159 STAR Market companies received institutional investor visits in June; semiconductor equipment and memory supply chains drew attention | Roundup

① Mei Ai Technology, ACM Research (Shanghai), Orbbec, Jingzhida, and OPT are the five most closely watched companies, receiving on-site visits from 142, 133, 107, 90, and 80 institutional investors, respectively; ② In June, institutional investors focused their inquiries on three key themes: order book momentum, AI technology implementation, and global market expansion.

cls.cnJul 5 20:51 ET

STAR Market Evening News | Juguang Technology denies that Glass Bridge has had a negative impact on the company's business; JinHong Gas states that its high-purity carbon dioxide products are not exported overseas.

① Shanghai: Focusing on breakthroughs in edge‑side AI chips, lightweight models, and related technologies; ② Samsung has achieved a yield rate exceeding 70% for HBM4E; ③ An agent confirmed the price hike by Yageo, the leading MLCC manufacturer: it is indeed true.

cls.cnJul 1 09:05 ET

Juguang Technology (688167.SH): Revenue from optical communication-related businesses accounts for a relatively low share of the company's total operating revenue (approximately 8% in 2025).

Juguang Technology (688167.SH) issued an announcement regarding unusual stock price movements, noting that market attention to the optical communications and computing‑data center industry chain has been relatively high recently. While certain company products can be used in downstream optical module applications, based on the company's disclosed operating data, revenue from optical‑communication‑related businesses accounts for a modest share of total revenue—approximately 8% in 2025—and has not yet become a core driver of performance. Meanwhile, downstream optical‑module customers require the simultaneous delivery of key components, such as high‑speed active optical chips; currently, tight supply of upstream active chips may affect the pace of order fulfillment for some customers, introducing uncertainty into the scaling of related revenues and their contribution to earnings.

Zhitong FinanceJun 15 07:38 ET

STAR Market Evening News | Juguang Technology's subsidiary signs a $13 million technology licensing agreement; Qingyun Technology and Jiangyuan Technology jointly build a domestic computing‑power token factory.

① Fuxin Technology: Director Luo Jiaheng has completed his share‑reduction plan, selling a total of 11,300 shares; ② Yue'an New Materials: Does not directly engage in the TLVR inductor business, instead supplying only basic magnetic materials to the downstream inductor industry; ③ Youyan Powder Materials: Its additive manufacturing powder‑production capacity expansion project remains under construction, and no significant new major orders have been secured recently.

cls.cnJun 10 09:08 ET

The regular adjustment plan for index constituents, including the CSI 300, has been released and will take effect after the market close on June 12.

Pursuant to the index methodology and following deliberation by the Index Expert Committee, China Securities Index Co., Ltd. has decided to adjust the constituents of the CSI 300, CSI 500, CSI 1000, CSI A50, CSI A100, and CSI A500 indices, effective after the market close on June 12, 2026.

Zhitong FinanceMay 29 06:37 ET

Guosheng Securities: The Development of the AI Industry is Driving Growth in Optical Interconnects, Leading to a Reevaluation of Optical Companies' Value

Leading traditional optical companies, leveraging their expertise in precision optics technology, have gradually expanded their operations into the optical communications sector, injecting robust growth momentum into their corporate development.

Zhitong FinanceMay 13 04:37 ET