On the news side, the release of SORA generative AI is directly beneficial to multi-modal, games and other media sectors, and the optical module sector in the subdivision field has been sought after by market funds recently!
It is understood that optical modules belong to an important part of the entire data center industry chain!
Compared with laser chips, DSP and other electrical chips, silicon photonics technology solutions are currently in the early stage of industrial commercializationDomestic companies are expected to occupy future market share through the new technology window period.
Some market institutions pointed out that NVIDIA is expected to launch B100 series chips in the second quarter, the upgrade cycle of AI-driven optical modules will be shortened, and the switch transmission room may be equipped with standard 16T optical module.
The agency believes that it is expected to be 1The industrialization process of 6T optical modules will be significantly accelerated, and domestic related enterprises are expected to benefit under the wave of artificial intelligence!
Let's continue to sort out some of the most high-growth CPO concept stocks of institutions for investors' reference!
According to statistics:A total of 10 CPO concept stocks have been rated by 3 or more institutions, and the average net profit growth rate of institutions in 2024 and 2025 will exceed 30%.The 10 shares are:
Changguang Huaxin, Centec Communications, Yuanjie Technology, Optical Library Technology, Zhongji Innolight, Xinyisheng, Tianfu Communication, Ruijie Network, Taichenguang, Huagong Technology;
From the perspective of the growth rate of the institution's performance,Changguang Huaxin ranks first12 institutions are consistent**Net profit growth rate of 266% in 2024 and 2025 (average);
This is followed by Centec Communications-UA total of 9 institutions are consistent** in the next two years) net profit growth rate of 218% (average).
In addition, the performance growth rate of the institution in the next two years will exceed 50%, as well as Yuanjie Technology, Optical Library Technology, Zhongji Innolight, and XinyishengThe median growth rate of net profit of institutions is %;
Judging from the expected increase in annual report performance, some of the above 10 companies have released 2023 performance forecasts!
Among them,Tianfu Communication's annual report is expected to increase the mostThe company expects to achieve a net profit of 6$7.7 billion to $75.8 billion yuan, a year-on-year change range of 6800% to 8800%, the performance hit a record high!
For a substantial increase in performance,Tianfu Communication said:Benefiting from the continuous and steady growth of demand for high-speed optical device products driven by the construction of global data centers, the continuous expansion and increase of some of the company's product lines have been driven.
It is understood that Tianfu Communication is mainly engaged in the research, production and sales of optical devices, and has a laser chip integrated high-speed optical engine research and development project, which is suitable for high-speed optical engines used in the CPO program;
The second is Zhongji Innolight, which is expected to make a profit of 2 billion yuan to 2.3 billion yuan in 2023, with an expected net profit growth rate of 6340% to 8791%, also a record high!
During the reporting period, benefiting from the significant increase in the proportion of shipments of high-end products such as 800g and the continuous optimization of product design, the company's product revenue, gross profit margin and net profit margin further increased steadily.
Yuanjie Technology, Centec Communications, and Changguang Huaxin are expected to have varying degrees of decline or loss in net profit in 2023!
From the secondary market performance, Tianfu Communication's share price rose the most during the year, since February, the company's share price broke out strongly, soaring from 84 yuan to a maximum of 130 yuan shares, the company's share price **42 this year1%；
The second is Zhongji Innolight,Since January, the company's stock price has accumulated **3983%, once again approaching a record high, the company's stock price is now standing above the first half of the year and other important **;
The stock price rose by 30% during the year, as well as the new YishengSince the beginning of this year, the stock price has been **3001%, the company's stock price is also standing above multiple medium and long-term **;
In addition, the stock prices of Changguang Huaxin, Shengke Communications, Ruijie Network, and Yuanjie Technology all fell by more than 10% during the year, and the stock prices were **% this year
Risk Warning: Some of the above-mentioned companies have risen significantly in stock prices recently, and there are many factors affecting stock prices.
Changguang Huaxin:There are 12 rating agencies, and the net profit growth rate of the institutions is 266% (average) in the next two years
Centec Communications-u:There are 9 rating agencies, and the net profit growth rate of the institutions is 218% (average) in the next two years
Yuanjie Technology:There are 16 rating agencies, and the net profit growth rate of the institutions is 76% (average) in the next two years
Optical Library Technology:There are 4 rating agencies, and the net profit growth rate of the next two years is 66% (average).
Zhongji InnoLight:There are 37 rating agencies, and the net profit growth rate of the institutions is 64% (average) in the next two years
New Yisheng:There are 18 rating agencies, and the net profit growth rate of the institutions is 54% (average) in the next two years
Tianfu Communication:There are 34 rating agencies, and the net profit growth rate of the institutions is 49% (average) in the next two years
Ruijie Network:There are 9 rating agencies, and the net profit growth rate of the institutions is 41% (average) in the next two years
Taichenguang:There are 7 rating agencies, and the net profit growth rate of the next two years is 37% (average).
Huagong Technology:There are 11 rating agencies, and the net profit growth rate of the institutions is 30% (average) in the next two years