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Spots are limited, so act fast. Let us embark together on this sustainable journey! [Click to register] Source: China Fund News [Introduction] After Yuanjie Technology released its third-quarter earnings forecast, it engaged in exchanges with 284 institutions.
By China Fund News reporter Jiang You. In the most recent week (October 12–16), 232 A-share companies engaged in exchanges with institutions. AI optical chip high-flying stock Yuanjie Technology was the most popular among institutions, with 284 institutions holding exchanges with the company centered on its third-quarter earnings forecast. Although the company's third-quarter forecast showed a year-on-year increase of more than 578% in net profit attributable to the parent company, its share price has continued to decline after reaching a high of 1,887 yuan on September 18, with the latest close at 1,028.58 yuan, a drop of more than 40%. Guanghe Technology and Haopeng Technology received research visits from 108 and 55 institutions, respectively.
Yuanjie Technology's recent investor relations records show that on the evening of October 12, the company held its 2026 third-quarter earnings forecast exchange meeting. Wind Information shows that the number of participating institutions reached 284, with many well-known institutions taking part in the exchanges, including public mutual funds such as E Fund, China AMC, GF Fund, China Southern Fund, and Fullgoal Fund, as well as private institutions such as Gaoyi Asset, Greenwoods Asset, Ruijun Asset, and Kaifeng Investment.
Yuanjie Technology released its 2026 third-quarter earnings forecast on the evening of October 12, estimating that the company would achieve operating revenue of 650 million yuan to 700 million yuan in the third quarter of 2026, a year-on-year increase of 264.56% to 292.60%; and estimating that net profit attributable to the parent company in the third quarter of 2026 would be 403 million yuan to 453 million yuan, a year-on-year increase of 578.85% to 659.70%. In the first half of 2026, Yuanjie Technology's net profit attributable to the parent company was 607 million yuan, a year-on-year increase of 1,212.2%.
On October 13, Yuanjie Technology's share price opened 6.15% lower before quickly rallying, eventually closing up 3.64% that day; it then continued to fall over the following days. As of October 16, Yuanjie Technology's share price had most recently fallen 3.56% to close at 1,028.58 yuan, with a total market value of 128.1 billion yuan. In fact, since touching a high of 1,887 yuan on September 18, Yuanjie Technology's share price has continued to correct; on October 8, it even hit the 20% daily limit down amid market rumors that its overseas supply chain might be restricted.
Yuanjie Technology is a high-flying AI optical chip stock. According to forward-adjusted statistics, the stock rose more than 36 times from its share price bottom in September 2024 to its share price high at the end of June this year. Behind the surge in share price is Yuanjie Technology's continued explosive performance over the past two years.
Regarding production capacity and orders for 2027 and 2028, Yuanjie Technology said that in terms of capacity planning, in February 2026 the company disclosed the "Announcement on the Company's Proposed Investment in the Construction of the Phase II Project of a R&D and Production Base for Optoelectronic Communication Semiconductor Chips and Devices." The project has now begun equipment introduction and will provide support for capacity release next year. In August 2026, the company disclosed the "Announcement on the Proposed Investment in the Construction of a New Project." The project is planned to carry out infrastructure construction from this year to next year, with equipment introduction expected in the second half of next year. The project will support capacity release in 2028, and the capacity plan is a layout made by the company based on customer orders. Customer demand visibility for the next two years is relatively high.
Regarding overseas customer expansion and customer structure, Yuanjie Technology said that the company has already set up subsidiaries overseas and has carried out an overseas business layout. The company maintains active communication with downstream customers and end customers to meet business needs. Yuanjie Technology said that in addition to module manufacturers, the company's customers have gradually expanded to CSPs and major AI companies, and the company has integrated into the overseas ecosystem and established direct contact with overseas end customers. From a long-term development perspective, deep integration into the industrial ecosystem helps the company grasp customer needs, and the company's customer structure will also become more diversified.
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