Investment Rating - The report maintains a "Positive" investment rating for the communication industry [1] Core Insights - Alibaba has announced the open-source release of its video generation model, Wanxiang 2.1, which supports both text-to-video and image-to-video tasks, available for global developers [10][23] - Wuhan Anpai Optoelectronics is set to mass-produce its 3.2T ultra-high-speed optical module chip, showcasing advancements in the optical module market [10][24] - The first commercial underwater data center project in China has officially launched in Hainan, marking a significant breakthrough in the integration of marine technology and the digital economy [10][24] Summary by Sections Weekly Overview - During the week of February 24 to February 28, 2025, the communication index (Shenwan) fell by 9.64%, while the Shanghai Composite Index decreased by 1.72% [3][13] - The top three performing Shenwan primary industries were steel (+3.18%), real estate (+2.22%), and food and beverage (+1.77%) [3][16] Key Stocks Performance - Key communication stocks' performance for the week included China Mobile (-2.63%), ZTE Corporation (+19.67%), Zhongtian Technology (+7.73%), Shanghai Hanxun (+5.08%), and Zhongji Xuchuang (+9.05%) [20][21] Industry News Highlights - Alibaba's open-source video generation model, Wanxiang 2.1, is based on the Apache 2.0 license and includes all inference code and weights for two parameter specifications [23] - Wuhan Anpai Optoelectronics is preparing for the mass production of its 3.2T ultra-high-speed optical module chip, aiming to enhance production yield from 90% to 97% [24] - The Hainan Underwater Intelligent Computing Center has been inaugurated, capable of housing over 400 high-performance servers, with computational power equivalent to approximately 30,000 high-end gaming computers [24]
通信行业报告：阿里巴巴开源视频生成模型，国内首个商用海底数据中心项目在海南正式启用
Dongxing Securities·2025-03-03 08:23