Economic Observation Network The current performance of Xinzhi Holdings (02166) is greatly affected by the prosperity of the storage industry, and the optical communication business is regarded as a new growth pole by the market. The subsequent landing pace needs to be verified.

Industry and Risk Analysis
Roadshow minutes show that the company's performance relies on high prosperity in storage to increase scale, and optical communication opens up a second growth curve The surge in storage and MCU prices is the foundation of this round of performance elasticity, and it is also the variable that needs to be closely monitored - this is the key to determining whether high growth will continue or peak.

Business Progress
The market sees it as a new growth pole However, it usually takes time for new businesses to be expected and realized, and subsequent financial reports are needed to verify their revenue share and profit contribution.

The above content is based on publicly available information and does not constitute investment advice.