A · Important
[AVIC Optoelectronics: Net profit in the third quarter increased by 172% year-on-year and 13% month-on-month, and the optical communication business of the subsidiary doubled.] On October 28, AVIC Optoelectronics (002179.SZ) announced that its third-quarter revenue was 6.882 billion yuan, a year-on-year increase of 47.87%; net profit was 816 million yuan, a year-on-year increase of 172.13%. Revenue in the first three quarters was 18.122 billion yuan, a year-on-year increase of 14.42%; net profit was 1.935 billion yuan, a year-on-year increase of 11.42%. The new energy vehicle field has benefited from the mass production and delivery of early designated projects, and its revenue has grown rapidly; the data center business has benefited from the release of demand for AI computing infrastructure construction, and its overall scale has grown rapidly year-on-year. Among them, power products have been successfully introduced into the supply system of domestic Internet terminals and equipment manufacturers; benefiting from people The construction of artificial intelligence, supercomputing centers and intelligent computing centers is growing rapidly, and the demand for high-speed optical modules has increased significantly. The optical communication business of subsidiary Shenzhen Xiangtong Optical Technology Co., Ltd. has doubled. The company's liquid cooling products continue to be integrated into the high-performance computing infrastructure supply chain of domestic and foreign leading customers, and orders have doubled. Xiaocai Note: The company’s Q3 net profit was 816 million and Q2 net profit was 721 million. Based on this calculation, Q3 net profit increased by 13% month-on-month.
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