The highest net profit increased nearly 2 times, and 6 optical communications companies announced their results for the first half of 2026

Recently, six optical communication-related companies including Anfu Technology, Huilu Ecology, and Optical Library Technology announced their 2026 semi-annual reports. Overall, the market for high-speed optical modules and optical devices is booming, and many companies have made significant breakthroughs in core technology fields such as 1.6T/3.2T, silicon photonics, and thin-film lithium niobate.

Anfu Technology: Stable main business, forward-looking focus on optical communication chip track

In the first half of 2026, Anfu Technology achieved operating income of 2.378 billion yuan. Although it dropped slightly by 2.04% year-on-year, the net profit attributable to the parent company reached 196 million yuan, a significant year-on-year increase of 84.38%.

The significant increase in net profit was mainly due to the increase in the company's shareholding in Nanfu Battery and the stable performance of its operating performance. While deeply exploring the main business of consumer batteries, the company regards optical communication chips as a new growth curve in the medium and long term.

During the reporting period, the company increased its equity ratio in Yilanwei to 8.51% through equity transfer, and is planning to further increase capital. Yilanwei masters the core technology of silicon optical heterogeneous integrated thin film lithium niobate. Its products can accurately match the core scenarios of AI computing power centers such as 1.6T and 3.2T ultra-high-speed optical modules and CPO photoelectric co-packaging, helping to alleviate the domestic supply shortcomings in the high-speed optical and electrical transmission links of data centers.

Wasion Information: Expanded computing power hardware layout, launched optical module prototypes across the board

Wasion Information achieved operating income of 1.067 billion yuan in the first half of the year, a year-on-year decrease of 22.02%; net profit attributable to the parent company was 202 million yuan, a year-on-year decrease of 33.68%. Changes in performance are mainly affected by factors such as external environmental disturbances, changes in customer bidding and settlement rhythms. As a leading company in energy digital solutions, Wasion Information is actively expanding towards the integration of computing and electricity.

During the reporting period, the company relied on the integrated technology base of synaesthesia computing to continue to extend the layout of the computing hardware industry chain and successfully launched a full-scenario data center optical module prototype covering 10G to 1.6T. Relevant products cover mainstream packaging specifications, and have obtained 8 domestic and overseas access qualifications, fully completing the company's computing hardware industry landscape.

Huilv Ecology: Optoelectronics business has become the main revenue force, and overseas markets are rapidly expanding

Huilv Ecology achieved operating income of 1.037 billion yuan in the first half of 2026, a year-on-year increase of 49.01%; net profit attributable to the parent company was 27 million yuan, a year-on-year decrease of 27.79%. The company stated that the increase in revenue without increasing profits was mainly affected by the increase in exchange losses, the provision of inventory depreciation provisions, and the decline in traditional gardening business. The company's holding subsidiary Wuhan Junheng is the core driving force for performance growth.

During the reporting period, the company's optoelectronic device business achieved revenue of 958 million yuan, a significant year-on-year increase of 74.54%, accounting for 92.36% of total revenue. The civilian optical module products of its subsidiary Wuhan Junheng have covered speeds from 10G to 1.6T. Against the background of the explosion in demand for cloud computing, AI large models and data centers, the production and sales of optical modules and AOC products have been booming, with overseas revenue reaching 638 million yuan, a year-on-year increase of nearly 70%.

Optical Library Technology: Taking advantage of the AI dongfeng, lithium niobate modulators and optical communication businesses are about to explode

Optical Library Technology achieved operating income of 1.032 billion yuan in the first half of the year, a year-on-year increase of 72.91%; the net profit attributable to shareholders of listed companies reached 148 million yuan, a year-on-year surge of 186.09%. The strong growth in performance is mainly due to the accelerated investment in global AI computing infrastructure, which has driven a significant release of market demand for high-speed optical modules and optical devices. During the reporting period, the company's optical communication device business achieved revenue of 602 million yuan, a year-on-year increase of 115.04%.

It is reported that Guangku Technology is an industry leader in the field of thin film lithium niobate modulators. Its thin film lithium niobate driver modulator CDM chips for long-distance backbone coherent transmission have been shipped in batches to leading optical communication equipment companies; new products such as PAM-4 thin film lithium niobate modulator chips for data center DCI coherent sinking and AI cluster high-speed interconnection are also accelerating customer sample delivery and verification. The new generation of optical device products is in a critical period of accelerating volume.

Taichengguang: Deeply engaged in high-density optical interconnection, with abundant overseas orders for core passive components

In the first half of 2026, Taichengguang achieved operating income of 1.001 billion yuan, a year-on-year increase of 20.81%; net profit attributable to the parent company was 176 million yuan, a year-on-year increase of 1.71%. The growth rate of net profit is mainly affected by exchange losses caused by fluctuations in the exchange rate of the US dollar against the RMB. As the world's major manufacturer of dense optical connection products, the company's optical communications business achieved revenue of 961 million yuan, with gross profit margin maintained at a high level of 35.28%.

Faced with the demand for large core counts, miniaturization and high-density optical interconnection brought by AI, the company's MPO and MTP high-density optical fiber connectors and optical fiber routing flexible boards and other products have responded quickly. The cooperative relationship with major overseas customers has continued to deepen, effectively supporting the large-scale expansion of cloud computing data centers.

Dongtian Micro: The communication optics business has doubled, and the second growth curve has been established

Dongtian Micro achieved operating income of 502 million yuan in the first half of the year, a year-on-year increase of 33.36%; net profit attributable to the parent company was 87 million yuan, a year-on-year increase of 71.57%.

Relying on optical precision coating technology, the company has successfully achieved a cross-track transformation from consumer electronics to optical communications. In the first half of 2026, communication optical components achieved operating revenue of 236 million yuan, a year-on-year increase of 118.25%, accounting for nearly 47% of total revenue.

The company's CWDM and DWDM high-speed WDM filters, Z-Block components and optical isolators have fully covered 400G, 800G and 1.6T optical module applications. At the same time, the production capacity of Nanchang Optical Communications Base is accelerating, and cutting-edge technology reserves such as 3.2T optical module components and CPO supporting micro-optical components are being steadily verified. The high-prosperity optical communications industry has become the second curve driving the company's rapid growth.