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China Galaxy Securities: Economically stable communication industry in the first half of the year, domestic calculation and networking empowerment enhances.
The communication industry has operated steadily for 24 hours in the first half of the year, with orderly promotion of new infrastructure and double-digit growth in emerging businesses.
Southbound capital sold over 2.5 billion yuan of A-shares in Nanjing Water, while Northerbound capital increased its holdings in Tencent for 14 consecutive days.
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Returns On Capital Are Showing Encouraging Signs At Zhongji Innolight (SZSE:300308)
Tianfeng Securities: expansion of the silicon photovoltaic application field, high-speed growth in the future.
The integration level of silicon photonics continues to increase, and its application field is also expanding;
South Water sells 0.524 billion yuan of Zhongji Innolight, while North Water heavily purchases it, net selling HSBC Holdings for 5 consecutive days.
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Zhongji Innolight (300308.SZ): Currently, demand for 800G and 400G optical modules is still very strong.
Zhongji Innolight (300308.SZ) disclosed its investor relationship activity records, showing that the demand for 800G and 400G optical modules is still very strong, mainly from AI datacenters. Some key customers have recently added orders or urged shipments. The demand progress for 1.6T optical modules from customers has not changed, and the company has sent them for testing as planned, with deliveries expected to begin in Q4 and gradually increase next year. Overall, downstream customer demand is strong, and there have been no cancellations or delayed shipments or weakened demand plans, and the entire industry is still thriving.
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