Group 1 - The core viewpoint of the report is that Shanxi Securities has given a "buy" rating for Zhongji Xuchuang (300308.SZ) based on strong performance indicators [1] - The second quarter showed a rapid increase in revenue growth rate and significant improvement in gross margin, attributed to accelerated procurement from major clients and an increased proportion of high-speed silicon optical products [1] - The company's strong delivery capability is highlighted as a significant competitive advantage [1] Group 2 - Risks mentioned include potential underperformance of AI application deployment affecting North American capital expenditures [1] - The introduction of new suppliers by major clients could lead to a decrease in the company's existing supply share [1] - Supply capacity may be impacted by shortages of key raw materials such as EML, and exchange rate fluctuations could affect profitability [1]