2 1 Shi Ji Jing Ji Bao Dao·2026-01-31 06:27Core Viewpoint - The performance forecasts for the leading CPO companies in A-shares, namely Zhongji Xuchuang, Xinyi Sheng, and Tianfu Communication, indicate significant growth in net profits for 2025, driven by strong demand in the AI and data center sectors [1][5][7]. Group 1: Company Performance Forecasts - Zhongji Xuchuang (300308.SZ) expects a net profit of 9.8 billion to 11.8 billion yuan for 2025, representing a year-on-year increase of 89.50% to 128.17% [7]. - Xinyi Sheng (300502.SZ) anticipates a net profit of 9.4 billion to 9.9 billion yuan for 2025, reflecting a growth of 231.24% to 248.86% compared to the previous year [9]. - Tianfu Communication (300394.SZ) projects a net profit of 1.881 billion to 2.150 billion yuan for 2025, indicating a year-on-year increase of 40% to 60% [11]. Group 2: Market Performance - As of January 30, 2025, the stock prices of Zhongji Xuchuang, Xinyi Sheng, and Tianfu Communication have seen substantial increases over the past year, with growth rates of 468%, 368%, and 248% respectively [2][12]. - On January 30, 2025, the CPO sector experienced a collective surge, with stocks like Jieput and Zhishang Technology hitting a 20% limit up, and Tianfu Communication rising nearly 17% during trading [2][3]. Group 3: Industry Trends and Catalysts - The AI industry is witnessing a surge in positive developments, with new models and technologies being released, which is expected to further stimulate market enthusiasm and demand for computing power [16]. - Market research indicates that the revenue for optical modules driven by AI is projected to exceed $18 billion by 2025, with related optical modules expected to reach nearly $6 billion [16].