China Galaxy Securities: Optical communication leader's 2025 performance exceeds expectations; optimistic about the upstream and downstream synergy at the start of the '15th Five-Year Plan'

Looking ahead to the first year of the '15th Five-Year Plan,' against the backdrop of tight supply of upstream components and sustained high demand, companies related to optical modules are well-positioned for further earnings growth.

Zhitong FinanceFeb 2 03:51 ET

Yi Zhongtian 2025 Collective Profit Surge: New Easun Group's Net Profit Soars Over Two-Fold, Zhongji Xuchuang Nearly Doubles

Following TFCOM's forecast last week of up to a 60% year-on-year increase in net profit for 2025, New Yi Sheng announced on Friday that its annual net profit could reach 9.9 billion yuan, representing an increase of nearly 249% year-on-year, primarily driven by sustained growth in AI-driven computing power investments. Meanwhile, Innolight expects its annual net profit to reach up to 11.8 billion yuan, marking a 128% year-on-year increase, benefiting from end-user clients' continued strong investment in computing infrastructure.

wallstreetcnJan 30 17:12 ET

Rapid increase in demand for high-speed products, Eoptolink forecasts 231%-249% year-on-year growth in net profit for 2025 | Earnings Report

Eoptolink Technology has released its earnings forecast for 2025, projecting net profits attributable to shareholders to reach RMB 9.4 billion to RMB 9.9 billion, representing a significant year-on-year increase of 231% to 249%. Non-recurring net profits also surged in tandem. The core driver of this earnings surge is the sharp rise in demand for high-speed optical modules amid a global wave of AI-driven computing power investments.

wallstreetcnJan 30 08:10 ET

Xinyisheng: 2025 Annual Performance Forecast

SZSIJan 30 07:42 ET · Announcements

Central Plains Securities: The supply of key upstream materials for optical modules remains tight, with leading customers in the industry shifting to silicon photonics solutions.

The supply of key materials, including core components in the upstream segment of the optical communication industry chain, remains tight, particularly with a certain degree of shortage in optoelectronic chips.

Zhitong FinanceJan 29 02:49 ET

OIF Demonstrates Industry-Wide Interoperability at Scale at OFC 2026, Advancing Energy Efficiency, Performance and Capacity for AI-Era Data Center Networks

BusinesswireJan 28 09:03 ET