AI 产业链·光通信(光模块·器件·DSP/CPO)相关光模块上游激光器芯片厂，主供 DFB/EML/CW 及大功率硅光光源，卡位光模块产业链最上游卖激光器芯片给光模块厂变现，处于产业链高壁垒上游，毛利率高(约 55%)；护城河是国产激光器芯片量产能力与高速率 EML 等技术储备，客户绑定中际旭创、海信宽带、博创等主流光模块供应链，数据中心激光器芯片为最大收入来源在专题中查看卡位 →英伟达 AI 工厂生态·光模块与光互联（含 CPO）相关国产高速激光芯片领军：DFB / EML 激光芯片与高功率 CW 硅光光源，处光模块最上游。卖激光芯片等光模块核心上游器件，国产替代逻辑；价值捕获在激光芯片设计 / 量产能力（高壁垒、国产稀缺）。作为上游器件通过下游模块厂与硅光 CW 光源需求间接关联 GPU 集群光互联与 CPO（CPO 需大量外置 CW 激光光源），与英伟达无直接公开供货关系。在专题中查看卡位 →
Yuanjie Semiconductor Technology Co. Ltd. A
科技 · 半导体
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.
MARKET 市值 197.98B CNY PE 556.0x
52W ¥133.54 – ¥1,968.14
EODHD · Q 2026-03-31 · 同步 2026-07-14
QUALITY PEG — 营收 YoY 320.9%
▲ ROE 15.4% 营业利润率 60.0% 净利润率 40.8%
ANALYST 股息率 0.04%