12月12日，泓明集团三十周年庆典在上海东郊宾馆隆重举行。本次庆典以“泓链寰宇，智启新章”为主题，不仅是一场隆重的纪念，更是一次凝聚共识、共创未来的盛会。这份成绩，承载着产业供应链上下游客户的长期信赖与宝贵支持，凝结着每一位泓明人的拼搏与汗水，也离不开众多合作伙伴的协同助力与产业生态建设的持续滋养。

据媒体报道，美国联邦通信委员会（FCC）正在起草内部管制草案，计划限制进口产自中国的新一代高速数据中心光收发模块，管制对象聚焦 1.6T、3.2T 等 AI 算力集群新型产品，存量已完成认证的 800G 成熟型号暂不受约束，目前草案尚未正式发布，仍存在修改、缩减甚至搁置的可能性，地缘科技博弈正从芯片制造向光通信基础设施蔓延。中国光模块制造商（包括中际旭创、新易盛、光迅科技、华工正源等）合计占全球光模块供应量近三分之二，以及全球光数据通信收发器收入约 60%。中际旭创以约 27% 的营收份额领跑全球数据中心光收发器市场，新易盛紧随其后位居第三。若相关限制完整落地，西方供应商短期内缺乏足够洁净室产能、自动化封装基础设施和良率规模来替代中国产能，可能导致 800G/1.6T AI 集群商业化启动延迟数个季度、推高超大规模数据中心物料清单成本。与此同时，中国模块制造商 90% 以上的高价值 800G 和 1.6T 模块收入依赖海外买家，限制政策将直接冲击其收入基本盘。为应对贸易风险，中际旭创、新易盛等厂商已在泰国建立高产能自动化生产线，积极拓展中国大陆以外的生产布局。

According to media reports, the U.S. Federal Communications Commission (FCC) is drafting an internal regulatory proposal that would restrict imports of next-generation high-speed data center optical transceiver modules manufactured in China. The proposed restrictions are reportedly focused on new products such as 1.6T and 3.2T optical modules for AI compute clusters, while mature 800G products that have already received certification would temporarily remain unaffected. The draft has not yet been formally released and could still be revised, scaled back, or even shelved, as geopolitical technology competition continues to spread from chip manufacturing into optical communications infrastructure. Chinese optical module manufacturers, including Zhongji Innolight, Eoptolink Technology, Accelink Technologies, and HG Genuine, collectively account for nearly two-thirds of global optical module supply and approximately 60% of global optical datacom transceiver revenue. Zhongji Innolight leads the global data center optical transceiver market with a revenue share of approximately 27%, while Eoptolink Technology ranks third. If the proposed restrictions are fully implemented, Western suppliers may lack sufficient cleanroom capacity, automated packaging infrastructure, and manufacturing yields at scale to replace Chinese production in the short term. This could delay the commercial rollout of 800G/1.6T AI clusters by several quarters and push up bill-of-materials (BOM) costs for hyperscale data centers. At the same time, more than 90% of Chinese module manufacturers’ revenue from high-value 800G and 1.6T products comes from overseas buyers, meaning such restrictions would directly hit their core revenue base. To mitigate trade risks, manufacturers including Zhongji Innolight and Eoptolink Technology have already established high-capacity automated production lines in Thailand and are actively expanding their manufacturing footprint outside mainland China.