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Home/Stocks/300502.SZ
SZSE · China · Communication Equipment

300502.SZ Eoptolink

High-speed optical modules

Tight but sold off Its supply chain is tightening but the stock is below its 50-day average — price and fundamentals disagree. (automatic: supply-chain trend + price vs 50-day average)
Last close (delayed) · 2026-10-27
¥237.6
−5.60% today
1W
−20.3%
1M
−46.6%
3M
−53.3%
YTD
−22.7%
1Y
+5.3%
Off 52w high
−61.1%
Market cap¥351B≈ $52.71B
P/E (trailing)27.8Forward 7.0
EV / sales9.7×EV/EBITDA 21.4×
Revenue (TTM)¥35.31BGrowth 96.9% y/y
Margins48.0%gross · op 43.5%
Free cash flow¥3.97BCash ¥7.24B · debt ¥23.83M
Analyst target¥652.5+174.6% upside · 6 analysts · none
Riskβ 1.12Short — of float · yield 0.38%

Fundamentals from public market data, refreshed daily (2026-10-26 21:24 UTC). Figures in reporting currency.

300502.SZ · price with what management and the data said

Supply tighteningBeat / raiseMiss / cutData releaseEasing Hover a numbered marker for details · dashed lines = 50- and 200-day averages

Timeline: management commentary, data & earnings

6 events
  1. 6
    2026-08-24EarningsMiss / cut

    Reported EPS 3.39 vs 4.48 expected (-24.3% surprise).

  2. 5
    2026-04-23EarningsBeat / raise

    Reported EPS 2.31 vs 2.29 expected (+1.2% surprise).

  3. 4
    2025-10-29EarningsMiss / cut

    Reported EPS 1.7 vs 1.94 expected (-12.2% surprise).

  4. 3
    2025-08-25EarningsBeat / raise

    Reported EPS 1.25 vs 1.08 expected (+15.4% surprise).

  5. 2
    2025-04-22EarningsBeat / raise

    Reported EPS 0.85 vs 0.77 expected (+10.6% surprise).

  6. 1
    2024-10-24EarningsBeat / raise

    Reported EPS 0.56 vs 0.52 expected (+8.7% surprise).

Earnings history

EPS vs expectations
DateExpected EPSReported EPSSurprise
2026-08-244.483.39−24.3%
2026-04-232.261.98−12.4%
2026-04-232.292.31+1.2%
2025-10-291.941.7−12.2%
2025-08-251.081.25+15.4%
2025-04-220.781.13+45.1%
2025-04-220.770.85+10.6%
2024-10-240.520.56+8.7%
2024-08-280.40.39−2.3%
2024-04-220.160.23+47.6%
2024-02-290.130.18+44.0%
2023-10-200.260.1−60.8%
2023-08-240.160.1−37.5%
2023-04-260.170.08−54.4%
2023-04-260.150.1−33.3%
2022-10-260.150.22+42.9%
2022-08-250.150.24+62.5%
2021-10-270.120.1−16.6%
2021-08-250.090.11+20.6%
2021-04-220.110.08−26.8%
2021-04-010.080.1+30.0%
2020-10-270.080.12+54.7%
2020-07-300.10.11+6.5%

About Eoptolink

Website ↗

Eoptolink Technology Inc., Ltd. engages in the research and development, production, and sale of optical modules for optical communication applications in China and internationally. It offers optical interconnect products; and high-speed optical modules, silicon optical modules, coherent optical modules, and 800G LPO optical modules. The company also provides 5G wireless network, fixed broadband FTTX, transmission, and data communication networks, etc., as well as SDH/SONET telecommunication network, ethernet, fiber channel, smart grid, power grid, video surveillance network, etc. It distributes its products to communication equipment manufacturers, Internet manufacturers and dealer. The company was founded in 2008 and is based in Chengdu, China.

8,537 employees · Chengdu, China

Cluster scale pushes past copper. 800G→1.6T pluggables ramp now; co-packaged optics shift value toward the switch and laser.

Laser→Module→Switch→Fabric

What would prove us wrong. Weakens if transceiver ASP collapses with surplus module capacity.

Peers at the same bottleneck

Who else supplies this

StockRoleLast1D1MYTDTrend
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%
300308.SZ
Zhongji Innolight
Largest 800G/1.6T transceiver maker ¥577.0−2.94%−37.6%−5.2%
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.