Goldman Sachs covered Zhongji Xuchuang H shares for the first time and gave it a “buy” rating. The target price for 12 months was HK$3,267. The bank's net profit forecasts for 2026 and 2027 were 25% and 42% higher than market expectations, respectively, due to higher revenue and gross margin assumptions. Analyst Verena Jeng and others said in the report that higher expectations reflect the bank's positive attitude towards the following aspects: Zhongji Innochuang's leading position in silicon optical modules, accelerated mass production of 1.6T and above solutions, stable supply chains and diversified production bases, and controlled co-packaged optical competition. The “buy” rating of A-shares was reaffirmed, and the target price was maintained at RMB 2,645.

Goldman Sachs covered Zhongji Xuchuang H shares for the first time and gave it a “buy” rating. The target price for 12 months was HK$3,267. The bank's net profit forecasts for 2026 and 2027 were 25% and 42% higher than market expectations, respectively, due to higher revenue and gross margin assumptions. Analyst Verena Jeng and others said in the report that higher expectations reflect the bank's positive attitude towards the following aspects: Zhongji Innochuang's leading position in silicon optical modules, accelerated mass production of 1.6T and above solutions, stable supply chains and diversified production bases, and controlled co-packaged optical competition. The “buy” rating of A-shares was reaffirmed, and the target price was maintained at RMB 2,645.