Ge Long Hui A P P·2025-11-26 03:01Group 1 - The core viewpoint of the news highlights the active performance of A-share market stocks related to Google's industrial chain, driven by positive developments in Google's AI technology and investments [1] - Companies such as Saiwei Electronics and Zhongji Xuchuang saw significant stock price increases, with Saiwei Electronics rising over 16% and Zhongji Xuchuang over 10% [1] - The news mentions that Google is building a strong AI moat through a complete technology ecosystem, which includes chips (TPU), networks (OCS), models (Gemini), and applications (cloud computing/search/advertising) [1] Group 2 - Zhongji Xuchuang holds the largest share of Google's 800G optical module supply in A-shares, expected to account for 70% of Google's procurement volume of approximately 3.5 million units by 2025 [2] - New Yimeng is the second-largest supplier of Google's 800G optical modules, entering the supply chain for the first time in 2025 [2] - Longben Bochuang's 800G silicon optical modules have passed multiple rounds of verification by Google, with plans for mass production in Q3 2025 and an expected annual shipment of over 500,000 units [2] Group 3 - Tengjing Technology is a core supplier of optical devices for Google's OCS switches, with business revenue from this segment accounting for 28% of its total revenue [2] - Guangku Technology's factory, acquired in June 2025, is the exclusive manufacturer for Google's OCS switch solutions [2] - The price for Google's 10 OCS prototype orders is expected to be $250,000 per unit, with delivery anticipated by the end of 2025 [2] Group 4 - Hu Nan Co. is the largest supplier of PCBs for Google, holding a 30% share in the TPU PCB supply chain, second only to ISU's 40% [2] - The company Mingxing Jige provides power solutions for Google's TPU, being a core supplier of power module PCBs [2] - The news also mentions various companies involved in indirect supply to Google, including Changcheng Bochuang and HONTI, which supply optical fibers and MPO components [2][3]