Intercontinental Sunchime: This year, there will be a significant increase in demand for 1.6T optical modules.

On the evening of April 16, Zhongjixuchuang Co., Ltd., the leading company in optical module industry, disclosed its first quarter report for 2026, continuing its explosive growth momentum. During the reporting period, Zhongjixuchuang achieved operating income of 19.496 billion yuan, a year-on-year increase of 192.12%; achieving a net profit attributable to shareholders of the listed company of 5.735 billion yuan, a year-on-year increase of 262.28%. Regarding the reasons for the high-speed growth in performance, Zhongjixuchuang stated in an interview with reporters that it is mainly due to the strong investment in computing power infrastructure by end customers, with the company's product shipments achieving rapid growth, with a continuous increase in the proportion of high-speed optical modules. From the quarterly data perspective, Zhongjixuchuang continued to maintain a strong growth momentum on top of last year's high base. The 2025 annual report shows that during the reporting period, Zhongjixuchuang achieved operating income of 38.24 billion yuan and a net profit attributable to mother of 10.797 billion yuan, with year-on-year growth rates of 60.25% and 108.78% respectively. The single-quarter revenue in the fourth quarter of last year reached a historical high of 13.235 billion yuan, laying the foundation for the high growth in the first quarter of this year. In the high-speed optical module field, Zhongjixuchuang's leading advantage continues to consolidate. For the 1.6T optical module, the company officially started mass shipments to key customers in the third quarter of 2025, and accelerated shipments in the fourth quarter. Zhongjixuchuang expects that the demand for 1.6T optical modules in 2026 will see significant growth compared to last year, and 2027 is expected to become a more mainstream demand for CSP manufacturers. Currently, the company is further increasing its production capacity input, with an annual production capacity of more than 28 million units in 2025, and production capacity will see a significant increase in 2026.