Yuanjie's profit surge, capacity buildout and AI demand drive gains
H1 profit forecast up ~12-fold on data-center demand Yuanjie expects first-half net profit of 600–650 million yuan, up 1,196%–1,305% year on year, on revenue of 900–950 million yuan. The jump is driven by its data-center laser-chip business, a concrete sign its products are selling fast and profitably.
The earnings blowout is the core fundamental reason the stock is moving.
CW laser demand strong; module and cloud deals confirmed Management said its 70mW and 100mW CW light sources are seeing strong demand and stable prices, with cooperation intentions confirmed with module makers and cloud service providers. That points to a growing order pipeline as AI data centers need more optical chips.
It shows the demand behind the profit surge is real and continuing.
4.27 billion yuan optical chip industrial park planned Yuanjie plans to invest about 4.268 billion yuan in a new industrial park with laser-chip production lines in Shaanxi. This is a large capacity expansion aimed at future customer demand, though it will take time and money to build.
The investment signals confidence in long-term demand and future growth capacity.
AI computing demand outpaces supply, lifting chip stocks Domestic AI computing demand jumped 417% year on year in early 2026 while supply grew only 128%, keeping high-end chips scarce. Yuanjie rose 10% as part of a broad semiconductor rally tied to this shortage, a supportive but more market-wide force.
It explains the wider AI-driven backdrop pushing chip stocks, including Yuanjie, higher.