002281 Accelink Technologies
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Accelink Technologies News
Guangxun Technology (002281): Digital Communications's overseas market expansion results highlight steady progress in mass production of optical chips
Event: On April 25, 2024, the company released the 2023 Annual Report and the 2024 First Quarter Report. In 2023, the company's revenue was 6.061 billion yuan, down 12.31% year on year, and net profit to mother was 6.1 billion yuan
Guangxun Technology (002281.SZ): 3.2T optical module in the development stage
Gelonghui, April 30 | Guangxun Technology (002281.SZ) said on the investor interactive platform that the company's 3.2T optical module is in the development stage.
Guangxun Technology (002281.SZ): The company's integrated optical fiber sensing technology is not currently used in the low-altitude economy
Gelonghui, April 30 | Guangxun Technology (002281.SZ) said on the investor interactive platform that the company's integrated optical fiber sensing technology is not currently being used in the low-altitude economy.
Guangxun Technology (002281.SZ): The company's product development mainly targets integrated, high-performance optoelectronic chips and devices required for next-generation quantum information system devices
Gelonghui, April 30 | Guangxun Technology (002281.SZ) said on the investor interactive platform that the company and Guodun Quantum jointly established Guoxun Quantum Core Company, which is mainly used in the fields of QKD communication and quantum measurement. The company's product development is mainly aimed at integrated, high-performance optoelectronic chips and devices required for next-generation quantum information system devices. The product is currently adapting to customer product iterations and expanding the marketing and sales stage.
Guangxun Technology (002281): Short-term performance is under pressure, optimistic that the global AI+ domestic backbone network will drive performance growth
Incident: The company published its annual report for '23 and its quarterly report for '24. Revenue for the full year of '23 billion yuan (-12.31%), net profit attributable to mother of 619 million yuan (+1.80%), net profit not attributable to mother of 5.65 billion yuan
Guangxun Technology (002281): Performance is in line with expectations, waiting for the data center market demand to increase
Incident: The company released its 2023 annual report and 2024 quarterly report on the evening of April 25. In 2023, it achieved revenue of 6.061 billion yuan, down 12.31% year on year; gross profit margin was 22.63%, up 0 year on year
Guangxun Technology (002281): Strong demand for 1Q24 digital communication orders, and the new industrial park will soon be put into operation
The 2023 results are in line with our expectations, and the 1Q24 results are lower than our expectations Guangxun Technology announced the 2023 Annual Report and 2024 Quarterly Report Results: In 2023, the company achieved operating revenue of 6.061 billion yuan, the same
China Galaxy Securities: Quantum information technology benefits from new quality productivity and drives continuous improvement, broad future market space
Currently, the industrialization process of quantum communication and quantum computing will continue to improve with China's new productivity and the promotion of academia. The prospects for the industrialization of quantum computing and quantum communication are relatively good.
Guangxun Technology (002281): 2024Q1 performance declined slightly, maintaining a leading position in the industry
Event: On April 25, 2024, the company released the 2023 Annual Report and the 2024 First Quarter Report. In 2023, the company achieved operating income of 6.061 billion yuan, a year-on-year decrease of 12.31%; net return to mother
Guangxun Technology (002281): Short-term performance is under pressure, AI drives demand recovery
Incident: The company released the 2023 Annual Report & 2024 First Quarter Report. In 2023, it achieved revenue of 6.06 billion yuan, a year-on-year decrease of 12.3%; net profit to mother was 620 million yuan, an increase of 1.8% over the previous year; after deducting net income from the mother
Guangxun Technology (002281): AI-driven 400G demand explosion, companies are expected to benefit
Introduction to this report: Profit forecasts were raised, target prices were raised, and the increase rating was maintained; Q1 performance fell short of expectations, due to increased expenses; AI drove the explosion of domestic 400G demand, and the company directly benefited. Key investment points: raise profit forecasts
Review of Guangxun Technology (002281) 2023 Annual Report and 2024 Quarterly Report: Stable performance in 23 years, and continued strength in the digital communication sector can be expected in the future
Event: On April 25, the company released its 2023 annual report and 2024 quarterly report. The full year of 2023 achieved revenue of 6.061 billion yuan, a year-on-year decrease of 12.31%, and achieved net profit of 619 million yuan to mother
Minsheng Securities released a research report on April 26 stating that it gave Guangxun Technology (002281.SZ) a recommended rating. The main reasons for the rating include: 1) demand for telecommunications is stable, the company's overall performance in
Minsheng Securities released a research report on April 26 stating that it gave Guangxun Technology (002281.SZ) a recommended rating. The main reasons for the rating include: 1) demand for telecommunications is stable, the company's overall performance in 23 years is stable, and the market segment position is high; 2) Driven by AI, the digital communication market demand continues to be high; 3) the digital communication field is focused on strength, and there is broad room for future growth. (Mainichi Keizai Shimbun)
Guangxun Technology (002281.SZ): Net profit of 774.316 million yuan in the first quarter decreased 24.21% year-on-year
Gelonghui, April 25 | Guangxun Technology (002281.SZ) released its report for the first quarter of 2024. Operating revenue for the reporting period was 1,291 billion yuan, up 1.79% year on year; net profit attributable to shareholders of listed companies was 774.316 million yuan, down 24.21% year on year; net profit attributable to shareholders of listed companies after deducting non-recurring profit and loss was 73.15,800 yuan, down 5.15% year on year; basic earnings per share were 0.10 yuan.
CPO and computing power concept stocks fluctuated and rallied. Xinyisheng rose more than 12%, Aofei Data rose nearly 10%, and Zhongji Xuchuang, Guangxun Technology, IFF, and Cambrian had the highest gains.
CPO and computing power concept stocks fluctuated and rallied. Xinyisheng rose more than 12%, Aofei Data rose nearly 10%, and Zhongji Xuchuang, Guangxun Technology, IFF, and Cambrian had the highest gains.
The A-share CPO concept fluctuated and declined, and Tianfu Communications fell more than 6%
Glonghui, April 19 | Tianfu Communications and Guangxun Technology fell more than 6%, Zhongji Xuchuang and Dongtian fell slightly by more than 5%, and Fenghuo Communications, Huagong Technology, and Ziguang Co., Ltd. followed suit.
The big three CPO companies bucked the trend. Tianfu Communications rose more than 4%, Zhongji Xuchuang and Xinyisheng quickly became popular, and Huagong Technology and Guangxun Technology rallied slightly.
The big three CPO companies bucked the trend. Tianfu Communications rose more than 4%, Zhongji Xuchuang and Xinyisheng quickly became popular, and Huagong Technology and Guangxun Technology rallied slightly.
Guoxin Securities: AI changes computing power cluster network architecture, and the optical interconnection market is expected to maintain a high boom
Guoxin Securities released a research report saying that AI is changing the computing power cluster network architecture. On the one hand, the scale of the single training cluster continues to expand, and the proportional relationship between connectivity requirements and acceleration units is expected to further increase; on the other hand, distributed computing power clusters are expected to promote 10-20 km of DCI interconnection requirements and accelerate the “related decline.” Taken together, Marvell believes that the growth elasticity of demand for optical connectivity is expected to surpass acceleration units, and that the optical connectivity market is expected to maintain a high boom. Continue to recommend optical devices and optical modules, focusing on Zhongji Xuchuang (300308.SZ), Tianfu Communications (300394.SZ), and Xinyisheng
The 6G concept dived in early trading. Sega Technology and Hytera previously fell to a standstill, Tongyu Communications fell more than 6%, and many stocks such as Huali Chuangtong and Guangxun Technology fell.
The 6G concept dived in early trading. Sega Technology and Hytera previously fell to a standstill, Tongyu Communications fell more than 6%, and many stocks such as Huali Chuangtong and Guangxun Technology fell.
League of Nations Securities: Quantum information technology is expected to drive the industrial chain and improve industry performance
Quantum information has entered the early stages of rapid development. Computational capabilities are superior to traditional calculation models. It can empower chemistry, finance, artificial intelligence, transportation, aviation, meteorology, etc., and there is broad room for growth.
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