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Pengding Holdings: The optical module business has made significant breakthroughs compared to the same period last year, with a substantial increase in revenue. Currently, the company mainly corresponds to the demand for 1.6T optical modules.
Jin10 data reported on October 31, Pengding Holdings stated during the earnings briefing that the second half of the year is generally the peak production season for the company, and it is expected that fourth-quarter revenue will follow market demand. In terms of profit, with the rise in revenue, operating profit will also show performance. However, as new production lines are gradually put into operation, it is expected that depreciation will increase in the fourth quarter, and expenses will be incurred during the verification and ramp-up process of the new production lines. From the sampling situation of new products, the investment in new production lines is preparing for the layout of different product lines and customers next year, and it is expected to be in a better state next year. The optical module business has made significant breakthroughs compared to the same period last year, with a substantial increase in revenue. Currently, the company mainly corresponds to the demand for 1.6T optical modules.