Summary · why it matters
On August 4, Guangku Technology surged by the 20 percent daily limit up within just three minutes after the midday opening. The stock has risen over 360 percent in the past year, with its latest total market capitalization reaching 63.374 billion yuan. Earlier, multiple stocks including Dongshan Precision, Shennan Circuit, Shengyi Technology, and Yongding Co. hit their daily limit up, while Lianxun Instruments, Hengdongguang, Tianfu Communication, Yuanjie Technology, Eoptolink, and Zhongji Innolight all rose over 10 percent. The company's recently disclosed investor relations activity record shows that its thin-film lithium niobate offers advantages such as high bandwidth and low loss, and is highly compatible with the development direction of CPO technology. It has mastered core technologies including chip design and process, and possesses key capabilities to develop thin-film lithium niobate modulator chips and devices at speeds of 800 Gbps and above. It has also made forward-looking deployments in the CPO track, developing products such as polarization-maintaining fiber arrays for CPO. The company expects its net profit attributable to the parent in the first half of 2026 to grow by 170 to 190 percent year-on-year, mainly benefiting from accelerating global investment in AI computing infrastructure, sustained growth in demand for high-speed optical modules and optical devices, and the emergence of scale effects alongside revenue growth.