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Express News | The construction of data infrastructure is expected to accelerate, with multiple leading companies in specific segments being Bullish on by Institutions.
GF Securities Starts Henan Shijia Photons Technology at Buy With 30.54 Yuan Price Target
A-shares are showing unusual activity丨Outstanding Q1 performance boosts a broad rise in CPO Concept stocks, with Broadex Technologies hitting the 20CM limit up.
On April 29, in the A-share market, CPO Concept stocks experienced a general increase, with Broadex Technologies hitting the upper limit with a 20% increase, and Henan Shijia Photons Technology and WG Tech rising over 3%. In terms of news, several CPO companies reported significant growth in the first quarter, with Broadex Technologies' first-quarter Net income at 89.702 million yuan, a year-on-year increase of 322652.08%; T&S Communications reported a first-quarter Net income of 79.3696 million yuan, up 150% year-on-year.
Commentary on Jiaguangzi (688313) annual report and first quarter report: gross margin continues to increase, optical chip domestic substitution accelerates.
Event: The company released the 2024 annual report and the 2025 Q1 report. In 2024, the revenue was 1.075 billion yuan, an annual increase of 42.4%; the net income attributable to the parent company was 0.065 billion yuan, turning a profit. 2025 Q1
A-share closing review: The Shanghai Composite Index closed below 3300 points again, the Shenzhen Component Index and the Chinext Price Index rose slightly, and the Electrical Utilities Sector has risen for two consecutive days.
On April 25, Guolonghui reported that the main indexes of A-shares fluctuated slightly today. By the close of trading, the Shanghai Composite Index dropped 0.07% to 3295 points, the Shenzhen Component Index rose 0.39%, and the Chinext Price Index increased by 0.59%. The total trading volume was 1.14 trillion yuan, shrinking by 1.9 billion yuan compared to the previous trading day. Over 2800 stocks in the All Market rose, while more than 2300 stocks fell. On the market, the Electrical Utilities Sector remained strong, with Hunan Development Group and several other stocks hitting the daily limit; the Titanium Dioxide Sector rose, with Tianyuan Co., Ltd. nearing the limit; the Concept of CPO saw a surge, with Henan Shijia Photons Technology rising over 18%; the tourism and hotel sector experienced upward fluctuations, with Hubei Three Gorges Tourism Group and Tianfu Culture Tourism both hitting the daily limit; and the State-owned Assets Cloud Concept, F...
Express News | Henan Shijia Photons Technology: The company's production operations are normal with no major matters that should be disclosed but have not been disclosed.