中际旭创(300308) - 中际旭创投资者关系管理信息

Financial Performance - The company reported a revenue of 10.8 billion, representing a year-on-year growth of 169.70% [2] - Net profit attributable to shareholders reached 2.358 billion, with a year-on-year increase of 284.26% [2] - The gross margin and net margin continued to improve compared to the first quarter [2] Demand and Supply Outlook - The company has a robust order backlog for high-speed optical modules for the second half of the year, indicating sustained growth [3] - Anticipated demand for 800G products is expected to increase, with 1.6T products gradually ramping up next year [3][4] - The company is focused on ensuring production capacity and raw material supply to meet the needs of major clients [3] Employee Stock Ownership Plan - The first phase of the third employee stock ownership plan has been unlocked, with employees cashing out based on their willingness [3] - The plan is designed to align the interests of management and key employees with the company's performance, fostering motivation for revenue and performance growth [3] Product and Market Strategy - The company is strategically planning product shipments based on customer requirements, with specific revenue disclosures available in the semi-annual report [3] - The gross margin for silicon photonic modules is expected to be higher than traditional optical modules due to lower BOM costs and higher self-manufacturing rates [3] - The company is on track for the market introduction of 1.6T products by the end of the year, with no delays in demand observed [3] Competitive Landscape - The company maintains a competitive edge through continuous R&D investment, aiming to keep pace with industry technological advancements [4] - Long-term profitability is targeted through ongoing technological innovation and iteration [4]