Changes in Hong Kong stocks | Najun Technology (09856) increased its optical chip production capacity by more than 13% and is expected to significantly increase the company's transformation into an AI optical interconnection platform enterprise next year

Zhitongcaijing · 3d ago

The Zhitong Finance App learned that Najun Technology (09856) rose more than 13%. As of press release, it had risen 12.86% to HK$22.12, with a transaction of approximately HK$41.284 million.

According to the news, recently, NaZhen Technology's optical chip factory in Wangtai Street, Qingdao Economic and Technological Development Zone has completed clean plant decoration, and core process equipment such as MOCVD has been installed and commissioned one after another. The company said that the optical chip factory expects trial production and mass production in the first half of 2027. As production capacity gradually climbs and superimposes existing optical chip production capacity, the company's annual production capacity of optical chips is expected to exceed 170 million units in 2027, and this production capacity has been fully covered by customer order requirements.

According to Everbright Securities, based on research, the company's optical chip production capacity is expected to increase dramatically in '27. The bank believes that as production capacity climbs and external customers are introduced, optical chips are expected to become a new source of growth in performance. This management exchange further clarified the new strategic customers and mass production pace from overseas, the 2027-2028 optical module & optical chip production capacity plan and profit improvement path. The company is transforming from a traditional optical communication product supplier to an AI optical interconnection platform enterprise with “chip+module+global manufacturing” capabilities.