EOPTOLINK(300502)2024-09-12 09:55Group 1: Financial Performance - The company plans to disclose the Q3 report according to regulatory requirements, aiming to boost market confidence [1] - The second quarter profit saw a significant increase compared to the first quarter, with expectations for continued growth in Q3 and Q4 [3] - The company's cash flow is currently stable, with no financial pressure reported regarding the convertible bond issuance [2] Group 2: Production Capacity and Utilization - The company is currently expanding its production capacity, with overseas factory capacity gradually increasing [2] - The reported production capacity for point-to-point optical modules is 9.12 million units, with a production of 3.81 million units and sales of 3.27 million units in the first half of the year, showing growth compared to the previous year [3] - The capacity utilization rate stands at 41.78%, which is considered low within the industry [3] Group 3: Market Position and Competition - The company has established strong partnerships with major global internet and communication equipment manufacturers, enhancing its brand influence in the industry [3] - The optical module industry is experiencing a surge in demand due to the growth of AI, with the company aiming to increase its market share in high-speed optical modules [3] - The company focuses on technological innovation and has maintained a competitive edge through effective cost control [2]