With the FCC's new regulations now finalized, Chinese optical modules are temporarily exempt from the ban, alleviating short-term risks.

Vigilance must still be maintained.

Gelonghui FinanceSep 11 17:58

Quanxin Co., Ltd.: Semi-Annual Report for 2026

SZSIAug 27 00:00

Quanxin Co., Ltd.: Summary of the 2026 Semi-Annual Report

SZSIAug 27 00:00

Quanxin Shares (300447.SZ) announced its first-half results, with net profit attributable to shareholders of the parent company reaching RMB 26.1921 million, a year-on-year increase of 18.87%.

Quanxin Shares (300447.SZ) released its 2026 semi-annual report. During the reporting period, the company achieved operating revenue of RMB 425 million, a year-on-year decrease of 4.44%. Net profit attributable to shareholders of the listed company amounted to RMB 26.1921 million, a year-on-year increase of 18.87%. Net profit attributable to shareholders of the listed company after deducting non-recurring gains and losses was RMB 23.8622 million, a year-on-year increase of 8.03%.

Zhitong FinanceAug 26 16:52

Quanxin Shares (300447.SZ): Termination of the issuance of convertible corporate bonds to unspecified objects and withdrawal of application documents

Gelonghui, August 21 – Quanxin Shares (300447.SZ) announced that since filing for the current issuance, the Company and relevant intermediaries have actively advanced related work. After comprehensively considering changes in the current external market environment, and following thorough communication and prudent analysis with all relevant parties, the Company has decided to terminate the issuance of convertible corporate bonds to unspecified objects and withdraw the application documents. The Company will continue to closely monitor developments in the capital markets and will reasonably utilize various capital market instruments in line with its future development needs to support long-term healthy growth.

Gelonghui FinanceAug 21 21:50

How to view 'NPO vs. CPO'? Optical communications giant Lumentum: Incremental rather than substitution—both represent significant opportunities.

Optical communications provider Lumentum clarified that NPO and CPO are not in a zero-sum competition but represent complementary, incremental opportunities. Non-NVIDIA customers are demonstrating higher optical intensity in NPO deployments, and their related shipment schedules are not constrained by NVIDIA's Kyber rack rollout timeline. Additionally, the company has strategically reallocated a portion of its Japanese wafer fab capacity to CW lasers to capture incremental market demand. Citi reiterated its 'Buy' rating on the stock with a price target of $1,100.

wallstreetcnAug 12 14:35