Lianjun's revenue increased by 1.09 times year-on-year in August, and the three major growth platforms have strong momentum

Song Tianzeng, General Manager of Lianjun.

Optical Communications Lianjun (3450), driven by increasing customer demand, reported revenue of 1.247 billion yuan in August, an annual increase of 1.09 times, and cumulative revenue from January to August was 7.53 billion yuan, an annual increase of 29.44%.

Lianjun recently announced financial figures for July, with monthly revenue of 1.219 billion yuan, an annual increase of 98% and a monthly increase of 7.02%. After-tax earnings were 148 million yuan, an annual increase of 2.79 times. After-tax earnings per share (EPS) were 1.02 yuan, and the cumulative EPS from January to July was approximately 3.8 yuan.

The legal person pointed out that Lianjun will list COSA (optical sub-module), optical transceiver module and ELSFP (external laser light source module) as three major growth platforms. Among them, the COSA platform is Lianjun’s current core technology and production capacity platform. It has firmly established its leadership in outsourced COSA packaging in the world, and its products cover 65G, 100G to 200G. EML chips, as well as 70mW to 400mW high-power products, COSA's optical sub-module production capacity is currently fully loaded.

Market legal persons said that the active optical fiber cable (AOC) production capacity utilization rate of the current main product of optical transceiver module products is about 70%. At the same time, combined with Yuanjie’s silicon optical design capabilities, it is actively promoting the next generation of 800G high-bandwidth and high-speed transmission solutions. 800G is currently in the customer verification stage.

Lianjun's external laser light source module (ELSFP) can support both CPO and NPO structures. It has been jointly developed with end customers, design factories and laser chip manufacturers, and has entered the design-in and engineering trial production stages. It is expected to be shipped in small quantities next year, and more significant revenue contributions are still waiting for the market to increase. According to industry planning, a CPO module requires 18 external light sources. If CPO enters large-scale application, it will bring huge demand for light sources.