Zhitong Finance App learned that as global investment in AI computing power infrastructure continues to increase, demand for Dongshan Precision (02384.HK) high-end optical modules and AI server PCBs remains high. The company said that at present, demand for downstream orders is high, production capacity utilization rates remain high, and shipments of high-end AI optical modules are increasing rapidly every quarter. 1.6T products have entered the batch shipment stage in the fourth quarter; combined with the company's self-developed and self-production capacity in the field of high-speed EML optical chips, the two-wheel drive effect of optical modules and optical chips is further evident. Benefiting from the continuous increase in the share of high value-added products, the company's overall profit structure has improved markedly. Looking ahead to the fourth quarter, with the concentrated release of optical module production capacity, the launch of 1.6T products, and the continued release of high-end PCBs, single-quarter product delivery is expected to continue the high growth trend.

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