中际旭创回应供货谷歌，股价年内涨340%

Group 1 - Zhongji Xuchuang (300308.SZ) experienced a significant stock price increase of over 13%, reaching a historical high of 543.22 CNY per share, with a trading volume of 32.98 billion CNY, making it the top in A-shares, and its market capitalization surpassed 600 billion CNY, reflecting an annual increase of over 342% [1] - The recent surge in the CPO sector may be linked to positive developments in the overseas computing power chain, particularly Meta's plans to rent TPU computing power from Google Cloud starting in 2026, with a potential transaction scale of several billion dollars [1] - Zhongji Xuchuang is reportedly a supplier of optical modules for Google, although the company has not disclosed specific details regarding its cooperation or orders [1] Group 2 - Guosheng Securities indicated that the exponential growth of computing power is inevitable with the widespread application of AI across various industries, and that relying solely on hardware stacking will face physical limitations and increased energy consumption [2] - CPO technology, which integrates optical modules with switching chips, is seen as an optimal packaging solution for achieving high integration, low power consumption, low cost, and compact size in data center optical interconnects [2] - The optical module industry is entering a phase of simultaneous growth in both volume and price, with significant price increases for 1.6T optical modules and stable demand for 800G and below products, driven by robust capital expenditure from global cloud vendors and accelerated technological iterations [2]