Eoptolink H1 Revenue Up 100% YoY, Net Profit Surges 91%, Optical Interconnect Gross Margin Rises to 48.5% | Earnings Watch

Eoptolink reported H1 2026 revenue of RMB 20.91 billion and net profit of RMB 7.529 billion, both nearly doubling year-over-year, with AI computing power demand as the core growth driver. Shipments of 800G and 1.6T products continue to ramp up, while the company has simultaneously expanded production and built up inventory. However, inventories and accounts receivable have risen sharply, and capital expenditures and exchange losses are pressuring cash flow.