JUFEI(SZ:300303)2026-02-27 02:25Company and Industry Summary Company: 聚飞光电 (Jufei Optoelectronics) Key Points - In the latest CUDA ecosystem AI inference server procurement review, the company secured over 50% of the bid share, with a significant 70% share in large-scale, high-performance bids [1][3] - Following its partnership with ZTE Corporation, the company is poised to become the leading player in the domestic optical communication sector, specifically in optical modules and silicon photonics [2][3] Additional Important Information - The company's strong performance in the AI inference server market indicates a robust demand for its products, reflecting a growing trend in AI technology adoption [1] - The strategic alliance with ZTE Corporation may enhance the company's competitive edge and market presence in the optical communication industry [2]