拟套现逾37亿元，新易盛遭董事长高光荣减持1143.07万股

Core Viewpoint - The announcement by New Yisheng regarding the share transfer by its major shareholder highlights significant financial movements and the company's robust performance driven by the AI computing demand in the optical module industry [1][2][3] Share Transfer Details - Gao Guangrong, a major shareholder, plans to transfer 11.43 million shares at a price of 328.00 CNY per share, totaling approximately 3.749 billion CNY [1] - After the transfer, Gao's shareholding will decrease from 7.39% to 6.24%, while the company's general manager, Huang Xiaolei, will become the largest shareholder with a 7.13% stake [2] - The transfer is a non-public offering, fully subscribed by 16 institutional investors, with a six-month lock-up period for the shares [1][2] Financial Performance - New Yisheng's revenue for 2024 is projected to reach 8.647 billion CNY, a year-on-year increase of 179.15%, with net profit surging by 312.26% [3] - In the first half of 2025, the company reported revenue exceeding the total for the previous year at 10.437 billion CNY, reflecting a 282.64% year-on-year growth, and a net profit of 3.942 billion CNY, up 355.68% [3] - The gross profit margin for the first half of 2025 stands at 47.43%, with accounts receivable increasing to 5.017 billion CNY, a 225.36% rise [3] Market Performance - New Yisheng's stock price has seen a dramatic increase from under 50 CNY at the beginning of last year to 401.10 CNY by early September this year, representing a cumulative increase of over 700% [2] - As of October 10, the latest stock price is 362.58 CNY, with a total market capitalization of 360.3 billion CNY [2] Production and Sales Growth - In the first half of 2025, New Yisheng achieved sales of 6.95 million optical modules, a year-on-year increase of 112.54%, with production capacity reaching 15.2 million units, up 66.67% [3] - The company anticipates increased sales of its 1.6T products in the second half of the year, with further growth expected in the following year [3]