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)

NeoPhotonics Share Price Rises, Given 'Buy' Rating by Gu Jin Securities

NeoPhotonics Stock and Earnings Soar as Optical Module Market Gains Momentum

NeoPhotonics Reports Soaring Q2 2025 Net Profit

Guojin Securities Reiterates Buy Rating on Neusoft

NeoPhotonics Exceeds Expectations in Q2, 800G Demand Drives Growth

NeoPhotonics reports strong Q2 2025 earnings driven by AI computing demand

NeoPhotonic Stocks Show Abnormal Fluctuations with a Cumulative Deviation of 38.14% Over Three Trading Days

NeoOptic Announces Institutional Visits and Q2 2025 Earnings Forecast

NeoPhotonics expects 1.6T products to ramp up in H2 2025

002463

300502

E Fund Strategic Emerging Industries Stock C (010392) has a one-year return of 208.35%, ranking 10/988 among peers, and an excess return of 93.06% over the past three years. As of March 31, 2026, the fund size reached 2.112 billion yuan, with a Sharpe ratio of 5.54, demonstrating excellent performance. The top ten holdings include Eoptolink, WUS, and others. The fund has received five-star ratings from Morningstar and Haitong

同壁财经

新兴成指

Zhongji Innolight

DSBJ

YOFC

NANYA NEW MATERIAL

VeriSilicon

HWATSING

SMIC

Morningstar

SMIC HK SDR 5to1

E Fund Strategic Emerging Industries Stock C (010392): Increased by 208.35% in the past year, with excess returns of 93.06% over the past 3 years, a scale exceeding 2.1 billion yuan, high Sharpe ratio, and awarded a five-star rating

300308

HaiFuTong Electronic Media Stock A (006081) has a return of 209.72% over the past year, ranking 6th out of 988 in its category, with an excess return of 66.79%. As of May 19, 2026, the Sharpe ratio reached 5.11, indicating excellent performance. The fund's top ten holdings include Eoptolink, Zhongji Innolight, among others. This fund was established in 2018, and the manager, Wu Hao, has over 10 years of experience and has received a five-star rating

Government Bond Index

YUANJIE SEMICONDUCTOR

Sytech

Skyverse

FORE

Haifutong Electronic Media Stock A (006081): Up 209.72% in the past year, with an excess return of 66.79% over the past year, high Sharpe ratio, and awarded a five-star rating

300394

159583

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

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

Wallstreetcn

Goldman Sachs

Citigroup

GS Hldg R

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

CSI 300

CSI 500

Hang Seng TECH Index

WuXi AppTec

WUXI APPTEC

Cambricon

TENCENT

Tencent

Zijin Mining

ZIJIN MINING

HTGD

TENCENT-R

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

Eoptolink(300502.SZ)