天孚通信：Q3营收14.63亿增74.37%，前三季业绩向好

Core Viewpoint - Tianfu Communication reported significant growth in both revenue and net profit for Q3 2025, driven by the demand for artificial intelligence and computing power, as well as the ongoing construction of global data centers [1] Financial Performance - In Q3 2025, the company achieved operating revenue of 1.463 billion yuan, representing a year-on-year increase of 74.37% [1] - The net profit attributable to shareholders reached 566 million yuan, with a year-on-year growth of 75.68% [1] - For the first three quarters of 2025, the total operating revenue was 3.918 billion yuan, reflecting a year-on-year increase of 63.63% [1] - The net profit attributable to shareholders for the same period was 1.465 billion yuan, showing a year-on-year growth of 50.07% [1] Industry Drivers - The company's performance is attributed to the advancements in artificial intelligence and the rising demand for computing power [1] - The ongoing construction of global data centers has led to a stable and continuous increase in demand for high-speed optical device products [1]