Group 1 - The core viewpoint highlights the strong performance of the "Double Innovation Leader ETF" (588330), which saw a price increase of over 2.5% and a trading volume of 1.22 billion yuan, indicating robust buying interest [1] - The ETF is experiencing a significant premium in the market, with a real-time premium rate of 0.91%, suggesting strong capital inflow [1] - Key sectors to watch include optical modules and electronics, with major players like Zhongji Xuchuang leading in the 1.6T field and Xinyi Sheng benefiting from unexpected 800G orders [1][2] Group 2 - In the electronics sector, there is a strong upward trend in computing power driven by North America, with companies like TSMC raising their revenue growth forecast from approximately 25% to 30% due to sustained AI demand [2] - The semiconductor industry is showing optimistic order demand, with companies like SMIC and Huahong nearing full capacity in Q2 2025, reinforcing the high prosperity of the sector [2] - The market outlook suggests a focus on high-growth sectors, with recommendations to invest in areas such as anti-involution, technological independence, and innovative pharmaceuticals [2] Group 3 - The "Double Innovation Leader ETF" is characterized by cross-market diversification, focusing entirely on strategic emerging industries, including new energy, semiconductors, and medical devices [5] - The ETF serves as a high-elasticity tool for capturing technology market trends, with a low investment threshold allowing entry at less than 100 yuan [5] - The ETF is designed to track the CSI Star Market and Growth Enterprise Market 50 Index, which includes 50 large-cap companies from these sectors [6]

8月12日，A股人工智能产业链集体走强，算力概念股表现活跃，受资产重组消息提振，光库科技20cm 涨停。截至13点54分，同类费率最低的创业板人工智能ETF华夏（159381）涨超2%，盘中成交额超 9000万元创上市以来新高。 广发证券表示，云厂商财报验证CapEx-ROI飞轮效应，光模块迎来"戴维斯双击"！各云厂商AI相关业务 的表述均体现乐观口径，CapEx亦超预期。伴随AI投资回报路径逐渐清晰，科技厂商有望迎来FOMO 2.0阶段。我们认为海外大型科技公司对AI投资、回报的战略方向逐季明晰。持续推荐兼具景气度及基 本面强兑现的光模块板块。 值得注意的是，本轮AI行情中，以光模块为代表的上游算力硬件显著领涨，聚焦光模块AI算力的创业 板人工智能年内以来累计涨幅超30%，大幅跑赢中证人工智能、CS人工智、科创AI等同类AI指数。 （文章来源：每日经济新闻） 资料显示，创业板人工智能ETF华夏（159381）跟踪创业板人工智能指数，选取创业板上市的AI主业公 司，日内涨跌幅限制为±20%。指数光模块权重超41%，前3大成分股囊括中际旭创（15.89%）、新易盛 （14.86%）、天孚通信（4.77%）三大光 ...

中际旭创（300308）7月16日披露2025年半年度业绩预告，预计实现归属于上市公司股东的净利润 为36亿元至44亿元，同比增长52.64%—86.57%；预计实现扣除非经常性损益后的净利润为35.9亿元至 43.9亿元，同比增长53.89%—88.18%。 公告指出，公司业绩大幅增长主要得益于终端客户对算力基础设施建设的持续投入，在人工智能、 大模型等新兴领域的带动下，资本开支保持强劲增长，带动公司800G等高端光模块销售规模快速提 升，产品结构进一步优化。 中际旭创作为高端光模块行业的重要代表，其产品广泛应用于超大规模数据中心、云计算、5G通 信和AI算力设施等领域。据国信证券与东吴证券等机构研报，公司高端光模块（尤其400G/800G）出货 量迅速增长，2024年相关产品业务收入同比增长超过125%，其贡献占比达95%以上。研报指出，多卡 互连需求、云服务商资本支出持续变热，以及新GPU（如Blackwell）与自研ASIC推动带宽需求爆发， 使光模块行业技术升级与市场扩张同步推进。中际旭创在此环境下的800G份额领先，并已启动1.6T光 模块产品测试，有望于2025年下半年实现量产出货，成为下一阶段 ...

Group 1 - The ChiNext index experienced a significant rise, driven by the performance of the optical module and medical device sectors [1] - Other sectors such as gas, port shipping, and brain-computer interfaces also saw gains, while energy metals and military equipment sectors faced adjustments [1] - The trading volume of the ChiNext ETF (159915) exceeded 1.6 billion yuan during the morning session [1]

8月12日，A股三大指数早间小幅高开。深证成指、创业板指盘初跳水翻绿，随后大幅拉升。截至发稿，三大指数集体飘红。 | 3662.31 | | --- | 盘面上，上午大金融持续发力，医疗保健、贵金属、煤炭、航运等板块走高，光模块、消费电子代工、鸡产业等概念股活跃；稀土、锂 矿板块明显回调。 | | | Wind热门概念指数 | | | --- | --- | --- | --- | | 医疗器械 2.79% | 光模块(CPO) 1.92% | 脑机接口 1.87% | 鸡产业 1.67% | | 射频及天线 1.66% | 消费电子代工 1.49% | 液冷服务器 1.30% | 央企银行 1.16% | | 航运 1.14% | 煤炭开采 1.07% | 锂电正极 -1.30% | 硅脂源 -1.33% | | 超硬材料 -1.36% | 水泥制造 -1.38% | PEEK材料 -1.45% | 卫星互联网 -1.50% | | 锂矿 -1.83% | 培育钻石 -1.85% | 點期標題 -1.90% | 稀土 -2.03% | 港股市场上午窄幅震荡，截至发稿，三大指数小幅下跌；康师傅控股跌超3%，领 ...

Core Viewpoint - The article highlights the strong performance and trading activity of the "Double Innovation Leading ETF" (588330) in the A-share market, indicating a bullish sentiment among investors, particularly in sectors like optical modules, electronics, and medical devices [1][2][3]. Group 1: Optical Modules - The leading companies in the optical module sector include Zhongji Xuchuang, which is recognized as the absolute leader in the 1.6T field with a technological edge of 1-2 years over competitors [1] - New Yisheng, a core supplier for Meta, has exceeded expectations with over 8 million 800G orders [1] - Tianfu Communication, the exclusive supplier of optical engine technology, is expected to benefit from the ramp-up in 1.6T production [1] - The demand driven by the AI computing "arms race" is anticipated to continue exceeding expectations, suggesting investment opportunities in the optical module sector [1]. Group 2: Electronics - The electronics sector is experiencing a strong upward trend in North America, which is boosting related supply chains [2] - TSMC has raised its revenue growth forecast from approximately 25% to 30% due to sustained strong AI demand and a moderate recovery in non-AI demand [2] - Semiconductor companies like SMIC and Huahong are nearing full capacity utilization, with optimistic order demand outlooks, indicating continued high prosperity in the semiconductor sector [2]. Group 3: Medical Devices - The National Medical Insurance Administration has held five meetings focused on "Medicare Support for Innovative Drugs and Devices," emphasizing the importance of innovation across the entire chain from research and development to payment [2] - This initiative is expected to promote the development of the innovative drug and medical device industries [2]. Group 4: Market Outlook - The growth style is likely to dominate, with high-prosperity sectors remaining the focus of market attention [3] - The market is expected to experience a rotation of hotspots during the policy window and concentrated disclosure period of mid-year reports, suggesting a need for strategic positioning [3]. - Investment recommendations include focusing on sectors with positive trends such as anti-involution, technological independence, and innovative pharmaceuticals [3]. Group 5: ETF Characteristics - The "Double Innovation Leading ETF" features a 100% strategic emerging market focus, selecting 50 large-cap companies from the Sci-Tech Innovation Board and the Growth Enterprise Market [6] - It serves as a high-elasticity tool for capturing technology market trends, with a lower investment threshold compared to direct investments in individual stocks [6].

行业消息面上，近期高盛预计，2025年、2026年800G光模块销量将分别达到1990万和3350万单位，较此前预测分别上调10%和58%；市场规 模方面，预测2025年和2026年光模块市场总值预计分别达到127.3亿和193.7亿美元，同比增长60%和52%，显示出强劲的增长轨迹。 银河证券指出，AI应用强赋能，算力硬件高成长可期。当下时点，算力板块仍处于快速发展周期中，且各家对于大模型的投入也将持续发 展，在流量入口争夺以及广阔应用市场想象空间的驱动下，并不会因为一家流量入口独大而有所下调，作为其最重要的算力底座需求端也将 日趋旺盛。 2025年8月12日早盘，光模块等AI硬件继续领涨，创业板人工智能逆市活跃。截至发文，光库科技复牌后20CM一字涨停，协创数据涨超5%， 新易盛、天孚通信、奥飞数据、中际旭创等逆市飘红。热门ETF方面，同标的指数规模最大、流动性突出的创业板人工智能ETF（159363）逆 市涨逾1%冲击前高，实时成交额超7700万元。 | | | 分时 多日 1分 5分 15分 30分 = | | | | | F9 盘前盤后 叠加 九转 画线 工具 & (2) | | | | 创业板人工 ...

"市值起伏是常态，但'可靠、透明、有远见'的品牌烙印才是永恒资产。"王军表示。 登录新浪财经APP 搜索【信披】查看更多考评等级 ● 本报记者 张鹏飞 杨洁 在A股资本市场，受益于AI数据中心概念的中际旭创市值已突破2000亿元，凭借光模块领域的全球领先 地位备受瞩目。作为这家光模块龙头企业的董事会秘书，王军始终秉持"风险意识为先、透明沟通为 本"的理念，为上市公司的稳健发展履职尽责。 从危机应对到价值传递 2018年1月，王军正式出任中际旭创董事会秘书。彼时，资本市场对光模块行业尚处于认知朦胧阶段， 对产业链构成、客户需求、产品技术迭代与行业前景了解不清晰。他敏锐意识到，投资者关系的核心不 仅是信息披露的合规性和沟通的及时性，更在于构建资本市场对公司所处行业的深层理解。 2023年，AI浪潮席卷全球，中际旭创因率先突破800G光模块技术成为市场焦点，市值一度突破千亿。 随后，行业周期波动与地缘政治风险接踵而至：境外收入占比高、关税政策扰动、市场对AI算力需求 可持续性的质疑，令投资者信心承压。 面对市场考验，王军带领IR团队启动"高频沟通"模式。每当市场聚焦或投资者困惑之际，他便及时组织 电话会议，主动讲解 ...

在信息披露方面，王军锚定合规底线，秉承真实、完整、准确的原则。中际旭创连续七年获深交所信息 披露最高评级"A"。 在A股资本市场，受益于AI数据中心概念的中际旭创市值已突破2000亿元，凭借光模块领域的全球领先 地位备受瞩目。作为这家光模块龙头企业的董事会秘书，王军始终秉持"风险意识为先、透明沟通为 本"的理念，为上市公司的稳健发展履职尽责。 "市值起伏是常态，但'可靠、透明、有远见'的品牌烙印才是永恒资产。"王军表示。 从危机应对到价值传递 从预期引导到生态共建 2018年1月，王军正式出任中际旭创董事会秘书。彼时，资本市场对光模块行业尚处于认知朦胧阶段， 对产业链构成、客户需求、产品技术迭代与行业前景了解不清晰。他敏锐意识到，投资者关系的核心不 仅是信息披露的合规性和沟通的及时性，更在于构建资本市场对公司所处行业的深层理解。 2023年，AI浪潮席卷全球，中际旭创因率先突破800G光模块技术成为市场焦点，市值一度突破千亿。 随后，行业周期波动与地缘政治风险接踵而至：境外收入占比高、关税政策扰动、市场对AI算力需求 可持续性的质疑，令投资者信心承压。 面对市场考验，王军带领IR团队启动"高频沟通"模式。每当 ...

Core Viewpoint - The article highlights the strategic approach of the company in investor relations, emphasizing transparency, risk awareness, and proactive communication to build investor confidence amidst market fluctuations and technological advancements in the optical module industry. Group 1: Company Overview - The company, Zhongji Xuchuang, has a market capitalization exceeding 200 billion yuan, benefiting from the AI data center concept and its leading position in the optical module sector [1] - The company achieved a significant milestone by being the first to break through 800G optical module technology, which attracted market attention and led to a market cap exceeding 100 billion yuan [1] Group 2: Investor Relations Strategy - The company has adopted a "high-frequency communication" model to address investor concerns, organizing timely conference calls to explain industry demands, technological trends, and risk management strategies [1] - The company has maintained a high standard of information disclosure, receiving the highest rating "A" from the Shenzhen Stock Exchange for seven consecutive years [2] - In 2023, the company organized 228 roadshows and handled an average of 3.6 investor inquiries daily, utilizing visual reports to convey complex information [2] Group 3: Market Communication and Education - The company has implemented a multi-channel approach to communicate its technological advancements, providing clear insights into the evolution from 400G to 800G and 1.6T products [3] - The company emphasizes honest communication regarding market conditions, acknowledging both strong customer orders and potential short-term industry volatility [3] - The company plans to enhance the granularity of its disclosures through visual reports and multilingual presentations to improve the experience for global investors [3] Group 4: Governance and Industry Collaboration - The company actively participates in industry governance, being a core member of the Shandong Provincial Listed Companies Association and promoting governance training and investor relations experience sharing [3] - The company seeks to balance innovation with compliance, maintaining a risk-averse stance while pursuing growth opportunities [3]