Sharetronic(SZ:300857) Zheng Quan Shi Bao Wang·2025-12-17 11:35Core Viewpoint - The company, Xiechuang Data, has signed a cooperation agreement with the Guangzhou Development Zone Management Committee to invest in the research and production of optical chips and modules, targeting high-end applications such as AI computing centers and supercomputing centers. This move is driven by the rapid growth in AI computing demand, which is expected to expand the market for high-performance optical modules significantly by 2026-2027 [1][2]. Group 1 - The cooperation agreement aims to leverage previous strategic partnerships to facilitate Xiechuang Data's entry into the optical chip and module industry, while also helping its partners expand production and market reach [1]. - The optical chip and module sector represents a new field for Xiechuang Data, with the company citing the increasing demand for AI computing as a key driver for this investment [1][2]. - The market for optical modules is projected to maintain considerable growth, supported by initiatives like the "East Data West Computing" project and applications in industrial internet, autonomous driving, and robotics [1]. Group 2 - Xiechuang Data has established a foundation in the computing power sector, which supports its entry into the optical module market through collaboration with industry leaders [2]. - The core team at Guangjia Technology, a partner, consists of experts in optical chips and modules, enhancing the technical capabilities of the collaboration [2]. - Guangwei Technology, another partner, is recognized as a national-level specialized enterprise with a strong track record in the optical module industry, having developed numerous leading products that address key technical challenges [2]. Group 3 - The collaboration among Xiechuang Data, Guangjia Technology, and Guangwei Technology is expected to create a complementary advantage, enhancing their competitive position in the high-speed optical module market [3]. - Xiechuang Data has successfully transitioned from a hardware manufacturer to a provider of comprehensive AI computing solutions, with AI-related business becoming a core growth driver [3]. - The company reported significant revenue growth in its AI-related services, with intelligent computing services generating approximately 1.22 billion yuan in the first half of 2025, a 100% year-on-year increase [3].