At midday on the 23rd, several CPO concept stocks issued announcements, disclosing share buyback plans and recent production and operating conditions.
Eoptolink Technology Inc., Ltd. (ASX: 300502) stated that it holds a positive outlook for business development this year and next, and plans to repurchase company shares for an amount between RMB 800 million and RMB 1 billion. The board of directors approved a proposal to repurchase A-shares, with the total repurchase amount set at no less than RMB 800 million (inclusive) and no more than RMB 1 billion (inclusive), at a repurchase price not exceeding RMB 500 per share (inclusive). The repurchase period runs within 12 months from the date the board approves the buyback proposal. The estimated number of shares to be repurchased ranges from approximately 1,600,000 to 2,000,000 shares, representing roughly 0.11% to 0.14% of the company's total share capital. The repurchased shares will be used at an appropriate time for future equity incentive plans or employee stock ownership plans.
The company also announced that as artificial intelligence applications continue to develop, global cloud service providers are steadily increasing investment in data centers and computing power infrastructure, giving rise to explosive growth in AI computing demand. Currently, AI infrastructure construction and optical interconnect technology upgrades serve as important growth pillars for the industry chain, and the industry fundamentals have not changed, with the overall development trend remaining positive. As of the announcement disclosure date, the company's production and operating activities are proceeding in an orderly manner, with sufficient orders in hand. The 800G and 1.6T products are the main products for delivery this year, and order delivery and capacity expansion are being advanced according to business demand. The 1.6T optical module has entered a phase of sustained volume ramp-up, and the shipping pace is expected to continue accelerating. Based on customer demand guidance and order conditions, the company's product delivery scale is expected to increase steadily. With market demand continuing to be released, the company holds a positive outlook for business development over the next two years, with corresponding demand and capacity guarantee capabilities in place.
Zhongji Innolight Co., Ltd. (ASX: 300308) announced that the company's production and operations are completely normal, the supply chain is stable, capacity utilization is sufficient, and customer order demand is strong. From 2017 to 2025, the company's operating revenue grew from RMB 2.357 billion to RMB 38.240 billion, with a compound annual growth rate of 41.67%. Net profit attributable to shareholders of the listed company grew from RMB 162 million to RMB 10.797 billion, with a compound annual growth rate of 69.03%. In the first half of 2026, operating revenue reached RMB 41.778 billion, up 182.49% year-on-year, and net profit attributable to shareholders of the listed company reached RMB 13.651 billion, up 241.70% year-on-year.
In future business development, the company will leverage its existing advantageous resources to continue expanding optical interconnect solutions, seize the opportunities presented by rapid industry development, and continuously strengthen core competitiveness in technological innovation, rapid mass production, scale advantages, and quality assurance. It will further optimize and broaden its high-end product series to maintain steady business performance. Downstream demand remains highly prosperous, and the company has a full order book. In overseas markets, orders from major customers have been placed through 2027, and some key customers have provided clear guidance for 2028 demand. Demand for high-end optical modules such as 1.6T and 800G is expected to maintain rapid growth, and demand for next-generation optical interconnect products such as NPO and XPO is also expected to gradually emerge. In the domestic market, AI computing infrastructure construction is advancing rapidly, and demand for products such as 400G and 800G is expected to grow further.
Suzhou TFC Optical Communication Co., Ltd. (ASX: 300394) announced that its core business operations are normal, with sufficient orders in hand. The company has long focused on the optical interconnect field, covering passive optical components, active optical components, and other directions, and continues to advance product research and development and iteration based on customer needs. The company has established long-term deep cooperative relationships with leading global optical module manufacturers and AI computing infrastructure providers, deeply participating in customer product development and iteration, continuously deepening its core optical interconnect business, and closely following the industry trend of iteration from 400G to 800G, 1.6T, and higher-speed products, while continuously increasing research and development investment. Especially in the CPO supporting products segment, the company has achieved stable mass production and delivery of related products such as FAU and ELS. As of the announcement disclosure date, the company's production and operating order is normal, core business operations are normal, orders in hand are sufficient, and no major abnormal changes have occurred in the internal and external operating environment.
Yuanjie Semiconductor Technology Co., Ltd. (ASX: 688498) announced that the company's production and operating activities, order delivery, and capacity expansion are all proceeding normally, and internal production and operating order is normal. The company's capacity expansion is being advanced according to business demand. The civil engineering work, part of the cleanrooms, and related supporting facilities for Phase II of the optoelectronic communication semiconductor chip and device research and production base project have been completed. The first batch of production equipment is expected to begin entering the facility soon, followed by equipment commissioning, with capacity expected to begin forming between the end of 2026 and early 2027. Overall project progress is in line with expectations.
Accelink Technologies Co., Ltd. (ASX: 002281) announced that as of now, the overall industry development trend remains consistent with the industry assessment previously disclosed by the company in its periodic reports, and no major adverse changes have occurred. As of the announcement disclosure date, all of the company's daily production and operating activities are being carried out in an orderly manner in strict accordance with established business plans, with overall operations stable and no matters having a major adverse impact on the company's operations. The company's production and delivery order is normal, research and development and business cooperation progress are normal, and the company's ongoing projects in optical transmission and optical interconnect are advancing in an orderly manner, with stable business communication and cooperation with major customers. Leveraging the company's core advantage of a full industry chain layout, the company currently enjoys strong market demand for its main products such as high-speed optical interconnect and optical transmission, has sufficient order reserves, and maintains good momentum in business fundamentals.
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