AI驱动通信业景气回升 深市相关龙头企业业绩向好

Core Viewpoint - The AI wave is significantly driving growth in the communication industry, with many listed companies reporting substantial profit increases due to rising demand for computing power and AI applications. Group 1: Company Performance - As of July 24, 2025, 26 companies in the Shenzhen communication sector forecast a combined net profit of 9.4 billion to 11.3 billion yuan, representing a year-on-year growth of 59% to 90% [1] - Guangxun Technology expects a net profit of 323 million to 407 million yuan, a significant increase of 55% to 95% year-on-year [1] - StarNet Ruijie anticipates a net profit of 180 million to 240 million yuan, reflecting a year-on-year growth of 43.81% to 91.75% [1] - New Yisheng, a leader in optical modules, projects a net profit of 3.7 billion to 4.2 billion yuan, a staggering increase of 327.68% to 385.47% year-on-year [1][3] Group 2: Market Trends - The demand for AI computing power and the deepening of digital transformation are expected to drive large-scale data center construction, becoming the main growth engine for the industry [2] - The optical module market is projected to maintain rapid growth over the next five years, driven by the proliferation of AI large models and increased capital expenditure from internet giants [2] - The telecommunications market is showing signs of recovery due to ongoing construction and upgrades of DCI interconnections and PON networks [2] Group 3: Policy Support - In 2025, the government released several key policies aimed at enhancing computing networks and optical communication infrastructure, including the goal to establish a national data infrastructure by 2029 [4] - The Ministry of Industry and Information Technology emphasized accelerating the construction of 5G and gigabit optical networks, transitioning from "gigabit popularization" to "ten-gigabit initiation" [4] - These policies are expected to stimulate demand for computing and optical network infrastructure, providing significant market opportunities for companies like StarNet Ruijie [5]