China has made significant progress in the photon industry, with a broad future development space for silicon photonics technology.

①The "Photon Technology Frontier Blue Book" jointly released by the Xi'an Institute of Optics and Precision Mechanics of the Chinese Academy of Sciences and China Innovation Star shows that from 2014 to 2023, China has made significant progress in multiple fields in the global photon industry development. ②According to the Open Source Securities research reports, silicon photonics technology with CMOS process compatibility, high integration, and waveguide characteristics has great development potential in areas such as asia vets, optical computing, and consumer electronics.

cls.cn19:00 ET

Aiwei Electronics: The recovery of consumer electronics, AI demand, and other factors are driving the growth in earnings. Camera motor business is expanding rapidly, directly impacting the earnings conference.

①The company's camera motor drive business revenue achieved accelerated volume growth, and it is the first company in China to break through optical image stabilization OIS technology and achieve mass production; ②In terms of DC-DC products, they have successively introduced to many industrial Internet customers in the 5G redcap direction, achieving large-scale production and breaking through key Tier1 customers in the automotive industry.

cls.cnNov 4 06:43 ET

The latest trends in retirement funds' holdings revealed: In the third quarter, 51 new stocks were added to the top ten list of shareholders by outstanding shares, with unigroup guoxin microelectronics holding the highest market value.

① A-shares third quarter report has been disclosed, and the latest shareholding trends of retirement funds have also emerged； ② The list of the top ten circulating shareholders of 51 new stocks； ③ Attached is the list of A-shares with retirement funds' third quarter additional shareholding market cap exceeding 0.1 billion yuan (see table).

cls.cnNov 2 02:27 ET

verisilicon microelectronics (shanghai) co., ltd. narrowed its Q3 loss by nearly 30% to 0.111 billion, while gross profit continued to be under pressure.

verisilicon microelectronics (shanghai) co., ltd. stated that the decrease in production business revenue is mainly due to factors such as some downstream customers being affected by destocking cycle; In the first three quarters of 2024, the company achieved a gross profit of 0.702 billion yuan, a decrease of 8.43% year-on-year.

cls.cnOct 30 19:30 ET

High stock-based compensation leads Baiwei Storage to turn losses in Q3, with product prices recovering during the year.

1. BW storage's total revenue in the first three quarters of this year was 5.025 billion yuan, a year-on-year increase of 136.76%; net income attributable to shareholders was 0.228 billion yuan, a year-on-year increase of 147.13%; 2. It stated that the storage industry has recovered in the first three quarters of this year, and the company has achieved growth breakthroughs in both market and business, while product prices have also rebounded year-on-year.

cls.cnOct 30 09:28 ET

Yuanjie Technology: Q3 losses expand by more than six times, hitting a new low in nearly two years.

Yuanjie Technology achieved revenue of approximately 0.178 billion yuan in the first three quarters of this year, a year-on-year increase of 91.2%, but the net income in the third quarter of this year hit a new low in nearly two years; Yuanjie Technology has increased its investment in related technology and equipment for high-speed rate optical chips and high-power optical chips, and some high-end products are already in the customer feedback stage.

cls.cnOct 29 11:45 ET