【研报行业+公司】TPT落地110个项目+收入1.17亿！这家公司工业AI护城河初成，机构：基本面拐点临近

Group 1 - The company has launched 110 TPT projects, generating revenue of 1.17 billion, indicating the establishment of an industrial AI moat. The combination of manufacturing intelligence and overseas expansion is expected to lead to a low valuation with profit pressure in 2025, but a growth rate of 27% is anticipated in 2026. Institutions suggest that a fundamental turning point is approaching and recommend close attention [1] - The demand for AI computing power is surging, raising questions about which companies will seize the high-margin "golden window" in silicon photonics modules. Five core segment companies have entered the institutional focus list [1]