Ge Long Hui A P P·2025-11-12 08:47Core Viewpoint - Zhongji Xuchuang's net profit attributable to shareholders reached 7.132 billion yuan in the first three quarters of 2025, representing a year-on-year growth of 90.05% driven by the high demand for 800G and other high-speed optical modules due to the booming global computing infrastructure construction [1] Group 1: Company Performance - The rapid growth in the company's performance is primarily attributed to the increasing demand for high-speed optical modules like 800G, which is essential for the expanding scale of computing clusters [1] - The company is preparing for upstream material procurement and expanding both domestic and overseas production capacity to seize opportunities from the mass shipment of 1.6T products [1] Group 2: Industry Trends - The importance of networking as a critical component of computing hardware is becoming more pronounced as cluster sizes continue to grow [1] - Products represented by 800G and 1.6T high-speed optical modules have significant advantages in bandwidth, performance, cost, and efficiency, positioning leading companies strongly in the high-speed sector [1] Group 3: Strategic Initiatives - The company is planning to go public in Hong Kong to enhance its global layout [1] - Maintaining a "buy" rating indicates confidence in the company's future performance and market position [1]