One of the hot spots of this year's hype, CPO optical module, second only to AI, that is, photoelectric co-packaging technology, which is expected to achieve low energy consumption and high energy efficiency in high computing power scenarios, and provide better computing power infrastructure for AIGC (AI-generated content) applications such as chatGPT.
In the recent release of AIGC-related concept products and OpenAI's ChatGPT, content-generated artificial intelligence consumer applications have swept the world, and the world's major cloud vendor giants have opened AI competitions.
With the accelerated deployment of AI data centers, 800G optical models play one of the core roles in data transmission.
At the OFC conference in March, China's major optical module manufacturers launched their latest optical module products. At present, North American cloud manufacturers continue to be optimistic about the expectations of 800G optical modules, and 800G optical module manufacturers that are sending samples for testing are expected to continue to benefit.
Based on the data connection requirements of AI servers for large bandwidth, low power consumption and low latency, we expect cloud giants to continue to increase the purchase of high-rate optical modules.
But in the face of the first manufacturer of "CPO optical module", the stock price soared three times under the AI outlet, or will it catch up with "Moutai"?
The company has research and development in 800G, 1.6T, CPO and other related cutting-edge technologies, and its future development focuses on the development of strategic customers, the creation of key technologies and core capabilities, and the research and development of market-leading products, actively exploring the market and striving to achieve performance growth
"CPO concept stock" was born, it as a CPO industry chain stock is popular with funds, the stock price soared three times, as a listed company in the CPO industry chain, with optical chip integration, high-speed optical devices and high-speed optical module design and production of core capabilities.
The operating income was 825 million yuan, a year-on-year increase of 18.08%, and the net profit attributable to the parent was 113 million yuan, a year-on-year increase of 6.95%. In terms of products, in 2022, the revenue of optical modules of 10G and above will be 695 million yuan, accounting for 84.32% of the total revenue.
The relevant person in charge of the company said that the demand for 800G in the entire market in 2024 is expected to have a higher growth than in 2023, and 800G and higher speed products are one of the company's future priorities.
I am very bullish on this company for the following reasons:
1. CPO+ chip is the first leader, and it is backed by a big tree and has strong capital
2. The market value is tens of billions, favored by the main funds, and the continuous inflow of more than 1 billion in the past 5 days,
3. Volume and price rise + chip concentration + main favor, the price limit board starts, and is about to usher in a doubling space.
Without further ado, it is ready to start