300308 Zhongji InnolightWatchlist
About Zhongji Innolight Company
The company (SZ: 300308) is a professional high-speed optical module solution provider. It is a technology-innovative enterprise integrating R&D, design, packaging, testing and sales of high-end optical communication transceiver modules. In 2017, Zhongji Xuchuang officially entered the GEM. In recent years, Zhongji Xuchuang has maintained good revenue performance and excellent capital operation capabilities, leveraged platform advantages, integrated industrial resources, and continuously strengthened the investment layout of the entire optoelectronics industry chain. The company's main business is R&D, production and sales of high-end optical communication transceiver modules and optical devices. Currently, the company's business is mainly carried out through Suzhou Xuchuang, a wholly-owned subsidiary, and Chengdu Chuhan, a holding subsidiary. The company's main products are high-speed optical communication modules. The company has won honors such as Best Data Center Product of the Year and China Data Center Innovation Product.
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
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
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.