Summary of Key Points Core Viewpoint The article provides an overview of the optoelectronic chip industry in China, highlighting key listed companies, their market positions, product offerings, and revenue projections for 2024. Group 1: Overview of Listed Companies - The main listed companies in the optoelectronic chip sector include Yuanjie Technology, Changguang Huaxin, Guangxun Technology, Shijia Photon, and Huagong Technology [1]. - The number of listed companies in the optoelectronic chip industry in A-shares is relatively small [1]. Group 2: Company Information and Market Position - Huagong Technology, established in 1999, has the highest registered capital at 1,005.50 million yuan, while Yuanjie Technology, founded in 2013, has the lowest at 85.95 million yuan [8]. - Guangxun Technology leads in patent numbers with 1,765, while Yuanjie Technology has the least with 34 [8]. - In terms of total market capitalization, Huagong Technology is at 50.335 billion yuan, while Changguang Huaxin is the lowest at 13.385 billion yuan [8]. Group 3: Product Layout and Capacity Comparison - Yuanjie Technology focuses on 100G EML laser chips and 25G DFB chips, with a planned production capacity of approximately 960,000 chips per year by 2024 and 20 million chips per year by 2026 [11][12]. - Changguang Huaxin plans to produce 100 million chips annually starting in 2025, covering multiple wavelength bands [11]. - Guangxun Technology has an annual production capacity of 120 million chips [11]. Group 4: Revenue Projections - For 2024, Yuanjie Technology's optoelectronic chip business is projected to account for nearly 100% of its total revenue, while Changguang Huaxin and Shijia Photon have relatively lower contributions [13]. Group 5: Business Planning and Development Strategies - Companies are focusing on technology research and development, product layout, market expansion, and capacity construction, with each having distinct strategies [13]. - Yuanjie Technology aims to enhance its high-end product offerings and expand into data center markets, while Changguang Huaxin is developing next-generation optical chip platform technologies [14].

Summary of Key Points Core Viewpoint The report outlines the fundraising activities and the management of funds by Suzhou Changguang Huaxin Optoelectronic Technology Co., Ltd., detailing the total amount raised, the actual funds available after expenses, and the allocation of these funds for various projects and investments. Fundraising Overview - The company raised a total of RMB 2,739,120,000 through the issuance of 33,900,000 shares at RMB 80.80 per share, with a net amount of RMB 2,543,184,230 after deducting underwriting fees [1][2] - The funds were verified by Tianheng Accounting Firm, ensuring the accuracy of the reported amounts [2] Fund Usage and Current Balance - The total amount used from the raised funds includes RMB 844,000 for project investments and RMB 165,000,000 for working capital, with a total expenditure of RMB 982,400,759.88 [3] - The company has a remaining balance of RMB 1,016,000.39 in its fundraising accounts as of June 30, 2025 [5][11] Fund Management Practices - The company implements a dedicated account storage system for the raised funds, ensuring compliance with regulatory requirements and protecting investor interests [4][12] - A tripartite supervision agreement is in place with the underwriter and the bank to manage the funds effectively [4] Investment in Financial Products - The company has invested RMB 608,000,000 in financial products, generating a total income of RMB 22,346,334.24 from these investments [3][10] - As of June 30, 2025, there are still RMB 195,000,000 in financial products that have not matured [10] Use of Excess Funds - The company has utilized excess funds to permanently supplement working capital, with approvals from the board and independent directors [10][12] - No excess funds have been used for high-risk investments or to repay bank loans during the reporting period [10][12] Project Completion and Fund Allocation - The company has completed several projects, allowing for the reallocation of surplus funds to enhance operational efficiency [11][12] - The remaining surplus funds will be used for daily operational activities after the cancellation of the fundraising accounts [11][12]