Industry Fulian: Revenue from communication and mobile network equipment is expected to increase by 3.46% year-on-year by 2025, with a surge in demand for high-speed switches of 800G and above.

Industry Rich Link announcement, the company's communication and mobile network equipment revenue is expected to reach 297.851 billion yuan by 2025, a year-on-year increase of 3.46%, with both shipment volume and market share maintained industry-leading positions. In 2025, the company will continue to deepen its strategic cooperation with major global communication equipment brands, and promote the technological iteration and production capacity optimization of high-speed switches, routers, and other products. With the transition of data center networks to 400G/800G or even 1.6T, the demand for the company's high-speed switches above 800G will soar. In the background of the high multiple growth of high-speed switch business in the same period of 2024, the high-speed switch business will continue its strong development momentum.