光芯片龙头源杰科技跌破千元 A股千元股仅剩两只

Kuai Technology reported on October 22 that this morning, A-share technology stocks weakened again, and the thousand-yuan camp lost another member. The top five high-priced technology targets in A-share prices all closed down. As of the noon break at 11:30, Lianxun Instruments fell by more than 8%, Yuanjie Technology fell by 7%, Cambrian fell by nearly 3%, and Frequency Accuracy Laser fell slightly by nearly 2%. Among them, the stock price of Yuanjie Technology, the leader in optical chips, fell below the thousand-yuan mark. Currently, only two A-share stocks worth thousand yuan are Kweichow Moutai and Lianxun Instruments. On the news, on October 12, Yuanjie Technology released a third-quarter performance forecast stating that the net profit attributable to the owners of the parent company in the third quarter of 2026 is expected to be 403 million yuan-453 million yuan, a year-on-year increase of 578.85%-659.70%. The performance growth is mainly due to the increase in data center business revenue, CW product shipments continue to grow, and demand is strong. In terms of production capacity, Yuanjie Technology recently announced that as of now, the civil engineering works, some clean rooms and related supporting facilities of the second phase of the optoelectronic communication semiconductor chip and device R&D and production base project have been completed. The first batch of production equipment is expected to enter the factory in the near future, and subsequent equipment debugging will be carried out. Production capacity is expected to begin from the end of 2026 to early 2027. In fact, judging from the market situation, this is not a one-day market trend. Recently, the entire AI hardware and optical communication technology tracks are undergoing deep adjustments. An institutional person interviewed by the media said that after the National Day, many semiconductor and computing hardware stocks with heavy public equity positions continued to fall, coupled with the huge selling pressure on popular stocks at the daily limit. Only institutions can achieve such a magnitude of chips. "Looking back from July to October, after every rebound, some subdivided technology sectors have gone lower again, and the path of selling pressure and position redemption are relatively consistent. We believe that under the current market background, changes in industry policies may trigger changes in individual stocks. Some institutions are adjusting their allocation to related industries either for hedging or to lock in some profits." said the above-mentioned institution. Some analysts say that the strong fundamentals and weak chips of technology stocks constitute the biggest contradiction in the current sector. The third-quarter report disclosure window is about to open, and the trend reversal will also be announced by then.