Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
002281.SZ
BUYFLAGAccelink Technologies Co,Ltd. · Technology · China · $24.3B · Avg Vol: $2.3B/d
Accelink Technologies is a key player in optical transceivers and components for AI data centers. While it benefits from the massive compute buildout, it faces intense domestic competition and geopolitical export controls that limit its global upside.
COMPANY DESCRIPTION
Accelink Technologies Co., Ltd. designs and manufactures optoelectronic devices, modules, and subsystems for telecommunications and data communications networks. As a global market leader in optical components, the company possesses a strong competitive moat through its vertically integrated R&D and manufacturing capabilities in optoelectronic chips. It is a critical supplier to major global telecom equipment vendors and hyperscale data center operators.
FINANCIAL SUMMARY
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 1.0B | 896M | 1.2B | 1.8B | 19.9% |
| EPS | 0.13 | 0.12 | 0.13 | 0.18 | 10.4% |
| Shares | 698M | 794M | 794M | 807M | +15.5% |
| Debt | 89M | 77M | 88M | 61M | -11.9% |
| Equity | 904M | 1.2B | 1.3B | 1.5B | 18.1% |
| Op CF | 94M | 155M | -95M | 241M | 36.6% |
| Inv CF | -181M | -123M | 16M | -49M | — |
| Fin CF | -18M | 197M | 535,340 | -1M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of 002281.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 002281.SZ | Accelink Technologies Co,Ltd.(you) | $24.3B | 73 | BUY |
| 600487.SS | Hengtong Optic-Electric Co., Ltd. | $28.1B | 60 | HOLD |
| 6869.HK | Yangtze Optical Fibre And Cable Joint Stock Limited Company | $41.3B | 60 | HOLD |
| 300394.SZ | Suzhou TFC Optical Communication Co., Ltd. | $52.4B | 88 | STRONG BUY |
| 301165.SZ | Ruijie Networks Co., Ltd. | $10.6B | 58 | HOLD |
| 688702.SS | Suzhou Centec Communications Co., Ltd. | $17.1B | 48 | HOLD |
| 300570.SZ | T&S Communications Co.,Ltd. | $5.6B | 70 | BUY |
| 0763.HK | ZTE Corporation | $16.3B | 42 | HOLD |
| 300620.SZ | Advanced Fiber Resources (Zhuhai), Ltd. | $10.3B | 49 | HOLD |
| 2018.HK | AAC Technologies Holdings Inc. | $6.6B | 89 | STRONG BUY |
Peer medians: ROE 3.8% · P/E 77.2x · Gross margin 25.9%