During the trading week from August 31 to September 4, the broader A-share market experienced a sideways consolidation. While the technology sector underwent a noticeable pullback, institutional investor enthusiasm remained undiminished.
Several tech companies, including Sg Micro Corp, Fenghua Advanced Technology, and Yuanjie Technology, each hosted over one hundred institutional investors for research visits. Among them, Sg Micro Corp attracted as many as 272 institutions, while the A-share medical device leader Mindray Medical also received visits from 253 institutions.
A company filing from Sg Micro Corp (300661) revealed that the conference call held on August 31 drew 413 investor participants representing 272 institutions. The company, which focuses on the research, development, and sales of high-performance, high-quality analog integrated circuits, boasts a comprehensive product matrix of analog and mixed-signal ICs, covering signal chains, power management, sensors, and memory.
In the first half of 2026, Sg Micro Corp reported operating revenue of RMB 2.595 billion, a year-on-year increase of 42.70%, and net profit attributable to shareholders of RMB 420 million, up 109.28% year-on-year.
During the institutional research session, Sg Micro Corp highlighted the performance of its networking and computing business segment. Revenue from this segment grew nearly 100% year-on-year in the first half, with second-quarter growth exceeding 100% year-on-year and over 45% quarter-on-quarter, driven primarily by optical modules.
The company noted that after nearly a decade of accumulation in the optical module sector, its products now comprehensively cover analog chip needs beyond the main channel, serving major domestic and international manufacturers, leading to rapid revenue growth. Amidst rapid terminal application iterations, Sg Micro Corp continues to maintain close collaboration with mainstream clients to steadily increase its market share.
Given the noticeable price increases across various electronic components, the company addressed potential pricing strategies. Sg Micro Corp stated that it sustains revenue growth by continuously expanding its product matrix and volume, broadening application fields, and enlarging its customer base. Through dynamic product portfolio adjustments, it aims to maintain relatively stable average gross margins. Currently, the company has no comprehensive price hike plans but will continue to monitor market conditions.
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