Ge Long Hui A P P·2025-10-31 02:37Core Insights - The CPO concept has experienced a collective pullback for the second consecutive day, with notable declines in stocks such as Tianfu Communication, Guangku Technology, and others [1] - Zhongji Xuchuang reported a revenue of 10.216 billion yuan for Q3 2025, marking a year-on-year increase of 56.83%, and a net profit of 3.137 billion yuan, up 124.98% [1] - Xinyi Sheng's Q3 2025 revenue reached 6.068 billion yuan, reflecting a year-on-year growth of 152.53%, while net profit surged by 205.38% to 2.385 billion yuan [1] - Citigroup noted that Xinyi Sheng's Q3 net profit fell short of investor expectations, but anticipated a significant rebound in Q4 due to order deliveries [1] Company Performance - Zhongji Xuchuang's revenue for the first three quarters of 2025 was 25.005 billion yuan, a 44.43% increase year-on-year, with net profit at 7.132 billion yuan, up 90.05% [1] - Xinyi Sheng's total revenue for the first three quarters reached 16.505 billion yuan, a remarkable year-on-year growth of 221.70%, with net profit soaring to 6.327 billion yuan, up 284.37% [1] Market Reaction - Citigroup expects a negative market reaction to Xinyi Sheng's Q3 results but views any resulting stock price decline as a potential buying opportunity, citing management's comments on delayed customer orders impacting performance [1] - The stock performance of various companies in the CPO sector has shown significant declines, with Tianfu Communication down 4.69% and Xinyi Sheng down 3.66% [2]