Investment Rating - The report assigns a "Buy" rating for the company, indicating a potential upside in the stock price [5]. Core Insights - The company is expected to benefit significantly from a recent agreement between Corning and Meta, which involves a $6 billion procurement of optical communication-related orders by 2030. As a major supplier of MPO connectors to Corning, the company is poised to see substantial revenue growth from this partnership [7]. - The company has demonstrated strong performance in the first three quarters, with a revenue of RMB 1.214 billion, representing a year-over-year increase of 32.6%, and a net profit of RMB 260 million, up 78.6% year-over-year. However, Q3 revenue faced pressure due to capacity constraints, with a quarterly revenue of RMB 390 million, down 5% year-over-year [7]. - The demand for MPO connectors is expected to surge due to the growth of AI and data centers, with the company positioned as a global leader in the MPO industry. The anticipated increase in shipments will drive significant revenue growth in the coming years [7]. Financial Performance - The company reported a net profit of RMB 155 million in 2023, with projections of RMB 261 million in 2024, RMB 477 million in 2025, RMB 820 million in 2026, and RMB 1.37 billion in 2027, reflecting year-over-year growth rates of 68.46%, 82.58%, 71.99%, and 66.96% respectively [9]. - Earnings per share (EPS) are projected to increase from RMB 0.69 in 2023 to RMB 6.03 in 2027, with corresponding year-over-year growth rates of 66.67%, 82.62%, 71.99%, and 66.96% [9]. - The company's price-to-earnings (P/E) ratio is expected to decrease from 164 in 2023 to 19 in 2027, indicating a more attractive valuation over time [9]. Market Position and Strategy - The company has established a comprehensive production capability across the entire supply chain, including materials, equipment, and products, which enhances its competitive edge [7]. - A new production facility in Vietnam is set to ramp up capacity, expected to begin contributing to revenue in 2026, which will help meet the growing demand for optical connectors driven by AI and data center expansions [7].

Investment Rating - The report assigns a "Buy" rating for the company, indicating a potential upside in the stock price [5]. Core Insights - The company is expected to benefit significantly from a recent agreement between Corning and Meta, which involves a $6 billion procurement of optical communication-related orders by 2030. As a major supplier of MPO connectors to Corning, the company is poised to see substantial revenue growth from this partnership [7]. - The company has shown strong performance in the first three quarters, with a revenue of RMB 1.214 billion, representing a year-over-year increase of 32.6%, and a net profit of RMB 260 million, up 78.6% year-over-year. However, Q3 revenue faced pressure due to capacity constraints, with a quarterly revenue of RMB 390 million, down 5% year-over-year [7]. - The demand for MPO connectors is expected to surge due to the growth of AI and data centers, with the company positioned as a global leader in the MPO market. The anticipated increase in shipments will drive significant revenue growth in the coming years [7]. - The company has a complete production capacity across the supply chain and is expanding its operations in Vietnam, which is expected to enhance production capabilities and meet the rising demand for optical connectors [7]. Financial Projections - The company’s net profit is projected to reach RMB 477 million, RMB 820 million, and RMB 1.37 billion for the years 2025, 2026, and 2027, respectively, with year-over-year growth rates of 83%, 72%, and 67% [9]. - Earnings per share (EPS) are expected to be RMB 2.10, RMB 3.61, and RMB 6.03 for the same years, with corresponding price-to-earnings (P/E) ratios of 54, 31, and 19 [9].

汇丰晋信科技先锋股票（540010）基金经理为陈平。 截至发稿，陈平累计任职时间10年192天，现任基金资产总规模5.97亿元，任职期间最佳基金回报 77.43%， 任职期间最差基金回报-29.93%。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本 文出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 责任编辑：小浪快报 从基金十大重仓股角度 数据显示，汇丰晋信基金旗下1只基金重仓太辰光。汇丰晋信科技先锋股票（540010）四季度持有股数 32.19万股，与上期相比持股数量不变，占基金净值比例为6.23%，位居第六大重仓股。根据测算，今日 浮亏损失约192.5万元。 汇丰晋信科技先锋股票（540010）成立日期2011年7月27日，最新规模5.97亿。今年以来收益12.54%， 同类排名1161/5551；近一年收益108.65%，同类排名109/4285；成立以来收益311.83%。 1月29日，太辰光跌5.29%，截至发稿，报107.07元/股，成交10.59亿元，换手率5.06 ...

证券日报网讯1月28日，太辰光（300570）在互动平台回答投资者提问时表示，公司的连接制造技术将 有机会应用于共封装光学(CPO)领域，并具备较强竞争力。公司产销的MDC光纤连接器等产品可为共封 装光学(CPO)提供高可靠性、高密度的光连接方案。公司暂未布局光纤光缆生产制造环节，主营业务聚 焦光通信核心器件的研发、制造与销售，与光纤光缆企业保持深度战略合作。 ...

每经AI快讯，有投资者在投资者互动平台提问：公司产销MDC光纤连接器同时为共封装光学（CPO） 提供高密度光连接方案，那么公司是否也是共封装光学（CPO）企业？在光纤光缆领域公司是否有布 局？ 太辰光（300570.SZ）1月28日在投资者互动平台表示，公司的连接制造技术将有机会应用于共封装光学 （CPO）领域，并具备较强竞争力。公司产销的MDC光纤连接器等产品可为共封装光学（CPO）提供 高可靠性、高密度的光连接方案。公司暂未布局光纤光缆生产制造环节，主营业务聚焦光通信核心器件 的研发、制造与销售，与光纤光缆企业保持深度战略合作。 （文章来源：每日经济新闻） ...

Core Viewpoint - The optical communication sector is experiencing a surge, with significant stock price increases for companies like Taicheng Technology, driven by major contracts in the industry [1] Group 1: Market Performance - Taicheng Technology's stock rose by over 17% during trading, reaching 115.30 yuan per share, with a current increase of 9.77% [1] - The overall strength in the optical communication concept is highlighted by the performance of Taicheng Technology [1] Group 2: Industry Developments - Corning's stock saw a significant increase after announcing a data center fiber optic cable supply agreement with Meta, potentially worth up to $6 billion [1] - Corning's CEO stated that Meta has committed to pay up to $6 billion by 2030 for fiber optic cable procurement for its AI data centers [1] - To meet the growing demands from major tech companies like Meta, NVIDIA, OpenAI, Google, Amazon, and Microsoft, Corning is expanding its manufacturing facilities [1] Group 3: Company Focus - Taicheng Technology specializes in various optical communication devices and integrated functional modules, as well as optical sensing products and solutions [1] - The company's products are widely used in telecommunications networks, data centers, and government-enterprise private networks globally [1]

证券之星消息，1月28日通信设备板块较上一交易日上涨0.98%，坤恒顺维领涨。当日上证指数报收于 4151.24，上涨0.27%。深证成指报收于14342.9，上涨0.09%。通信设备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 688283 | 坤恒顺维 | 59.31 | 16.55% | 6.00万 | | 3.37亿 | | 688668 | 鼎通科技 | 175.77 | 8.74% | 9.17万 | | 15.90亿 | | 688205 | 德科立 | 151.36 | 8.17% | 15.63万 | | 23.23 乙 | | 300570 | 太辰光 | 113.05 | 7.63% | 46.64万 | | 54.78亿 | | 688027 | 園盾軍子 | 639.00 | 7.39% | 5.37万 | | 33.87 亿 | | 601869 | 长飞光纤 | 135.30 | 6.87% | 29.37万 | | 39.5 ...

Group 1 - The CPO concept stocks in the A-share market mostly rose, with notable gains from companies such as 可川科技, 太辰光, and 长芯博创 [1] - 可川科技 reached a limit-up of 10%, while 太辰光 increased by over 8% [1] - Other companies like 长飞光纤, 中富电路, and 德科立 saw increases of over 6% [1] Group 2 - The market capitalization of 可川科技 is 11.7 billion, with a year-to-date increase of 96.74% [2] - 太辰光 has a market cap of 26 billion and a year-to-date decrease of 0.94% [2] - 长飞光线 has a market cap of 111.8 billion and a year-to-date increase of 16.02% [2]

Market Overview - On January 28, the cloud computing sector experienced a significant surge, with Meili Cloud hitting the daily limit, and companies like Wangsu Science and Technology and Oulutong rising over 10% [1] - Meili Cloud's stock price reached 14.28, reflecting a 10.02% increase, while Wangsu Science and Technology saw a price of 16.04, up by 18.46% [2] Price Increases by Major Cloud Providers - Google Cloud announced on January 27 that it will increase global data transfer service prices starting May 2026, with North American rates expected to double from current levels [3] - Amazon Web Services raised its EC2 machine learning capacity block prices by approximately 15%, with the p5e.48xlarge instance's hourly cost increasing from $34.61 to $39.80 [3] Institutional Insights - The recent price hikes confirm the high demand for AI computing power globally, indicating a growing scarcity of resources in the AI cloud industry [4] - The price increases mark a departure from the long-standing trend of declining cloud service prices, suggesting that once a price increase is successfully implemented without significant customer loss, further increases may follow more easily [4] - The global cloud computing market is projected to reach $692.9 billion in 2024, with a year-on-year growth of 20.3%, driven by the demand for IaaS due to AI model training [4] - The emergence of Clawdbot signifies a shift in AI product forms from "scene-level assistants" to "system-level agent platforms," enhancing overall efficiency in various business operations [4]

28日早盘，算力方面继续领涨，创业板人工智能再涨逾1%冲击前高！IDC数据中心概念股冲锋，网宿科技再度封板，3天斩获2个20CM涨停， 首都在线大涨超12%！CPO光模块同样拉升，太辰光、金信诺等多股涨超5%。热门ETF方面，同类规模最大、流动性突出的创业板人工智能 ETF（159363）场内上扬逾1%冲击前高！ | 多日 1分 5分 15分 30分 7 | F9 盘前盘后 查加 九转 画线 工具 © 2 | 创业板人工智能ETF华宝 | 159363 | 159363[创业板人工智能ETF华宝] 10:35 价 1.128 涨跌 0.011(0.98%) 均价 1.135 成 ... | 1.1 | +0.011 +0.98% | | | | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 通 融 / @ + | SZSE CNY 10:35:57 交易中 | A Mar ...