光通信 + AI 双轮驱动，兆驰股份市值盘中突破 400 亿

Core Viewpoint - Zhaochi Co., Ltd. (stock code: 002429) has seen its market capitalization exceed 40 billion yuan, marking a new high and reflecting strong market confidence in the company's growth potential in emerging sectors such as compound semiconductors [1] Group 1: Business Development - The company has established three major industrial clusters: smart terminals, LED full industry chain, and optical communication industry chain [1] - Zhaochi's subsidiary, Beijing Fengxing, has completed a full-link layout centered on "AI application family," with AI dramas accumulating over 400 million views [1] Group 2: Product and Market Performance - The optical communication business is progressing steadily, with 10G/100G optical modules being shipped in bulk and 400G/800G products entering the customer sampling phase [1] - The DFB laser chip project is also developing in coordination, achieving small batch shipments [1] Group 3: Financial Outlook - The company's performance remains stable, with capacity release and product structure optimization advancing simultaneously [1] - Recently, multiple institutions have given "buy" ratings, indicating positive sentiment towards the company's future growth in the compound semiconductor sector [1]