A · Important
[Optical Library Technology: Net profit is expected to increase by 142%-162% year-on-year in the first three quarters of 2026] On October 15th, Optical Library Technology (300620.SZ) announced that the net profit attributable to shareholders of listed companies in the first three quarters of 2026 is expected to be 279 million yuan-302 million yuan, a year-on-year increase of 142%-162%. The change in performance is mainly due to the acceleration of investment in global AI computing infrastructure and the construction of data centers. The market demand for high-speed optical modules and optical devices continues to grow. The company's operating income has grown steadily, economies of scale have emerged, and cost reductions and efficiency increases have improved overall profitability. During the reporting period, the impact of non-recurring gains and losses on net profit is expected to be approximately 26.22 million yuan. Xiaocai Note: The company’s Q3 net profit is expected to be 131 million to 154 million, and Q2 net profit is 104 million. Based on this calculation, Q3 net profit is expected to increase by 26% to 48% month-on-month.
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