ZHONGJI INNOLIGHT(300308) 新浪财经·2025-04-25 02:44Group 1 - The AI computing sector, particularly in optical modules and optical communications, is experiencing a strong rebound, with significant gains in related ETFs and stocks [1] - Nine listed companies in the optical module sector reported positive net profit growth, with six companies achieving over 50% growth, and three companies, including Zhongji Xuchuang and Xinyi Sheng, exceeding 100% growth [1] - Zhongji Xuchuang projected a revenue of 23.862 billion yuan for 2024, representing a year-on-year increase of 122.64%, and a net profit of 5.171 billion yuan, up 137.93% [1] - In Q1 2025, Zhongji Xuchuang continued its growth trajectory with a revenue of 6.674 billion yuan, a 37.82% increase year-on-year, and a net profit of 1.583 billion yuan, up 56.83% [1] - Xinyi Sheng also reported strong performance, with an expected net profit of 2.8 billion to 3.05 billion yuan for 2024, reflecting a year-on-year growth of 307% to 343% [1] Group 2 - Huagong Technology's 2024 annual report indicated a revenue of 11.709 billion yuan, a 13.57% increase year-on-year, and a net profit of 1.221 billion yuan, up 21.17% [2] - Other optical module companies, including Taicheng Technology, Cambridge Technology, and Tianfu Communication, also reported high-speed growth in their performance [2] - The AI hardware sector is highlighted as a high-growth area, with the Huaxia (159381) ETF tracking the entrepreneurial board AI index, offering significant elasticity and low fees [2]