Core Viewpoint - The company, Wuhan LianTe Technology Co., Ltd., is experiencing growth in its optical communication module business, particularly benefiting from the demand in data centers and 5G applications, alongside favorable currency conditions due to the depreciation of the RMB. Group 1: 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]. - 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]. Group 2: Market Position and Technology - The company has developed core capabilities in optical chip integration, high-speed optical devices, and high-speed optical module design and production, focusing on technologies such as EML, SIP, and TFLN modulation for 800G optical modules [2]. - The primary application markets for optical modules include data communication, telecommunications, and emerging markets, with the data communication market being the fastest-growing segment [2][3]. - The company's low-power design technology for optical modules significantly reduces power consumption, providing a competitive advantage in 5G communication and data center applications [3]. Group 3: Financial and Stock Performance - On January 9, the company's stock rose by 2.02%, with a trading volume of 1.288 billion yuan and a turnover rate of 11.71%, leading to a total market capitalization of 21.449 billion yuan [1]. - The company has a high overseas revenue proportion of 89.07%, benefiting from the depreciation of the RMB [3]. - The average trading cost of the stock is 169.83 yuan, with recent trading activity indicating a slight reduction in holdings by major investors [6].
联特科技涨2.02%，成交额12.88亿元，近3日主力净流入-6453.80万