市值突破5000亿！中际旭创涨超3%创历史新高

Core Viewpoint - Zhongji Xuchuang (300308.SZ) has seen its stock price rise over 3% to 457.5 yuan, reaching a historical high, with a trading volume exceeding 10 billion yuan and a market capitalization surpassing 500 billion yuan, reflecting an increase of over 2.7 times year-to-date [1] Industry Summary - Demand for 1.6T optical modules continues to be revised upwards, as indicated by a recent survey from Xingzheng Communication Industry Chain [1] - Major overseas clients have recently increased their procurement plans for 1.6T optical modules for 2026, with some customers locking in production capacity for the upcoming year [1] - The total industry demand for 1.6T optical modules is expected to rise from 10 million to 15 million, and recently to 20 million units, primarily driven by the accelerated deployment of GB300 and the subsequent Rubin platform, as well as the rapid growth in bandwidth requirements for AI training and inference networks [1]