Huaxingguang's profit increased 1.1 times year-on-year in September and hit the daily limit of 588 yuan today

Optical communications manufacturer China Star Optoelectronics (4979) announced its self-financed financial information for September. Its monthly operating income was 575 million yuan, an annual increase of 98.28% and a monthly increase of 5.29%. The after-tax net profit was 103 million yuan, an increase of 110.20% over the same period last year, and the after-tax earnings per share were 0.72 yuan.

Huaxingguang's cumulative EPS from July to August was 1.56 yuan. Including profits in September, the EPS in the third quarter was 2.28 yuan, an increase of 76% from 1.29 yuan in the second quarter. The cumulative profit per share in the first three quarters was 5.19 yuan, which was close to last year's EPS of 5.43 yuan.

Market legal persons pointed out that the demand for high-speed transmission in AI data centers continues to increase. In the second half of the year, CSOT will launch new DCI (data center interconnect) products, CW Driven by the heavy volume of Laser (continuous wave laser) and EML (electroabsorption modulation laser), operations are better than the first half of the year. Next year, the growth momentum of the second half of this year will be continued. Driven by the explosive growth of 800G modules, the advancement of 1.6T product development, and the expansion of new production capacity, revenue has the opportunity to show leapfrog growth. The current order visibility will not be until 2028.

Huaxingguang opened higher today, hitting the upper limit of 588 yuan during the session, and locked it all the way to the end of the trading day, standing above all moving averages. The final trading volume exceeded 10,000 contracts, and the number of buy orders on the daily limit exceeded 70.