业绩炸裂！中际旭创、新易盛带飞云计算板块

Group 1 - The cloud computing sector is experiencing significant growth, with companies like Xinyiseng and Zhongji Xuchuang reporting impressive earnings, driving interest in the sector [1][2] - Zhongji Xuchuang achieved a revenue of 23.862 billion yuan in 2024, a year-on-year increase of 122.64%, and a net profit of 5.171 billion yuan, up 137.93% [1] - In Q1 2024, Zhongji Xuchuang's revenue reached 6.674 billion yuan, growing by 37.82%, with a net profit of 1.583 billion yuan, an increase of 56.83% [1] Group 2 - The strong performance of Zhongji Xuchuang is attributed to the rising demand for AI computing power, which has boosted the shipment of optical modules [2] - The company's high profit margins are supported by an improved product mix, with silicon optical modules gaining a larger share, leading to an upward trend in gross margins [2] - Zhongji Xuchuang has minimized the impact of tariffs by establishing a production base in Thailand, which can meet U.S. demand [2] Group 3 - Xinyiseng reported a net profit of 2.838 billion yuan in 2024, a substantial increase of 312.26%, with Q1 2025 net profit reaching 1.573 billion yuan, up 384.54% [2] - The cloud computing ETF (159890) tracks the CSI Cloud Computing and Big Data Theme Index, covering major players across the entire industry chain from hardware to services [3] - Analysts suggest that despite tariff uncertainties, the computing power sector remains a strong investment opportunity due to expected performance confirmations and increased capital expenditures [3]