Core Viewpoint - The A-share market shows mixed performance with a notable rise in the computing power hardware sector, particularly in CPO optical modules and PCB, driven by strong earnings reports from leading companies in the semiconductor and AI sectors [1][2]. Group 1: Company Performance - New Yisheng reported a revenue of 10.437 billion yuan for the first half of 2025, a year-on-year increase of 282.6%, and a net profit attributable to shareholders of 3.942 billion yuan, up 355.7% [1]. - Zhongji Xuchuang achieved a revenue of 14.789 billion yuan, reflecting a year-on-year growth of 36.95%, with a net profit of 3.995 billion yuan, increasing by 69.40% [1]. Group 2: Industry Trends - The demand for AI is driving high growth in the optical module sector, with New Yisheng benefiting from strong partnerships with leading overseas manufacturers and a focus on new customer acquisition [1]. - Zhongji Xuchuang is set to see rapid growth in 800G and 1.6T optical modules by 2026, with potential for continuous improvement in gross and net profit margins [2]. - The cloud computing 50 ETF (516630) tracks an index with a high AI computing power content, covering various sectors including optical modules, computing leasing, data centers, and AI servers [2].
CPO光模块概念午后持续拉升,新易盛、中际旭创涨幅领跑云计算50ETF(516630)持仓股