截至2025年6月4日 10:31，国证通信指数强势上涨1.50%，成分股太辰光上涨14.54%，润建股份涨停， 新易盛上涨6.30%，鼎通科技、联特科技等个股跟涨。通信ETF(159695)上涨1.39%。 场外投资者可以通过通信ETF联接基金（019072）布局AI变革下的光通信投资机遇。 流动性方面，通信ETF盘中换手1.89%，成交190.86万元。拉长时间看，截至6月3日，通信ETF近1年日 均成交893.34万元。 规模方面，通信ETF近半年规模增长910.18万元，实现显著增长，新增规模位居可比基金第一。份额方 面，通信ETF近半年份额增长1000.00万份，实现显著增长，新增份额位居可比基金第一。 国信证券指出，全球互联网云厂商持续加大AI投入，加速布局算力基建，推动高速光模块需求持续高 景气，800G产品成为增长最快领域。5月通信板块上涨3.98%，光模块等细分领域表现突出，行业PE估 值处于近10年较低水平。商业航天领域，政策持续推动卫星互联网发展。运营商板块经营稳健，分红比 例提升凸显高股息价值。 数据显示，截至2025年5月30日，国证通信指数前十大权重股分别为中国电信、中兴通讯、中国 ...

Core Insights - Zhaolong Interconnect reported a revenue of 1.831 billion yuan for 2024, a year-on-year increase of 17.73%, and a net profit attributable to shareholders of 153 million yuan, up 55.90% [1] - The company achieved a revenue of 448 million yuan in Q1 2025, reflecting a growth of 21.54%, with a net profit of 33 million yuan, marking an 85.12% increase [1] Financial Performance - For 2024, Zhaolong Interconnect's operating income was 1.831 billion yuan, with a net profit of 153 million yuan and a basic earnings per share of 0.59 yuan [1] - In Q1 2025, the company reported an operating income of 448 million yuan and a net profit of 33 million yuan [1] Product Development and Innovation - The company is focusing on the development of high-speed cables, industrial cables, and connection products, driven by the increasing demand for digital transmission cables due to the growth of artificial intelligence [2] - Zhaolong Interconnect has made significant advancements in new product innovation, including the development of 400G and 800G products, enhancing its technical capabilities in high-speed interconnects [2] Industrial Applications - In the industrial sector, Zhaolong Interconnect has developed flexible, medical, fire-resistant, and armored cables, achieving successful mass delivery of products [3] - The company has received positive market feedback for its 10GigE machine vision components and new generation gigabit vehicle-mounted SPE cables [3] Global Expansion - Zhaolong Interconnect has expanded its product sales to over 100 countries, with overseas sales revenue reaching 1.134 billion yuan in 2024, a 20.42% increase, accounting for 61.93% of total revenue [3] - The company has implemented a multi-brand strategy to enhance brand exposure and market positioning [3] Research and Development - In 2024, Zhaolong Interconnect invested 65.59 million yuan in R&D, a 12.04% increase, and has established partnerships with renowned research institutions for technology development [4] - The company plans to accelerate the expansion of high-speed cable and connection product projects and enhance its delivery capabilities [4]