ACCELINK(SZ:002281) Xin Lang Cai Jing·2025-09-16 08:44Group 1 - The company, Guangxun Technology, announced a significant private placement plan to raise up to 3.5 billion yuan, with 2.083 billion yuan allocated for expanding capacity in optical connectivity and high-speed optical transmission projects, 617 million yuan for research and development in high-speed optical interconnection and emerging optoelectronic technologies, and 800 million yuan for working capital [1] - The company plans to build a new 96,800 square meter factory in Wuhan, aiming to achieve an annual production capacity of 4.992 million high-speed optical modules, 140,000 ultra-broadband amplifiers, 32,000 coherent products, 1.92 million high-density new connectors, and 6,400 optical switches [2] - The controlling shareholder, China Information Communication Technologies Group, intends to subscribe for 10%-30% of the new shares, which will alleviate cash flow pressure and signal confidence to the market [3] Group 2 - The global expansion of computing power presents a historic opportunity for Guangxun Technology, with the Ethernet optical module market projected to exceed 20 billion USD by 2029, where high-speed products will account for over 60% [4] - In the first half of 2025, the company's revenue from access and data services reached 3.715 billion yuan, a year-on-year increase of 149%, making up 71% of total revenue [2] - The company's overseas revenue grew by 24.39% year-on-year to 1.309 billion yuan in the first half of 2025, as it entered the supply chain of major North American cloud providers [4]