Optics Technology: Strong demand for high-speed optical modules, accelerating overseas production capacity deployment

On May 21, Guangxun Technology held an investor exchange event. During the exchange, the company stated that the current construction of global AI computing power centers continues to accelerate, industry prosperity continues to rise, and the overall market demand for high-speed optical modules remains strong. It is expected that in the next two to three years, the incremental demand for high-speed optical modules and high-end optical devices brought about by the explosion of the computing power industry will remain the core growth driver of the company's performance.

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At the same time, Guangxun Technology is laying out emerging optoelectronics tracks such as vehicle-mounted optical communications in advance, and continues to cultivate the second growth curve to consolidate the foundation for medium- and long-term high-quality development.

According to data, Guangxun Technology is a well-known enterprise in the field of optical communication devices in China. It has been deeply involved in the industry for many years and has accumulated profound technology accumulation. The company has taken the lead in and participated in more than 300 national and industry standards and applied for more than 3,000 domestic and foreign patents. The company's products cover two major sectors: transmission, data and access. It is in the first echelon in the field of optical modules and optical devices in China. The actual controller is China Information and Communications Technology Group.

From the perspective of business structure, the data and access segment has become the most powerful growth engine of Guangxun Technology. For the whole year of 2025, this segment achieved operating income of 8.463 billion yuan, a significant year-on-year increase of 65.89%, accounting for 70.94% of the company's overall revenue. The transmission segment achieved revenue of 3.412 billion yuan, a year-on-year increase of 9.97%.

In terms of regions, the domestic market contributed revenue of 8.745 billion yuan, a year-on-year increase of 47.37%; the overseas market achieved revenue of 3.184 billion yuan, a year-on-year increase of 36.17%, and the overseas business expansion has achieved significant results.

In terms of financial data, Guangxun Technology achieved operating income of 11.929 billion yuan in 2025, a year-on-year increase of 44.20%; the net profit attributable to shareholders of listed companies reached 946 million yuan, a year-on-year increase of 43.10%.

Entering 2026, Guangxun Technology’s performance continues to grow at a high rate. In the first quarter, the company achieved operating income of 2.773 billion yuan, a year-on-year increase of 24.79%; net profit attributable to shareholders of listed companies was 240 million yuan, a year-on-year increase of 59.76%; deducting non-net profits was 228 million yuan, a year-on-year increase of 61.23%. The net cash flow generated from operating activities turned positive from -113 million yuan in the same period last year to 196 million yuan.

Faced with the dual trends of rapid industry development and intensified market competition, Guangxun Technology stated that it will build core competitive advantages from the two dimensions of technology research and development and operation management. On the research and development side, the company continues to maintain high-intensity investment, deeply develop core self-developed technologies, keep up with industry technology iterations and product upgrade trends, and accurately match the cutting-edge and diverse needs of customers. On the operational side, the company has comprehensively promoted cost reduction and efficiency improvement, and has steadily improved overall operational efficiency and profitability through supply chain cost reduction, intelligent manufacturing upgrades, digitalization and AI-enabled management and other measures.

In terms of overseas market expansion, Guangxun Technology has formulated a clear global strategic layout. The first is to accelerate the implementation of overseas production capacity and promote the construction of production bases in Southeast Asia; the second is to improve the overseas localized marketing and after-sales system, establish a rapid response service mechanism, and continue to improve the cooperation experience and stickiness of overseas customers; the third is to introduce and cultivate international operation and technical talents, build a high-quality overseas business special team, and provide solid talent and technical support for global business expansion.

In addition, in terms of fund-raising, Guangxun Technology's production expansion project with a fixed increase of 3.5 billion yuan has been approved by the China Securities Regulatory Commission. The funds will be invested mainly in "computing center optical connection and high-speed optical transmission product production and construction projects", "high-speed optical interconnection and emerging electronic technology research and development projects" and to supplement working capital. The completion of future project fundraising will accelerate the development of Guangxun Technology in the field of optical communications. (Source: compiled by TrendForce Optical Communications)

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