AI-driven computing power sees high growth, industry chain companies experience "bumper harvest"

Under the dual drive of the global artificial intelligence wave and the accelerated deployment of domestic computing power infrastructure, listed companies in the A-share computing power industry chain are ushering in a shining moment. According to statistics from Shanghai Securities Journal, as of the time of publication on October 30, among the 147 A-share companies classified under AI computing power, GPU, servers, PCB, optical modules, and other concepts in the Wind concept classification, 143 companies have disclosed their third-quarter reports. Among them, 118 companies achieved profitability in the first three quarters, accounting for over 80%; 32 companies achieved a profit increase of more than double in the first three quarters. From the perspective of the segmented industry chain, companies in AI computing power infrastructure such as servers, PCBs, and optical modules have shown impressive performance. In terms of profit scale, FII has become the "profit king" of the industry, achieving a net profit attributable to the parent company of 22.487 billion yuan in the first three quarters, a year-on-year increase of 48.52%; Zhongji Innolight ranks second in profitability, but its performance growth rate is even more remarkable, with a net profit attributable to the parent company of 7.132 billion yuan in the first three quarters, a year-on-year increase of 90.05%. Companies such as Cambricon, SYE, and Shenghong Technology have all achieved a year-on-year doubling of net profit attributable to the parent company