Semiconductors

YUANJIE SEMICONDUCTOR

YUANJIE SEMICONDUCTOR released FY2026 Q1 earnings on April 27 After-Market (BJT), actual revenue CNY 355.28 M (forecast CNY 184.6 M), actual EPS CNY 1.4345 (forecast CNY 0.4827)

YUANJIE SEMICONDUCTOR to Release FY2026 Q1 Earnings on April 28 After-Market (BJT), Forecast Revenue CNY 184.6 M, EPS CNY 0.7

YUANJIE SEMICONDUCTOR to Release FY2025 Earnings on March 25 During-Market (BJT), Forecast Revenue CNY 577.09 M, EPS CNY 1.74

YUANJIE SEMICONDUCTOR released FY2025 earnings on February 27 During-Market (BJT), actual revenue CNY 601.43 M (forecast CNY 577.09 M), actual EPS CNY 1.5379 (forecast CNY 1.2)

YUANJIE SEMICONDUCTOR released FY2025 Q4 earnings on February 27 During-Market (BJT), actual revenue CNY 218.19 M (forecast CNY 149.22 M), actual EPS CNY 1.0286 (forecast CNY 0.72)

YUANJIE SEMICONDUCTOR released FY2025 Q3 earnings on October 30 After-Market (BJT), actual revenue CNY 178.3 M (forecast CNY 134.71 M), actual EPS CNY 0.4731 (forecast CNY 0.4413)

YUANJIE SEMICONDUCTOR released FY2025 9 Months Earnings on October 30 After-Market (BJT), actual revenue CNY 383.25 M, actual EPS CNY 1.2226

YUANJIE SEMICONDUCTOR to release FY2025 Q3 earnings on October 31 After-Market BJT, forecast revenue CNY 134.71 M, EPS CNY 0.64

YUANJIE SEMICONDUCTOR released FY2025 Q2 earnings on August 29 During-Market (BJT), actual revenue CNY 120.55 M (forecast CNY 112.35 M), actual EPS CNY 0.2529 (forecast CNY 0.3586)

YUANJIE SEMICONDUCTOR released FY2025 Semi-Annual Earnings on August 29 During-Market BJT, actual revenue CNY 204.95 M, actual EPS CNY 0.3724

YUANJIE SEMICONDUCTOR to release FY2025 Semi-Annual Earnings on August 30, 2025 (BJT)

Sourcejoy Technology Secures 141 Million Yuan Order, High Growth Potential

SourceTech Secures a 141 Million Yuan Order for High-Power Laser Chips

Shanghai Securities Research Report Gives Buy Rating to SourceTech

Shanghai Securities Recommends 'Buy' Rating for SourceTech

Shanghai Securities Researchers Give Buy Rating to SourceTech

Shanghai Securities Report Gives 'Buy' Rating to SourceTech

Shanghai Securities Firm Recommends Buy Rating for SourceTech

China Securities Upgrades Sourcejet Technology to Buy

Company Reveals Progress on Laser Chip Capacity and Market Expansion

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On June 8, 2026, at 10:40, Zhongtian Technology had a net inflow of main funds amounting to 2.17 billion yuan, ranking first. Other stocks with significant net inflows include Shenjian Co., Ltd. (486 million yuan), Asia Integrated (435 million yuan), ICBC (427 million yuan), Winnovation Culturaltainment (424 million yuan), ABC (371 million yuan), Sany (368 million yuan), YUANJIE SEMICONDUCTOR (352 million yuan), ESTUN AUTOMATION (321 million yuan), and Megmeet (299 million yuan)

CoinLive

Sany

ICBC

ESTUN AUTOMATION

Winnovation Culturaltainment

INDUSTRIAL & COMMERCIAL BK OF CHINA UNSP ADR EACH REPR 20 ORD SHS

Agricultural Bank of China

Megmeet

SANY HEAVY IND

SHENJIAN GUFEN

Lens

FiberHome

TCL TECH.

Biwin

Montage Technology

ESTUN

ZTE Corporation

MONTAGE TECH

STOCKS | Zhongtian Technology Tops Net Main-Fund Inflows at 2.17 Billion Yuan

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As of June 3, the E Fund SSE STAR Chip ETF (589130) rose by 5.43%, closing at 1.44 yuan, with a transaction volume of 197 million yuan. The increase over the past three months reached 28.61%, with the scale growing to 3.943 billion yuan, ranking 4th among its peers. Recently, funds have continued to flow in, with a net inflow of 1.18 billion yuan in the past month. Weighted stocks such as YUANJIE SEMICONDUCTOR and Montage Technology performed strongly

同壁财经

E Fund SSE STAR Chip ETF

Cambricon

E Fund SSE STAR Chip ETF (589130) rose by 5.43%, with a transaction volume of 197 million yuan, and a three-month increase of 28.61%

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As of June 3, 2026, Hwabao WP SSE STAR Chip ETF (589190) rose 3.12% to CNY 1.290. Influenced by the strong performance of the chip sector, heavyweight stock YUANJIE SEMICONDUCTOR increased by over 15%, and Montage Technology rose by over 8%. The latest scale of this ETF reached CNY 1.545 billion, with an inflow of CNY 171 million in the past week, indicating a continuous influx of funds into the STAR Market chip industry

Hwabao WP SSE STAR Chip ETF

VeriSilicon

SMIC

Hygon Information Technology

AMEC

Piotech

Hua Hong Grace

STAR Chip Index

SMIC HK SDR 5to1

HUA HONG GRACE

Chips make a comeback! YUANJIE SEMICONDUCTOR hits a historical high, Montage Technology rises over 8%! Hwabao WP SSE STAR Chip ETF (589190) surges 4%

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As of June 2, 2026, Hwabao WP SSE STAR Chip ETF (589190) rose 1.72% to CNY 1.243. The weighted stocks of the index it tracks performed strongly, with Cambricon rising over 5% and YUANJIE SEMICONDUCTOR rising 6.67%. The latest scale of the ETF reached CNY 1.531 billion, with a net inflow of CNY 264 million in the past week, indicating an increase in market attention

Stabilized! Hwabao WP SSE STAR Chip ETF (589190) turned around to rise over 2%, Cambricon rose over 5%

Chinese optical chipmaker Yuanjie Semiconductor Technology reported a staggering 1,153% increase in net profit for Q1, reaching 179 million yuan, driven by strong AI demand and a push for tech self-sufficiency. Revenue surged 321% to 355 million yuan. Yuanjie’s share price has increased elevenfold over the past year, closing at 1,418 yuan, making it China’s most expensive stock. The company is pursuing an IPO in Hong Kong and reflects a growing trend towards optical communication technology in data centers. Other domestic chipmakers also reported significant profit increases amid rising demand.

SCMP

Moutai

DeepSeek

Huawei

Chinese optical chipmaker’s profit soars 1,153% on strong AI demand

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Recent first-quarter 2026 fund reports show that multiple funds hold significant positions in leading optical module companies. Taking the Rongtong Industry Trend Equity Fund managed by Li Jin as an example, as of the end of the quarter, its top ten heavyweight stocks included Eoptolink, Zhongji Innolight, YUANJIE SEMICONDUCTOR, and TFC. Driven by the strong surge in optical modules, the fund's net asset value increased by over 200% in the past year as of April 17

Wallstreetcn

Eoptolink

Zhongji Innolight

Optical Sector Shines: Fund Managers Seize Investment Opportunities in Optical Communications

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Yuanjie Semiconductor's shares surged 9.6% to a record ¥1,439, making it the highest-priced stock in mainland China, surpassing Kweichow Moutai. The rise highlights the strong performance of chipmakers amid robust AI demand, while Moutai faced its worst drop in a year due to declining sales and profits. Other optical stocks also rose, with Zhongji Innolight exceeding earnings expectations. Despite strong results from Taiwan Semiconductor Manufacturing Co. and ASML, their stocks fell, reflecting high investor expectations in the sector. The U.S. continues to impose restrictions on chip equipment sales to China.

Cryptopolitan

Harvest SSE STAR Chip ETF

ChinaAMC SSE STAR Semiconductor Material & Equipment Thematic ETF

STAR 50

Goldman Sachs

Taiwan Semiconductor

ASML

NVIDIA

FRACTALE Corp.

Argo Blockchain plc

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NVIDIA Corporation

Argo Blockchain Pref Share ARBKL 8.75 11/30/26

Argo Blockchain

Yuanjie Semiconductor rose to ¥1,439 and became mainland China’s highest-priced stock

Yuanjie Semiconductor surged 1,500% in a year, topping the A-share market with a valuation of 650 times earnings despite profits being merely a fraction of Kweichow Moutai's. Its core lies in positioning within the 'light source' segment of optical communications—laser chips—benefiting from the AI data center boom and CPO trends, with data center revenue skyrocketing by 719%. Leveraging CW process technology and an IDM model to build barriers, it is simultaneously accelerating capacity expansion and planning a Hong Kong listing to amplify capital expectations

Up 1,500% in a Year, Surpassing Kweichow Moutai to Crown the A-Share 'New King': What Makes Yuanjie Semiconductor Stand Out?

YUANJIE SEMICONDUCTOR(688498.SH)