Domestic optical module leader Eoptolink Technology Inc.,Ltd. has delivered an impressive performance forecast.
On January 30, Eoptolink's 2025 performance forecast revealed that the company expects to achieve annual net profit attributable to shareholders of the listed company between 9.4 billion yuan and 9.9 billion yuan, representing a substantial year-on-year increase of 231.24% to 248.86%. Net profit after deducting non-recurring gains and losses was similarly robust, projected to reach 9.367 billion yuan to 9.867 billion yuan, also reflecting an increase of over 231%.
The core drivers behind the performance forecast are clear and potent; the company is directly benefiting from the sustained global growth in computing power investment, particularly the rapid surge in demand for high-speed optical module products. As major cloud computing providers and hyperscale data centers accelerate the deployment of AI clusters, 800G and even higher-speed optical modules have become essential requirements. Eoptolink, as a key global supplier of high-speed optical modules, has consequently seen its sales revenue and net profit leap significantly in tandem.
The net profit scale is approaching ten billion yuan, showcasing a remarkably steep growth trajectory.
According to the forecast, Eoptolink's 2025 profit scale is set for a historic breakthrough. The median net profit is expected to hit 9.65 billion yuan, which, compared to the approximate 2.838 billion yuan net profit base in 2024, signifies that the company added nearly 6.8 billion yuan in profit within a single year.
Notably, the range for its non-GAAP net profit aligns closely with the net profit figure, with non-recurring gains and losses amounting to a mere difference of about 33 million yuan. This indicates that the massive profit growth is almost entirely driven by the inherent strength of its core business operations, reflecting high-quality earnings and substantial performance value.
Capitalizing precisely on the AI computing power trend, high-speed product volumes are scaling rapidly.
The announcement attributes the performance growth to "sustained growth in computing power investment" and the "rapid increase in demand for high-speed products," accurately pinpointing the dual engines fueling the current explosive growth in the optical module industry.
From the demand perspective, the global AI race has spawned an extreme need for data transmission both within data centers and for interconnects, directly accelerating rapid generational shifts in products. 800G optical modules have become the core focus of global cloud providers' capital expenditures for 2024-2025 and are advancing towards 1.6T. As one of the few manufacturers capable of mass-producing and delivering 800G and above products, Eoptolink is strategically positioned directly in the path of this explosive growth.
On the supply side, the company has established high technological barriers, leveraging its long-term technical expertise in areas like high-speed circuit design and optical packaging, and particularly its leading position in cutting-edge low-power technologies such as LPO (Linear-drive Pluggable Optics).
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