EOPTOLINK(SZ:300502)2025-08-26 13:26Group 1: Financial Performance - The company achieved a revenue of 10.437 billion RMB in the first half of 2025, representing a year-on-year growth of 282.64% [3] - The net profit attributable to shareholders reached 3.942 billion RMB, with a year-on-year increase of 355.68% [3] - Growth in sales revenue and net profit is primarily driven by the continuous increase in AI-related computing power investments and the optimization of product structure, with a higher proportion of high-speed optical module products [3] Group 2: Market and Product Insights - The core reasons for the high growth in revenue in Q2 include sustained high industry demand, an increasing proportion of high-speed products, and a continuous rise in customer orders [3] - The company anticipates that the industry’s favorable conditions will continue based on current market and customer order demand [3] - The company plans to gradually ramp up the delivery of its 1.6T products starting in the second half of this year, with further increases expected next year [3] Group 3: Supply Chain and Production - The company maintains long-term partnerships with suppliers and has implemented proactive inventory management strategies to meet market demand [4] - The Thai factory's first phase was completed and put into production in the first half of 2025, with the second phase expected to be operational by early 2026 [4] - Current tariff policies have not significantly impacted the company's financials, and the company will continue to monitor changes in tariff policies [4] Group 4: Research and Development - The increase in R&D expenses in Q2 is attributed to the company's commitment to enhancing team capabilities and project development, which aligns with the growth of the business [4] - The company is focusing on new technologies and products, with expectations for an increase in the proportion of silicon photonic solutions in the second half of this year and into next year [4]