Revenue increased by 138.5%, Yuanjie Technology announced its 2025 performance report

On March 24, Yuanjie Technology announced its 2025 annual report. During the reporting period, the company achieved revenue of 601 million yuan, a year-on-year increase of 138.50%; the net profit attributable to shareholders of the listed company was 191 million yuan, turning losses into profits. The company's telecommunications market business achieved revenue of 206 million yuan, an increase of 2.06% over the same period last year. The company's data center business achieved revenue of 393 million yuan, an increase of 719.06% compared with the same period last year.

The main reasons for the change in performance are:

The company's revenue increased during the reporting period, mainly due to the increase in data center business revenue, which accounted for an increase in the company's overall revenue ratio, the further optimization of the company's overall product structure, and the higher gross profit margin of data center products. Therefore, the company's net profit level increased year-on-year.

The company indirectly participates in equity investment through private equity funds, mainly investing in companies with development potential in high-tech industries such as new generation information technology and intelligent manufacturing in China. As the valuation of the invested enterprise increases, investment income contribution will be generated.

During the reporting period, as the government subsidy projects were completed and accepted, it was confirmed that government subsidies also made a certain contribution to the net profit. The net cash flow generated from operating activities increased by 692.34% year-on-year, mainly due to the company increasing its sales collection efforts and increasing cash received from selling goods and providing services.

Data show that Yuanjie Technology’s main business is the research and development, design, production and sales of optical chips. At present, the company’s main products are optical chips, which are mainly used in the telecommunications market, data center market, automotive lidar market and other fields. The telecommunications market can be divided into optical fiber access and mobile communication networks.

In the field of optical communications, the company's main products include 2.5G, 10G, 25G, 50G, 100G, 200G and higher-speed DFB, EML laser series products and 50mW, 70mW, 100mW and other high-power silicon optical light source products, which are mainly used in optical fiber access, 4G/5G mobile communication networks and data centers. In the field of vehicle-mounted lidar, the company's products cover 1550nm band vehicle-mounted lidar laser chips and other products.

During the reporting period, under the background that the development of artificial intelligence technology continued to drive the growth in demand for optical chips, the company optimized resource allocation based on technology accumulation and product performance, improved resource investment efficiency and operation quality. Sales in the data center field achieved substantial growth, accounting for more than 50% of the revenue, becoming an important source of income for the company.

The main products of the data center business are high-power CW laser chips required for silicon photonic solutions. In response to the demand for high-speed optical modules, CW 70mW laser chips are shipped in batches. This product is the main product of the data center business. At the same time, we have strengthened business expansion on the market side and gradually entered a wider customer supply chain.

During the reporting period, the gross profit margin of data center products was higher than that of the telecommunications market. The above factors promoted the company's revenue and profit growth. The operating conditions of the telecommunications business segment remained basically stable. Overall, the company continues to deeply explore the telecommunications market, actively seizes the data center market opportunities brought by the development of AI, and accelerates the transformation of a high-end optical chip solution provider driven by the two-wheel drive of "telecommunications + data communications". (Source: Compiled by Yuanjie Technology and TrendForce Optical Communications)

▶ LEDinside’s latest activities, click on the image below to view the latest agenda and register for free

△Click on the image to view the meeting agenda

Please indicate the source when reprinting! For more LED information, please pay attention to the official website (www.ledinside.cn) or search the WeChat public account (LEDinside).