Changes in Hong Kong stocks | Dongshan Precision (02384) rose more than 10%. The company's optical module business exploded, and the results of the acquisition of Solus Optoelectronics customers were gradually showing results

The Zhitong Finance App learned that Dongshan Precision (02384) rose more than 10% in the intraday period. As of press release, it had risen 10.1% to HK$101.5, with a turnover of HK$96.2427 million.

According to news, recently, Shandong Precision released its third-quarter results. Dongwu Securities Research Report indicates that the company achieved operating income of 45.379 billion yuan in the first three quarters of 2026, up 67.63% year on year; net profit to mother was 5.289 billion yuan, up 332.34% year on year; the high performance mainly benefited from the combination of Solse Optoelectronics and GMD, explosive growth in the optical module business and steady growth in traditional business; R&D expenses of 1,365 billion yuan, up 47.05% year on year, and continued investment in high-speed optical chips, optical modules and AI PCBs.

Dongwu Securities said that since the acquisition of Solsi Optoelectronics, the results of the introduction of Shandong Precision customers have gradually been shown, and it is actively connecting with downstream core customers to promote production capacity construction and delivery guarantees. Global demand for AI computing power is strong. 800G is currently mainstream, and 1.6T is gradually being launched, and technology iteration is expected to increase product value; some of the company's optical chips are self-developed and self-produced, which helps optimize costs and improve profitability. The overall DSP supply is controllable, and priority can be guaranteed for core customer delivery. According to the three-quarter report, Sols' sales growth led to an increase in inventory and prepaid material payments, reflecting active preparation of production and materials.