Zhongji Xuchuang (300308): AI Computing Power Drives High-End Product Volume and Continued Release of Production Capacity in the Second Half of the Year

Event: Zhongji Xuchuang released its semi-annual report for 2023. 23H1 achieved revenue of 4.04 billion yuan (-5.37% year on year), operating profit of 714 million yuan (+36.00% year on year), and net profit of 6.14 million yuan

海通證券10:32

Changes in A-shares | Zhongji Xuchuang rose more than 7%, institutions say demand for 800G products continues to rise and operations are progressing steadily

GLONGHUI September 22 | Zhongji Xuchuang (300308.SZ) rose more than 7% to 104.61 yuan, with a total market value of 83.98 billion yuan. According to the Zhongyuan Securities Research Report, as the world's leading supplier of optical modules, the company has advantages such as leading technological innovation, rapid mass production and delivery capabilities, and improved quality assurance systems, and continuous improvement in business quality. The company's demand and orders for 800G products continue to increase, and is developing 1.6T optical modules. AI customer demand for 1.6T products is expected to be released in 2025. The company's net profit to parent is estimated to be 1,613 billion yuan or 32.3 billion yuan in 2023-25

Gelonghui Finance10:09

Open source securities: AI-driven optical modules boost downstream prosperity and establish a “volume increase” logic for the industry

The supply of AI large model computing power chips is in short supply, bringing significant demand benefits to high-end optical modules.

Zhitong Finance09-21 03:16