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Northbound funds | Northbound funds added positions of China mainland banking! Sold Meituan for over HKD 0.6 billion; Southbound funds reduced their positions in Moutai by over CNY 0.4 billion.
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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
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