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 ...

Core Viewpoint - The article discusses the 2025 earnings forecasts of companies in the optical communication sector, specifically focusing on Zhongji Xuchuang, Xinyi Sheng, and Tianfu Communication, highlighting significant expected profit growth driven by strong demand in computing infrastructure and optical products [1][4][9]. 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% [2]. - 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, along with improved operational efficiency [2]. - The stock price of Zhongji Xuchuang increased by 397.5% last year, closing at 649 yuan per share today, with a total market capitalization of 721.1 billion yuan [3]. Group 2: Xinyi Sheng - Xinyi Sheng anticipates a net profit attributable to shareholders of 9.4 billion to 9.9 billion yuan for 2025, indicating a year-on-year growth of 231.24% to 248.86% [4]. - The profit increase is driven by sustained growth in computing investments and a rapid rise in demand for high-speed products, resulting in significant increases in sales revenue and net profit [5]. - The stock price of Xinyi Sheng rose by 423.93% last year, with a current price of 419.49 yuan per share and a total market capitalization of 417 billion yuan [6]. Group 3: Tianfu Communication - Tianfu Communication forecasts 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% [9]. - The growth is primarily due to the accelerated development of the artificial intelligence industry and global data center construction, which have driven stable demand for high-speed optical devices, alongside cost reductions from smart manufacturing [9]. - The stock price of Tianfu Communication increased by 215.3% last year, with a current price of 248.43 yuan per share and a total market capitalization of 193.1 billion yuan [10].

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%。 ...

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]