Eoptolink Technology Inc.,Ltd. (SZ:300502) disclosed its 2025 performance forecast on the evening of January 30. The company anticipates achieving a net profit attributable to shareholders of listed companies between 9.4 billion and 9.9 billion yuan for 2025, representing a substantial increase of 231.24% to 248.86% compared to the approximately 2.838 billion yuan reported in the same period last year. It also expects a non-GAAP net profit in the range of 9.367 billion to 9.867 billion yuan, a surge of 231.02% to 248.69% year-over-year.
According to data compiled by the Wind financial terminal, the consensus forecast for Eoptolink's 2025 net profit from 16 institutions was 8.992 billion yuan. Consequently, based on the company's disclosed forecast range, its performance has surpassed analyst expectations.
In its performance forecast, Eoptolink stated that the figures are preliminary calculations by its finance department and have not been audited by an accounting firm. However, the company has conducted preliminary communications with its annual report audit firm regarding this forecast, and there are no disagreements between the two parties concerning the performance estimates for this reporting period. Eoptolink's full 2025 annual report is scheduled for disclosure on April 24, 2026.
Attributing the significant projected growth for 2025, the company cited benefits from sustained investment in computing power and rapidly increasing demand for high-speed products, leading to an anticipated substantial rise in both sales revenue and net profit compared to the previous year. Additionally, Eoptolink estimates that non-recurring gains and losses will impact its 2025 net profit by approximately 33 million yuan.
Based on Eoptolink's 2025 third-quarter report, which showed a net profit of approximately 6.327 billion yuan for the first nine months, this implies an expected net profit for the fourth quarter of 2025 between 3.073 billion and 3.573 billion yuan. This represents a sequential quarterly growth of 29% to 50%.
Data compiled by the Wind financial terminal indicated that 16 brokerages/institutions covering Eoptolink had a consensus forecast of about 8.992 billion yuan for its 2025 net profit. Therefore, the company's projected range of 9.4 billion to 9.9 billion yuan exceeds analyst expectations. Even taking the lower end of the forecast range (9.4 billion yuan), it surpasses the institutional consensus by approximately 4.54%.
Specifically, among these 16 institutions, the lowest forecast for Eoptolink's 2025 net profit was 7.591 billion yuan, the highest was 9.976 billion yuan, with a median of 8.9395 billion yuan and a consensus value of approximately 8.992 billion yuan.
According to Eoptolink's 2025 interim report, its business primarily covers a full series of optical modules for various optical communication applications. The company is dedicated to the R&D, production, and sale of high-performance optical modules, with its products serving domestic and international clients in fields such as AI clusters, cloud data centers, data communications, 5G wireless networks, telecom transmission, and fixed network access.
Benefiting from the surge in demand for AI computing power, Eoptolink has experienced corresponding growth in demand for its optical module products. The rapid transition from 800G to 1.6T technology is fueling a cycle of both volume and price increases for high-speed optical modules. This propelled a significant rise in the company's stock price during 2025—data from the Wind terminal shows Eoptolink's stock recorded a cumulative gain of 424.03% for the full year.
Calculating from April 9, 2025, to December 23 of the same year, Eoptolink's stock price achieved a staggering cumulative increase of 814.87%.
A research report from Minsheng Securities noted that with the sustained growth in AI computing demand driven by increasing CAPEX, the optical module industry maintains high prosperity and certainty, and is expected to continue a favorable growth trend into 2026. Similarly, China Galaxy Securities stated in a report that with the gradual volume increase of 1.6T products and further anticipated demand growth in 2026, it believes Eoptolink's revenue and gross margin will continue to maintain a high growth rate.
Another A-share optical module giant, Zhongji Innolight, which also disclosed its 2025 performance forecast on the evening of January 30, delivered an equally impressive report.
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