On November 6, shanxi securities research reports pointed out that eoptolink technology inc. (300502.SZ) achieved rapid growth in third-quarter revenue, exceeding market expectations. It is believed that in addition to the strong downstream demand, the company maintains its core market share. The inter-period confirmation of goods issued in the inventory in the first half of the year is also a contributing factor. The company's 800G products have been mass shipped, and it is expected to continue to improve in the second half of the year. In addition, the company has made sufficient technical reserves in LPO, and some customers have shown clear demand for LPO products. It is believed that the increase in shipments of nvidia SpectrumX, Arista, Cisco, and META minipack switches will drive the demand for 800G LPO products. It is believed that the company will benefit significantly from the increase in shipments of 800G and LPO to North American cloud providers. At the same time, with full technical reserves in 1.6T, as a leading player, it is expected to enter the supply chain market in 2025. Due to the performance in the third quarter exceeding expectations and the significant growth in demand for 1.6T in 2026, the bank has raised its profit forecast, with the projected net income attributable to the parent company for 2024-2026 being 2.24/4.45/5.46 billion yuan (compared to the previous 2.2/4.36/4.84 billion yuan), maintaining a "buy-A" rating.