2 1 Shi Ji Jing Ji Bao Dao·2025-10-16 06:18Core Insights - The optical module sector is experiencing a rebound, with leading companies like Zhongji Xuchuang and Xinyi Sheng showing significant stock price increases [1] - OpenAI is planning a five-year commercial strategy with a commitment of $1 trillion in spending, including a $25 billion investment in a data center in Argentina [1] - The market for high-speed optical modules is projected to grow significantly, with the 800G Ethernet optical module market expected to exceed $16 billion by 2029 [1][2] Group 1: Market Trends - The optical module sector faced a correction earlier in October due to tariff policy adjustments and profit-taking, with leading companies experiencing declines of over 10% [1] - IDC forecasts that China's intelligent computing power will reach 1,037.3 EFLOPS by 2025, with a compound annual growth rate of 46.2% from 2023 to 2028 [2] - The global AI computing power market is expected to reach $1.2 trillion by 2025, with China accounting for 38% of this market [2] Group 2: Company Performance - Zhongji Xuchuang reported a revenue of 14.789 billion yuan for the first half of 2025, a year-on-year increase of 36.95%, with a net profit of 3.995 billion yuan, up 69.4% [2] - Xinyi Sheng achieved a revenue of 10.437 billion yuan in the first half of 2025, a remarkable year-on-year growth of 282.64%, with a net profit of 3.942 billion yuan, up 355.68% [3] - Tianfu Communication's revenue for the first half of 2025 reached 2.456 billion yuan, reflecting a year-on-year growth of 57.8% [3] Group 3: Investment Outlook - Despite recent fluctuations in the computing power sector, there is a sustained trend of increased investment in computing-related infrastructure both domestically and internationally [3] - The demand for high-end GPU, advanced packaging, optical interconnects, and cooling solutions is expected to rise, benefiting companies capable of producing 800G to 1.6T optical modules [2]