A recent Huaxin Securities research report pointed out that supply chain tension is gradually easing, and Xinyisheng's order delivery is growing rapidly. The company expects to achieve net profit of 7 billion yuan to 8 billion yuan in the first half of 2026, an increase of 77.56% to 102.93% over the previous year. Demand for order delivery continues to grow, supply chain tension gradually eases; breakthroughs and progress have been made in various fields, and the product matrix continues to be enriched. The company also has sufficient technical reserves and product layout in cutting-edge technology fields such as OCS and CPO. The global AI industry is developing rapidly, and the capital expenditure of the four largest cloud vendors in North America increased dramatically in 2025, further increasing investment in AI. The company's customer and product structure are continuously optimized. As a leading manufacturer of high-speed digital optical modules, the company's profitability is expected to further improve and maintain a “buy” investment rating.

A recent Huaxin Securities research report pointed out that supply chain tension is gradually easing, and Xinyisheng's order delivery is growing rapidly. The company expects to achieve net profit of 7 billion yuan to 8 billion yuan in the first half of 2026, an increase of 77.56% to 102.93% over the previous year. Demand for order delivery continues to grow, supply chain tension gradually eases; breakthroughs and progress have been made in various fields, and the product matrix continues to be enriched. The company also has sufficient technical reserves and product layout in cutting-edge technology fields such as OCS and CPO. The global AI industry is developing rapidly, and the capital expenditure of the four largest cloud vendors in North America increased dramatically in 2025, further increasing investment in AI. The company's customer and product structure are continuously optimized. As a leading manufacturer of high-speed digital optical modules, the company's profitability is expected to further improve and maintain a “buy” investment rating.