China's Optical Module Dark Horse: 1.6T Breakthrough and 1000% Capacity Surge

Very Bullish · $300502.SZ

What Happened

Huilv Ecology announced a major expansion of high-speed optical module production capacity, adding 2 million units in Wuhan and planning nearly 10 million units across China and Malaysia. The company also released an updated restructuring report showing its subsidiary Junheng Technology's revenue surged 60.76% in the first half of 2026.

Bottom Line

Huilv Ecology is aggressively scaling up production of high-speed optical modules, with strong order momentum and a clear path to profitability, making it a compelling growth story.

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