中际旭创董事长出手减持，套现金额超过10亿元

Core Viewpoint - The major shareholders of Zhongji Xuchuang have begun to reduce their holdings after a significant stock price increase, raising concerns about potential market corrections and the sustainability of the company's growth [2][3][5]. Company Summary - Zhongji Xuchuang's stock price surged from under 150 yuan to nearly 450 yuan between July 1 and September 17, with a significant cash-out by shareholders, including a total reduction of 463.41 million shares by a specific shareholder, resulting in a decrease in their holding from 9.417% to 8.9999% [2][3]. - The company reported a revenue of 147.9 billion yuan for the first half of the year, marking a 37.0% year-on-year increase, and a net profit of nearly 40 billion yuan, which is a 69.4% increase compared to the previous year [3][4]. - In the second quarter, the company achieved a revenue of 81.1 billion yuan, reflecting a 36.25% year-on-year growth and a 21.6% quarter-on-quarter increase, with a net profit of 24.1 billion yuan, up 78.8% year-on-year and 52.4% quarter-on-quarter [3]. Industry Summary - The optical module market is expected to maintain strong demand, with growth projections for the next three years, despite concerns about high valuations and potential market corrections due to significant stock price increases [3][4]. - The company faces uncertainties from global supply chain restructuring and geopolitical risks, particularly due to reliance on overseas procurement for key raw materials [4]. - Analysts believe that the company, as a leading player in the optical communication industry, is well-positioned to meet mainstream customer demands and expand its high-end product lines, maintaining its competitive edge [4].