Optical Library Technology (300620): The lithium niobate business is waiting to increase the contribution of Bayan modules
Introduction to this report: Lowering profit forecasts, lowering target prices, and maintaining an increase rating; performance falls short of expectations, lithium niobate business is still awaiting growth; Bayan completed commercial and commercial changes in April, and the light source module business contributed more. Key investment points: lower profit forecast, lower
Optical Bank Technology (300620.SZ): Net profit of 6.4949 million yuan in the first quarter decreased by 58.10% year-on-year
On April 23, Ge Longhui Technology (300620.SZ) released its report for the first quarter of 2024. Operating revenue for the reporting period was 160 million yuan, up 3.38% year on year; net profit attributable to shareholders of listed companies was 6.4949 million yuan, down 58.10% year on year; net profit attributable to shareholders of listed companies after deducting non-recurring profit and loss was 29.552 million yuan, down 58.91% year on year; basic earnings per share were 0.0260 yuan.
Guangku Technology (300620.SZ): The controlling shareholder's shares of the company did not participate in the loan transfer business
Gelonghui, April 17 | Guangku Technology (300620.SZ) said on the investor interactive platform that up to now, the company's shares held by the company's controlling shareholder have not participated in the loan transfer business.
Optical Library Technology (300620.SZ): Has the key capability to develop thin-film lithium niobate modulator chips and devices with a rate of up to 800 Gbps and above
Gelonghui, April 17 | Optical Bank Technology (300620.SZ) said on the investor interactive platform that the company has mastered advanced passive optical fiber device design, simulation and production technology based on platforms such as academician workstations and post-doctoral mobile stations, including high-power device thermal lens elimination technology, high-power optical fiber grating engraving technology, aerospace and subsea high reliability technology, polarization device stress axis alignment technology, optical fiber and optical component end surface microprocessing technology, optical fiber and optical device metallization technology, optical fiber lens technology, high-precision optical connection, etc., and has reached the international advanced level. With technical advantages, the company can quickly access the market
Optical library technology (300620.SZ): Thin-film lithium niobate has the advantages of high bandwidth, low insertion loss, low power consumption, good linearity, high reliability and high extinction ratio
Gelonghui, April 11 | Optical Bank Technology (300620.SZ) said on the investor interactive platform that thin-film lithium niobate has the advantages of high bandwidth, low insertion loss, low power consumption, good linearity, high reliability and high extinction ratio.
Optical Library Technology (300620.SZ): Lithium niobate modulator chips and devices are mainly used in long-distance backbone network coherent communication of 100 Gbps or more and single-wave 100/200 Gbps ultra-high speed data centers
Gelonghui, April 9 | Optical Bank Technology (300620.SZ) said on the investor interactive platform that the company's lithium niobate modulator chips and devices are mainly used in long-distance backbone network coherent communication of 100 Gbps or more and single-wave 100/200 Gbps ultra-high speed data centers, and the company will actively pay attention to the market opportunities brought about by the development of optical communication and data centers.
Optical Bank Technology (300620.SZ): Continue to actively pay attention to the technological development and market opportunities of thin-film lithium niobate in related fields
Gelonghui, April 9 | Optical Bank Technology (300620.SZ) said on the investor interactive platform that the company exhibited a variety of thin-film lithium niobate products at the 49th Optical Network and Communication Conference and Expo (OFC 2024), including 130 GBaud coherent modulators and integrated RF drivers designed for 800 Gb/s or 1.2 Tb/s coherent optical transmission systems; 800 Gbps DR8 modulator chips can meet the high bandwidth and low latency requirements of current data centers and AI clusters to provide fast and stable data transmission experience. The company will continue
Optical Bank Technology (300620): R&D investment increased significantly, and the Thai factory started production in the second half of the year
Guide to this report: Update profit forecasts, raise target prices, and maintain an increase rating; performance falls short of expectations, R&D investment has increased dramatically; demand for high-speed optical communication is strong, and the Thai factory is expected to reach production in the second half of the year. Key investment points: update profit forecasts, increase targets
Optics Bank Technology (300620) 2023 Annual Report Review: Short-term performance under pressure due to fluctuating demand, future development of lithium niobate and lidar businesses can be expected
Incident: On April 2, the company released its 2023 annual report. It achieved revenue of 710 million yuan for the full year of 2023, an increase of 10.50% over the previous year, and achieved net profit of 596.361 million yuan to mother, a year-on-year decrease of 49.3 million yuan
Guangku Technology (300620): Performance is in line with expectations, and the strategic layout continues to expand
Incident: The company released its 2023 annual report. In 2023, it achieved revenue of 710 million yuan, a year-on-year increase of 10.5%; net profit to mother of 60 million yuan, a year-on-year decrease of 49.38%; net profit after deducting non-return to mother of 39 million yuan
Optical Bank Technology (300620.SZ): Net profit in 2023 fell by 49.38% to 596.361 million and plans to pay 10 yuan
On April 2, Ge Longhui Technology (300620.SZ) announced its 2023 annual report. In 2023, the company achieved operating income of 709.99 million yuan, up 10.50% year on year; net profit attributable to shareholders of listed companies was 596.361 million yuan, down 49.38% year on year; net profit attributable to shareholders of listed companies after deducting non-recurring profit and loss was 39.4845 million yuan, down 48.17% year on year; basic income per share is 0.2432 yuan; it plans to distribute a cash dividend of 1 yuan (tax included) for every 10 shares to all shareholders.
Optical library technology (300620.SZ): fiber laser devices and laser light source module products can be used in lidar, autonomous driving and other fields
Gelonghui, April 1 | An investor asked Guangku Technology (300620.SZ) on the investor interactive platform, “Are the company's products used in flying cars and Xiaomi cars?” The company replied that the company's fiber laser devices and laser light source module products can be used in fields such as lidar and autonomous driving.
The Global Optical Communications Conference was held, and technologies such as optical modules and silicon light are expected to welcome continuous innovation
According to media reports, the 49th Optical Networks and Communications Symposium and Expo (OFC 2024) will be held on March 24-28, and the exhibition will be held on 26-28. Highlights of this exhibition include optical communication technologies such as 1.6T optical modules & 200G optical chips, LPO, silicon & CPO, and thin-film lithium niobate.
Guoxin Securities: Optical module iteration accelerates focus on manufacturers with forward-looking layouts in the fields of LPO, silicon optics, etc.
AI drives network transformation, and high-speed optical modules benefit.
Optical Library Technology (300620.SZ): The main products are fiber laser devices, optical communication devices, and lithium niobate modulation devices
Gelonghui, March 11 | Optical Bank Technology (300620.SZ) said on the investor interactive platform that the company is a high-tech enterprise specializing in the design, R&D, production, sales and service of optical fiber devices, lithium niobate modulation devices and photonic integrated devices. The main products are fiber lasers, optical communication devices and lithium niobate modulation devices. Among them, fiber laser devices are mainly used in fiber lasers, laser radars, unmanned driving and other fields; optical communication devices are mainly used in dense wavelength division multiplexing transmission, data centers, cloud computing, 5G industry chains, etc.; Used in ultra-high speed trunk optical communication
Guangku Technology (300620.SZ)'s fixed increase was approved by the China Securities Regulatory Commission for registration approval
Guangku Technology (300620.SZ) announced that the company recently received the “About...” issued by the China Securities Regulatory Commission
Dongguan Securities: Demand for computing power at home and abroad continues to rise, and optical communication vendors will continue to benefit
Demand for computing power at home and abroad continues to rise, and optical communication device and equipment manufacturers are expected to continue to benefit from this trend.
The concept of computing power continues to boost optical library technology's 20CM rise and fall
Gelonghui, Feb. 6 | The concept of computing power continued to rise in the afternoon, leading in the direction of optical communications and AI servers. Optotech rose and stopped 20CM, Huagong Technology rose and stopped, and many stocks such as Xinyisheng, Guangxun Technology, Guang Huan Xinnet, Industrial-Wealth Union, Hi-Tech Development, and Cambrian rose more than 6%. According to the news, local government work reports revealed plans and construction of the digital economy in 2024. Beijing proposed to vigorously build a pioneering data infrastructure system zone in 2024. The Sichuan provincial government emphasized promoting the intelligent transformation and digital transformation of the manufacturing industry. In addition, Shaanxi, Jilin, Tianjin and other places all proposed regulations on the digital transformation of manufacturing enterprises in the “Report”
A-share optical communication concept stocks bottomed out and rebounded
Gelonghui, Feb. 6 | Optical Bank Technology rose more than 10%, while Zhongji Xuchuang, Huagong Technology, Guangxun Technology, Xinyisheng, and Tianfu Communications rose more than 5%.
The A-share CPO sector bottomed out and rebounded, Optical Bank Technology rose more than 10%
Gelonghui, Feb. 6 | Optical Bank Technology rose more than 10%, while Zhongji Xuchuang, Huagong Technology, Guangxun Technology, Xinyisheng, and Tianfu Communications rose more than 5%. According to the news, Nvidia's US stock rose to 5% last night, continuing to reach a record high, with a total market capitalization of 1.71 trillion US dollars. According to Yole's data, the market CAGR for silicon photonic chips reached 44% from 2022 to 2028, with digital optical modules accounting for more than 90% of the silicon photonic chip market, which is the main application scenario. Tech giants such as Nvidia, Intel, TSMC, and Broadcom are scrambling to deploy silicon photonic technology in fields such as optical interconnection, and breakthroughs are imminent
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