Zhejiang Crystal Optech Co Ltd

Over the past week, BOE Technology Group received 238 institutional visits, making it the most visited stock. During the meetings, the company stated that the commercialization of glass-based packaging substrates requires coordinated efforts across the industry chain, and it will continue to make breakthroughs based on customer technology needs while improving product yields. At the same time, as AI cluster scale expands and copper interconnect bandwidth approaches its limits, the company has set up a dedicated project team to advance optical interconnect technology and glass substrate CPO technology development. By the end of the first quarter, BOE Technology Group had over one million shareholders, and its stock price recently hit a more than ten-year high. The glass substrate concept is running hot, with Zhejiang Crystal-Optech also receiving over 200 institutional visits during the same period. Its optical connectivity business focuses on product layouts including filter types, silicon lenses, prisms, glass substrates, and waveguides.

Data from PaiPaiWang shows that in June, 680 private equity firms conducted research on A-shares, covering 356 stocks across 28 Shenwan first-level industries, with a total of 1,506 research visits. The electronics sector alone accounted for 30% with 455 visits and 72 stocks, significantly ahead of other sectors such as machinery equipment, computers, electrical equipment, and basic chemicals. Among hundred-billion-yuan private equity firms, 45 firms conducted a total of 234 research visits, with Gaoyi Asset, Juming Investment, Danshui Quan, Hexie Huiyi Asset, and Panjing Investment ranking among the top ten in research frequency. TCL Technology and Crystal Optoelectronics each received 45 research visits, tying for second place, while ACM Research Shanghai led with an 88.61% monthly gain and attracted 22 institutional visits. Industry insiders note that growth-style managers allocated heavily to communications and semiconductors in the first half and reaped performance gains, while balanced-style managers also increased their holdings in tech stocks. Looking ahead, Danshui Quan believes the structural market will persist, Xingshi Investment highlights the need to watch for first-half earnings delivery, and Gao Yuncheng states that major global investment opportunities will revolve around AI infrastructure, semiconductors, and related areas.