DEPPON(SH:603056) Sou Hu Cai Jing·2026-02-26 10:55Core Viewpoint - The computing power sector is experiencing a significant surge, with multiple CPO concept stocks expected to report strong performance in 2025, driven by robust demand for AI infrastructure and related technologies [1][10]. Market Performance - On February 26, the A-share market showed mixed results, with the Shanghai Composite Index slightly down by 0.01% to 4146.63 points, while the Shenzhen Component Index rose by 0.19% [1][2]. - The total market turnover reached 25,566.39 billion, an increase of 757.47 billion compared to the previous day [1]. Sector Highlights - The computing power sector saw a collective rise, with stocks like High Cloud Co., Jialitu, Shenzhen South Circuit, and Dazhu Laser hitting the daily limit [3]. - The power sector also experienced significant gains, with companies such as Gan Energy, Dongfang Electric, and Shenneng Power reaching the daily limit [3]. CPO Index Performance - The CPO index rose by 2.41%, reaching a new historical high, with notable increases in stocks like Dongshan Precision (up 8.01%) and Tianfu Communication (up 6.01%) [8][9]. Financial Forecasts - Twelve CPO concept stocks have announced their 2025 performance forecasts, with notable net profits expected from companies like Zhongji Xuchuang (10.8 billion), Xinyi Sheng (9.65 billion), and Tianfu Communication (2.015 billion) [11]. - Zhongji Xuchuang anticipates a net profit growth of 89.50% to 128.17% for 2025, driven by strong demand for computing infrastructure [11][12]. Company-Specific Developments - Shijia Photon expects a revenue of 2.129 billion for 2025, a year-on-year increase of 98.13%, with a net profit growth of 425.95% [12]. - The financial advisor, CITIC Securities, supports the decision of Debang Logistics to voluntarily withdraw from the stock market, aligning with industry trends and ensuring shareholder interests [5][6].