Core Viewpoint - The stock of LianTe Technology experienced a significant increase of 14.48% on November 19, with a trading volume of 2.027 billion yuan and a market capitalization of 15.18 billion yuan [1] Company Overview - LianTe Technology, established on October 28, 2011, is located in Wuhan and specializes in the research, production, and sales of optical communication transceiver modules. The company's main revenue sources include 10G and above optical modules (92.72%), below 10G optical modules (5.57%), and material sales and leasing (1.71%) [7] Industry Analysis - 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 primarily driven by data communication, telecommunications, and emerging markets, with the data communication market being the fastest-growing segment [2][3] - The company’s optical modules are critical components for data centers and 5G communication applications, benefiting from the increasing demand in these sectors [3] Financial Performance - For the period from January to September 2025, LianTe Technology 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 reflecting a growth of 31.39% [8] 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 shareholder, a decrease of 6.66% from the previous period [8] - The company has distributed a total of 46.85 million yuan in dividends since its A-share listing [9]
联特科技涨14.48%，成交额20.27亿元，近5日主力净流入1.85亿