中际旭创(300308.SZ)发布上半年业绩，归母净利润39.95亿元，增长69.40%

Core Viewpoint - Zhongji Xuchuang (300308.SZ) reported a significant increase in revenue and net profit for the first half of 2025, driven by rising demand for high-end optical modules and increased capital expenditure from key customers [1] Financial Performance - The company's operating revenue reached 14.789 billion yuan, representing a year-on-year growth of 36.95% [1] - Net profit attributable to shareholders was 3.995 billion yuan, showing a year-on-year increase of 69.40% [1] - The net profit excluding non-recurring gains and losses was 3.975 billion yuan, reflecting a year-on-year growth of 70.40% [1] - Basic earnings per share stood at 3.64 yuan [1] Dividend Distribution - The company plans to distribute a cash dividend of 4 yuan (including tax) for every 10 shares to all shareholders [1] Market Trends - There has been a notable increase in capital expenditure from key customers, particularly in the computing infrastructure sector [1] - Demand for 800G and other high-end optical modules has significantly increased, accelerating the technological iteration towards 1.6T and above [1] - The rapid increase in the shipment proportion of high-end products has contributed to the improvement in operating revenue, gross margin, and net profit [1]