On May 19th, Jiangsu Zhongtian Technology Co.,Ltd., Rockchip Electronics Co., Ltd., Xiamen Faratronic Co.,Ltd., and Beijing Yuanliu Hongyuan Electronic Technology Co.,Ltd. participated in a collective earnings briefing for the Shanghai electronic and communication sector at the Shanghai Stock Exchange trading hall. These four companies, operating in fields such as optical communication, chip design, and electronic components, engaged in in-depth discussions with investors on core topics including the start of the "15th Five-Year Plan", the "AI+" wave, industry competition landscape, R&D innovation, and global expansion. Against the backdrop of the comprehensive implementation of the "AI+" initiative, the continuous expansion of AI computing power demand, and increasingly clear trends in niche segments, each company is focusing on its core business fundamentals, adhering to a mainline of hardcore innovation, seizing structural industry opportunities, and making thorough preparations for medium- to long-term stable development.
Seizing Certain Demand and Actively Capturing the Era's Opportunities In 2025, the rise of the AI wave combined with the acceleration of new infrastructure projects such as national computing power and power grids has led to significant performance growth for related listed companies. Based on today's exchange, this optimistic trend is expected to continue. While each company operates in different sub-sectors and has distinct development plans, they have all made substantial preparations to capture the certain market demand of this "era's opportunity".
As edge AI increasingly permeates various industries and reshapes products, the future development direction is relatively clear. Rockchip Electronics Co., Ltd. stated that edge-side and end-side AIoT are in a rapid growth cycle. Despite a challenging market environment this year characterized by high memory prices and rising upstream costs, the company's long-term strategic focus on AIoT and new quality productivity products has demonstrated resilience. The company's first-quarter revenue increased by 36% year-over-year, and net profit grew by 57%, both reaching historical highs for the same period.
"Against the backdrop of rapid end-side AI development, AIoT applications across industries such as automotive electronics, robotics, machine vision, industrial, agricultural, and service sectors hold broad market prospects. The company continues to refine its dual-track product development strategy of SoC and co-processors, which will jointly drive the company's sustained high-quality growth in the coming years," Rockchip Electronics Co., Ltd. stated.
Jiangsu Zhongtian Technology Co.,Ltd. indicated that currently, many countries worldwide are accelerating the construction of large-scale intelligent computing centers, while regions like Europe are advancing upgrades to fiber optic backbone and broadband communication networks. These multi-directional efforts are collectively boosting demand for optical fibers and cables. Coupled with the acceleration of new information infrastructure construction under China's "15th Five-Year Plan" and the ongoing global integration of computing power network layouts, optical fibers and cables, as the "nervous system" of the computing power era, are expected to see continuously expanding market space.
As a leading manufacturer of film capacitors, Xiamen Faratronic Co.,Ltd. stated that the rapid development of markets such as new energy vehicles and photovoltaic energy storage is driving film capacitor products towards higher-end and integrated upgrades, significantly enhancing the overall product value. The long-term development prospects of the industry are viewed favorably by the market, attracting domestic enterprises with diverse backgrounds to successively enter the film capacitor sector. Looking at the overall trend of downstream applications, the overall growth rate of the new energy vehicle industry has slowed; the photovoltaic industry, affected by multiple factors, is expected to see overall market demand stagnate by 2026. However, driven by multiple factors including global energy structure transition, geopolitical changes, and significant increases in global energy prices, the energy storage market is experiencing rapid growth. Additionally, the high-speed development of the artificial intelligence industry is further driving new growth in supporting demand for green energy. "Overall, related fields such as rail transit, smart grids, energy storage, and AI data center supporting power supplies are all expected to become new sources of the company's future performance growth," the company stated.
Increasing R&D and Overseas Expansion to Continuously Forge New Engines To seize market development opportunities, the listed companies are actively expanding into new application areas, increasing R&D investment, and pursuing overseas expansion based on their core business fundamentals. Each company has made key strategic moves around forging new development engines.
Beijing Yuanliu Hongyuan Electronic Technology Co.,Ltd. stated that while focusing on its core business and vigorously developing component businesses such as capacitors centered on electronic ceramic technology, the company will also actively cultivate new growth drivers. It will fully advance business layouts in areas like filters, integrated circuits, microwave modules, and micro-nano system integrated ceramic packages, increasing resource investment to promote the scaled and industrialized development of new businesses, thereby building the company's future growth engines. The company continued its R&D investment in 2025, with R&D expenses reaching 137 million yuan, a year-over-year increase of 22%. "In 2026, the company will continue to focus on its existing R&D strategy and maintain R&D investment," the company stated.
Facing the current high growth cycle in optical communication development, Jiangsu Zhongtian Technology Co.,Ltd. stated that its core strategic approach can be summarized as "endogenous growth + external expansion". For endogenous growth, the company continues to increase R&D investment, steadily strengthening its position in optical transmission and wireless transmission fields. Furthermore, the company is actively entering areas like AI computing power and green communication, accelerating the extension of its business model towards system solutions and full lifecycle services. For external expansion, it is strengthening deep cooperation with leading internet companies and telecom operators to lock in strategic customer demand; actively deploying overseas production capacity, establishing localized supply chains in markets like Southeast Asia, the Middle East, and Europe to serve the overseas expansion needs of Chinese enterprises.
Xiamen Faratronic Co.,Ltd. stated that for the "15th Five-Year Plan" period, based on deepening its existing markets, the company will pursue multi-dimensional layouts including accelerating global industrial deployment and continuously increasing technological R&D investment. The company indicated that regarding capacity planning, it will plan future production lines based on market demand, including making corresponding adjustments and upgrades to meet demands in fields such as rail transit, power grids, new energy vehicles, and industrial applications to satisfy diverse needs across different application scenarios. Regarding accelerating global industrial layout, the Malaysia factory is expected to be operational in the first half of 2028, primarily targeting markets related to automotive, photovoltaics & energy storage, and data centers. In R&D, the focus will be on key core raw material areas, deeply participating in material R&D breakthroughs, prioritizing the optimization and upgrading of material performance and the application of new materials, thereby solidifying product core competitiveness from the source.
Rockchip Electronics Co., Ltd. stated that in the future, the company will continue to increase R&D investment, accelerate the continuous improvement of its product portfolio, and shorten platform iteration cycles. On one hand, based on the core technical points for future AIoT new hardware development, it will continuously iterate, upgrade, or even redesign core self-developed IP such as NPU, ISP, and audio/video codecs, providing the underlying technical foundation for performance upgrades of chip products. On the other hand, while developing higher-performance SoC chip series like RK3668 and RK3688, it will accelerate the launch of a series of co-processor platforms including RK1860 and RK1899, covering both higher computing power and lower power consumption, fully meeting the differentiated needs of AIoT new hardware for different edge-side large models. "Of course, we will place high importance on AI For IC, empowering our chip R&D process with artificial intelligence technology to launch new platforms faster and better, fully embracing the significant development opportunities of edge AI," Rockchip Electronics Co., Ltd. stated.
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