协创数据：拟投建光芯片光模块研发生产项目，适配AI算力中心等高端场景

Core 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 [1] Group 1: Investment and Market Demand - The investment will focus on developing ultra-low power optical modules using self-developed chips, driven by the rapid growth in AI computing demand [1] - The optical module market is expected to maintain significant growth until 2026-2027, supported by the ongoing expansion of AI computing and the "East Data West Computing" project [1] Group 2: Strategic Partnerships - The strategic partners, Guangjia Technology and Guangwei Technology, are leaders in product development and technology accumulation in the optical chip and module sector [2] - Guangwei Technology's products meet the highest performance requirements for national supercomputing centers and are recognized as a sole procurement source [2] Group 3: Company Growth and Performance - Xiechuang Data's AI-related business has become a core growth engine, with intelligent computing services generating approximately 1.22 billion yuan in revenue in the first half of 2025, marking a 100% year-on-year increase [1] - The collaboration aims to create a leading technological advantage in the industry and target the high-speed optical module market [2]