TMTPost Morning Voice Broadcast: Optical Module Trio "Yi Zhong Tian" Report First Three Quarters Results

The third-quarter reports of Zhongji Innolight, Eoptolink, and T&S Communications have all been disclosed, with combined revenue exceeding 100 billion yuan and combined net profit exceeding 35 billion yuan for the first three quarters of 2026. Zhongji Innolight's revenue for the first three quarters was 69.547 billion yuan and net profit was 22.238 billion yuan, mainly driven by volume shipments of 800G/1.6T high-speed optical modules, with major customer orders already placed through 2027. Swancor Advanced Materials' consumer-grade embodied intelligent robots Qiyuan Q1 and Qiyuan T1 went on sale in September and began deliveries in October, with the new business not yet recognizing revenue.