Shenzhen Innovation Pioneer | Leading Optical Communication Enterprise Breaks Through with Innovation, Building a Solid Foundation for Industry Upgrading with Core Technology

Securities Times Reporter Wu Shaolong

The 2026 Government Work Report outlines the main objectives and major tasks for the 14th Five-Year Plan period. Among them, the report states, “Focusing on high-level technological self-reliance and strength, strengthening original innovation and tackling key core technologies, and deeply advancing the construction of Digital China.”

As the core foundation of the digital economy and computing network development, the optical communication industry is the key track for technological innovation. In recent years, leading companies in the Shenzhen market such as Guangxun Technology, Huagong Technology, and Fojing Technology have focused on core areas like optical materials, laser equipment, and optoelectronic components. With strong technical accumulation, continuous R&D investment, and breakthroughs in key technologies, they have achieved a leap from following to running alongside and leading the global market. They have become the core support for China’s optoelectronic industry to move up the global value chain to the mid-to-high end, demonstrating the Shenzhen capital market’s vital role in empowering the real economy and cultivating new productive forces.

Technical Accumulation Builds Barriers

Multi-Track Industry Benchmarking

The core competitiveness of the optical communication industry stems from long-term technological accumulation and product deployment. Guangxun Technology, Huagong Technology, and Fojing Technology focus on different niche segments, leveraging differentiated technological advantages and large-scale production capabilities to become industry benchmarks, establishing China’s core barriers in optical communication.

As a leading enterprise in China’s optoelectronic industry, Guangxun Technology has built a strategic R&D system and large-scale production capacity covering a full range of products including optoelectronic chips, devices, and modules. Its products are widely used in telecom optical transmission, access networks, data centers, and computing centers. The company has ranked first for 19 consecutive years among China’s top 10 most competitive companies in optical devices, auxiliary equipment, and raw materials, and consistently ranks among the top 10 most competitive global optical device companies, maintaining industry leadership and comprehensive competitiveness.

As one of China’s largest laser equipment manufacturers and a global leader in “laser + intelligent manufacturing” system solutions, Huagong Technology possesses domestic leading R&D and manufacturing technology for laser equipment and advantages across the entire industrial laser supply chain. Additionally, the company has full product lines from chips to devices, modules, and subsystems, with applications spanning AI computing power and wireless communications. It ranks in the Top 10 among global optical module manufacturers. The company also continues to strengthen its leadership in thermal management for new energy vehicles and multi-functional sensors, independently mastering core technologies for manufacturing sensor-sensitive ceramic chips and packaging processes.

Fojing Technology specializes in crystal components, precision optical elements, and laser devices, with products widely used in laser, optical communication, lidar, semiconductor equipment, and optical testing. It is a leader in nonlinear optical crystals and laser crystals internationally and is the world’s largest producer of LBO and BBO crystals and their components. The company’s precision optical components are expanding in scale and global influence, achieving mass production of new prisms and gratings for high-speed optical network dynamic regulation modules, with overall performance reaching international advanced levels. The company actively expands into high-end laser device markets, with self-developed acousto-optic and magneto-optic devices successfully breaking foreign monopolies.

Strong R&D Investment Builds Foundations

Multi-Dimensional Deployment Activates Innovation

Innovation is the core driver of the development of the optical communication industry. The three companies focus on national technological innovation strategies, with R&D investment as the key, building innovation platforms, improving talent mechanisms, and deepening industry chain collaboration to establish comprehensive innovation support systems and lay a solid foundation for technological breakthroughs.

Guangxun Technology emphasizes mechanisms to strengthen technological innovation and sustainable development. The company 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 Optoelectronic Innovation Center to focus on breakthroughs in key common technologies across the industry chain. Since listing in 2009, the company has continuously increased R&D investment, effectively promoting technological resource integration and innovation achievement transformation. Currently, it has over 1,300 R&D personnel, with annual R&D spending around 10% of revenue, and has applied for more than 3,000 patents domestically and internationally. It has led or participated in drafting over 290 national and industry standards, continuously enhancing its innovation strength and industry leadership.

Since its listing on the Shenzhen Stock Exchange in 2000, Huagong Technology has used capital market financing mainly for core technology development, industrial upgrades, and market expansion. In the first half of 2025, R&D expenditure reached 461 million yuan, a 19% increase year-over-year, with 143 patent applications (including 77 invention patents) and 56 software copyrights. The company has launched the “Doctor 500” plan to drive talent development, relying on the Central Research Institute to build a tripartite talent cultivation model involving government, academia, and enterprise, and has recruited over ten top experts including academicians. In terms of industry chain deployment, the company collaborates with upstream and downstream partners to accelerate solving core component and fundamental common technical problems, continuously improving overall industry chain competitiveness. Its global operations follow a “technology leadership—local production—global delivery” ecosystem.

Fojing Technology highly values R&D investment and technological innovation, receiving honors such as National High-Tech Enterprise, the third batch of National Innovative Enterprises, and Fujian Province’s first batch of innovative enterprises. Since its listing in 2008, the company has used capital market innovations to fund expansion of nonlinear optical crystal and laser crystal projects, as well as the development of precision optical components and laser devices. To address industry key technical bottlenecks, the company has formed dedicated teams for focused research, with annual R&D spending around 10% of sales revenue. It has established a national enterprise technology center, postdoctoral research station, provincial-level new R&D institutions, and other platforms, actively conducting frontier technology research and strategic cooperation with research institutions.

Key Breakthroughs Overcome Bottlenecks

Multi-Field Breakthroughs Enable Industry Upgrading

Driven by emerging industries such as digital economy and computing networks, the optical communication industry faces development opportunities, technological challenges, and issues like foreign monopolies on core components. The three companies focus on critical links in the industry chain, achieving breakthroughs in high-speed optical modules, core chips, and high-end optical crystals, promoting industry upgrading toward high-end and自主化.

Guangxun Technology has dedicated nearly 50 years to optical communications. It continues to innovate in AI, providing customers with full-stack optical connectivity solutions. The company has achieved mass shipments of 400G/800G high-speed optical modules, launched a full series of 1.6T high-speed modules suitable for various applications, developed the world’s first 3.2T silicon photonic single-mode NPO module, and completed system verification with leading domestic CSP manufacturers. It is actively developing cutting-edge technologies such as optoelectronic co-packaging (NPO/CPO), all-optical switching (OCS), and high-density optical connections. In next-generation broadband access, it launched the industry’s first tri-mode 50GOLT, with industry-leading performance; in transmission network products, it developed integrated coherent optical modules supporting full Wavelength C/C++ and multi-rate tunability, further expanding network application scenarios.

Huagong Technology continues to push breakthroughs in key core technologies, creating specialized and innovative products. In intelligent manufacturing, it has increased R&D in AI and smart equipment, successfully developing the world’s first intelligent 3D five-axis laser cutting equipment; completed the first batch delivery of third-generation SiC and GaN smart equipment, achieving自主化突破 in high-end wafer manufacturing equipment. In connectivity, it has achieved自主可控 high-end optical chips, with full自主设计 capabilities from silicon photonics chips to modules; successfully launched the latest 1.6T optical module silicon photonics chips, 1.6T optical module solutions, and next-generation 3.2T CPO solutions. In sensing, it actively develops new products like refrigerant gas sensors, with自主设计的陶瓷电容芯体结构 leading the industry dominated by foreign companies, becoming the largest domestic supplier of UV acousto-optic modulators. In 2025, it launched large-diameter BBO electro-optic modulators and drivers, with performance comparable to international competitors, filling a domestic gap and winning the “2025 China Top 10 Optical Industry Technology—Application Award.”