EOPTOLINK(300502)2025-04-23 12:02Group 1: Financial Performance - In 2024, the company achieved a revenue of 8.647 billion CNY, with a net profit attributable to shareholders of 2.838 billion CNY, representing a year-on-year growth of 179.15% and 312.26% respectively [2] - In Q1 2025, the company reported a revenue of 4.052 billion CNY and a net profit of 1.573 billion CNY, showing a year-on-year increase of 384.54% [2] Group 2: Market and Product Insights - The growth in revenue and profit is primarily driven by continuous investment in computing power and a strong demand for high-speed optical module products [2] - The company has seen a sustained increase in the shipment of 800G products in Q1 2025, both year-on-year and quarter-on-quarter [3] Group 3: Operational Developments - The first phase of the Thailand factory commenced operations in H1 2023, with the second phase officially starting in early 2025, currently in a phase of continuous capacity expansion [3] - The company is actively focusing on domestic market development, with a dedicated team for market expansion and customer service, achieving good progress in 2024 [3] Group 4: Future Outlook and Strategic Considerations - The company does not currently observe any weakening in computing power demand in overseas markets for the second half of the year based on existing market demand and order conditions [3] - The company remains focused on its core business and technological innovation, emphasizing long-term performance and stable returns to investors, with future considerations for dividends and share buybacks to be announced as per official communications [3]