300308.SZ Zhongji Innolight
Largest 800G/1.6T transceiver maker
Fundamentals from public market data, refreshed daily (2026-10-26 21:24 UTC). Figures in reporting currency.
300308.SZ · price with what management and the data said
Timeline: management commentary, data & earnings
7 events-
7
2026-08-21EarningsBeat / raise
Reported EPS 6.65 vs 6.04 expected (+10.1% surprise).
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6
2026-04-16EarningsBeat / raise
Reported EPS 5.15 vs 3.11 expected (+65.5% surprise).
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5
2026-03-30EarningsMiss / cut
Reported EPS 3.34 vs 3.38 expected (-1.0% surprise).
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4
2025-10-30EarningsMiss / cut
Reported EPS 2.76 vs 3.12 expected (-11.5% surprise).
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3
2025-08-26EarningsBeat / raise
Reported EPS 2.16 vs 1.81 expected (+19.7% surprise).
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2
2025-04-20EarningsMiss / cut
Reported EPS 1.42 vs 1.5 expected (-5.3% surprise).
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1
2024-10-22EarningsMiss / cut
Reported EPS 1.25 vs 1.48 expected (-15.4% surprise).
Latest headlines
Auto-updated dailyEarnings history
EPS vs expectations| Date | Expected EPS | Reported EPS | Surprise |
|---|---|---|---|
| 2026-08-21 | 6.04 | 6.65 | +10.1% |
| 2026-04-16 | 3.11 | 5.15 | +65.5% |
| 2026-03-30 | 3.38 | 3.34 | −1.0% |
| 2025-10-30 | 3.12 | 2.76 | −11.5% |
| 2025-08-26 | 1.81 | 2.16 | +19.7% |
| 2025-04-20 | 1.53 | 1.3 | −15.0% |
| 2025-04-20 | 1.5 | 1.42 | −5.3% |
| 2024-10-22 | 1.48 | 1.25 | −15.4% |
| 2024-08-25 | 0.98 | 1.21 | +23.9% |
| 2024-04-21 | 0.57 | 0.88 | +55.1% |
| 2024-04-21 | 0.59 | 0.85 | +43.4% |
| 2023-10-22 | 0.4 | 0.59 | +45.6% |
| 2023-08-27 | 0.37 | 0.31 | −15.4% |
| 2023-04-23 | 0.33 | 0.21 | −36.9% |
| 2023-04-23 | 0.33 | 0.24 | −25.3% |
| 2022-10-28 | 0.26 | 0.3 | +13.5% |
| 2022-08-25 | 0.24 | 0.21 | −11.8% |
| 2022-04-24 | 0.18 | 0.18 | −1.9% |
| 2022-02-28 | 0.27 | 0.2 | −25.5% |
| 2021-10-25 | 0.34 | 0.21 | −38.9% |
| 2021-08-25 | 0.3 | 0.2 | −33.3% |
| 2021-04-26 | 0.24 | 0.11 | −55.0% |
| 2021-02-26 | 0.23 | 0.23 | +0.9% |
| 2020-10-28 | 0.25 | 0.19 | −25.7% |
| 2020-08-26 | 0.21 | 0.2 | −6.7% |
About Zhongji Innolight
Website ↗Zhongji Innolight Co., Ltd. research and development, design, manufacturing, and sales of high-speed optical transceivers in China, United States, Singapore, Netherlands, United Kingdom, and Hong Kong. The company offers products, such as a comprehensive portfolio of optical transceivers from 10G to 1.6T, including modules for 400G, 800G, and 1.6T applications; components in optical transceivers and related optical communication equipment, including Transistor Outline Can (TO-CAN) packaged components; and in-vehicle optical transmission solutions for fiber to the vehicle (FTTV) deployment. It also offers services, including the design, research, and manufacturing of high-end optical communication modules and intelligent equipment. The company's product applications include cloud and AI infrastructure, coherent and transport networks, datacom, and telecom. Zhongji Innolight Co., Ltd. was …
Cluster scale pushes past copper. 800G→1.6T pluggables ramp now; co-packaged optics shift value toward the switch and laser.
What would prove us wrong. Weakens if transceiver ASP collapses with surplus module capacity.
Who else supplies this
| Stock | Role | Last | 1D | 1M | YTD | Trend |
|---|---|---|---|---|---|---|
| COHR Coherent | Lasers, InP capacity and optical transceivers | $235.5 | +6.32% | −16.6% | +27.6% | |
| LITE Lumentum | EML and CW lasers for 800G/1.6T | $868.3 | +6.13% | −5.8% | +135.6% | |
| FN Fabrinet | Precision optical manufacturing for transceivers | $344.0 | +5.77% | −16.1% | −24.4% | |
| AAOI Applied Optoelectronics | US-made optical modules and lasers | $76.66 | +6.56% | −20.8% | +119.9% | |
| 300502.SZ Eoptolink | High-speed optical modules | ¥237.6 | −5.60% | −46.6% | −22.7% | |
| CIEN Ciena | Coherent optics for data-centre interconnect | $351.6 | +4.65% | +2.1% | +50.3% |
Not investment advice. Prices delayed and in local currency. Quotes in "double quotes" are verbatim as reported by the linked source; other commentary is our paraphrase. Earnings dates are estimates.