300502.SZ Eoptolink: high-beta optical modules

Snapshot

Price

CNY 350

Mkt cap

CNY 600.0B

Revenue

CNY 12.0B

High-speed mix momentum

1.6

As-of 2026-09-25 (weekly refresh; equities aligned to §A. Missing series are N/A/null. Not investment advice.)

Thesis

Eoptolink Same AI optics theme as Innolight, often higher beta—watch hyperscaler share, 800G/1.6T cadence, and GM swings.

Business

Model: optical module R&D/manufacturing. Flagships: high-speed datacom optics. Edge: speed-to-market and cost. Strategy: follow cluster speed upgrades.

Value chain

Optical midstream; similar supply/customer risks to Innolight—concentration, price war, optical chips.

Valuation

Valuation snapshot (multi-lens)

Valuation snapshot (multi-lens)

Metric	Value	Note
TTM PE	N/A	未接入具名行情源；TTM 盈利≤0 或未核验时不填造倍数
PB	N/A	待最新净资产与市值核验
股息率	N/A	待分红公告 / IR
现价语境	约 350	300502.SZ · 以包内 kpi_snapshot 时点为准

Valuation & return · ~3y

Interactive chart available in the reader.

High-beta growth; more volatile than category leaders.

Financial trend (~24 months)

Illustrative 8Q with YoY/QoQ (reconstructed from public disclosures; not audit-line):

Revenue · last 8Q

Interactive chart available in the reader.

Gross margin · last 8Q

Interactive chart available in the reader.

Net income · last 8Q

Interactive chart available in the reader.

Financial health (§A.7)

Financial health (OCF / debt / liquidity / audit)

Financial health (OCF / debt / liquidity / audit)

Item	Value	Note
财务健康总评	见最新披露	以 OCF 与负债率为准
经营现金流	见中报 / 季报	与净利润匹配度
资产负债率	见最新资产负债表	有息负债 vs 现金
流动性	见流动比率	货币资金与短债
审计意见	无保留（常规预期）	半年报未经审计

Operations

Same volume/price/cost frame as optical peers.

Key financials

Key financials

Item	Value	YoY	Note
赛道	数通光模块	AI 驱动	与旭创同逻辑
增长	高速产品放量	高增	代际
估值	进入 A 股前列科技市值	波动大	2026 叙事
竞争	与旭创等抢份额	激烈	价格/产能

Competition

Peer strengths/weaknesses:

Market share trend · last 8Q

Interactive chart available in the reader.

Peer market share comparison (latest est.)

Interactive chart available in the reader.

Peer map

Peer map

Company	Share/role	Margin	Strength	Weakness
新易盛	高速模块	高	弹性	客户集中
中际旭创	龙头	高	份额	估值也贵
天孚	器件	高	配套	产品不同
海外光通信	多元	中	品牌	中国厂商替代

Management

Management (24m)

Management (24m)

Role	Name	Since	24m change
董事长/总经理	核心团队	光通信背景	连续
CFO	财务负责人	在任	稳定
销售/大客户	关键岗位	北美云	订单关键

Stability: Management focused on optics; strategy tied to industry beta.

Outlook

Same watches as Innolight: speed ramps, GM, cloud CapEx.

Scenarios

Risks

References

Issuer / key sources:

• https://www.eoptolink.com/
• https://www.ofweek.com/ai/2026-06/ART-201714-12001-30691480.html {#references}

1. Latest company filings / IR (see issuer website)
2. Exchange filings / SEC EDGAR — https://www.sec.gov/edgar
3. Related on-site notes via wiki-links in the body

Not investment advice; defer to latest company filings.

Tracking

Check next earnings for:

1. Next-quarter revenue & margin vs guide
2. OCF vs CapEx / payout
3. Competitive share shifts
4. Valuation vs historical mid-cycle
5. Key policy / supply-chain variables

Confirm: guide hit, share stable, OCF matches earnings.
Disconfirm: guide cut, share loss, leverage stress.