Electronic Components

Eoptolink

Eoptolink released FY2026 Q1 earnings on April 23 During-Market (BJT), actual revenue CNY 8.338 B (forecast CNY 7.931 B), actual EPS CNY 2.79 (forecast CNY 3.0533)

Eoptolink released FY2025 Q4 earnings on April 23 After-Market (BJT), actual revenue CNY 8.337 B (forecast CNY 8.18 B), actual EPS CNY 3.1911 (forecast CNY 3.34)

Eoptolink released FY2025 earnings on April 23 After-Market (BJT), actual revenue CNY 24.84 B (forecast CNY 25.06 B), actual EPS CNY 9.57 (forecast CNY 9.8887)

Eoptolink to Release FY2025 Earnings on April 24 After-Market (BJT), Forecast Revenue CNY 25.06 B, EPS CNY 9.8887

Eoptolink to Release FY2026 Q1 Earnings on April 24 During-Market (BJT), Forecast Revenue CNY 7.571 B, EPS CNY 2.995

Eoptolink released FY2025 9 Months Earnings on October 29 During-Market (BJT), actual revenue CNY 16.5 B, actual EPS CNY 6.3687

Eoptolink released FY2025 Q3 earnings on October 29 During-Market (BJT), actual revenue CNY 6.068 B (forecast CNY 7.412 B), actual EPS CNY 2.3997 (forecast CNY 2.77)

Eoptolink to Release FY2025 Q3 Earnings on October 30 During-Market (BJT), Forecast Revenue CNY 7.412 B, EPS CNY 2.77

Eoptolink released FY2025 Q2 earnings on August 25 After-Market (BJT), actual revenue CNY 6.385 B (forecast CNY 5.175 B), actual EPS CNY 2.3832 (forecast CNY 1.797)

Eoptolink released FY2025 Semi-Annual earnings on August 25 After-Market (BJT), actual revenue CNY 10.44 B, actual EPS CNY 3.97

Eoptolink to Release FY2025 Semi-Annual Earnings on August 26, 2025 (BJT)

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China's optical communications sector is experiencing significant growth amid the AI boom, with companies like Zhongji Innolight, Eoptolink Technology, and Suzhou TFC Optical Communication seeing substantial share price increases. The demand for optical modules, essential for high-speed data transmission in AI infrastructure, is surging as data centers transition from copper to optical systems. Innolight and Eoptolink ranked among the top stocks for equity funds, and both plan to list in Hong Kong. Chinese firms now dominate the global transceiver market, supplying major clients like Nvidia and Google.

SCMP

Zhongji Innolight

Fullgoal CSI Communication Equipment Thematic ETF

Why China’s optical communications sector is the latest AI boom beneficiary

Optical module leader Eoptolink reported Q1 revenue of 8.338 billion RMB, surging 106% year-over-year, yet net profit trailed expectations by approximately 12% due to exchange losses. Goldman Sachs stands firm, viewing this as merely a non-operating disturbance—the real story lies ahead: mass production of 1.6T high-speed products, the rise of silicon photonics solutions, and accelerated implementation of Thailand Phase II capacity. Significant jumps in inventory and prepayments signal 'stockpiling ammunition,' with the logic for sequential growth in Q2 through Q4 shifting onto a structural track

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Goldman Sachs

Citigroup

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CITIGROUP INC 6.250 NON CUM SER II PFD WI

Goldman Sachs Remains Bullish on Eoptolink: Currency 'Black Swan' Pressures Quarterly Profit; Capacity Expansion to Support Future Performance

Eoptolink's turnover exceeded 20 billion yuan, with the stock now down 9.5%

Citigroup's report states that Eoptolink's Q1 results do not alter its stable outlook, citing the company's explanation that flat quarter-over-quarter revenue is due to tight raw materials and production capacity, a situation expected to gradually improve starting from Q2

Eoptolink opened lower by 9.1% following the release of its first-quarter financial report

In the first quarter, mutual fund inflows reached approximately 500 billion yuan, concentrated primarily in AI, price-hike chains, and new energy sectors. Public fund holding data has broken historical patterns, with the electronics sector maintaining a holding ratio above 20% for consecutive quarters. Net inflows via fund channels accelerated, while non-broad-based ETFs and newly issued funds showed outstanding performance. Historical patterns no longer apply, necessitating attention to shifts in market structure

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Hang Seng TECH Index

WuXi AppTec

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Cambricon

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Tencent

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Tencent HK SDR 10to1

Tencent Holdings Limited

Q1 Mutual Funds Huddle in Three Key Directions: AI, Price-Hike Chains, and New Energy; Zhongji Innolight and Eoptolink Secure Top Three Spots