Core Viewpoint - The "Yizhongtian" combination of companies, including Zhongji Xuchuang, Xinyi Sheng, and Tianfu Communication, has released their 2025 performance forecasts, indicating significant growth in net profits driven by strong demand in the computing infrastructure and AI sectors [1][2][4]. Group 1: Zhongji Xuchuang - Zhongji Xuchuang expects a net profit attributable to shareholders of 9.8 billion to 11.8 billion yuan for 2025, representing a year-on-year growth of 89.50% to 128.17% [1][5]. - The growth is attributed to strong investments in computing infrastructure by end customers, leading to rapid product shipment increases, particularly in high-speed optical modules [5]. - The company's stock price increased by 397.5% last year, closing at 649 yuan per share with a total market capitalization of 721.1 billion yuan as of January 30 [1][5]. Group 2: Xinyi Sheng - Xinyi Sheng forecasts a net profit attributable to shareholders of 9.4 billion to 9.9 billion yuan for 2025, with a year-on-year growth of 231.24% to 248.86% [1][5]. - The performance increase is driven by sustained growth in computing investments and a rapid rise in demand for high-speed products [5]. - The stock price rose by 423.93% last year, with a closing price of 419.49 yuan per share and a total market capitalization of 417 billion yuan [1][5]. Group 3: Tianfu Communication - Tianfu Communication anticipates a net profit attributable to shareholders of 1.881 billion to 2.150 billion yuan for 2025, reflecting a year-on-year growth of 40.00% to 60.00% [2][6]. - The growth is primarily due to the accelerated development of the AI industry and global data center construction, which have driven stable demand for high-speed optical devices [6]. - The stock price increased by 215.3% last year, closing at 248.43 yuan per share with a total market capitalization of 193.1 billion yuan as of January 30 [2][6].

【#中际旭创预计2025年净利润超98亿#】1月30日，中际旭创公告称，预计2025年归属于上市公司股东 的净利润为98亿元至118亿元，比上年同期增长89.50%至128.17%。业绩变动原因：受益于终端客户算 力基础设施强劲投入，公司高速光模块出货快速增长，产品方案持续优化、运营效率提升，带动营收与 净利润大幅增长；同时受股份支付费用、存货及信用减值、汇兑损失等影响，部分抵减盈利增幅。（每 经，德塔） 中际旭创(300308) < C 闭市 01-30 15:30:24 融 通 额 226.51亿 股本 11.11亿 市盈 84.3 力得 盘口 换 3.23% 市值1 7211亿 市净 27.79 35.15 5.73% 分时 五日 日K 周K 月K 更多 (0) 叠加 设均线 MA5:619.25↑ 10:607.47↑ 20:605.72↑ 前复权 679.48 + 658.80 547.88 Z -436.96 416.28 promotion in the promotion in the promotion in the promotion in the many of the many of ...

格隆汇1月30日丨中际旭创(300308.SZ)公布2025年度业绩预告，预计2025年度归属于上市公司股东的净 利润98亿元–118亿元，比上年同期增加89.50%-128.17%；扣除非经常性损益后的净利润97亿元–117亿 元，比上年同期增加91.38%-130.84%。 报告期内，受益于终端客户对算力基础设施的强劲投入，公司产品出货较快增长，其中高速光模块占比 持续提高，且随着产品方案不断优化、运营效率继续提升，公司营业收入与净利润均较去年同期实现较 大增长。 报告期内，因美元汇率持续下跌产生汇兑损失，导致归属于上市公司股东的净利润减少约27,000万元。 报告期内，公司确认投资收益及公允价值变动损益，带来归属于上市公司股东的净利润增加约29,600万 元，其中约4,800万元投资收益计入非经常性损益事项。上述收益主要来源于联营企业按权益法确认的 投资收益，和对其他类别的股权投资确认公允价值变动损益。 报告期内，公司对限制性股票激励计划、员工持股计划等事项确认股份支付费用，导致归属于上市公司 股东的净利润减少约22,300万元。 报告期内，对子公司账面可能形成呆滞的库存计提存货减值准备、并对预计存在坏 ...

Group 1: Earnings Forecasts - Han's Laser expects a net profit of 1.85 billion to 2.15 billion yuan for 2025, marking a turnaround from losses in the previous year [9] - Zhongji Xuchuang anticipates a net profit increase of 89.50% to 128.17% for 2025, projecting profits between 9.8 billion to 11.8 billion yuan [2] - Perfect World forecasts a net profit of 720 million to 760 million yuan for 2025, also reversing previous losses [25] - Yihua Lifestyle expects a net profit of 8 billion to 10 billion yuan for 2025, compared to a loss of 1.696 billion yuan in the previous year [21] - Guizhou Mingzhu anticipates a staggering net profit increase of 2908.49% to 3577.04% for 2025, projecting profits between 166 million to 203 million yuan [25] - Kexing Pharmaceutical expects a net profit increase of 328.83% to 455.89% for 2025, projecting profits between 135 million to 175 million yuan [28] Group 2: Capital Raising and Investments - Newray plans to raise no more than 1.316 billion yuan through a private placement for high-performance CNC blade industrial park projects [3] - Liyang Chip intends to raise up to 970 million yuan for integrated circuit testing projects and other initiatives [4] - Kid King plans to invest 3.3 million yuan to establish a joint venture focused on online business model innovation for family consumption [6] Group 3: Industry Developments - Tianqi Lithium's subsidiary has produced its first batch of chemical-grade lithium concentrate as part of its expansion project [5] - Yihua Lithium's subsidiary has signed a framework agreement with Indonesian state-owned enterprises to collaborate on the entire supply chain for electric vehicle batteries [7] - Longyuan Power expects a net profit increase of 51% to 73% for 2025, driven by improved profitability in its core thermal power business and expansion in renewable energy [18]

每经AI快讯，1月30日，美股光通信盘前部分走高，Lumentum涨超9%，Coherent涨超7%，Applied Optoelectronics涨超5%，康宁涨超2%。 ...

格隆汇1月30日丨Lumentum涨超9%，Coherent涨超7%，Applied Optoelectronics涨超5%，康宁涨超2%。 ...

业绩预告的核心驱动力清晰而强劲，公司直接受益于全球范围内算力投资的持续增长，尤其是高速率光模块产品需求的快速提升。随着各大云计 算厂商和超大规模数据中心加速部署AI集群，800G及更高速率的光模块已成为刚性需求，而新易盛作为全球高速光模块的核心供应商之一，其销 售收入与净利润得以同步实现大幅跃升。 | 项目 | | | 本报告期 | | 上年同期 | | --- | --- | --- | --- | --- | --- | | 归属于上市公司股 | 比上年同期 | 940, 000 | ~ | 990, 000 | 283,781.36 | | 东的净利润 | 增长 | 231. 24% | 2 | 248. 86% | | | 扣除非经常性损益 | 比上年同期 | 936, 700 | 2 | 986, 700 | 282, 977. 42 | | 后的净利润 | | 231. 02% | N | 248. 69% | | | | 增长 | | | | | 国内光模块龙头企业新易盛交上了一份亮眼的业绩预告。 1月30日，新易盛公布的2025年业绩预告显示，公司预计全年实现归属于上市公司股东的净利润94亿元 ...

随着中际旭创、新易盛今日晚间相继发布2025年业绩预告，"易中天"组合年报业绩预告出齐。 中际旭创公告称， 预计2025年归属于上市公司股东的净利润为98亿元-118亿元，比上年同期增长89.50%-128.17%。 对于业绩增长的原因，公告提到，报告期内，受益于终端客户对算力基础设施的强劲投入，公司产品出货较快增长，其中高速光模块占比持续提 高，且随着产品方案不断优化、运营效率继续提升，公司营业收入与净利润均较去年同期实现较大增长。 股价表现方面，中际旭创去年累计涨幅达397.5%，今年涨势延续。该股今日股价报收649元/股，总市值7211亿元。 | 419.49 | | | | | | --- | --- | --- | --- | --- | | 光通信 西部开发 +26.49 +6.74% | | | | | | +1.95% 最相关 -0.76% | | | | | | 4个 + 388.49 最 高 50.8万手 | | 425.00 | 成交量 | | | 品 | | | | | | 49.43 换手率 5.74% 总市值 4170亿 | | | | | | MA5:398.682 MA10:3 ...

中际旭创股份有限公司预计2025年全年盈利将实现爆发式增长，净利润规模有望突破百亿元大关，主要得益于核心光模块业务的强劲表现。 | 项目 | 本报告期 | 上年同期 | | --- | --- | --- | | 归属于上市公司股 | 盈利: 980,000 万元 - 1,180,000 万元 | 盈利:517.148.60 万元 | | 东的净利润 | 比上年同期增加:89.50% - 128.17% | | | 扣除非经常性损益 后的净利润 | 盈利: 970,000 万元 - 1,170,000 万元 | 盈利:506.835.63 万元 | | | 比上年同期增加:91.38% - 130.84% | | 本次业绩预告为财务部门初步测算结果，未经审计机构审计。公司表示，2025年年度业绩的具体数据将在后续发布的年报中详细披露，投资者应 注意投资风险。 财务影响因素 光模块业务表现 作为公司的核心增长引擎，光模块业务在2025年展现出极强的盈利弹性。剔除股权激励费用的影响后，光模块业务实现合并净利润约108亿元至 131亿元。 根据1月31日披露的公告，公司预计2025年归属于上市公司股东的净利润为98 ...

报告期内，受益于终端客户对算力基础设施的强劲投入，公司产品出货较快增长，其中高速光模块占比 持续提高，且随着产品方案不断优化、运营效率继续提升，公司营业收入与净利润均较去年同期实现较 大增长。 中际旭创（300308）(300308.SZ)披露2025年度业绩预告，公司预计归属于上市公司股东的净利润98亿 元至118亿元，同比增长89.50%至128.17%;扣除非经常性损益后的净利润97亿元至117亿元，同比增长 91.38%至130.84%。 ...