300308 Zhongji Innolight
- 131.51
- -0.33-0.25%
Zhongji Innolight News
Brokerage morning meeting highlights: The construction of a national unified electrical utilities market is accelerating, bullish on three main lines.
In today's brokerage morning meeting, htsc stated that the construction of a national unified electrical utilities market is accelerating, with a bullish outlook on three main lines; Galaxy Securities indicated that 5G applications are expected to develop on a large scale, selecting high-quality symbols with improved marginal prosperity; haitong sec expressed a bullish view on the steady rise of rare earth prices.
Express News | Zhongji Innolight: Investment in Hechuang Zhiyuan Phase II fund.
Express News | The fund's year-to-date net asset value growth rate exceeds 53.6%.
zhongji innolight (300308.SZ): The 1.6T product is currently still in the preparation stage before shipping.
Gelonghui reported on November 25 that zhongji innolight (300308.SZ) stated on the investor interaction platform that the 1.6T product is currently in the preparation stage before shipment.
Zhongji Innolight (300308.SZ): The core application areas of the products are in datacenter and telecommunications fields.
Gelonghui reported on November 25 that zhongji innolight (300308.SZ) stated on the investor interaction platform that the core application areas of the company's products are in the datacenter and telecommunications fields.
Zhongji Innolight (300308.SZ): The main business does not involve cryptos
Gelonghui, November 25 th丨zhongji innolight (300308.SZ) stated on the investor interaction platform that the company's main business does not involve cryptos.
zhongji innolight (300308.SZ): Currently, the main sales of 800G optical modules are to overseas markets.
Gelonghui, November 25丨zhongji innolight (300308.SZ) stated on the investor interaction platform that the current 800G optical modules are mainly sold to overseas markets.
Express News | The first gem artificial intelligence etf in the entire market has been approved, and it is managed by Huabao Fund.
zhongji innolight (300308.SZ): possesses globally leading capabilities in optical module design and R&D, and can launch high-performance products with next-generation speeds ahead of competitors.
Gelonghui November 21st | Zhongji Innolight (300308.SZ) stated on the investor interaction platform that the company has globally leading capabilities in the design and research of optical modules, and can launch next-generation high-performance products ahead of its peers. In 2017 and 2018, the company's 400G optical modules OSFP and QSFP-DD two specification products were the first to be released globally, and in 2018 were the first to be certified by key North American customers and started small-scale supply.
Zhongji Innolight (300308.SZ): Currently, the optical module products have not yet involved siasun robot&automation field.
Gelonghui, November 18, zhongji innolight (300308.SZ) stated on the investor interaction platform that the company's optical module products have not yet been involved in the siasun robot&automation sector.
Express News | Galaxy Securities: 6G development is gradually accelerating, with breakthroughs in cutting-edge technologies.
Tianfeng: New AI momentum drives industry growth acceleration, bullish on the communication industry to continue high prosperity and accelerate growth each quarter.
In terms of net income, the overall net income of communications equipment in Q3 2024 increased by 18% year-on-year, a significant reversal compared to the -16% in Q3 2023, reflecting a rapid recovery in industry profitability amid the transition between old and new driving forces.
China Galaxy Securities: The 2024 Global 6G Development Conference accelerates 6G development, bullish on the development of the 6G hardware industry chain.
6G bandwidth is expected to reach over 100 times that of 5G, with frequency bands possibly increasing to the terahertz level (TeraHertz, THz). In June 2023, ITU-R WP5D clearly defined six major applications of 6G: immersive communication, ultra-reliable low-latency communication, massive communication, ubiquitous connectivity, integrated sensing, and integrated intelligence computing.
A-share CPO concept stocks have rebounded, eoptolink technology inc. has risen over 8%.
Gelonghui November 13th | Eoptolink Technology Inc. rose by more than 8%, Zhongji Innolight, T&S Communications, Suzhou TFC Optical Communication, and Liant Technology all rose by more than 4%. China Securities Co.,Ltd. research reports pointed out that in the future CPO era, the optical module industry is expected to evolve into the optical engine industry, with the market size expected to achieve significant growth. At the same time, in this process, there will be significant demand driving and industrial restructuring for optical chips, packaging, and equipment sectors.
zhongji innolight (300308.SZ) issued 1.12 million restricted stocks with a grant price of 37.06 yuan per share.
Zhongji Innolight (300308.SZ) announcement, the board of directors and supervisory board have approved the "Regarding the Restriction...
Nomura Adjusts Zhongji Innolight's Price Target to 190 Yuan From 180 Yuan, Keeps at Buy
Express News | Zhongji innolight and others established a venture capital partnership enterprise in Suzhou, with a total investment of 70 million.
Express News | Galaxy Securities: Bullish on the autonomous and controllable trends in the communication industry and the transformative trend of AI technology.
China Securities Co., Ltd.: Maintaining a "buy" rating on Zhongji Innolight, benefiting from the strongest certainty of AI high demand.
Gelonghui on November 6 | csc research reports pointed out that zhongji innolight (300308.SZ) is a global leader in the optoelectronic module industry, benefiting from the strongest certainty of AI high demand, and overall market share is in a leading position globally. The company maintains deep cooperation with North American cloud manufacturers, conducts research and development according to customer needs, has achieved first-mover advantage and high market share. While consolidating its leading position in the data communication market, the company also performs well in the telecommunications market and related markets. The company actively lays out cutting-edge areas, including 1.6T, silicon photonics, LPO, and CPO, among others, possessing strong market competitiveness.
Zhongji Innolight (300308): The performance continues to grow rapidly, maintaining a leading position in the industry
Core points In the first three quarters of 2024, the company achieved revenue of 17.31 billion yuan, a year-on-year increase of 146%; achieved a net income attributable to the mother of 3.75 billion yuan, a year-on-year increase of 190%. The company's gross margin is stable, with strong profitability.
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