Yang Zi Wan Bao Wang·2026-01-31 09:45Core Viewpoint - Zhongji Xuchuang (300308) expects a significant increase in net profit for 2025, projecting a growth of 89.50% to 128.17% compared to the previous year, driven by strong investments in computing infrastructure from end customers [1][4]. Group 1: Zhongji Xuchuang Performance - The company forecasts a net profit attributable to shareholders of 980 million to 1.18 billion yuan for 2025, compared to 517.15 million yuan in the same period last year, indicating a substantial increase [4]. - The net profit after deducting non-recurring gains and losses is expected to be between 970 million and 1.17 billion yuan, reflecting a growth of 91.38% to 130.84% year-on-year [4]. Group 2: Industry Context - Zhongji Xuchuang is part of the "Yizhongtian" group, which includes companies focused on CPO (Co-Packaged Optics) and has seen strong stock performance due to their involvement in the AI computing infrastructure sector [4]. - Another company in this group, Xinyi Sheng (300502), anticipates a net profit of 9.4 billion to 9.9 billion yuan for 2025, representing a growth of 231.24% to 248.86% compared to the previous year, driven by increased demand for high-speed products [5][7]. - Tianfu Communication (300394), also part of the "Yizhongtian" group, projects a net profit of 1.881 billion to 2.15 billion yuan for 2025, with a year-on-year growth of 40.00% to 60.00%, attributed to the accelerating development of the AI industry and global data center construction [8].