Huagong Tech

Wuhan, Hubei, China · AI Core · Networking & interconnect / Optical & photonic interconnect · hgtech.com.cn

Huagong Tech sells high-speed optical interconnect modules, including CPO, LPO and silicon-photonics products, and designs silicon-photonics chips.

Positioning

The registry's HG Tech is Huagong Tech, and the optical module business people mean when they say HG Tech is actually HG Genuine, its subsidiary, ranked ninth globally in the top-ten optical module list Accelink cited in its 2025 placement prospectus. FY2025 group revenue was RMB 14.355 billion, up 22.59 percent, with net profit attributable RMB 1.471 billion, up 20.48 percent, and non-recurring-adjusted net profit RMB 1.187 billion, up 32.32 percent. The connectivity (optoelectronic device) segment is the engine: RMB 6.097 billion, up 53.39 percent, now 42.48 percent of group revenue, with segment gross margin up 4.85 points to 13.26 percent on the mix shift into 800G and 1.6T. First-half connectivity revenue alone rose 124 percent to RMB 3.744 billion. The technical record is first-mover rather than fast-follower: world-first 1.6T LPO and 1.6T LRO products and a 1.6T 3nm DSP solution, an industry-first 3.2T CPO solution supporting 51.2T switches and compatible with liquid cooling, and on 2026-03-17 at OFC 2026 HG Genuine joined the XPO MSA as a founding member and launched the world's first 12.8T XPO module, XPO being the new liquid-cooled pluggable optical interconnect standard for hyperscale AI data centers. Stated targets are AI-related revenue above 60 percent and overseas revenue above 30 percent within five years, with silicon photonics, LPO, CPO and NPO pursued in parallel across InP, GaAs and SiP platforms, plus thin-film lithium niobate and quantum dot lasers. Mome

Facts, with sources

  • >500mRevenue band · 9fzt.com citing investor relations
  • Overseas revenue target above 30 percent over five yearsRevenue · 9fzt.com citing investor relations
  • AI-related revenue target above 60 percent over five yearsRevenue · 9fzt.com citing investor relations
  • FY2025 overseas revenueRevenue · nbd.com.cn and paper.cnstock.com

20 facts on file. Members see all of them with the source link.

Scores, AI Core (of 10)

Deployment10
Production8
Commercials10
Progress8
Technology10
Positioning8
Firepower8
Leverage10

Traction: deployment, production, commercials, progress. Capability: technology, positioning, firepower, leverage.

Peers in Optical & photonic interconnect

13Dongshan Precision · 9819Coherent · 9628Corning · 9429Innolight · 9435T&S Communications · 9356Prysmian · 89.5

The segment's suppliers, constraints and risers, for members.

Questions this page answers

What does Huagong Tech do?

Huagong Tech sells high-speed optical interconnect modules, including CPO, LPO and silicon-photonics products, and designs silicon-photonics chips. The registry's HG Tech is Huagong Tech, and the optical module business people mean when they say HG Tech is actually HG Genuine, its subsidiary, ranked ninth globally in the top-ten optical module list Accelink cited in its 2025 placement prospectus. FY2025 group revenue was RMB 14.355 billion, up 22.59 percent, with net profit attributable RMB 1.471 billion, up 20.48 percent, and non-recurring-a

Where does Huagong Tech rank in ai core?

Huagong Tech ranks 55 of 100 on the AI Infra 100 (November 2026 edition) with a score of 90 out of 100, in Optical & photonic interconnect (Networking & interconnect). Assessment by Frontier Tech Intelligence.

Who are Huagong Tech's peers in Optical & photonic interconnect?

Dongshan Precision (rank 13), Coherent (rank 19), Corning (rank 28), Innolight (rank 29), T&S Communications (rank 35), Prysmian (rank 56).

Where is Huagong Tech based and when was it founded?

Huagong Tech is based in Wuhan, Hubei, China.

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