During the week of July 20 to July 24, a total of 125 A-share listed companies received institutional research visits. Yuanjie Semiconductor Technology Co.,Ltd. (688498) drew the most attention, with 353 institutions conducting surveys on the stock. Additionally, companies such as Robotechnik, Naipu Mining Machinery, and Fuer Daily Chemical each received research visits from over 50 institutions.
In terms of weekly performance, Naipu Mining Machinery recorded the highest gains among individual stocks, surging more than 20%. Raytron Technology ranked second with a weekly rise of 19.65%. Other notable performers include Jereh Group, Fuer Daily Chemical, Weichai Power, Cofoe Medical, and Hongbaoli Group, all of which gained over 10% for the week.
Regarding sectors, the semiconductor industry continues to see robust interest. During the week, institutional attention was heavily focused on industrial machinery, electronic components, electronic equipment and instruments, and integrated circuits. The food, chemical, and pharmaceutical sectors also remained key areas of focus for institutions.
Yuanjie Semiconductor Technology Co.,Ltd. (688498) was the most popular research target, attracting 353 institutions for the week.
Yuanjie Semiconductor Technology Co.,Ltd. executives revealed during the research briefing that the company's product portfolio is continuously expanding across both the telecom and data center markets. Currently, the company's CW (Continuous Wave) products are mainly 70mW and 100mW, with the upgrade direction aimed at higher-power products. Deliveries for the second quarter are proceeding according to plan, and shipment volumes are maintaining steady growth.
Yuanjie Semiconductor Technology Co.,Ltd. stated that current product prices are stable, demand is strong, and the products are consistently upgrading to higher power levels. Regarding capacity locking and long-term demand, the company has established cooperation intentions with several module manufacturers and CSP (Cloud Service Provider) firms.
The research record released by Yuanjie Semiconductor Technology Co.,Ltd. shows that hundreds of well-known institutions, including CITIC Securities, Guotai Haitong Securities, China Merchants Securities, Guotai Junan Securities, E Fund Management, Boshi Fund, Southern Fund, the National Social Security Fund Council, Guoxin Investment, and Springwater Capital, were present.
According to the 2026 half-year performance forecast from Yuanjie Semiconductor Technology Co.,Ltd., the company's overall operating performance for the first half of the year is excellent. It is expected to achieve revenue of 900 million yuan to 950 million yuan, a year-on-year increase of 339.13% to 363.53%. Net profit attributable to the parent company is projected to be between 600 million yuan and 650 million yuan, a year-on-year increase of 1,196.91% to 1,304.98%.
Yuanjie Semiconductor Technology Co.,Ltd. specializes in the R&D, design, production, and sales of optical chips. Its main products include 2.5G, 10G, 25G, 50G, and 100G optical chip products, CW light sources, and automotive lidar light sources. These are primarily applied in the telecom market, data center market, and automotive lidar market.
Regarding the reasons for the performance change, Yuanjie Semiconductor Technology Co.,Ltd. explained that the significant revenue growth is mainly due to the increase in data center business revenue. The rise in the proportion of data center business relative to total revenue has driven an overall improvement in the company's gross margin. As revenue scale has grown substantially, the proportion of period expenses has decreased. Additionally, the company has indirectly participated in equity investments through private equity funds. Due to the valuation increase of companies invested in by these private equity funds, the fair value changes of the fund investments have generated certain investment income for the company, which is primarily classified as non-recurring gains and losses.
As of the close on July 24, the stock price of Yuanjie Semiconductor Technology Co.,Ltd. stood at 1,390 yuan per share, with a total market capitalization of 173.056 billion yuan.
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