Company Profile · Technology

Yuanjie Semiconductor Technology Co. Ltd. A

688498 · Shanghai
Industry
AI Optical Communications
Exchange
Shanghai
Country
China
Employees
716
Website
www.yj-semitech.com
Current Price
¥1,809
Live · Jul 15, 2026
Fair Buy
≤ ¥340
Margin-of-safety entry
Baillie Growth Score
47/100
Weak
Intrinsic Value · Three-Tier Range Current price ¥1,809 Live · Above the optimistic ceiling · future growth overdrawn

Composite valuation range · conservative ¥260–¥340 / fair ¥630–¥850 / optimistic ¥1,300–¥1,500. At ¥1,809, Above the optimistic ceiling · future growth overdrawn.

At publication ¥1,445 (Jul 24, 2026)

Financial snapshot
Market capCN¥178.03B
Revenue (TTM)CN¥872.31M
EBITDACN¥442.79M
Profit margin40.82%
ROE15.42%
P/E (TTM)508.89
Forward P/E0
EPSCN¥2.81
Dividend yield0.05%
52-week rangeCN¥133.54 – CN¥1,968.14

Data from EODHD, shown in the reporting currency; for reference only, not investment advice.

About the company

Yuanjie Semiconductor Technology Co., Ltd. engages in the design, research and development, production, and sales of optical chips in China and internationally. The company offers 2.5G, 10G, 25G, 50G, 100G, 200G; higher-speed DFB and EML laser series products; high-power silicon photonic light source products; and 1550-band automotive lidar laser chips used in the telecommunications, data center, automotive lidar, and other markets. The company was founded in 2013 and is based in Xi'an, China.

Background

History

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Industry position

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Research on this stock
47/100 Avoid Yuanjie Semiconductor: Real AI-Optics Growth, Zero Margin of Safety Yuanjie is an upstream IDM laser-chip maker whose product mix flipped from telecom toward AI-driven data-center silicon-photonics CW light sources, lifting 2025 revenue to CNY 601.4 million (gross margin to 58.15%) and driving 2026 H1 guidance up 339-364% year on year. But the same filings show its largest customer alone supplied 53.35% of 2025 sales (up from 16.38% in 2024), the CNY 1.251 billion phase-two expansion withholds its capacity target, and part of the H1 2026 profit surge is non-recurring fair-value gains. Rating Avoid: at CNY 1,445 the stock already prices in years of flawless scaling above even this report's own optimistic CNY 1,180/share fair-value estimate, with a margin-of-safety verdict of none. Yuanjie Semiconductor Technology Co., Ltd.688498 · ShanghaiAI Optical CommunicationsJul 24, 2026