The demand for optical modules has increased, and leading companies have seen significant growth in performance

As of October 27, 12 listed companies in the A-share CPO concept sector have disclosed their Q3 2025 reports. Among them, Henan Shijia Photons Technology Co., Ltd. and Jiangsu ETERN Co., Ltd., along with 9 other optical module companies, achieved growth in net profit attributable to shareholders in the first three quarters. Several listed companies reported a net profit growth of over 100% in the first three quarters. For example, Shijia Photons' net profit attributable to shareholders in the first three quarters was 300 million yuan, a year-on-year increase of 727.74%. ETERN's net profit attributable to shareholders in the first three quarters was 329 million yuan, a year-on-year increase of 474.30%. Zhuhai Guangku Technology Co., Ltd.'s net profit attributable to shareholders in the first three quarters was 115 million yuan, a year-on-year increase of 106.61%. Regarding the reasons for the performance growth, many listed companies mentioned in their financial reports that they mainly benefited from the rising demand for AI computing power and the increase in the shipment volume of optical module products