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中文(ZH) 中际旭创:公司有信心保持毛利率的稳定

Zhongji Xuchuang confident in stable margins, eyes growth from new products

Zhongji Xuchuang, a company focused on optical interconnect solutions, is confident in maintaining stable gross margins. They anticipate growth in gross margin with the scaling of new, higher-margin products like 2.4T and NPO by 2027. The company also noted the successful deployment of a higher-capacity 200G*4 channel product, which offers significantly better pricing and gross margins compared to 100G solutions. AI

IMPACT Potential for improved profitability in optical interconnects, crucial for AI infrastructure.

RANK_REASON Company announcement regarding product margins and future product scaling.

Read on 36氪 (36Kr) →

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Zhongji Xuchuang confident in stable margins, eyes growth from new products

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  1. 36氪 (36Kr) TIER_1 中文(ZH) ·

    Zhongji Xuchuang: The company is confident in maintaining stable gross profit margins

    中际旭创7月28日召开电话会议,公司表示,目前订单的需求量和价格都处于不错的水平,整体行业需求非常旺盛,物料紧缺带来一定供给压力,各家厂商的报价也偏谨慎。公司有信心保持毛利率的稳定,随着2027年2.4T、NPO等高毛利的新产品上量,能够有效拉动整体毛利率的增长。预计未来随着scale-up光连接方案的规模化应用,凭借技术领先与交付优势,公司有望进一步提升整体盈利水平。(证券时报)