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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.
Track the latest trends of north-south directional funds.
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.
Zhongji Innolight (300308.SZ): Orders for the second half of this year have been received one after another.
Zhongji Innolight (300308.SZ) disclosed an investor relations activity record, which shows that orders for the second half of this year have been received successively and the supply delivery plan for next year has been negotiated with customers, including price, monthly shipment volume, and so on.
Northbound funds sold 3.23 billion yuan of A shares, against the trend buying eoptolink technology inc., zhongji innolight, and goertek inc.
Today, the northward capital net sold 3.23 billion yuan of A-shares. Among them, Zijin Mining Group, Fuyao Glass, and Contemporary Amperex Technology were respectively net sold 0.332 billion yuan, 0.268 billion yuan, and 0.258 billion yuan; Eoptolink Technology Inc., Zhongji Innolight, and Goertek Inc. were respectively net bought 0.395 billion yuan, 0.153 billion yuan, and 0.127 billion yuan.
Zhongji Innolight's (SZSE:300308) Five-year Total Shareholder Returns Outpace the Underlying Earnings Growth
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