China Securities Co., Ltd. research reports pointed out that in the first half of the year, the net income of Eoptolink Technology Inc. (300502.SZ) was 0.88 billion yuan, a year-on-year growth of 205% and a quarter-on-quarter growth of 120%. The company is a global leading optical module manufacturer and has made breakthroughs in the 400G era, with a leading market share. With the growth of the 800G optical module market demand, the company is expected to move from small to large-scale shipment, and the breakthrough of the company's 1.6T optical module is expected to continue to gain a leading advantage. At the same time, the company is expected to continue to make new progress in new customer development, providing support for the company's growth. The company has strong profitability, and with the continuous increase in revenue, performance is expected to achieve rapid growth. The rapid development of AIGC will drive the demand for high-speed optical modules, and the company is expected to benefit. Maintained a "buy" rating.