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t&s communications (300570): Quarterly revenue hits a record high, customer orders increase.
Event: The company released the third quarter report for the 24th year, showing a significant increase in Q3 revenue and profit. Total revenue for 24Q1-Q3 reached 0.916 billion yuan, a year-on-year increase of +47.00%; net income attributable to shareholders was 0.146 billion yuan, a year-on-year increase of +39.09%; net income deducted of non-recurring items.
t&s communications (300570.SZ): Some of the optical waveguide chips produced by its subsidiary are for internal use and some are sold externally.
Gelonghui November 11th | t&s communications (300570.SZ) stated on the investor interaction platform that there are multiple types of optical chips, and the company's wholly-owned subsidiary Ruixin Yuan can produce planar optical waveguide chips. Some of the optical waveguide chips produced by the subsidiary are for internal use, and some are sold externally.
t&s communications (300570.SZ): has the supply capability of MT connector cores
Gelonghui on November 7th, T&S Communications (300570.SZ) stated in investor relations that currently, there is a strong demand for MPO connectors, the development of AI is driving the construction of large datacenters, leading to a significant increase in the demand for high-density MPO connectors. The shortened upgrade cycle of optical modules has also promoted the growth in demand for MPO products, and the future development of CPO technology is expected to spur the demand for angle-polished MPO. In terms of market competition, domestic manufacturers have become the main global supply source due to advantages such as product quality, delivery capability, and cost-effectiveness. The future market share is expected to further increase. The company is among the top players in this field and possesses
t&s communications (300570.SZ): The main application scenarios of the products include telecommunications networks, datacenters, and internet of things, with a focus on overseas datacenter applications.
On November 7th, T&S Communications (300570.SZ) stated in investor relations that the main application scenarios of the company's products include telecommunications networks, datacenters, and the internet of things, with a focus on overseas datacenters. The company maintains good interaction and close cooperation with overseas major customers, with the cooperation scope continuously expanding. In recent years, significant achievements have been made in expanding cooperation to new end-users and new product applications, further enhancing mutual trust. The company has been deeply cultivating the North American and European markets for many years, continuously expanding its business and customer resources. In recent years, it has successfully developed multiple new products that meet market demands and achieved batch production.
t&s communications (300570.SZ): Currently, the company's AOC products of 400G and below have been shipped in large quantities, while the 800G products are in the sampling and customer certification stage.
GLENO Hui November 7th | t&s communications (300570.SZ) stated in the investor relations that the company's source products are in the early stage. Previously, it acquired high-quality assets in the R&D and production of optical modules from an overseas company and formed a professional team. Currently, the company's 400G and below AOC products have been mass shipped, while the 800G products are in the sampling and customer certification stage. MPO products are passive devices, not directly related to the speed of optical modules, but have differentiated technical requirements as the speed increases.
t&s communications (300570.SZ): The flexible glass panel products have been shipped in bulk, and customized products have been developed for multiple customers.
Gelonghui November 7th | T&S Communications (300570.SZ) stated in the investor relations that the Shuffle product is a solution for optical routing, the flexible optical board technology achieves a higher density optical routing solution. The company has complete independent intellectual property rights in flexible optical board technology, including fiber path automatic design software, automatic fiber laying equipment, flexible board coating process, etc. The company's flexible optical board products have been mass-produced and customized products have been developed for multiple customers.
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