最高涨459.43%!光通信领域“单项冠军”来了
Shang Hai Zheng Quan Bao·2025-12-19 06:05

Core Viewpoint - Yuxun Co., Ltd. has officially listed on the Shanghai Stock Exchange's Sci-Tech Innovation Board, marking its entry as a new player in the optical communication chip sector, with a significant first-day stock price surge of 459.43% [1][3][4]. Company Overview - Established over 20 years ago, Yuxun Co., Ltd. is recognized as a national champion in the optical communication field, focusing on the research, design, and sales of optical communication front-end transceiver chips [3][10]. - The company holds the largest market share in China and the second largest globally in the segment of optical communication chips with speeds of 10Gbps and below, and is expanding into the high-speed product market of 25Gbps and above [3][10]. Stock Performance - On its first trading day, Yuxun's stock opened at 240.00 CNY per share, a 364.58% increase from the issue price of 51.66 CNY, reaching a peak of 289.00 CNY, which represents a 459.43% increase [4][10]. - As of the latest update, the stock price remains up by 359.37% [4]. Future Plans and Funding - The company raised 1.033 billion CNY through its IPO, which will be allocated towards three main business areas: next-generation access networks and high-speed data center chip development, automotive chip R&D, and 800G and above optical communication chip and silicon photonics component projects [10][11]. - Yuxun aims to solidify its existing advantages while actively developing high-value new products, including 50G PON transceiver chips and 400Gbps to 800Gbps transceiver chips for data centers [11]. Industry Context - The global optical communication industry is currently experiencing a dual boom driven by high-speed technology upgrades and the expansion of emerging application scenarios [12]. - The A-share optical communication module sector has seen a significant increase of 143.56% over the past year, indicating a favorable market environment for companies like Yuxun [12]. - Analysts believe that Yuxun's successful IPO will not only enhance its performance and valuation but also potentially lead to a broader revaluation of the domestic optical communication chip industry [12].