以稳健之道构筑千亿市值护城河

Core Viewpoint - The article highlights the strategic approach of the company in investor relations, emphasizing transparency, risk awareness, and proactive communication to build investor confidence amidst market fluctuations and technological advancements in the optical module industry. Group 1: Company Overview - The company, Zhongji Xuchuang, has a market capitalization exceeding 200 billion yuan, benefiting from the AI data center concept and its leading position in the optical module sector [1] - The company achieved a significant milestone by being the first to break through 800G optical module technology, which attracted market attention and led to a market cap exceeding 100 billion yuan [1] Group 2: Investor Relations Strategy - The company has adopted a "high-frequency communication" model to address investor concerns, organizing timely conference calls to explain industry demands, technological trends, and risk management strategies [1] - The company has maintained a high standard of information disclosure, receiving the highest rating "A" from the Shenzhen Stock Exchange for seven consecutive years [2] - In 2023, the company organized 228 roadshows and handled an average of 3.6 investor inquiries daily, utilizing visual reports to convey complex information [2] Group 3: Market Communication and Education - The company has implemented a multi-channel approach to communicate its technological advancements, providing clear insights into the evolution from 400G to 800G and 1.6T products [3] - The company emphasizes honest communication regarding market conditions, acknowledging both strong customer orders and potential short-term industry volatility [3] - The company plans to enhance the granularity of its disclosures through visual reports and multilingual presentations to improve the experience for global investors [3] Group 4: Governance and Industry Collaboration - The company actively participates in industry governance, being a core member of the Shandong Provincial Listed Companies Association and promoting governance training and investor relations experience sharing [3] - The company seeks to balance innovation with compliance, maintaining a risk-averse stance while pursuing growth opportunities [3]