【兴证通信】通信行业周报：海外算力链性价比凸显

Industry Rating - The industry rating for the communication sector is "Recommended (Maintained)" [1] Core Views - Overseas computing power chains show significant cost-performance advantages [2] - Key investment points include performance metrics such as 1.50%, 1.12%, 1.64%, 2.38%, 300, 1.13%, 0.45%, and 2.02% for the period 01.06-01.12 [2] Weekly Investment Overview - CPO (Co-Packaged Optics) technology is highlighted, with developments in 800G EML, 1.6T, 400G, and 3.2T expected by 2025 [3][9] - AEC and ASIC technologies are also mentioned in the context of CPO advancements [3][9] - CPO/OIO technologies are expected to evolve, with 1.6T and 3.2T being key milestones [9] Industry Dynamics - CES 2025 featured AI Project DIGITS, which includes AI PC developments and a significant AI-related metric of 3000 [9] - SpaceX's IFT-7 mission is noted, with a 25% increase in performance and a 3.1 metric [10] - Starlink's performance in 2024 showed a 33.9% increase, with a total of 2.89 and 2781.63 metrics [10] - C114 reported a 57.8% increase in performance from January to December 2024, with a total of 28943.08 [10] Major Events Reminder - Key events for communication industry companies from January 13 to January 19 include shareholder meetings for companies like Ovxian Communication, Eastsoft, Kinghelm, Broadex, and Chuangyi Technology [11] - Other notable events include the lifting of restricted shares for Chuangyi Technology and shareholder meetings for companies like Hytera, Youfang Technology, Feiling Kesi, and Dingxin Communication [11]