天孚通信：2025年净利同比预增40%—60%

Core Viewpoint - Tianfu Communication (300394) expects a net profit attributable to shareholders of 1.881 billion to 2.15 billion yuan for 2025, representing a year-on-year growth of 40% to 60% [1] Group 1: Performance Drivers - The growth in net profit is driven by the accelerated development of the artificial intelligence industry and the ongoing construction of global data centers, which have led to a stable increase in demand for high-speed optical device products [1] - The company's continuous cost reduction and efficiency improvement through smart manufacturing have also contributed to revenue growth across both active and passive product lines [1] Group 2: Financial Impact - Financial expenses have increased year-on-year due to foreign exchange losses, which have had a negative impact on the current period's performance growth [1]