Core Viewpoint - The A-share index has been strengthening since late October, with the Shanghai Composite Index surpassing 4000 points for the first time since August 2015, driven by significant stock performances, particularly by HuiLv Ecology, which has seen a remarkable rise in its stock price amid ongoing capital operations and market speculation [1][4]. Company Overview - HuiLv Ecology operates in two main sectors: optical modules and landscaping, providing a full range of services from research and production of optical communication products to landscaping project execution and maintenance [2]. - The company plans to acquire a 49% stake in Junheng Technology for 1.127 billion yuan, with a premium of 317.72%, enhancing its control and synergy in the optical module industry [2][3]. Financial Performance - HuiLv Ecology reported significant revenue growth, with projected revenues for Junheng Technology of 4.35 billion yuan, 6.66 billion yuan, and 6.10 billion yuan for 2023, 2024, and the first half of 2025, respectively, indicating year-on-year growth rates of 53.21% and 153.34% [2]. - The company’s revenue for 2022 to the first half of 2025 is reported as 6.11 billion yuan, 6.85 billion yuan, 5.87 billion yuan, and 6.96 billion yuan, with a notable increase in net profit for the first three quarters of 2023, reaching 51.72 million yuan, a 96.96% increase year-on-year [6]. Market Dynamics - The stock price of HuiLv Ecology has seen a substantial increase, with a 46.04% rise from 14.77 yuan to 21.57 yuan within a week, and it reached a historical high of 22.77 yuan on October 28 [4]. - The surge in stock prices is closely linked to the booming CPO (Co-Packaged Optics) concept, driven by AI computing demands and technological advancements, which have led to increased market interest in optical modules [5]. Strategic Investments - HuiLv Ecology has made significant investments in expanding its optical module production capacity, including a 2 billion yuan investment for a new production base with a capacity of 150 million optical modules per year [7].
6天狂揽4板！CPO概念股狂飙，资金为何青睐汇绿生态？