2 1 Shi Ji Jing Ji Bao Dao·2025-04-17 05:41Industry Overview - The Chinese optical communication industry is experiencing historic development opportunities driven by artificial intelligence, computing power networks, and the digital economy [1] - The market size of China's optical communication is expected to exceed 175 billion yuan by 2025, with a compound annual growth rate of 12%, accounting for over 50% of the global market share [1] Company Performance - Zhongji Xuchuang is projected to achieve a revenue of 23.861 billion yuan in 2024, a year-on-year increase of 122.63%, and a net profit of 5.171 billion yuan, up 137.9% [1] - Tianfu Communication is expected to realize a net profit of 1.256 billion to 1.401 billion yuan in 2024, representing a growth of 72% to 92% [1] - Xinyi Sheng is forecasted to achieve a net profit of 2.830 billion yuan in 2024, a significant increase of 311% [1] - Guangku Technology anticipates a net profit of 66.983 million yuan in 2024, reflecting a year-on-year growth of 12.32% [2] Technological Advancements - The optical communication industry has entered a technology iteration cycle centered on computing power demand, with 800G/1.6T optical modules and CPO technology expected to reshape the competitive landscape [2] - CPO (Co-Packaged Optics) and OIO (Optical Interconnect) technologies are projected to open new market opportunities, with the CPO market potentially reaching 19.2 billion USD and the OIO market potentially reaching 69.1 billion USD under neutral assumptions [2]