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Express News | Eoptolink Technology Says Actual Controller Confiscated 9.5 Mln Yuan, Fined 22 Mln Yuan by Securities Regulator for Violations
Research Reports on Investment Opportunities丨Huachuang Securities: Maintain Eoptolink Technology Inc. "Recommended" rating, Target Price 161.17 yuan.
Hua Chuang Securities Research Report indicates that Eoptolink Technology Inc. (300502.SZ) has achieved high growth in performance in Q4 2024 year-on-year and month-on-month, with new products expected to continue to grow in 2025. The company has made good progress with its 800G products on the client side, and has mature technologies in both traditional EML solutions and silicon photonics solutions for 800G and higher-speed products. The 800G products are expected to gradually ramp up in the second half of 2024, and it is anticipated that they will become an important component of the company's sales revenue in 2025. The company is a leading provider of optical module solutions and services in the industry, and is expected to continue benefiting from the strong demand for optical modules brought about by AI development.
The 2024 public offering "Champion Fund" has disclosed its quarterly report! Last year's internal return reached 69.23%, with a heavy investment in AI computing power and application sectors.
The public offering 'Champion Fund' discloses its quarterly report for 2024.
Research Reports Gold Digging丨Guosheng Securities: Maintain Eoptolink Technology Inc. 'Buy' rating, firmly recommended at the current position.
Guosheng Securities Research Reports indicate that Eoptolink Technology Inc. (300502.SZ) is expected to achieve a net income of 2.8-3.05 billion yuan in 2024, a year-on-year increase of 306.8%-343.1%. In the fourth quarter alone, a net income attributable to the parent company is projected to be 1.15-1.4 billion yuan, representing a year-on-year growth of 345.6%-442.1% and a quarter-on-quarter increase of 47.9%-80%. The fourth quarter is expected to continue to exceed expectations overall. The company's performance growth is primarily driven by the continuous increase in computing power investment and the rapid rise in demand for high-speed products. It is expected that the profit level in Q4 will be largely consistent with the first three quarters, and considering the exchange rate trend in Q4, it is anticipated that exchange rates will have a positive impact on the company's individual performance.
GF SEC: The trend of CPO is clear, pay attention to the capability reserves of leading optical module manufacturers and the incremental aspects of connections, light sources, and others.
The impact level of pluggable optical modules has been severely overestimated, while industry leaders in optical modules continue to play an important role thanks to their long-term design accumulation of optical know-how, deep understanding of optoelectronic packaging, technical reserves, modulation, and testing capabilities.
Eoptolink Technology Inc. had an 80% increase in profits in Q4 last year compared to the previous quarter, but the details behind the investigation of the actual controller remain unclear.| Interpretations
① The demand for high-speed products is rapidly increasing, and Eoptolink Technology Inc. expects the net profit attributable to shareholders to grow over 300% year-on-year last year, with a quarter-on-quarter net profit increase of 47.76%-79.77% in Q4. ② Just a month ago, the actual controller, Gao Guangrong, was investigated by the Securities Regulatory Commission for allegedly violating restrictive regulations by transferring Stocks and other actions, and the details behind this remain unclear.
102884128 : getting disappointed with this counter. every day drop.