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中文(ZH) 光迅科技:预计上半年净利润同比增长50%-65.15%

Accelink Technologies forecasts 50-65% profit jump amid AI data center boom

Accelink Technologies anticipates a significant increase in net profit for the first half of 2026, projecting a 50%-65.15% year-over-year growth. This surge is attributed to the booming global demand for data communication optical modules, driven by AI computing power investments and increased spending by domestic cloud service providers on data center construction. The company's comprehensive product line for data center and communication networks is supporting this performance. AI

IMPACT Highlights the strong demand for AI-driven infrastructure, specifically optical modules for data centers, indicating continued investment in AI compute capacity.

RANK_REASON Company financial forecast indicating significant growth driven by AI infrastructure investment. [lever_c_demoted from significant: ic=1 ai=0.7]

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Accelink Technologies forecasts 50-65% profit jump amid AI data center boom

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  1. 36氪 (36Kr) TIER_1 中文(ZH) ·

    Accelink Technologies: Net profit is expected to increase by 50%-65.15% year-on-year in the first half of the year

    36氪获悉,光迅科技公告,预计2026年半年度归属于上市公司股东的净利润为5.59亿元-6.15亿元,同比增长50%-65.15%。报告期内,得益于全球AI算力投资浪潮驱动数通光模块需求快速增长,叠加国内云服务商加大数据中心建设投入,公司凭借完备的产品体系覆盖数据中心及通信网络全场景,有效支撑了经营业绩的持续提升。预计净利润较上年同期大幅增长。