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基于LPO方案的400G/800G光模块
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行业景气度提升驱动高速光模块需求增长 新易盛将加强新品研发和产能提升
Core Viewpoint - Chengdu Xinyi Communication Technology Co., Ltd. (hereinafter referred to as "Xinyi") has demonstrated significant growth in net profit for the fiscal year 2024 and the first quarter of 2025, with year-on-year growth rates of 312.26% and 384.54% respectively, raising questions about the sustainability of this growth [1][2]. Group 1: Financial Performance - In 2024, Xinyi's domestic and international revenue reached 1.842 billion yuan and 6.805 billion yuan, with year-on-year growth rates of 265.95% and 162.31% respectively [2]. - The company's foreign revenue accounted for 78.7% of total revenue in 2024, indicating a strong international market presence despite geopolitical and trade policy challenges [2]. Group 2: Business Strategy - Xinyi plans to enhance its market promotion and customer expansion efforts both domestically and internationally, focusing on collaboration with leading global communication equipment manufacturers and internet companies [2]. - The company aims to continuously optimize its product and customer structure to improve market share [2]. Group 3: Product Development - Xinyi has made significant advancements in R&D, successfully launching the latest 800G/1.6T optical module products based on single-wave 200G optical devices, and expanding its product range to include various high-speed optical module solutions [2]. - The production capacity, output, and sales of Xinyi's point-to-point optical modules in 2024 were 10.6 million units, 9.79 million units, and 8.73 million units respectively, all showing year-on-year growth [2]. Group 4: Operational Efficiency - The establishment of the second phase of Xinyi's factory in Thailand, which began operations in early 2025, is expected to positively impact the company's production capacity [2].
新易盛(300502) - 300502新易盛投资者关系管理信息20250509
2025-05-09 10:16
成都新易盛通信技术股份有限公司 投资者关系活动记录表 证券代码:300502 证券简称:新易盛 编号:2025-003 | 投资者关系活动类别"选中 | □特定对象调研 □分析师会议 √业绩说明会 | □媒体采访 | | | --- | --- | --- | --- | | 项请打√" | □新闻发布会 □路演活动 | □现场参观 □其他 | | | 参与单位名称及人员姓名 | 参加公司 2024 | 年度网上业绩说明会的投资者 | | | 时间 | 2025 年 5 月 9 日(周五)下午 | 15:00-17:00 | | | 地点 | 公司通过上海证券报.中国证券网(https://roadshow.cnstock.com)采用网络 | | | | | 远程的方式召开业绩说明会 | | | | 上市公司接待人员姓名 | 董事长:高光荣先生 副总经理、董事会秘书:王诚先生 | | | | | 财务总监:林小凤女士 | | | | | 独立董事:弋涛先生 1. 2025 | 年,公司制定了哪些重要的发展目标? | | | | 答:感谢您对公司的关注。公司将持续专注于主营业务,加强运用 | | | | | ...