EOPTOLINK(SZ:300502)2025-07-16 12:10Group 1: Financial Performance - The company expects a net profit attributable to shareholders for the first half of 2025 to be between 1 billion RMB, representing a year-on-year growth of 327.68% to 385.47% [2] - The significant profit increase is primarily driven by the continuous growth in AI-related computing power investments and an optimized product structure, with a rising proportion of high-speed optical module products [2] Group 2: Product Development and Market Demand - The company has seen a continuous increase in the shipment and sales proportion of 800G products in the first half of 2025, while 400G products are also still being shipped [2] - The 1.6T product is expected to gradually ramp up in the second half of 2025 based on current market demand and customer guidance [3] Group 3: Capacity Expansion - The company has made sufficient preparations for capacity expansion in response to customer demand and order situations, with the first phase of the Thailand factory completed and operational in the first half of 2025 [3] - The second phase of the Thailand factory is expected to be completed by the end of 2024 and operational in early 2025, with ongoing capacity expansion [3] Group 4: Technology and Innovation - The company emphasizes the development and application of cutting-edge technologies, with an expected increase in the proportion of silicon photonics solutions in product offerings by the second half of this year to next year [3] Group 5: Industry Outlook - The company anticipates that the industry will maintain a high level of prosperity from the second half of this year into next year, actively preparing capacity to meet order delivery needs based on market applications and customer demand forecasts [3]