ACCELINK(SZ:002281)2022-12-04 08:26Group 1: Market and Product Overview - The main products of Guangxun Technology are optical modules used in transmission, data, and access fields, with a stable market presence in transmission and access, while the data market is rapidly growing, especially overseas in North America [2] - The company has strong technical accumulation in transmission and access markets, and is confident in catching up in the data market due to similarities in chip technology [2][3] Group 2: Acquisitions and Operations - The acquisition of Danish IPX and French Almae companies is aimed at enhancing product offerings, with Almae focusing on high-end active chips above 10G, which are crucial for supply security and represent the company's strength [3] - The 25G EML and DFB chips are expected to see a surge in demand due to 5G construction, with plans for small batch shipments by Q2 of the following year [3] Group 3: Innovation Center and R&D - The Wuhan Optics Valley Information Optoelectronics Innovation Center aims to address the industrialization of key common technologies, bridging the gap from R&D to commercialization [4] - The center operates as an independent entity combining industry, academia, and research, with state funding to mitigate risks associated with high-difficulty projects [4] Group 4: Financial Performance - The increase in gross margin in Q3 is attributed to product structure, with mid-to-low-end products outsourced to reduce costs, alongside management efficiency improvements [5]