On the evening of August 24, Eoptolink Technology Inc., Ltd. (SZ300502, share price 412.00 yuan, market cap 574.434 billion yuan) released its semi-annual report for 2026. The report shows that the company achieved operating revenue of 20.910 billion yuan in the first half of the year, a year-on-year increase of 100.34%; net profit attributable to shareholders of the listed company was 7.529 billion yuan, a year-on-year increase of 90.98%.
According to the 2026 semi-annual report, Eoptolink Technology Inc., Ltd.'s first-half performance continued its high-growth trajectory. During the reporting period, the company achieved operating revenue of 20.910 billion yuan, up 100.34% from 10.437 billion yuan in the same period last year; net profit attributable to shareholders of the listed company was 7.529 billion yuan, up 90.98% year-on-year; net profit attributable to shareholders of the listed company excluding non-recurring gains and losses was 7.511 billion yuan, up 90.92% year-on-year. The company's net cash flow from operating activities was 1.616 billion yuan, up 69.67% year-on-year.
In terms of profitability, the company's basic earnings per share in the first half was 5.41 yuan, with a weighted average return on net assets of 34.86%. As of June 30, 2026, the company's total assets reached 36.647 billion yuan, up 41.60% from the end of the previous year; net assets attributable to shareholders of the listed company were 24.297 billion yuan, up 35.56% from the end of the previous year.
From a business structure perspective, optical interconnect products remain the company's absolute main revenue driver. During the reporting period, optical interconnect products generated operating revenue of 20.883 billion yuan, up 100.59% year-on-year, with a gross margin of 48.46%, an increase of 0.99 percentage points from the same period last year. The company stated that the significant revenue growth was mainly due to the company benefiting from the development of artificial intelligence computing power investment during the reporting period, leading to increased sales revenue compared to the same period last year.
In terms of R&D investment, the company invested 440 million yuan in R&D in the first half, accounting for 2.1% of operating revenue, up 31.85% year-on-year. During the reporting period, the company and its subsidiaries newly obtained 17 authorized patents, bringing the cumulative total to 177 authorized patents as of June 30, 2026. Additionally, the company plans not to distribute cash dividends, bonus shares, or convert capital reserve into share capital for the half-year period.
Eoptolink Technology Inc., Ltd. is a global leader and innovator in optical interconnect solutions, with its business primarily covering the R&D, production, and sales of optical modules for full-series optical communication applications. Its products serve domestic and international customers in fields such as AI computing clusters, cloud data centers, and telecommunications networks. Since its inception, the company has continuously driven the development of optical interconnect products toward higher speeds, higher density, and lower power consumption. Among these, 400G, 800G, 1.6T, and higher-speed optical interconnect products serve as the company's core products and performance growth engines, and have been widely applied in AI computing clusters, cloud data centers, and telecommunications network upgrades.
The company has built a solution and technology system covering multiple interconnect forms, including traditional pluggable optical modules, LPO/LRO, XPO, NPO, and CPO, and has launched an optical circuit switch (OCS) product equipped with its self-developed MEMS chip. According to company disclosures, Eoptolink Technology Inc., Ltd. is one of the few companies globally with the capability for mass production and delivery of 800G and above optical modules, is among the world's first to mass-produce and deliver 1.6T optical module products, and is the world's first manufacturer to launch and mass-produce linear pluggable LPO optical modules.
In March 2026, the company took the lead in the industry to release multiple new products for AI data center computing power interconnection, including 1.6T DR4 optical modules based on single-wavelength 400G PAM4 technology, 6.4T NPO solutions, and 12.8T XPO pluggable optical modules. In the secondary market, Eoptolink Technology Inc., Ltd.'s share price has shown strong performance this year. Data shows that as of August 24, 2026, the company's share price has accumulated a gain of 34.04% since the beginning of 2026.
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