Tianfu Communication repurchased 100,000 shares, and Zhongji Innolight announced a 50 million yuan investment.
"Yi Zhong Tian" has received more positive news! On the evening of November 12, Tianfu Communication issued an announcement regarding its first share repurchase. Tianfu Communication stated that on November 12, the company repurchased 100,000 shares through its dedicated securities account for share repurchases via centralized bidding, accounting for 0.0092% of the company's total share capital. The highest transaction price was 150 yuan per share, the lowest was 140.56 yuan per share, and the total transaction amount was 14.5434 million yuan (excluding transaction fees).
Previously, Tianfu Communication held board meetings on October 23 and an extraordinary shareholders' meeting on November 9, where the "Proposal on Share Repurchase" was reviewed and approved. The total repurchase funds for Tianfu Communication this time range from 100 million to 150 million yuan, and the repurchased shares are intended to be cancelled to reduce the company's registered capital. In terms of pace, Tianfu Communication's repurchase action has been quite swift, and more repurchases are expected to follow.
Also on the evening of November 12, Zhongji Innolight (ASX: 03308) brought positive news. According to Zhongji Innolight's announcement, its wholly-owned subsidiary Zhongji Innolight (Shanghai) Investment Co., Ltd. plans to use 50 million yuan of its own funds to subscribe for a share in Hangzhou Guanghe Phase III Venture Capital Partnership (Limited Partnership) and become a limited partner of the partnership. Public information shows that the general partner of the fund is Suzhou Guanghe Xingchen Enterprise Management Consulting Partnership (Limited Partnership), and the fund manager is Suzhou Guanghe Private Fund Management Co., Ltd. The fund mainly invests in early-stage and growth-stage projects in fields such as artificial intelligence, hard technology, new materials and green technology, medical technology, green low-carbon, and frontier technology.
Zhongji Innolight (ASX: 03308) stated that this investment will continue to expand the company's investment layout in the technology sector, promote the sharing and integration of advantageous resources, achieve the integration of industry and capital, and enhance core competitiveness. At the same time, the investment fund can achieve capital appreciation through project investments, thereby better achieving the company's sustainable development.
Regarding Eoptolink, it has recently answered investor questions multiple times on the Shenzhen Stock Exchange's interactive platform, releasing positive signals. In response to investors' questions about 800G optical modules, Eoptolink stated that 800G optical module products are expected to remain one of the company's main delivered products from 2026 to 2027. Currently, customer order demand is strong, and the company maintains full confidence in the fourth quarter and next year's market.
In response to investors' questions about the divergence in demand between domestic and international customers, Eoptolink stated that the company has deeply cultivated a global layout and continues to expand markets at home and abroad. With the acceleration of domestic AI computing infrastructure construction, the optical module industry is welcoming good development opportunities, strongly driving domestic market growth. In addition, Eoptolink recently mentioned in a reply that, combined with future industry guidelines and order expectations, the company has made sufficient preparations for raw materials and production capacity to meet order delivery needs. The company expects future gross margin levels to remain relatively stable. Both the Chengdu and Thailand factories are undergoing large-scale expansion. Currently, customer demand is strong, and order delivery is normal.
A research report from Kaiyuan Securities pointed out that looking ahead to 2027, the AI "siphon effect" will be significant, and global AI may continue to resonate. Demand for 800G and 1.6T optical modules may continue to grow rapidly in 2027, demand for 2.4T/NPO/XPO optical modules will begin to emerge, and shipments of CPO/NPO/OCS switches may continue to increase. Driven jointly by national policies and domestic giants, the domestic AI chain is expected to flourish in 2027.
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