Group 1 - The company, Zhongji Xuchuang (300308), stated on its interactive platform that its accounting practices will comply with applicable accounting standards [1]

Core Viewpoint - The company emphasizes continuous innovation in its production processes, focusing on new technologies and methods to enhance the technological content and automation rate of its product manufacturing, thereby steadily improving production efficiency and product quality [1] Group 1 - The company is committed to integrating new technologies into its production processes [1] - The focus on automation is aimed at increasing production efficiency [1] - The enhancement of product quality is a key objective of the company's innovation efforts [1]

证券日报网2月1日讯，中际旭创（300308）在接受调研者提问时表示，可插拔光模块技术非常成熟，今 年800G和1.6T将大规模上量，明年1.6T可插拔光模块仍为市场的主流需求。预计3.2T可插拔在scale-out 场景中依然是客户认可的主流方案，有望持续迭代和规模部署。 ...

证券日报网2月1日讯，中际旭创（300308）在接受调研者提问时表示，2025年以来，由于客户需求提升 迅速，上游核心物料的供给偏紧张，尚无法完全匹配和跟上需求。其中EML和CW等光芯片的生产周期 较长，相对更加紧缺，预计今年上半年供给还将紧张，要到下半年供给才将得到一定程度的缓解。公司 高度重视原材料的采购准备，已和供应商商定今明年的整体供给，锁定相应产能，核心物料的供给将得 到有效保障，公司有能力保持出货规模的持续增长。 ...

证券日报网2月1日讯，中际旭创（300308）在接受调研者提问时表示，很多客户订单已下到2026年四季 度，行业需求呈现较高的景气度和持续性。 ...

证券日报网2月1日讯，中际旭创（300308）在接受调研者提问时表示，公司在scale-up市场中的客户主 要以CSP客户为主，重点客户对AI数据中心的资本开支投入较大，算力需求和带宽需求提升都比较快， 正在积极推进scale-up光连接产品的研发。 ...

Core Viewpoint - The company, Zhongji Xuchuang, has established silicon photonics shipping capabilities starting in 2024, with a continuous increase in the volume of 800G and 1.6T silicon photonics products expected in 2025, which will further validate the company's capabilities and build customer trust [1] Group 1 - The company anticipates a sustained increase in the proportion of silicon photonics in both 800G and 1.6T products [1] - Silicon photonics has promising application prospects within cabinets, and the company plans to leverage its technological advantages in silicon photonics for product development [1]

证券日报网2月1日讯，中际旭创（300308）在接受调研者提问时表示，目前已和部分重点客户联合开发 定制化产品，预计今年有望送样验证，明年有望看到柜内光连接产品的需求起量和大规模部署。 ...

Core Viewpoint - The company, Zhongji Xuchuang (300308), attributes the improvement in gross margin to multiple factors, including the application of new technology solutions, enhancements in technology and processes, and an increase in the proportion of high-end, high-margin products shipped [1] Group 1 - The application of new technology solutions, such as the increased use of silicon photonics, contributes to the improvement in gross margin [1] - Improvements in technology and processes have led to enhanced yield rates, further supporting margin growth [1] - The increase in the shipment proportion of high-end, high-margin products has positively impacted the overall gross margin [1]

Core Insights - The company Zhongji Xuchuang (300308) is making continuous progress in the application of CPC, with potential applications expected in both scale-out and scale-up scenarios [1] Company Summary - Zhongji Xuchuang is actively engaging with stakeholders regarding the advancements in CPC applications [1] - The company anticipates seeing applications in various scenarios, indicating a positive outlook for future developments [1] Industry Summary - The ongoing developments in CPC applications suggest a growing trend in the industry towards scalable solutions [1] - The focus on both scale-out and scale-up scenarios highlights the versatility and potential of CPC technology in the market [1]