Technology stocks are rebounding, while high-profile stocks are collectively "cooling down". The market may enter a critical period for switching between high and low performances.
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Zhongji Innolight's Q1 net profit increased by 57% year-on-year, driven by growing demand for high-end optical modules | Earnings Reports insights.
Zhongji Innolight's Q1 report shows impressive performance, benefited by the growth in computing infrastructure and related capital expenditures. The increased demand for 800G/400G high-end optical modules has driven revenue, net income, and net income excluding non-recurring items to grow year-on-year by 37.8%, 56.8%, and 58.4%, respectively.
Huijin takes action to stabilize! The A-shares' "deep squat" may welcome a recovery window.
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After a continuous reduction in market trading volume, a short-term directional choice may be faced, waiting for new hotspots to break through.
Yesterday, the market continued a low-volume consolidation structure. From the Index perspective, although it is still in a relatively strong consolidation structure, the narrow fluctuations over the past three days may indicate that the market is facing a new round of directional choices. If it cannot attack with increased volume again, the probability of subsequent corrective consolidation may further increase.
The market size of Silicon Carbide devices will grow rapidly driven by New energy Fund, photovoltaic energy storage, and Datacenter.
On March 18, Ansem announced via its official WeChat account the launch of its first generation of SPM 31 intelligent power module (IPM) series based on 1200V Silicon Carbide (SiC) Metal Oxide Semiconductor Field Effect Transistor (MOSFET). Everbright pointed out that thanks to the drive from New energy Fund, photovoltaics, Datacenter, and other sectors, the market scale for Silicon Carbide devices will grow rapidly.
Sales of high-end optical modules have surged! Zhongji Innolight's net income last year increased by 137.90% year-on-year | Earnings Reports insights.
Thanks to the continuous construction of computing power infrastructure by end customers and strong growth in capital expenditure, Zhongji Innolight's sales of 800G and 400G high-end optical modules have greatly increased, with both revenue and net income significantly rising year-on-year.