Research reports from multiple institutions reveal two stocks. Shijia Photonics shows significant growth in its semi-annual report.

In the past week, there were 60 stocks investigated by institutions, with Shijia Photonics being the most researched. According to statistics from the Securities TimesData Treasure, Shijia Photonics had 209 institutions conducting research, including 65 fund companies, 32 securities firms, and 70 private equity firms. In the first half of this year, the company seized industry opportunities, achieving total revenue of 1.495 billion yuan, a year-on-year increase of 50.66%; the net profit attributable to shareholders reached 315 million yuan, with a year-on-year growth of 45.30%. The core business of optical chips and devices performed remarkably, with revenue in the first half reaching 1.243 billion yuan, a year-on-year increase of 77.64%, making it the primary driver of performance growth. The company's overseas revenue in the first half was 881 million yuan, up 95% year-on-year, and its level of international operations steadily increased. Shijia Photonics stated during the research that the supply of high-end optical chips in the industry is still relatively tight overall and that both industry demand and technological innovation are rapidly evolving, making it difficult to make definitive judgments about the overall supply and demand situation in the industry by 2027. The company's capacity construction adheres to a principle of prudent planning, reasonably controlling the pace of expansion based on existing orders and downstream medium-to-long-term demand, steadily advancing the layout of production lines and capacity release, while ensuring customer delivery and avoiding operational risks brought about by blind expansion, thus matching the long-term development trends of the industry.