中际旭创(300308) - 中际旭创投资者关系管理信息

Group 1: Financial Performance - The company's Q3 revenue increased by approximately 9% quarter-on-quarter, indicating strong industry demand [1] - Gross margin for Q3 was 33.6%, slightly up from 33.4% in Q2, despite some foreign exchange losses [1] - The net profit attributable to shareholders and the net profit after deducting non-recurring gains and losses both showed stable growth [1] Group 2: Product and Market Insights - The significant revenue growth is attributed to the large shipments of 400G and 800G products [1] - The company anticipates a strong demand for 800G and a gradual increase in 1.6T products next year [2] - The company is expanding its production capacity and improving delivery capabilities, with a focus on increasing the shipment ratio of silicon photonics modules [1][2] Group 3: Supply Chain and Cost Management - The supply of optical chips is expected to remain tight in Q4, but the situation is projected to improve next year due to increased production capacity from chip manufacturers [2] - The company has self-developed silicon photonic chips, which offer significant cost advantages compared to traditional modules [2] - Strategies such as advance stocking and bulk purchasing are in place to mitigate the impact of potential cost increases from core materials [3] Group 4: Future Developments - The company is actively investing in capacity expansion both domestically and overseas to meet future demand [4] - A new product line for 3.2T optical modules is under research, with the launch timing dependent on customer demand [4] - The company is committed to enhancing its research and development in CPO (Co-Packaged Optics) technology, which is seen as a future growth path [4]