1.6T Optical Module Shipments Surge, Accelerating Volume Growth Expected

Eoptolite (300502.SZ) has seen a notable uptick in shipments of its 1.6T optical modules, with delivery volume growth expected to accelerate throughout the second half of 2026 on a quarter-over-quarter rising trend.

The optical communications sector faced renewed volatility on July 30, triggering sharp price swings for Eoptolite. At midday close, the stock settled at RMB 352.00 per share, down 16.43%. Half-day trading volume reached RMB 24.4 billion, with a turnover rate of 5.17%.

According to Eoptolite insiders, the company’s 1.6T optical module shipments grew substantially in the second quarter versus the first quarter of 2026. Volume growth is set to accelerate further in the second half of the year, with shipments rising sequentially each quarter. The company confirmed stable, normal business operations with no material changes to its internal or external operating environment and no undisclosed material corporate events.

Rising Shipment Proportion of High-end Products Drives Profitability

Eoptolite delivered robust growth in the first half of 2026. According to its preliminary earnings forecast, the company expects to generate net profit of RMB 7 billion to RMB 8 billion for H1 2026, representing a year-over-year increase of 77.56% to 102.93%. Non-recurring items contributed roughly RMB 19 million to net profit during the period, accounting for a minor proportion of total earnings. The strong financial performance was driven primarily by core business expansion, underscoring a healthy and solid profit structure.

Based on earnings guidance calculations, Eoptolite’s Q2 2026 net profit is projected at RMB 4.22 billion to RMB 5.22 billion, marking a 51.80% to 87.77% quarter-over-quarter increase. The company attributed its strong first-half results to booming global AI infrastructure development, which has driven robust demand for high-speed optical modules. A steady rise in high-end product shipments and continuous product portfolio optimization have collectively lifted the company’s overall profitability.

The company’s outstanding earnings performance and clear long-term growth trajectory have drawn strong institutional interest. Shortly after releasing its earnings forecast, Eoptolite held a conference call that attracted more than 400 institutional participants.

Sustained Strong Market Demand and Clear Growth Catalysts

Eoptolite boasts solid multi-faceted growth catalysts for the second half of 2026, according to the company’s latest investor meeting minutes. 800G optical modules remain its mainstream shipping products, while 1.6T module shipments have surged quarter-over-quarter and are poised for faster volume expansion through H2 2026 with consistent sequential growth. Meanwhile, silicon photonics solutions continue to gain shipment share, emerging as a core growth pillar within the company’s product portfolio.

On the production and delivery front, Eoptolite continues expanding capacity based on forward order visibility, leveraging its two major manufacturing bases in Chengdu and Thailand. Its capacity expansion roadmap aligns well with market demand expectations for the next two to three years. Order deliveries are set to maintain rapid growth in the second half of the year amid sustained strong industry sentiment. The company remains highly confident in market demand, with clear order visibility extending through late 2026 and into 2027.

On the technology front, Eoptolite continues advancing next-generation data interconnection technologies, pursuing parallel R&D across multiple technical routes including LPO/LRO, XPO, NPO, CPO and OCS. Current market trends and order pipelines indicate sustained resilient end-market demand with no signs of fundamental deterioration.

Eoptolite’s management stated that the company will stay focused on its core business, steadily advance product iteration and capacity deployment, and deliver long-term value to shareholders. The company also issued a risk reminder, noting that the optical communications industry is exposed to multiple variables, including macroeconomic cycles, downstream capital expenditure volatility, supply chain changes and international trade uncertainties. Investors are advised to exercise caution and make rational investment decisions.