China Merchants Securities: Optical module downstream sector enters a major year of capacity expansion, with significant earnings elasticity for equipment suppliers.

General-purpose test and measurement instrument companies (such as those producing oscilloscopes and signal generators) are also benefiting from the growing demand for R&D and production line debugging from optical module manufacturers, and are positioned to share in the industry's cyclical upswing over the long term.

Zhitong FinanceMay 26 04:15 ET

A-share Market Lock-up Expiration Overview | May 15

According to Zhitong Finance, on May 15, a total of 2 listed companies had their restricted shares unlocked, with a total market value of approximately 1.63 billion yuan. The specific details of the restricted shares unlocked today are as follows: Stock Abbreviation Stock Code Type of Restricted Shares Unlocked Shares Zhongzhi Technology 301361 Extended Lock-up Period for Circulation 85 million Puyuan Precision Electric 688337 9.68 million.

Zhitong FinanceMay 14 21:00 ET

Earnings Meeting of STAR Market Semiconductor Equipment Companies: Strong Order Demand Amid High Growth, Enterprises Accelerate Capacity Expansion and 'Going Global' Strategy

① The sector is experiencing high prosperity driven by the explosive demand for AI computing power, advancements in advanced packaging technologies, and the recovery of the storage industry cycle, leading to robust demand in a new round of the industrial chain; ② The semiconductor equipment industry is rapidly entering a new phase of development characterized by both platformization and integration. The technology iteration cycle has significantly shortened, and the pace of product upgrades continues to accelerate.

cls.cnMay 6 10:13 ET

Oriental Securities: Surging demand for optical modules drives equipment demand, with domestic high-end equipment manufacturers achieving continuous breakthroughs.

The bank recommends focusing on domestic equipment companies that have passed verification by leading customers and possess core technological barriers at key points of capacity expansion.

Zhitong FinanceMay 3 22:53 ET

Ceyear Technology's ChiNext IPO has passed the listing committee meeting. The company specializes in the research, development, manufacturing, and sales of electronic measurement instruments.

CETC Instruments & Technology Co., Ltd.'s IPO has been approved by the ChiNext Listing Committee of the Shenzhen Stock Exchange. Guotai Haitong Securities is the sponsor institution, with a planned fundraising of 1.5 billion yuan.

Zhitong FinanceApr 28 08:29 ET

Rigol Technologies: First Quarter 2026 Report of Rigol Technologies, Inc.

SZSIApr 20 12:00 ET · Announcements