Group 1 - The core viewpoint is that the telecommunications sector's performance forecasts are gradually being disclosed, and the long-term upward trend of the industry remains unchanged [1] - The industry is experiencing a continuous optimization of customer structure and an expected strengthening of order traction due to the ongoing overseas rollout of 800G and accelerated introduction of 1.6T [1] - Major companies like Google are maintaining high capital expenditures and hardware iterations, driving explosive growth in related MPO businesses [1] Group 2 - The Ministry of Industry and Information Technology has issued an action plan to promote the high-quality development of industrial internet platforms, aiming for a platform penetration rate of over 55% by 2028 [1] - The communication ETF (515880) has seen a remarkable annual increase of 125.81% in 2025, ranking first in the market, with a scale of 14.15 billion yuan as of January 19, 2025 [2] - As of December 22, 2025, the communication ETF's optical module content accounted for over 48%, with nearly 20% from servers, indicating a strong fundamental backing for overseas computing power [1][2]

Core Viewpoint - The company will hold a performance briefing to discuss its 2024 annual report and 2025 Q1 results, providing a platform for interaction with investors [2][3]. Group 1: Meeting Details - The meeting is scheduled for May 29, 2025, from 14:30 to 17:00 [4]. - It will take place at the Shanghai Securities News·China Securities Network Roadshow Center, accessible online [4]. - The format will include video and text interaction, allowing for real-time communication with investors [3][5]. Group 2: Participation Information - Investors can participate online during the meeting and submit questions via the company's investor relations email by May 27, 2025 [5]. - The company will address commonly asked questions during the briefing [3][5]. Group 3: Attendees - Key attendees will include the company's chairman, president, independent directors, and other relevant executives [4].