ZHONGJI INNOLIGHT(SZ:300308) Di Yi Cai Jing·2025-09-18 10:13Group 1 - The stockholders of Zhongji Xuchuang have begun to reduce their holdings after a significant price increase, with a specific shareholder reducing their stake from 9.417% to 8.9999% by selling 4.6341 million shares [2][3] - The stock price of Zhongji Xuchuang surged from under 150 yuan to nearly 450 yuan, with an estimated cash-out amount exceeding 1 billion yuan based on an average price of around 300 yuan during the third quarter [2][3] - The company reported a substantial increase in revenue and net profit for the first half of the year, with revenue reaching 14.79 billion yuan (up 37.0%) and net profit nearing 4 billion yuan (up 69.4%) [3] Group 2 - The management indicated that the optical communication industry is facing global supply chain restructuring and geopolitical risks due to recent tariff policies, which may introduce uncertainties in operations [4] - Analysts believe that despite the significant stock price increase, the optical module market still has growth potential over the next three years, and any market corrections could present buying opportunities [3][5] - Concerns have been raised regarding the high valuation of the stock, as the substantial price increase may have already priced in future performance, leading to potential risks for investors [5]