Group 1 - The A-share market showed mixed performance on October 31, with the Shanghai Composite Index slightly retreating while the Shenzhen Component and ChiNext Index experienced slight gains [1] - The lithium battery, power battery, and solid-state battery sectors continued to show strong momentum, while AI computing power stocks faced a pullback [1] - The AI-focused ETF, Huaxia (159381), and the 5G communication ETF (515050) both fell over 2.5% [1] Group 2 - There is a strong enthusiasm for increasing investment in AI computing power, with the Huaxia AI ETF seeing a net inflow of over 100 million yuan in the last four trading days [2] - The 5G communication ETF attracted over 115 million yuan in the same period [2] - Zhongji Xuchuang, a leader in optical modules, reported a revenue of 10.216 billion yuan for Q3 2025, a year-on-year increase of 56.83%, and a net profit of 3.137 billion yuan, up 124.98% [2] - The growth in revenue is attributed to increased sales of high-end optical modules driven by the growth in computing infrastructure and capital expenditures [2] - Zhongji Xuchuang anticipates continued growth in demand for optical modules, particularly with the ongoing release of 800G orders since Q1 of this year [2]

Market Overview - The CPO concept has experienced a collective pullback for the second consecutive day, with notable declines in several companies including Tianfu Communication, which fell over 4%, and others like Guangku Technology, Dekeli, Xinyi Sheng, Lian Te Technology, Zhongji Xuchuang, and Changfei Fiber, all dropping over 3% [1]. Company Performance - Zhongji Xuchuang reported Q3 2025 revenue of 10.216 billion, a year-on-year increase of 56.83%, and a net profit of 3.137 billion, up 124.98% year-on-year. For the first three quarters, revenue reached 25.005 billion, growing 44.43%, with net profit at 7.132 billion, a 90.05% increase [2]. - Xinyi Sheng disclosed Q3 2025 revenue of 6.068 billion, marking a year-on-year growth of 152.53%, but a quarter-on-quarter decline of 5%. The net profit was 2.385 billion, up 205.38% year-on-year, with a slight quarter-on-quarter increase of 0.63%. For the first three quarters, revenue totaled 16.505 billion, a 221.70% increase, and net profit was 6.327 billion, up 284.37% [3]. Analyst Insights - Citigroup noted that Xinyi Sheng's Q3 net profit fell short of investor expectations, predicting a negative market reaction. However, this may be a one-time event, with expectations for significant net profit growth in Q4 due to the delivery of 1.6T product orders and the recognition of delayed order revenues. Citigroup maintains a buy rating on the stock [3].

消息面上，中际旭创昨晚公布业绩显示，2025年第三季度营收102.16亿元，同比增长56.83%；净利润为 31.37亿元，同比增长124.98%。前三季度营收250.05亿元，同比增长44.43%；净利润71.32亿元，同比增 长90.05%。 此前，新易盛公布业绩显示，2025年第三季度营收60.68亿元，同比增长152.53%，环比下滑5%；净利 润23.85亿元，同比增长205.38%，环比微增0.63%。前三季度营收165.05亿元，同比增长221.70%；净利 润63.27亿元，同比增长284.37%。 格隆汇10月31日｜CPO概念连续第二日集体回调，其中，天孚通信跌超4%，光库科技、德科立、新易 盛、联特科技、中际旭创、长飞光纤跌超3%。 花旗称，新易盛三季度净利润低于投资者预期，预计股价将出现负面反应，但很可能是一次性事件，净 利润预计将在第四季度大幅增长，因此若股价下跌或为一个买入的机会。花旗表示，管理层称客户订单 交付延迟影响了业绩。但花旗预计新易盛第四季度净利润增长将得益于1.6T产品的订单交付以及延迟订 单收入的确认。维持买入评级。 | 代码 | 名称 | | 涨幅% ↑ | 总市值 ...

Group 1 - Communication concept stocks declined in early trading, with New Yisheng and Tianfu Communication dropping over 5%, and Zhongji Xuchuang and Industrial Fulian falling over 4% [1] - 5G and communication-related ETFs fell approximately 3% [1] Group 2 - Specific ETF performance includes: - Wang Communication ETF at 2.769, down 0.100 or 3.49% - Main Communication Equipment ETF at 2.189, down 0.079 or 3.48% - Main 5G50 ETF at 2.203, down 0.069 or 3.04% - 5G ETF Main at 1.761, down 0.053 or 2.92% - Main 5G Communication ETF at 2.156, down 0.065 or 2.93% [2] Group 3 - Some brokerages indicate that AI may represent the largest industrial opportunity since cloud computing, with hardware growth driven by GPUs and ASICs expected to become a second growth engine next year [2] - The North American computing industry chain is anticipated to maintain high growth rates in the coming quarters, supported by the resonance of cloud revenue growth and capital expenditure from North American cloud companies [2]

Group 1 - Multiple stocks in the computing hardware sector experienced declines, with Zhongji Xuchuang, Xinyi Sheng, and Shenghong Technology dropping over 4% [1] - Other companies such as Tianfu Communication, Jianqiao Technology, and Shengyi Electronics also followed the downward trend [1]

格隆汇10月31日｜中际旭创跌逾4%，成交额突破100亿元。 ...

市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何 意见、观点或结论是否符合其特定状况。据此投资，责任自负。 风险提示及免责条款 科创50指数一度跌超2.5%，创业板指跌超1%。新易盛、中际旭创跌超6%。 ...

Group 1: Company Announcements - Huayi Technology plans to issue H-shares and list on the main board of the Hong Kong Stock Exchange [1] - Changjiang Communication intends to invest approximately 450 million yuan in the "DIAIS Intelligent Equipment R&D and Production Base Project" [1] - Konggang Co., Ltd. has won a contract for the renovation of the Beiguang Communication factory, valued at approximately 91.72 million yuan [1] - Angli Education's Daoyao Culture plans to acquire 100% equity of Shanghai Leyou for 38 million yuan [1] - Tangshan Port expects to achieve a cumulative cargo throughput of 200.7 million tons this year, a year-on-year increase of 3.9% [1] Group 2: Financial Performance - Saisir reported a net profit of 5.312 billion yuan for the first three quarters, a year-on-year increase of 31.56% [2] - Bull Group's net profit for the third quarter was 919 million yuan, a year-on-year decrease of 10.29% [2] - Lixun Precision expects a net profit of 16.518 billion to 17.186 billion yuan in 2025, an increase of 23.59% to 28.59% year-on-year [2] - Zhongji Xuchuang reported a net profit of 7.13 billion yuan for the first three quarters, a year-on-year increase of 90.05% [2] Group 3: Shareholding Changes - Ruisheng Intelligent plans to reduce its shareholding by no more than 3% [2] - Saiwei Microelectronics' Vice President and Weihe Investment plan to reduce their holdings by no more than 1% [3] - Weidao Nano's executive Zhou Ren intends to reduce his holdings by no more than 378,700 shares [3] Group 4: Other Developments - Air China plans to raise no more than 20 billion yuan through a private placement to its controlling shareholder and related parties [3] - Suneng Co., Ltd. has completed the commissioning of the Ulagai 2 unit (1000MW) investment project [3]

人民财讯10月31日电，中际旭创（300308）10月30日在机构电话会议上表示，随着客户需求和订单旺 盛，公司积极准备芯片等核心物料、扩建国内和海外产能，为2026—2027年的大规模订单交付做好相应 准备。 ...

扬子晚报网10月31日讯(记者范晓林)今天是周五，昨天时空科技（605178）7连板，亚士创能 （603378）5连板，瑞尔特（002790）、合富中国（603122）、德龙汇能（000593）3连板，常铝股份 （002160）、格尔软件（603232）6天4板。沪指失守4000点。沪深两市成交额2.42万亿，较上一个交易 日放量1656亿。盘面上，市场热点较为杂乱，全市场4100只个股下跌。板块方面，能源金属、钢铁、量 子科技、电池等板块涨幅居前。 A.利好精选 美股三大指数集体收跌，纳指跌1.57%，标普500指数跌0.99%，道指跌0.23%。Meta跌超11%，为三年 以来最大单日跌幅，创6月份以来新低。特斯拉跌超4%，亚马逊跌逾3%，微软、英伟达跌超2%，奈飞 跌超1%；谷歌涨超2%，苹果小幅上涨。临床阶段生物技术公司Metsera Inc.(MTSR)大涨超22%，创上市 以来新高。美股数字货币概念股下跌，嘉楠科技跌超9%，Coinbase Global、MARA Holdings跌超5%。 佰维存储(688525.SH)发布2025年第三季度报告，第三季度营收为26.63亿元，同比增长68.06 ...