OCC Latest Report

Optical Cable (OCC) reported a total operating revenue of RMB157,426,171 as of January 31, 2025, up 5.91% from RMB148,547,65 as of January 31, 2024. Despite the increase in operating revenue, the company still faces a net profit loss, indicating challenges in its profitability.

Key Financial Data

1. Operating revenue increased from RMB148,547,65 in 2024 to RMB157,426,171 in 2025, up 5.91%. This growth reflects the company's positive efforts in sales and market expansion, but attention should be paid to its losses.

2. The growth in operating revenue is closely related to the increased demand for fiber optic cables in the market, optimized product lines, and improved marketing strategies.

3. Although revenue increased, sales costs only slightly decreased, which may limit the increase in gross profit, reflecting the company's pressure in cost control.

4. The improvement in the external economic environment may provide more market opportunities for the company, promoting revenue growth.

Peer Comparison

1. Industry-wide analysis: The fiber and cable industry as a whole experienced growth in the past year, especially with the promotion of 5G networks and increased investment in data centers, with companies in the industry generally reporting an increase in operating revenue. This trend reflects the healthy development of the industry and its growth potential.

2. Peer evaluation analysis: OCC's operating revenue growth rate is at the industry average, showing its relative stability in competition. However, compared with some rapidly growing competitors, OCC's revenue growth may seem slower, requiring attention to its market share and competition strategy.

Summary

OCC's operating revenue achieved a slight growth, reflecting the company's efforts in improving market demand and marketing strategies. However, the company's profitability still faces challenges, especially in cost control. The overall good performance of the industry provides opportunities for OCC, but the company needs to optimize its operating strategies more actively to maintain competitiveness.

Opportunities

1. With the rapid increase in bandwidth demand in AI data centers, the market demand for OCC's products will continue to strengthen.

2. The fiber optic cable industry as a whole is expected to continue growing in the next few years, and OCC can take advantage of this trend to expand its market share.

3. OCC's recent adjustment of marketing strategies helps to enhance customer service and market competitiveness.

Risks

1. The company still faces a net profit loss, and its profitability needs to be further improved.

2. Compared with rapidly growing competitors, OCC's revenue growth may be slower, affecting its market share.

3. Changes in the external economic environment may create uncertainties in market demand, affecting the company's sales performance.