
AI-generated summary
The demand for Netcom equipment is growing with the popularity of AI applications and emerging broadband services.
Netcom Zhonglei's revenue in September was 6.81 billion yuan, compared with 4.62 billion yuan in the same period last year, an annual increase of 47%. Revenue in the third quarter reached 21.83 billion yuan, a quarterly increase of 5.9% and an annual increase of 48%. It once again set a new record for single-quarter revenue and has grown for six consecutive quarters. Cumulative revenue from January to September was 59.09 billion yuan, compared with 38.32 billion yuan in the same period last year, with an annual growth rate of 54.2%. Zhonglei's revenue in the first three quarters not only hit a new high in the same period, but also exceeded last year's full revenue of 54 billion yuan.
Zhonglei said that the booming development of AI artificial intelligence applications has led to a surge in huge network data traffic. In addition, emerging broadband services such as audio-visual streaming entertainment, smart Internet of Things, and remote monitoring applications are becoming increasingly popular, accelerating the demand for updating broadband infrastructure equipment. Telecom operators are seizing business opportunities and accelerating the upgrade of user equipment to further expand their operational scale.
Zhonglei pointed out that the main products include cable TV Cable DOSIS 4.0 equipment, 10G PON optical fiber equipment, 5G FWA fixed-line mobile access equipment, enterprise-level network communication equipment and edge AI smart monitoring equipment, etc., and customer order demand is strong.
Zhonglei will participate in the Network X 2026 European Global Network and Telecommunications Industry Conference held in Vienna, Austria from October 13th to 15th. Zhonglei will exhibit forward-looking technology products such as Wi-Fi 8 wireless high-speed transmission, AI smart home applications, and 50G PON next-generation ultra-high-speed optical fiber, covering a variety of broadband network application scenarios such as cable TV, optical fiber, and converged access networks.
AI outlook — possibilities, not facts
Exhibiting at Network X 2026 Europe Global Network and Telecommunications Industry Conference
Very likely · Within days

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