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Express News | Galaxy Securities: Bullish on the autonomous and controllable trends in the communication industry and the transformative trend of AI technology.
Research reports mining | shanxi: eoptolink technology inc. revenue in the third quarter exceeds expectations, maintaining a "buy-A" rating
On November 6, Shanxi's research reports pointed out that Eoptolink Technology Inc., (300502.SZ) achieved rapid revenue growth in the third quarter, exceeding market expectations. It is believed that besides maintaining core market share due to strong downstream demand, there are also certain factors related to the outstanding goods in the inventory in the first half of the year. The company's 800G products have been mass produced, and it is expected to continue the upward trend in the second half of the year. In addition, the company has made sufficient technical reserves in the LPO, and some customers have shown clear demand for LPO products. It is believed that with Nvidia's SpectrumX, Arista, Cisco, and META.
Express News | Shanxi: Eoptolink Technology Inc.,'s third-quarter revenue exceeded expectations, maintaining a "buy-A" rating.
eoptolink technology inc. (300502): outstanding performance, driven by 800G, LPO, and other factors, aiming for high growth in 2025.
The company released its third quarter report for 2024, with performance exceeding market expectations. In the first three quarters of 2024, the company achieved revenue of 5.13 billion yuan, +145.8% year-on-year; achieved net income attributable to the parent company of 1.65 billion yuan, +28% year-on-year.
eoptolink technology inc. (300502): Outstanding performance, continuous high-speed optical module delivery.
The company achieved revenue of 5.13 billion yuan in the first three quarters of 2024, a year-on-year increase of 146%; achieving a net income attributable to the mother of 1.646 billion yuan, a year-on-year increase of 283%. The company's gross margin remains high, in the first three quarters.
Huafu Securities: How do oio view the CPO market space?
Considering the signal, power consumption, and cost advantages of CPO switches compared to traditional switches in high-bandwidth connections, it is estimated that by 2028, the market size of CPO switch optical engines could reach about $22 billion.
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