智通财经APP讯，中际旭创(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%。 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。 ...

Core Viewpoint - The company expects a significant increase in net profit attributable to shareholders for the fiscal year 2025, projecting between 9.8 billion to 11.8 billion yuan, representing a year-on-year growth of 89.50% to 128.17% [1] Financial Performance - The company experienced rapid growth in product shipments, particularly in high-speed optical modules, due to strong investments in computing infrastructure by end customers [1] - Both operating revenue and net profit saw substantial growth compared to the same period last year [1] Profit Adjustments - The net profit attributable to shareholders was reduced by approximately 223 million yuan due to expenses related to stock incentive plans and employee shareholding plans [1] - An additional reduction of about 113 million yuan in net profit was attributed to inventory impairment provisions and credit impairment losses on receivables [1] - A foreign exchange loss of approximately 270 million yuan due to the continuous decline of the US dollar also impacted net profit [1] Investment Gains - The company recognized investment income and fair value changes, resulting in an increase of about 296 million yuan in net profit attributable to shareholders, with approximately 48 million yuan classified as non-recurring gains [1] - The primary source of these gains was from equity method investments in joint ventures and fair value changes in other equity investments [1]

市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何 意见、观点或结论是否符合其特定状况。据此投资，责任自负。 风险提示及免责条款 中际旭创公告，预计2025年度净利润为98亿元–118亿元，同比增长89.50%-128.17%。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。 更多消息，持续更新中...... ...

Group 1: Market Overview - The Hong Kong stock market saw a net inflow of 32.22 billion HKD from northbound trading, with 20.39 billion HKD from Shanghai and 11.83 billion HKD from Shenzhen [1] - The most bought stocks included CSPC Pharmaceutical Group (01093), Xiaomi Group-W (01810), and the Tracker Fund of Hong Kong (02800) [1] Group 2: Notable Stock Transactions - CSPC Pharmaceutical Group (01093) received a net inflow of 9.36 billion HKD, following a strategic cooperation agreement with AstraZeneca for the development of innovative long-acting peptide drugs, potentially worth up to 18.5 billion USD [4] - The Tracker Fund of Hong Kong (02800) saw a net inflow of 5.89 billion HKD, with positive market sentiment driven by earnings recovery, improved liquidity, low valuations, and policy support [5] - Alibaba Group-W (09988) had a net inflow of 3.29 billion HKD, as it launched a high-end AI chip, enhancing its position in the AI technology sector [5] - Longi Green Energy Technology (06869) experienced a net inflow of 2.41 billion HKD, driven by strong demand for AI infrastructure and optical communication upgrades [5] Group 3: Stocks with Significant Net Outflows - Shandong Gold (01787) and Zijin Mining (02899) faced net outflows of 2.06 billion HKD and 6.35 billion HKD respectively, amid significant volatility in the precious metals market [7] - Semiconductor manufacturer SMIC (00981) saw a net outflow of 545.8 million HKD, with limited impact expected from the approval of H200 chips for the domestic market [7] - Xiaomi Group-W (01810) had a net inflow of 9.14 billion HKD, while China Mobile (00941) and CNOOC (00883) faced net outflows of 5.41 billion HKD and 5.25 billion HKD respectively [7]

Market Overview - The Hong Kong stock market experienced a significant decline on January 30, with all three major indices dropping over 2%. The Hang Seng Index fell by 2.08%, the Hang Seng China Enterprises Index decreased by 2.47%, and the Hang Seng Tech Index dropped by 2.1%. The total market turnover was HKD 301.6 billion, with net buying from southbound funds amounting to HKD 3.22 billion [2][3]. Steel Sector - The steel sector faced a collective downturn, with notable declines in major companies: China Hanking fell by 11.04%, Ansteel fell by 6.05%, Chongqing Iron & Steel dropped by 4.55%, and Maanshan Iron & Steel decreased by 4.24% [4]. - Despite the downturn, some institutions remain optimistic about the steel sector, citing its strong "anti-involution" characteristics and significant profit recovery potential. They believe that quality steel companies will gradually improve their performance, leading to upward elasticity and valuation uplift due to improved supply dynamics. The sector is viewed as having medium to long-term strategic investment opportunities, with a "positive" rating maintained by the brokerage [6]. Gold Sector - Gold stocks collectively plummeted on January 30, following a period of strong gains. Notable declines included Chifeng Jilong Gold falling by 14.38%, Shandong Gold by 14.31%, and Zijin Mining by 10.70% [7]. - Earlier in the year, Chifeng Jilong Gold had seen a cumulative increase of over 30% [8]. Optical Communication Sector - The optical communication sector showed resilience, with Longi Fiber Optic Cable rising by 6.76% despite the overall market decline. This increase is attributed to rising demand for new optical fiber products from overseas data centers, with expectations of price increases in domestic optical fibers by 2026 [10][11]. - Other companies in the optical communication space also saw gains, including Huiju Technology up by 4.59% and Hong Teng Precision up by 4.47% [11]. Company Developments - Giant Legend announced a sales contract for quadruped robots with an independent third party, with production expected to reach mass production by the first quarter of 2026. The company also plans to establish a joint venture for the sales and promotion of consumer-grade IP robots [12][14].

Group 1: Market Overview - The Hong Kong stock market saw a net inflow of 32.22 billion HKD from northbound trading, with 20.39 billion HKD from Shanghai and 11.83 billion HKD from Shenzhen [1] - The most bought stocks included CSPC Pharmaceutical Group (01093), Xiaomi Group-W (01810), and the Tracker Fund of Hong Kong (02800) [1] - The most sold stocks were Zijin Mining (02899), China Mobile (00941), and CNOOC (00883) [1] Group 2: Notable Stock Performances - CSPC Pharmaceutical Group (01093) received a net inflow of 9.36 billion HKD, following a strategic cooperation agreement with AstraZeneca for the development of innovative long-acting peptide drugs, potentially worth up to 18.5 billion USD [4] - The Tracker Fund of Hong Kong (02800) saw a net inflow of 5.89 billion HKD, with positive market sentiment driven by earnings recovery, improved liquidity, and policy support [5] - Alibaba Group-W (09988) had a net inflow of 3.29 billion HKD, as it launched a high-end AI chip, enhancing its position in the AI sector [5] Group 3: Sector-Specific Insights - Long Fiber Optic Cable (06869) received a net inflow of 2.41 billion HKD, driven by strong demand for AI infrastructure and high-speed optical modules [5] - China Spring (01969) had a net inflow of 46.22 million HKD, with growth potential in student enrollment and tuition fee increases [6] - Gold stocks faced significant sell-offs, with Shandong Gold (01787) and Zijin Mining (02899) experiencing net outflows of 2.06 billion HKD and 6.35 billion HKD, respectively, amid volatility in the precious metals market [7]

Core Viewpoint - The CPO concept stocks in A-shares have experienced a significant surge, driven by the release of new AI models and positive earnings forecasts from related companies, alleviating previous market concerns [2][3]. Group 1: Market Performance - On January 30, A-share CPO concept stocks saw a collective rise, with companies like Jieput and Zhishang Technology hitting a 20% limit up, and Hengtong Optic-Electric and Changfei Optical Fiber achieving a 10% limit up [3]. - The ChiNext Index rose by 1.52% after previously dropping over 1%, indicating a strong market rebound [2]. Group 2: Company Earnings Forecasts - Jieput announced an expected 97.69% year-on-year increase in net profit for 2025, reaching 1.3288 billion yuan, benefiting from rising global demand for laser products [3]. - Out of 21 CPO concept stocks that disclosed 2025 earnings forecasts, 17 are expected to show year-on-year net profit growth, representing over 80% [3]. Group 3: AI Industry Developments - Recent releases of AI models, such as DeepSeek-OCR2 and Baidu's Wenxin 5.0, have catalyzed market enthusiasm, with some experts predicting a "ChatGPT moment" in 2026 [3][6]. - Industrial Fulian reported strong customer demand for AI computing power, with expectations for cloud service providers to maintain aggressive capital expenditures, projected to exceed $600 billion by 2026, marking a 40% year-on-year increase [5]. Group 4: Price Increases in AI Services - Major tech companies like Google Cloud and Amazon have announced price increases for data transmission and computing services, indicating rising costs in the AI infrastructure sector [6][7]. - Meta and Microsoft reported higher-than-expected capital expenditures for Q4 2025, with Meta raising its full-year 2026 capital expenditure forecast to $125 billion, a 73% increase [6]. Group 5: Future Outlook - Analysts predict that the demand for computing power will continue to rise, driven by the increasing deployment of AI applications and ongoing iterations of training models [7]. - The AI industry is expected to experience a new wave of growth, particularly in the computing power sector, as concerns about a "computing power bubble" may ease with upcoming confirmations from U.S. earnings reports [7].

1月30日，上证指数收跌0.96%，创业板指涨1.27%。 黄金、基本金属概念股现跌停潮，白酒、地产、券商、油气板块跌幅靠前，商业航天、金融科技、光 伏、AI应用题材调整。CPO、宇树机器人概念股活跃，农业股走强。 本月来看，上证指数累计涨3.76%，呈现"冲高后窄幅震荡"的走势，一月中旬再创十年新高后小幅回 落，最终站稳4100点关口上方。科创50指数表现较强，月累计上涨超12%。上证50指数走出"先扬后 抑"的态势，日线一度收出6连阴。 今天（1月30日），一月最后的交易日，A股市场又一次走出"深V"反转。 并且这个V的幅度比本周二（1月27日）更深，虽然三大指数没能全线翻红，但仍称得上"绝地大反 攻"。 以沪指为例，从日线来看，"金针探底"的针一度插到了30日线上方。 因此今天的复盘，我们为大家解答三个问题： （1）早盘，市场为何急跌探底？ 最显性的原因，无疑是在贵金属市场的剧烈震荡下，A股相关板块大幅低开，引发的资金出逃。 | F9 不复权 超级叠加 画线 丁具 ♡ > | 伦敦金现 | | SPTAUUSDOZ | | | --- | --- | --- | --- | --- | | 2025/1 ...

另外，近期AI产业消息催化不断。DeepSeek-OCR2模型、月之暗面KimiK2.5大模型、阿里千问旗舰推理模型 Qwen3-Max-Thinking先后发布。而在一周前，百度发布并上线原生全模态大模型文心5.0正式版，海外方面， AI智能体Clawdbot全网爆火，被部分观点视为2026年的"ChatGPT时刻"。 超级赛道突然逆势爆发。 今日，A股CPO概念股集体大涨，杰普特、致尚科技斩获20%涨停，亨通光电、长飞光纤录得10%涨停，天孚 通信一度大涨近17%，带动创业板指持续反攻，截至券商中国发稿，创业板指涨幅为1.52%，此前一度跌超1% 。 有分析机构指出，近期国内多家AI（人工智能）企业发布了最新版本的大模型，引爆了市场情绪。另外，相 关上市公司的业绩预告报喜也缓解了市场此前的担忧情绪。海外方面，美国科技巨头Meta、微软均在最新财 报中表示，AI算力供应紧张态势将贯穿2026年。另外，谷歌云、亚马逊也相继上调了数据传输与算力服务价 格。 CPO概念股大爆发 1月30日，A股CPO概念股全线大涨，杰普特、致尚科技斩获20%涨停，亨通光电、长飞光纤录得10%涨停，天 孚通信一度大涨近17%，罗博 ...

Group 1 - The core viewpoint of the article highlights the upward trend of optical communication concept stocks in the Hong Kong market despite overall market conditions [2] Group 2 - Changfei Fiber Optic Cable (06869.HK) saw an increase of 7.27%, reaching 84.1 HKD [2] - Huiju Technology (01729.HK) rose by 6.07%, trading at 15.72 HKD [2] - Hong Teng Precision (06088.HK) experienced a 4.68% increase, priced at 4.92 HKD [2] - Cambridge Technology (06166.HK) grew by 1.52%, with a share price of 83.25 HKD [2]