Semiconductors

Shijia Photons

Shijia Photons released FY2026 Q1 earnings on April 17 During-Market (BJT), actual revenue CNY 576.59 M, actual EPS CNY 0.257

Shijia Photons to Release FY2026 Q1 Earnings on April 18 During-Market (BJT)

Shijia Photons to Release FY2025 Earnings on April 18 Pre-Market (BJT), Forecast Revenue CNY 2.305 B, EPS CNY 1.01

Shijia Photons released FY2025 Q4 earnings on February 27 Pre-Market (BJT), actual revenue CNY 568.69 M, actual EPS CNY 0.1604

Shijia Photons released FY2025 earnings on February 27 Pre-Market (BJT), actual revenue CNY 2.129 B (forecast CNY 2.305 B), actual EPS CNY 0.8235 (forecast CNY 1.01)

Shijia Photons released FY2025 9 Months earnings on October 16 After-Market (BJT), actual revenue CNY 1.56 B, actual EPS CNY 0.663

Shijia Photons released FY2025 Q3 earnings on October 16 After-Market BJT, actual revenue CNY 567.81 M, actual EPS CNY 0.1837

Shijia Photons to Release FY2025 Q3 Earnings on October 17 After-Market BJT

Mingxin Securities Report: Shijia Photonics Exceeds Expectations, AI Boosts Demand for Optical Devices

Significant Growth in Shijia Photonics' 2025 Semi-annual Report

Shijia Photonics' Q2 2025 Gross Margin Decline and Net Profit Margin Increase Analysis

SJ Photonics Data Center Lasers in Customer Validation Stage

SJ Photonics' Net Profit Soars 1,712% in First Half of 2025

Zhongyuan Securities Maintains Buy Rating on ShiJia Photonics

Shijia Photons released FY2025 Semi-Annual Earnings on July 29 After-Market (BJT), actual revenue CNY 992.63 M, actual EPS CNY 0.4793

Shijia Photons released FY2025 Q2 earnings on July 29 After-Market (BJT), actual revenue CNY 556.42 M, actual EPS CNY 0

Shijia Photons to Release FY2025 Semi-Annual Earnings on July 30, 2025, BJT

Zhenyuan Investment Conducts Due Diligence on Shijia Photonics

Zijia Photonics Acquires Fukeximi to Enhance Competitiveness

Chenyan Asset Researches Shijia Photonics

06166

002281

301338

688313

001267

688807

CPO concept stocks performed strongly, with UX FASTIC rising over 10%, CIG up more than 7%, while GKG, Accelink, Shijia Photons, and HUI LYU ECOLOGICAL led the gains

Wallstreetcn

Accelink

HUI LYU ECOLOGICAL

UX FASTIC

515880

601869

06869

159583

603042

000586

300620

688618

Fiber optic concept stocks show recurring activity, with HYC hitting the daily limit, AFR rising over 8%, and Shijia Photons, 3ONEDATA, YOFC, and NanjingHuamai Technology gaining more than 5%

Guotai CSI All Share Communications Equipment ETF

YOFC

Fullgoal CSI Communication Equipment Thematic ETF

NanjingHuamai Technology

3ONEDATA

159325

588780

588170

159995

512480

512760

36Kr learned that CPO and OIO optical engine company "Lingxi Photons" recently completed tens of millions of yuan in angel round financing. This round of financing was jointly invested by six institutions, including Shunxi Fund, PwC Capital, Shuimu Venture Capital, Pengchen Capital, Zhongke Chuangxing, and Lishi Venture Capital. The investing institutions include both state-owned and market-oriented entities, and the raised funds will mainly be used for the development of 3.2T/6.4T optical engine prototypes and the establishment of an early team

36Kr

China Southern CSI Semiconductor Industry Custom ETF

GTJA Allianz SSE STAR Chip Design Thematic ETF

ChinaAMC SSE STAR Semiconductor Material & Equipment Thematic ETF

ChinaAMC Guozheng Semiconductor Chip ETF

GTJA Allianz CSI All Share Semiconductors & Semiconductor Equipment ETF

Guotai CES Semiconductor Chip Industry ETF

"Lingxi Photons" completes tens of millions of yuan in angel round financing

002916

300308

300502

600183

002463

688638

300570

688008

300394

The quarterly report of the Yongying Technology Smart Selection Mixed Securities Investment Fund, the champion of the 2025 annual fund, shows that its Class A shares achieved a return of 233.29% over the past year, becoming the champion among equity funds. Fund manager Ren Jie emphasized investing in the global cloud computing and AI industries, focusing on the optical communication and PCB sectors. He pointed out that the AI industry is undergoing structural upgrades, with application directions including healthcare and enterprise-level applications. At the same time, he reminded investors to pay attention to risks, maintain rationality, and avoid chasing highs and selling lows

Zhongji Innolight

Eoptolink

Sytech

UTIMES

Montage Technology

The 2025 Fund Champion's Q4 Report is out: Annual returns exceed 230%, what did they do right this year?

688498

601231

300757

A-share computing hardware stocks fluctuated and strengthened, with USISH hitting the daily limit in the afternoon, RoboTechnik, YUANJIE SEMICONDUCTOR, Zhongji Innolight, LianTe Technology, Shijia Photons, and Eoptolink all rising over 5%

YUANJIE SEMICONDUCTOR

USISH

RoboTechnik

600105

As of October 27, in the A-share CPO concept sector, 12 listed companies have disclosed their Q3 2025 reports, with 9 optical module companies showing growth in net profit attributable to shareholders in the first three quarters. Among them, Shijia Photons reported a net profit of 300 million yuan, a year-on-year increase of 727.74%; ETERN reported 329 million yuan, a year-on-year increase of 474.30%; and Zhuhai Guangku reported 115 million yuan, a year-on-year increase of 106.61%. The performance growth is mainly driven by the rising demand for AI computing power and the increase in optical module shipments

Zhitong

ETERN

The demand for optical modules has increased, and leading companies have seen significant growth in performance

As of October 21, Yongying Technology Smart Selection Mixed Fund has achieved a year-to-date return of 198.4%, with a scale exceeding 11.5 billion yuan. The third quarterly report shows the addition of three new heavy positions: Sytech, Montage Technology, and Shijia Photons, with year-to-date returns of 156%, 102%, and 328%, respectively. The fund manager continues to maintain a high position, with stock positions exceeding 94.4%, and has moderately increased the allocation to Hong Kong stocks, heavily investing in the AI computing power sector

Year-to-date net value +198%, "Champion" fund "reveals" quarterly holdings, adding three new heavy positions

Shijia Photons announced that its 800G/1.6T optical module with MT-FA products has achieved mass shipments, and the silicon photonics automated packaging high-temperature resistant FAU device products developed are also in small batch shipments. The company's CW DFB laser chip products are advancing customer validation, with some products completed and delivered in small batches. The company is actively promoting capacity planning and production line deployment, optimizing production processes to enhance product reliability and cost competitiveness, and quickly responding to market demand

Shijia Photons: The company's 800G/1.6T optical modules using MT-FA products have achieved bulk shipments

Shijia Photons(688313.SH)