B · Normal
[Recoda: Samples of 1.6T products have been sent to North American customers] On November 12, Recoda stated at the third quarter 2026 performance briefing that the company's business development was stable. In the third quarter of this year, revenue increased year-on-year and quarter-on-quarter, and the company's profitability was good. This year's performance is under pressure, mainly due to multiple factors such as raw material price fluctuations, R&D investment, capital expenditures, and convertible bond interest amortization. The company's 400G/800GAEC products have been gradually delivered in batches, production capacity continues to increase, and samples of 1.6T products have also been sent to North American customers.
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