push key technological breakthroughs. In smart manufacturing, the company has increased R&D in AI and intelligent equipment, successfully creating the world’s first intelligent 3D five-axis laser cutting equipment; in connectivity, it has achieved independent control of high-end optical chips, with full self-developed design capabilities from silicon photonic chips to modules.

A Huagong Tech executive told Securities Daily that the company has leading laser equipment R&D and manufacturing capabilities in China, along with a full industrial chain advantage in industrial lasers. It also possesses a full range of products from chips to devices, modules, and subsystems, with large-scale production capacity. Its products are widely used in global AI computing power and wireless communications.

Fujian FJ晶科技股份有限公司 (“FJ晶Tech”) stated that the company has improved crystal growth processes through innovation in traditional manufacturing, greatly enhancing the internal quality of nonlinear crystals, laser crystals, and magneto-optic crystals. It has also achieved mass production of new prism gratings used in WSS modules for high-speed optical networks, with performance reaching international advanced levels.

Overall, these leading Shenzhen optical communication companies have steadily advanced R&D, filling gaps step by step, and continuously breaking through key technologies and core products. As more innovative results are rapidly transformed into applications, China’s optical communication industry’s overall competitiveness will continue to strengthen, providing more reliable support for digital economy and information infrastructure development.

Strengthening Innovation Foundations

Activating the Source of Technological Development

In fact, the optoelectronic industry is a typical technology-intensive and capital-intensive sector. Breakthroughs in core technologies do not happen overnight; they require long-term stable funding, top talent support, and comprehensive innovation platforms. Moreover, leveraging capital markets to connect R&D, mass production, and marketization is essential. Globally, building core technological barriers is fundamentally a contest of innovation investment and R&D strength.

Leading Shenzhen optical communication companies understand the importance of innovation. They always regard R&D investment as a core strategic focus, relying on the financing advantages of capital markets to continuously increase R&D spending, build high-end innovation platforms, and attract top technical talent. They have established a global innovation ecosystem with deep industry-academic-research collaboration, providing continuous momentum for core achievements transformation and frontier technology deployment.

A Huagong Tech executive said that since listing on the Shenzhen Stock Exchange, the company has used capital market financing to accelerate core technology R&D, industrial layout upgrades, and market expansion. Meanwhile, it collaborates closely with upstream and downstream partners to solve key component and common technological challenges, continuously enhancing the overall competitiveness of the entire industry chain. In terms of globalization, the company has built a “technology-leading—local manufacturing—global delivery” global ecosystem.

FiberHome also emphasizes mechanism-based innovation to sustain technological development. It has national key laboratories for optical communication technology and fiber optic communication technology engineering centers, forming a “four-in-one, advantage-synergistic” global innovation system. It also leads the establishment of the National Information Photonics Innovation Center, focusing on breakthroughs in critical industry chain technologies.

FJ晶Tech’s leadership noted that since going public in 2008, the company has relied on capital market innovation to expand non-linear optical crystals, laser crystals, and precision optical components, as well as laser devices. To address industry bottlenecks, the company has formed dedicated teams for focused R&D, with annual R&D investment accounting for about 10% of sales. It also has a national enterprise technology center, a postdoctoral research station, and provincial-level R&D platforms, actively engaging in strategic cooperation and technological exchanges with research institutions.

Representing Shenzhen’s leading companies like FiberHome, Huagong Tech, and FJ晶Tech, these firms have persisted in deep technological cultivation, comprehensive industry chain deployment, and efficient capital market support. They have not only broken foreign technological monopolies and filled critical industry chain gaps but also taken on the responsibility of leading China’s optoelectronic industry onto the global stage. Looking ahead, with continuous policy support, an improving innovation ecosystem, and sustained market demand, China’s optoelectronic industry will remain committed to independent control, high-end, intelligent, and global development, accelerating technological innovation dividends, further consolidating its competitive edge worldwide, and injecting stronger momentum into the construction of a modern industrial system.