Recently, Dongtianwei released its semi-annual report for 2026, showing that the company achieved a revenue of 502 million yuan in the first half of the year, marking a significant 33.36% increase year-on-year. The net profit attributable to shareholders surged to 86.9591 million yuan, up by 71.57% from the same period last year. Excluding non-recurring gains and losses, the net profit reached 85.9104 million yuan, a remarkable 72.59% year-on-year increase. The net cash flow generated from operating activities amounted to 102 million yuan, a positive turnaround from the negative cash flow recorded in the same period last year, signaling a substantial enhancement in profit quality.

From a business structure standpoint, revenue from communication optical components soared to 236 million yuan in the first half of the year, representing a 118.25% year-on-year increase and accounting for 46.99% of the total revenue. This is a notable rise from the 30.89% share in 2025, indicating an increase of over 16 percentage points. The revenue contributions from the communication optics and imaging optics segments have now become nearly equal, completely disrupting the previous "imaging-dominant, communication-auxiliary" pattern.

The growth in the communication optics segment is primarily driven by the explosive demand for high-speed optical interconnects in AI data centers. The company has developed a comprehensive product lineup, including 400G, 800G, and even 1.6T optical modules in the high-speed optical module sector. Key products such as optical isolators, WDM filters, and Z-Block components have secured full orders and achieved stable mass production. The gross margin for communication optics has improved from 19.70% in 2025 to 34.10%, showcasing emerging economies of scale.

On the production side, the Nanchang Optical Communication Intelligent Manufacturing Base has played a crucial role. New coating and molding equipment was gradually installed in the first half of the year. The company adopted a "production based on sales, phased ramp-up" strategy, prioritizing the release of 1.6T supporting component capacity while reserving flexible production lines for 3.2T component prototyping.

Revenue from imaging optical components reached 249 million yuan in the first half of the year, accounting for 49.64% of the total revenue. Despite experiencing a slight 0.94% year-on-year decline due to periodic fluctuations in the consumer electronics market, the gross margin remained robust at 25.50%. Core products such as spin-coated filters hold a dominant market share in mid-to-high-end models of domestic Android brands. Customer-designated projects for automotive imaging filters are gradually increasing production, and optical prisms continue to undergo sample validation.

In terms of R&D, the company invested 23.47 million yuan in the first half of the year, a 13.15% increase year-on-year. Notably, the company has commenced R&D preparations for micro-optical components targeting CPO (Co-Packaged Optics), the next-generation optical interconnect technology, and has completed multiple rounds of sample testing.