Core Viewpoint - The company, Wuhan LianTe Technology Co., Ltd., is experiencing a decline in stock price and trading volume, while its core business in optical communication modules shows significant growth potential due to advancements in technology and market demand. Company Overview - Wuhan LianTe Technology was established on October 28, 2011, and went public on September 13, 2022. The company specializes in the research, production, and sales of optical communication transceiver modules, with 92.72% of its revenue coming from 10G and above optical modules [7]. Financial Performance - For the period from January to September 2025, the company achieved a revenue of 847 million yuan, representing a year-on-year growth of 31.75%. The net profit attributable to shareholders was 81.8 million yuan, also reflecting a year-on-year increase of 31.39% [8]. Market Position and Trends - The optical module market is experiencing rapid growth, particularly in the data communication sector, which has surpassed the telecommunications market to become the largest segment. The demand for optical modules in 5G construction is expected to significantly boost the telecommunications market [2]. Technology and Product Development - 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][3]. International Revenue Impact - As of the 2024 annual report, the company's overseas revenue accounted for 89.07%, benefiting from the depreciation of the Chinese yuan [2]. Shareholder and Market Activity - 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. The stock has seen a net outflow of 21.9 million yuan from major investors, indicating a lack of strong control over the stock [5][8].
联特科技跌1.39%,成交额4.20亿元,后市是否有机会?