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A-share CPO sector opens low and rises high, t&s communications reaches the daily limit
On October 23rd, t&s communications once hit the daily limit of 20%, yuanjie technology, longguang huaxin, henan shijia photons technology rose more than 5%, advanced fiber resources, zhejiang zhaolong interconnect technology, dongguan mentech optical & magnetic, etc. followed the uptrend.
Guangdong nurtures a billion-level optical chip industry cluster, with vast space for localizing the industry chain.
A few days ago, the General Office of the People's Government of Guangdong Province issued the "Guangdong Province Accelerating the Innovation and Development of Optoelectronic Chip Industry Action Plan (2024-2030)", striving to achieve breakthroughs in key core technologies in the optoelectronic chip field in 2030. boc international research reports pointed out that 25G and higher rate laser chip highly rely on imports, with a domestication rate of only 3%, providing ample space for local optoelectronic chip enterprises to replace imports.
Yuanjie Technology (688498): "Light" of domestic chips, digital communication business is expected to enter the supply chain of major customers.
Investment highlights: High-speed optical chips have strong technological barriers, and the growth of new suppliers needs to seize the opportunity of supply and demand gaps. Optical chips are chips that realize basic optical communication functions such as optical-electric conversion, electric-optical conversion, branching, attenuation, multiplexing and demultiplexing, and are the core of optical devices and optical modules.
Yuanjie Technology (688498.SH): In September, failed to repurchase shares through centralized auction trading.
On October 8, Geelonghui announced that Source Technology (688498.SH) disclosed that in September 2024, the company did not repurchase shares through centralized bidding trading. As of September 30, 2024, the company has repurchased a total of 452,149 shares of the company through the Shanghai Stock Exchange trading system by centralized bidding trading, accounting for 0.53% of the company's total share capital of 85,461,670 shares. The highest price for repurchase transactions was 125.00 yuan/share, the lowest price was 105.97 yuan/share, and the total amount paid was RMB 55,409,350.27 (excluding stamp duty, transaction
Witness history! The sse composite index surged by 10%! All A-share brokerages hit the limit up! Semiconductors almost all hit the limit up.
After the National Day holiday, the A-share king is back!
Yuanjie Technology (688498): Rapid growth in revenue, batch delivery of CW light sources.
Investment Highlights: Event: Release of the 24-year semi-annual report, with rapid revenue growth and some profit pressure. 1) 24H1: Revenue of 0.12 billion yuan, a year-on-year increase of +95.96%; net income attributable to the parent company was 10.75 million yuan, a year-on-year decrease of -44.56%.
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