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Ruijie Networks (301165.SZ): Currently, no self-developed Switch chip Business has been launched.
On March 6, Gelonghui reported that Ruijie Networks (301165.SZ) stated on the investor interaction platform that the company has not developed its own research and development of Switch chip business. Considering factors such as customer demand, product performance, and market competitiveness, the company has established a diversified chip supply chain structure, maintaining stable cooperative relationships with both international and domestic chip manufacturers. At the same time, the company focuses on developing raw material procurement and inventory planning, and through increasing the feasibility studies of related technologies and solutions, aims to reduce the risks brought by fluctuations in chip supply.
Fujian Star-net Communication (002396.SZ): The controlling subsidiary Ruijie Network is a mainstream supplier of Datacenter Switches for leading Internet companies such as Alibaba, Tencent, and ByteDance.
On February 28, Gelonghui reported that Fujian Star-net Communication (002396.SZ) stated on the investor interaction platform that its holding subsidiary, Ruijie Networks Co., Ltd., is a mainstream supplier of Datacenter Switches for leading Internet companies such as Alibaba, Tencent, and ByteDance. At the same time, the company and its subsidiaries carry out various Businesses under the guidance of the company's Global Strategy.
Ruijie Networks (301165.SZ): The employee's strategic shareholding asset management plan has cumulatively reduced its holdings by 4.4394 million shares.
Ruijie Networks (301165.SZ) announced that its Shareholder CITIC SEC - Industrial Bank - CITIC SEC Ruijie Networks employee...
Ruijie Networks Co., Ltd. (SZSE:301165) Looks Inexpensive But Perhaps Not Attractive Enough
AH Stocks rose, the Hang Seng Index increased by nearly 3%, and Alibaba surged over 9% driving the computing power to take off.
A-shares related to Alibaba Cloud opened with a significant rise, Hangzhou Zhongheng Electric, Insigma Technology, Shanghai AtHub, and RunJian Co.,Ltd. hit the limit up, Guangdong Aofei Data Technology rose over 10%, Yimikang Tech. Group.Co.,Ltd., Ruijie Networks, and Yacong Co., Ltd. also followed the upward trend.
In the next three years, Alibaba Cloud and AI infrastructure investments will exceed the total of the past ten years, and domestic computing power construction may be the most certain main line.
① In the Q3 2025 Earnings Reports Analyst conference call, Alibaba Group CEO Wu Yongming stated that investments in cloud and AI infrastructure over the next three years are expected to exceed the total of the past decade. ② Chen Tong from Western Securities pointed out that large models are reshaping the technology architecture, service models, charging models, and application ecology for cloud providers.
Investors Could Be Concerned With Ruijie Networks' (SZSE:301165) Returns On Capital
