Wuxi Taclink Optoelectronics Technology Co. Ltd. A

Deco Li announced that the company intends to use the remaining over-raised funds of 26.054 million yuan to invest in the construction of a high-end optical communication device R&D and testing platform project. The total investment of the project is 27.5 million yuan, with the remaining portion self-funded by the company. The project focuses on enhancing R&D and testing capabilities in the field of high-end optical communication devices and optical chips, with a construction period of 12 months. It has been approved by the board of directors and still needs to be submitted to the shareholders' meeting for review.

Taclink released its semi-annual report for 2026, achieving operating revenue of 545 million yuan, up 25.78% year on year. Net profit attributable to shareholders of the listed company reached 98.26 million yuan, a year-on-year increase of 249.74%. The profit growth was mainly driven by an increase in fair value changes of other non-current financial assets. The company plans to distribute a cash dividend of 1 yuan per 10 shares, tax included, to all shareholders.

Deco Li disclosed its earnings forecast, expecting attributable net profit for the first half of 2026 to be between 89 million and 106 million yuan, a year-on-year increase of 216.8% to 277.31%. Revenue for the same period is expected to be between 519 million and 571 million yuan, up 19.76% to 31.76% year-on-year, while non-recurring net profit is expected to be between 22 million and 24 million yuan, up 15.11% to 25.58%. The company said the profit growth was mainly driven by accelerating investment in AI computing infrastructure and continued increases in global data center capital expenditure, leading to a significant recovery in the optical communications industry, with data communications becoming the core growth engine. In addition, the company recognized a fair value change gain from its strategic placement in Wuhan Changjin Photonics Technology, boosting net profit by approximately 67 million yuan.

Taclink disclosed its earnings forecast, estimating a net profit attributable to the parent company of 89 million to 106 million yuan for the first half of 2026, representing a year-on-year increase of 216.8% to 277.31%. The company stated that, benefiting from accelerated investment in AI computing infrastructure and sustained growth in global data center capital expenditure, the optical communications industry has seen a significant recovery in sentiment, with strong market demand. Driven by the industry's high prosperity, the company's revenue and net profit both achieved double-digit year-on-year growth, with the data communications business becoming the core growth engine.