Core Viewpoint - The company, Wuhan LianTe Technology Co., Ltd., specializes in the research, production, and sales of optical communication transceiver modules, with a significant focus on high-speed optical modules and technologies related to 5G and data centers [7]. Company Overview - Wuhan LianTe Technology was established on October 28, 2011, and went public on September 13, 2022. The company primarily generates revenue from optical modules, with 92.72% from modules of 10G and above, 5.57% from modules below 10G, and 1.71% from material sales and leasing [7]. - As of September 30, 2025, the company reported a revenue of 847 million yuan, representing a year-on-year growth of 31.75%, and a net profit attributable to shareholders of 81.8 million yuan, also showing a growth of 31.39% [8]. Market Position and Trends - The company has developed core capabilities in optical chip integration, high-speed optical devices, and high-speed optical module design and production. It is currently working on 800G optical modules and technologies required for next-generation products [2]. - The optical module market is experiencing rapid growth, particularly in the data communication sector, which has surpassed the telecommunications market to become the largest market for optical modules. The demand for optical modules in the telecommunications sector is expected to increase significantly due to 5G construction [2][3]. Financial Performance - The company's overseas revenue accounts for 89.07% of its total revenue, benefiting from the depreciation of the Renminbi [3]. - The average trading cost of the company's shares is 114.44 yuan, with the stock price currently near a resistance level of 108.00 yuan, indicating potential for upward movement if this level is surpassed [6]. Shareholder and Institutional Holdings - As of September 30, 2025, the number of shareholders increased to 24,900, with an average of 2,725 shares held per person, a decrease of 6.66% from the previous period [8]. - The top ten circulating shareholders include significant institutional investors, with Hong Kong Central Clearing Limited being the fourth largest shareholder, increasing its holdings by 533,300 shares [9].
联特科技跌1.59%，成交额4.83亿元，今日主力净流入-2012.85万