Express News | Ping An Securities: The domestic photomodule industry chain will continue to benefit.
Express News | Advanced Fiber Resources: Promoting the development of lithium niobate high-speed modulator chips. Some new products are in the customer verification and small batch production stage.
Advanced fiber resources (300620.SZ): Lithium niobate modulator chips and devices are mainly used in coherent communication on backbone networks with a speed of more than 100Gbps.
According to the investor interaction platform, Advanced Fiber Resources (300620.SZ) stated that the company's lithium niobate modulator chips and devices are mainly used in coherent communication networks over 100Gbps and ultra-high-speed datacenters with single-wave 100/200Gbps.
Advanced Fiber Resources (300620.SZ) has already mass-produced high-reliability passive optical devices for underwater optical networks, and is one of the few manufacturers in the global market that can provide such devices.
On June 26th, Gullonhui reported that Advanced Fiber Resources (300620.SZ) has developed independent product design and research capabilities over the years. Their product design level, quality control, and performance indicators have all reached advanced levels in the industry. They have also established a comprehensive product series that can provide customers with one-stop optical fiber device solutions. Among them, multiple high-power optical fiber laser devices and optical communication devices represent a high level in the industry. The company's research and development of submarine optical network fiber feeding products is the first of its kind in China and solves the problem of imported substitutes, which has been successfully applied in the most advanced 16 in the current industry.
Advanced fiber resources (300620.SZ): The produced fiber optic laser devices are mainly used in fields such as fiber optic lasers, lidar, and self-driving cars.
Advanced Fiber Resources (300620.SZ) stated on their investor platform that the company's fiber-optic laser devices are mainly used in fields such as fiber-optic lasers, lidars, and self-driving cars.
Advanced Fiber Resources (300620.SZ) plans to launch a restricted stock incentive plan for up to 4.915 million shares.
Advanced fiber resources (300620.SZ) disclosed its 2024 restricted stock incentive plan (draft), which plans to grant no more than 4.915 million restricted stocks, accounting for 1.9676% of the total share capital of the company as of the announcement date. The total number of incentive recipients should not exceed 145, and the grant price is 19.51 yuan per share.
Guosheng Securities: Communication 'Ko-Tegu' is driven by three factors, and the valuation is beginning to turn to 2025.
According to the research report released by Guosheng Securities, the communication technology estimate is driven by three major forces, with the core block orders being the optical communication industry. Its performance has been verified by the landing in 2023, and the development is good in 2024. The valuation has begun to shift to 2025, and the continuous increase in optical communication demand driven by overseas AI development is boosting the company's performance expectations. The long-term "undervaluation" has been seen, and the current estimate has the potential to reshape the valuation, reflecting its true value. Guosheng Securities' main views are as follows: The KOTE concept emerges under new production forces, which represent innovative advanced production forces.
Advanced fiber resources (300620): Profits under short-term pressure, waiting for development of thin film lithium niobate.
Event: The company released its 2023 annual report and Q1 2024 report. The full-year revenue for 2023 was 710 million yuan (+10.50%), with a net income attributable to the parent company of 60 million yuan (-49.38%) and a non-GAAP net income attributable to the parent company of 39 million yuan.
Optical Library Technology (300620): Short-term performance, pressure-bearing thin film lithium niobate is expected to benefit from high bandwidth requirements
Core view Although the company's revenue increased in 2023, profits declined significantly, mainly because the macroeconomic environment affected the supply chain and production and operation, the European geographical conflict affected overseas business, fierce competition in the industrial laser industry, and large R&D expenses
Optical Library Technology (300620.SZ): The company's general-purpose optical fiber device products such as wave division multiplexers can be used in optical communication fields including quantum communication, and related products account for a relative
Gelonghui, May 14 | Optical Bank Technology (300620.SZ) said on the investor interactive platform that the company's general-purpose optical fiber device products such as wavelength division multiplexers can be used in optical communication fields, including quantum communication. Related products account for a relatively low share, and the company will actively pay attention to technology trends and market applications in related fields.
Guangku Technology (300620.SZ) plans to pay 1 yuan for 10 shares to be exempted from interest on May 16
Zhitong Finance App News, Guangku Technology (300620.SZ) announced that the company's 2023 equity distribution plan: 1 yuan (tax included) for every 10 shares to all shareholders. The ex-dividend date is: May 16, 2024.
The CPO concept dived in the short term. Tianfu Communications and Zhongji Xuchuang both fell more than 2%, while Guangxun Technology, Bochuang Technology, and Guangku Technology fell more than 1%.
The CPO concept dived in the short term. Tianfu Communications and Zhongji Xuchuang both fell more than 2%, while Guangxun Technology, Bochuang Technology, and Guangku Technology fell more than 1%.
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
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