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Research Reports丨China Securities Co., Ltd.: Maintains Buy Rating for Eoptolink Technology Inc. 1.6T Optical Module Breakthrough is Foreseeable.
China Securities Co.,Ltd.'s research reports pointed out that eoptolink technology inc.'s net income attributable to shareholders of the parent company in the first half of the year was 0.88 billion yuan, an increase of 205% year-on-year and an increase of 120% month-on-month. The company is a global leading optical module manufacturer, has made breakthroughs in the 400G era, and has a leading market share. With the growth of demand in the 800G optical module market, the company is expected to ship from small batches to batches, and the breakthrough of the company's 1.6T optical module is expected to continue to maintain its leading advantage. At the same time, the company is expected to continue to make new progress in new customer development, providing support for the company's growth. The company has a strong profitability and with the operation
Research reports: GTJA: Eoptolink Technology Inc.'s interim report exceeds expectations, maintaining "shareholding" rating.
GTJA research reports pointed out that Eoptolink Technology Inc. (300502.SZ) released its 2024 interim performance forecast, with impressive profitability and performance surpassing market expectations. The net income attributable to shareholders of the parent company in the interim report is expected to be between 0.81 billion yuan and 0.95 billion yuan, a year-on-year increase of 180.89% to 229.44%; the net income range for a single Q2 is between 0.486 billion yuan and 0.626 billion yuan, with a median of 0.556 billion yuan, which exceeds market expectations. It is believed that the surge in 400G demand from North American major customers in Q2 is faster than expected, and the company's outstanding performance in cost reduction and efficiency enhancement. The shipment volume of 400G increased compared to the previous quarter, while the external appreciation of the US dollar slightly increased compared to Q1.
Eoptolink Technology's H1 Profit Seen Soaring Up to 229%
GLENSHINE bulletin selection︱Sunwoda Electronic: plans to establish Vietnam Liwei and invest in the construction of Vietnam Liwei consumer lithium battery factory project, with a total investment not exceeding 2 billion yuan; Eoptolink Technology Inc.: ex
[Investment project] Sunwoda (300207.SZ): plans to establish a Vietnam Liwei and invest in Vietnam Liwei consumer lithium battery plant project, with a total investment of no more than 2 billion yuan. China Southern Power Grid Energy Storage (600995.SH): plans to invest 8.117 billion yuan to build the Guigang pumped storage power station in Guangxi. China Southern Power Grid Energy Storage (600995.SH): plans to invest 8.047 billion yuan to build the Guangyang pumped storage power station in Guangxi. China Southern Power Grid Energy Storage (600995.SH): plans to invest 8.312 billion yuan to build the Yulin pumped storage power station in Guangxi. [Contract award] Anhui Sierte Fertilizer Industry (002538.SZ): subsidiary signed with Sichuan University.
Eoptolink Technology Inc.,: 2024 Interim Performance Forecast
There's Been No Shortage Of Growth Recently For Eoptolink Technology's (SZSE:300502) Returns On Capital
Eoptolink Technology Inc. (300502.SZ): Overall production capacity planning is carried out for high-speed products, and the production capacity utilization rate is currently high.
On July 11, Gelonhui reported that eoptolink technology inc. (300502.SZ) stated on its investor interaction platform that the company has conducted an overall capacity planning for high-speed products in response to market demand. Currently, the capacity utilization rate is high, and in the future, equipment and human resources investment will continue to be made to improve the company's production capacity and product delivery capabilities, and optimize cost control through various means.
Eoptolink Technology Inc. (300502.SZ): Phase II of the Thai factory is currently under construction.
Eoptolink Technology Inc. (300502.SZ) stated on the investor interaction platform on July 5th that the first phase of the company's Thailand factory officially started operation in the first half of 2023, with continuous capacity improvement, and the second phase of the Thailand factory is under construction.
Central China Securities: The higher demand for performance of hardware by AI models will help drive the recovery of consumer electronics demand.
With the empowerment of AI and the release of innovative products, the application of AI models on mobile phones is expected to break the innovation shortage in the terminal market, and the higher performance requirements for hardware will help to drive the recovery of demand for consumer electronics products.
Eoptolink Technology Inc. (300502.SZ) will distribute a dividend of 1.55 yuan per share for the 2023 fiscal year with a record date of July 4.
Eoptolink Technology Inc. (300502.SZ) announced that the annual equity distribution plan for 2023 is based on a total share capital of 708,806,652.00 shares, excluding 4,200.00 repurchased shares. Each shareholder will receive RMB 1.550000 in cash (including tax) for every 10 shares held. The equity distribution registration day is July 4, 2024, and the ex-rights and ex-dividend date is on July 5, 2024.
Soochow Securities: Top players in the industry chain are deploying AI+ Ethernet, and leading manufacturers are expected to maintain shipment growth.
Soochow Securities stated that the top players in the industry chain are all laying out, and AI+Ethernet is a confirmed trend.
Soochow Securities: Top players in the industry chain are laying out AI+Ethernet, which is a confirmed trend.
The penetration of RoCE will effectively stimulate the demand growth and product technology iteration of the AI computing power interconnect industry chain, and leading companies in the industry are expected to maintain shipment growth with more stable market share, while domestic chip manufacturers are expected to achieve breakthroughs in technology and customers.
Guosheng Securities: Communication 'Ko-Tegu' is driven by three factors, and the valuation is beginning to turn to 2025.
According to the research report released by Guosheng Securities, integrated circuit technology is driven by three main forces, and the core block orders come from the optical communication industry. Its performance has been validated in 2023 and will continue to develop well in 2024. With the continuous increase in demand for optical communication driven by overseas AI development, the company's performance is expected to continue to be revised upward. It has been undervalued for a long time, and this special block order has the potential to reshape its valuation and reflect its true value. The main views of Guosheng Securities are as follows: The concept of the block orders of integrated circuits technology emerges under the new quality of production. The new quality of production represents the advanced productive forces dominated by innovation,
After Leaping 34% Eoptolink Technology Inc., Ltd. (SZSE:300502) Shares Are Not Flying Under The Radar
Guosheng Securities: What is the value of AI Ethernet?
Guosheng Securities believes that the LPO solution may be the best option for Nvidia's AI Ethernet.
Xinyisheng (300502.SZ) plans to issue convertible bonds to raise no more than 1,880 billion yuan for high-speed optical module-related projects
Xinyisheng (300502.SZ) announced a plan to issue convertible corporate bonds to unspecified targets. The company's current situation is not unique...
Xinyisheng (300502.SZ): The company's 800G products have been shipped in batches
Gelonghui, May 24 | Xinyisheng (300502.SZ) said on the investor interactive platform that the company's 800G products have been shipped in batches, and shipments are expected to continue to increase in the next few quarters of this year. The specific emission schedule of the 1.6T optical module will depend on the market and customer needs.
League of Nations Securities: Nvidia (NVDA.US) performance exceeds expectations, optical modules and liquid cooling are expected to benefit
The domestic optical communications industry is expected to fully benefit from the strong demand for computing power in North America and achieve long-term growth in performance.
Eoptolink Technology's (SZSE:300502) 60% CAGR Outpaced the Company's Earnings Growth Over the Same Five-year Period
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