Source Photonics

Headlines · 5

1. 2d
   Dongshan Precision Q3 net profit rises 401.18%

   IT之家 reported that Dongshan Precision posted third-quarter 2026 revenue of RMB17.582 billion, up 73.81% year over year, and net profit attributable to shareholders of RMB2.332 billion, up 401.18%. For the first nine months, revenue reached RMB45.379 billion, up 67.63%, and net profit attributable to shareholders was RMB5.289 billion, up 332.34%. IT之家’s AI-generated analysis attributed the company-level growth to Source Photonics optical-module and AI PCB businesses, but the report did not provide segment-level figures for either business. The report also said that the company’s H shares began trading on the Hong Kong Stock Exchange’s Main Board on October 28 at an issue price of HK$86.80 per share. Its figures and analysis should be checked against the company’s official disclosures.

   IT之家 AI · 🔥 3
2. 3d
   Dongshan Precision completes HK$9.88 billion Hong Kong listing

   Dongshan Precision began trading in Hong Kong on October 28 at HK$82.4 per share, giving it an initial market capitalization of about HK$160 billion and completing its A+H listing structure. The H-share offer was priced at HK$86.8 and raised HK$9.876 billion; shares closed at HK$86.15 on debut before falling to HK$78 by October 30. The company reported first-nine-month revenue of RMB45.379 billion and attributable net profit of RMB5.289 billion, with optical-module growth and the consolidation of Source Photonics and GMD contributing to the increase.

   钛媒体 · 🔥 5
3. 6d
   FCC Shadow Raises Stakes for China’s Optical-Chip Supply Chain

   An analysis republished by 36Kr, TMTPost and Cyzone examines how potential FCC restrictions on optical interconnect could affect China’s efforts to domesticate optical chips for AI infrastructure. It says China has made progress in 70mW and 100mW CW lasers, but remains less than one to two generations behind overseas leaders in high-end EML and high-power CW products, with yield and customer-certification hurdles. The article also warns that duplicated investment could create overcapacity in lower-end products, though those warnings are analytical rather than independently verified.

   36氪 人工智能 · 🔥 0
4. Oct 20
   Dongshan Precision plans 114 million-share global offering, Hong Kong listing on October 28

   The supplied report says Dongshan Precision plans a global offering of 114 million shares and a listing on the Hong Kong Stock Exchange on October 28. The report contains only a headline and did not disclose the offering price or total proceeds.

   DoNews · 🔥 0
5. Oct 13
   Dongshan Precision clears HKEX hearing for $2–3B Hong Kong listing

   Dongshan Precision passed its Hong Kong Stock Exchange listing hearing on October 11 and has begun pre-marketing a main-board offering expected to raise about US$2 billion to US$3 billion, with UBS, Guotai Haitong, GF Securities and CITIC Securities as joint sponsors, according to a CLS report republished by TMTPost. The report says the company describes itself as the world's largest PCB maker for edge AI devices and an Apple supply-chain member; its roughly 6 billion yuan purchase of Source Photonics in 2025 added optical modules, and Source Photonics accounted for 16.02% of consolidated revenue and 52.92% of profit in the first quarter of 2026. First-half 2026 revenue was 27.798 billion yuan, up 64%, with net profit of about 2.985 billion yuan, up 293.5%, while its A-share market value has fallen from more than 500 billion yuan in June to about 240 billion yuan.

   钛媒体 · 🔥 0

Experience and discussion from the community

Share my Source Photonics experienceAsk about Source Photonics