Di Yi Cai Jing·2025-10-19 12:27Core Insights - The performance of several companies listed on the Sci-Tech Innovation Board has shown significant growth, particularly in emerging industries such as AI computing chips and optical communication, highlighting the board's role in fostering strategic emerging and future industries [1] Group 1: AI and Chip Design - The domestic ecosystem in chip design is becoming increasingly robust, with AI commercialization accelerating [2] - Haiguang Information reported a total revenue of 9.49 billion yuan for the first three quarters, a year-on-year increase of 54.65%, and a net profit of 1.961 billion yuan, up 28.56% [2] - Cambrian, a leading AI chip company, achieved a staggering revenue of 4.607 billion yuan, a year-on-year increase of 2300%, and a net profit of 1.605 billion yuan, up 321.49% [2] Group 2: Optical Communication - Optical communication is identified as a key infrastructure for future information industries, with optical chip technology being crucial for high-speed information transmission [3] - Shijia Photon reported a revenue of 1.56 billion yuan for the first three quarters, a year-on-year increase of 113.96%, and a net profit of 299 million yuan, up 727.74% [3] - Tengjing Technology achieved a revenue of 425 million yuan, a year-on-year increase of 28.11%, and a net profit of 64 million yuan, up 15.00% [3] Group 3: Frontier Technologies - Companies are strategically positioning themselves in frontier technologies, with significant growth in quantum technology and future energy sectors [4] - GuoDun Quantum reported a revenue of 190 million yuan, a year-on-year increase of 90.27%, and a net loss of 26 million yuan, a reduction of 51.98% [4] - The company successfully mass-produced the world's first engineering-grade four-channel ultra-low noise semiconductor single-photon detector, marking a significant achievement in single-photon detection technology [4] Group 4: Next-Generation Energy Materials - Rongbai Technology announced advancements in solid-state battery materials, becoming a primary supplier for several leading solid-state battery companies [5] - The company has achieved ten-ton level shipments of high-nickel and ultra-high-nickel solid-state cathode materials, serving major domestic and international battery manufacturers [5] - The performance of sulfide electrolyte materials is leading in the industry, with plans for pilot line construction expected to commence production in the first half of 2026 [5]