TFC(SZ:300394) 2 1 Shi Ji Jing Ji Bao Dao·2026-01-21 08:29Core Viewpoint - Tianfu Communication expects a significant increase in net profit for the year 2025, driven by the growth in the artificial intelligence industry and global data center construction, despite facing some financial challenges due to exchange losses [1] Financial Performance - The company forecasts a net profit attributable to shareholders of 1.88093 billion to 2.14964 billion yuan for 2025, representing a year-on-year increase of 40% to 60% [1] - The expected net profit excluding non-recurring gains and losses is projected to be 1.82893 billion to 2.10764 billion yuan, reflecting a year-on-year growth of 39.19% to 60.40% [1] Industry Impact - The growth in demand for high-speed optical components is attributed to the accelerated development of the artificial intelligence sector and the ongoing construction of global data centers [1] - The company's revenue growth in both active and passive product lines is supported by continuous cost reduction and efficiency improvements in smart manufacturing [1] Non-Recurring Gains and Losses - The impact of non-recurring gains and losses on net profit attributable to shareholders is estimated to be around 42 million to 52 million yuan, compared to 29.5374 million yuan in the same period last year [1]