供货谷歌？中际旭创股价创历史新高，公司回应

Core Viewpoint - The stock price of Zhongji Xuchuang (300308.SZ) surged over 13%, reaching a historical high of 543.22 CNY per share, with a trading volume of 32.98 billion CNY, and a total market capitalization exceeding 600 billion CNY, reflecting an annual increase of over 342% [1][3]. Group 1: Company Performance - Zhongji Xuchuang's stock price increase is attributed to multiple factors, including its role as a supplier of optical modules for Google, although specific details about orders and collaborations were not disclosed [3]. - The company is experiencing significant market interest, as evidenced by its leading trading volume in the A-share market [1]. Group 2: Industry Trends - The CPO (Co-Packaged Optics) concept is gaining traction, potentially linked to favorable developments in overseas computing power chains, with Meta planning to rent TPU computing power from Google Cloud starting in 2026, which could involve transactions worth several billion dollars [3]. - The optical module industry is witnessing a "volume and price increase" scenario, with a notable rise in retail prices for 1.6T optical modules and stable demand for 800G and below products, indicating a robust market environment driven by strong capital expenditure from global cloud providers and accelerated technological advancements [4]. - The ongoing expansion of global computing power investments and continuous technological iterations are expected to maintain a high level of prosperity in the optical communication industry [4].