300620 Advanced Fiber ResourcesWatchlist
Advanced Fiber Resources News
Guangku Technology (300620.SZ) plans to raise no more than 180 million yuan in capital through simple procedures
Guangku Technology (300620.SZ) disclosed plans to issue shares to specific targets using simple procedures in 2023. The public...
Minsheng Securities: The computing power infrastructure industry chain will continue to benefit under the AI model arms race of overseas internet giants
The computing power infrastructure industry chain will continue to benefit from the AI model arms race of overseas internet giants.
The CPO sector fluctuated and rebounded, and Liantech surged 15%
Gelonghui November 30 | Liante Technology surged more than 15%, and Guangku Technology, Xinyisheng, Taichenguang, and Cambridge Technology followed suit. According to Guosheng Securities Research Report, the optical module industry is expected to experience continued high growth under the impetus of AI. Thin-film lithium niobate modulators are expected to replace some InP and silicon-based SiPh market shares. In the future, markets above 1.6T/3.2T are expected to be driven by AI and usher in a period of rapid development.
Guosheng Securities: The optical module industry continues to grow at a high rate, and thin-film lithium niobate modulators are expected to enter a period of rapid development
With multiple advantages such as power consumption/cost/performance, thin-film lithium niobate modulators are expected to experience a significant increase in share as the rate is upgraded.
Guangku Technology (300620): Q3 gross margin improved month-on-month, optimistic about the industrialization trend of thin-film lithium niobate
Event: Guangku Technology released its 2023 three-quarter report. In the first three quarters of 23 years, the company's revenue was 524 million yuan, up 6.11% year on year, net profit was 47 million yuan, down 48.11% year on year, and gross margin was 34.8 million yuan
Optical Library Technology (300620.SZ): Has the key ability to develop thin-film lithium niobate modulator chips and devices with a rate of up to 800 Gbps and above
Gelonghui November 13: Some investors asked Guangku Technology (300620.SZ) on the investor interactive platform, “Is your company mass-producing thin-film lithium niobate? How big is the market demand?” The company replied that lithium niobate modulator chips and devices are mainly used in long-range backbone network coherent communication of 100 Gbps or more and single-wave 100/200 Gbps ultra-high speed data centers. The company has mastered core technologies including chip design, chip manufacturing, packaging and testing, and has the key ability to develop thin-film lithium niobate modulator chips and devices with a rate of up to 800 Gbps and above. Related
Optical Library Technology (300620.SZ): A new generation of thin-film lithium niobate photonic integration technology developed, which can be used in both coherent and incoherent transmission modes
Gelonghui November 13: Some investors asked Guangku Technology (300620.SZ) on the investor interactive platform, “Does the company use a 400G backbone network related modulator?” The company replied that lithium niobate modulator chips and devices are mainly used for long-range backbone network coherent communication of 100 Gbps or more and single-wave 100/200 Gbps ultra-high speed data centers. The next-generation thin-film lithium niobate photonic integration technology developed by the company can be used in both coherent transmission forms and non-coherent transmission modes.
Optical Library Technology (300620.SZ): Customers include well-known optical communication companies at home and abroad Ciena, Finisar, Lumentum, Fujikura, Zhongji Xuchuang, etc.
Gelonghui November 13: Some investors asked Guangku Technology (300620.SZ) on the investor interactive platform, “Does the company cooperate with major domestic and foreign communication equipment suppliers, such as Huawei, ZTE, etc.?” The company replied that the company's customers include well-known foreign laser manufacturers TrumpFGroup, Mirroring, Spectra-Physics, etc., leading domestic laser manufacturers JPT, Chuangxin Laser, Guanghui Laser, Dazu Laser, etc., and well-known domestic and foreign optical communication companies Ciena, Finisar, and Lament
Guangku Technology (300620.SZ): Lithium niobate high-speed modulator chip R&D and industrial fund-raising projects have basically completed decoration projects, R&D centers, and packaging testing center equipment commissioning and acceptance
Gelonghui November 13: Some investors asked Guangku Technology (300620.SZ) on the investor interactive platform, “Does the company's delay in officially announcing the commissioning of the thin-film lithium niobate modulator project mean that this year's 40,000 tablet production plan is about to fail?” The company replied that the company's lithium niobate high-speed modulator chip R&D and industrial fund-raising projects have basically completed the renovation project and equipment commissioning and acceptance of the R&D center and packaging testing center, and is currently undergoing new product development, equipment procurement, personnel recruitment, and process platform construction for the chip production center.
Optical Library Technology (300620): Inventory removal still needs to be eliminated, and thin film applications are expected to accelerate
Guide to this report: Lower profit forecasts, lower target prices, and maintain holdings growth ratings; performance is in line with expectations, and industry inventory removal is still to be eliminated; 400G OTN and 800G digital communication drive TFLN applications. Investment Highlights: Lower Profit Forecasts
Guangku Technology (300620.SZ): Net profit of 14.9634 million yuan in the third quarter decreased by 53.34% year-on-year
Glonghui, October 23, Oct. 23 | Guangku Technology (300620.SZ) announced its report for the third quarter of 2023. Operating revenue for the reporting period was 185 million yuan, up 3.63% year on year; net profit attributable to shareholders of listed companies was 149.634 million yuan, down 53.34% year on year; net profit attributable to shareholders of listed companies after deducting non-recurring profit and loss was 1,15253 million yuan, down 49.74% year on year; basic earnings per share were 0.0606 yuan.
Guangku Technology (300620.SZ): The ban on sale of 8071,200 restricted shares will be lifted on September 25
Glonghui September 21, September 21丨Guangku Technology (300620.SZ) announced an indicative announcement regarding the release of restricted shares during the first lifting period of the restricted stock incentive plan in 2021 and the listing and circulation of restricted shares. The number of incentive recipients of the 2021 restricted stock incentive plan that met the conditions for lifting the sale restrictions during the first lifting of sales restrictions was 16 people. The number of restricted shares that could be lifted was 807,12,000 shares, accounting for 0.3290% of the company's current total share capital of 245,310,607 shares. The listing and circulation date for the currently lifted shares is September 25, 2023 (Monday).
Open source securities: AI-driven optical modules boost downstream prosperity and establish a “volume increase” logic for the industry
The supply of AI large model computing power chips is in short supply, bringing significant demand benefits to high-end optical modules.
The optical communication sector continues to rise, and FillingCOS2 is connected to 2
Glonghui September 12 | Philingcos 20CM2 was connected, and Guangku Technology rose more than 10%. Previously, Guangxun Technology rose and stopped, while Huagong Technology, Bochuang Technology, Dongtian Wei, and Taichen Guang rose more than 5%. Huatai Securities believes that with the rapid iteration of the AI industry, manufacturers that have entered or are expected to enter the overseas digital communication 800G optical module industry chain are expected to welcome development opportunities.
Autonomous driving is fully “speeding up”! Many places have steadily opened up the test path, and Weidi shares have risen and stopped.
Resonance at the three inflection points
Guangku Technology (300620): Short-term performance is pressured, lithium niobate modulators maintain the lead
Optical Library Technology: A high-tech enterprise specializing in the design, development, production, sales and service of optical fiber devices, lithium niobate modulation devices and photonic integrated devices. The company's main products are fiber laser devices and optical communication devices. The company mid-2023
Guangku Technology (300620): Revenue increased by 7.5% in the first half of 2023 to increase R&D investment
Revenue grew steadily in the first half of 2023, and profitability declined markedly. The company released its semi-annual report for 2023, and achieved revenue of 339 million yuan in the first half of 2023, +7.51% year-on-year; net profit of 0.32
Interpretation of Guangku Technology's 2023 Interim Report: Net profit has declined sharply, but net cash flow has risen sharply. Performance is questionable
According to Guangku Technology's 2023 interim report data, revenue for the reporting period was 338,739,097.72 yuan, an increase of 7.51% compared to 315,074,624.45 yuan in the same period last year. However, net profit attributable to shareholders of listed companies during the reporting period was $31,725,183.67, down 45.22% from $57,913,152.24 in the same period last year. Under such circumstances, the increase in operating income did not translate into an increase in net profit; instead, there was a sharp decline. This undoubtedly raised questions about the company's profitability. Take a closer look
Optics Technology (300620) 2023 Semi-Annual Report Review: Performance Meets Expectations Short-term Pressure Does Not Change Long-Term Development Trends
Event summary: On August 14, the company released its 2023 semi-annual report. In the first half of the year, it achieved operating income of 339 million yuan, an increase of 7.5% over the previous year, and a net profit of 032 million yuan, a year-on-year decrease of 45.2%, achieved
Optical Library Technology (300620): Optical communication+fiber laser dual-wheel drive lithium niobate modulator opens the third growth curve
Report summary: Specializing in the three core product lines of optical fiber devices and chip integration, optical communication devices+fiber laser+lithium niobate modulators. Since its establishment, Optical Library Technology has continued to expand its product line and service capabilities through epitaxial mergers and acquisitions. Currently, products focus on