Who’s cornering this year’s top-performing stocks? Reshaping the A-share landscape amid the tech wave

① There are now 204 listed companies on the A-share market with a market capitalization exceeding RMB 100 billion, of which 79 are high-tech enterprises, accounting for 38.7%. ② Among the 88 companies with a market capitalization growth rate exceeding 50%, 24 are high-tech enterprises, representing 27.27%. ③ Seven companies based in Suzhou have surpassed the RMB 100 billion market capitalization threshold: Dongshan Precision, Tianfu Communications, Wus Printed Circuit, Hengtong Optic-Electric, Lianxun Instruments, Centec Communications, and RoboCore.

cls.cnJun 10 10:36

Sentera Communications (688702): A Pioneer in Domestic Substitution of Ethernet Switch Chips as SCALEUP Hyper-node Demand Surges

Investment Highlights: The company has released its 2025 annual report and Q1 2026 report. In 2025, the company generated revenue of RMB 1.15 billion, an increase of 6.4% year-over-year; net profit attributable to shareholders amounted to -RMB 150 million, down 119% year-over-year.

Shanxi SecuritiesJun 3 15:22

Express News | The CSI STAR 50 Index extended its gains to 4%, currently trading at 1,758.36 points. Chip industry-related stocks led the rally, including Montage Technology, Centec Communications, VeriSilicon Holdings, BIWIN Storage, and Cambricon Technologies.

BreakingsJun 3 11:01

Express News | Midday Review of A-Share Market: Shanghai Composite Index Drops 0.84% as Chip Sector Rebounds

BreakingsMay 26 11:34

In-depth Report on Centec Communications (688702): Leading Domestic Switch Chip Manufacturer Benefits from Ethernet Scaling Up

Core logic: As the leading domestic provider of Ethernet switch chips, the company benefits from: 1) AI cluster bottlenecks shifting towards interconnection efficiency, with the main growth in Ethernet switch chips coming from data centers; 2) Diverse supernode solutions driving demand for scale-up switch chips.

Guohai SecuritiesMay 18 07:22

Breaking: This company has been investigated by the CSRC for alleged violations of regulations due to misleading statements in information disclosure | Post-market announcement highlights

BIWIN Storage: Plans to provide contract manufacturing services for Haiguang Xinzhi's optoelectronic interconnect products and offer financial assistance of up to 200 million yuan for raw material procurement.

cls.cnMay 15 20:52