A-share announcement selection | 200 million yuan-bound storage chip giant Biwin Storage Technology (688525.SH) crosses over to optoelectronic interconnection.

Focus today 1. Biwin Storage Technology: Intended to subcontract optoelectronic interconnection products for Haiguang Chip and provide financial support not exceeding 200 million yuan for raw material procurement Biwin Storage Technology announced that the company intends to sign a strategic cooperation agreement with Beijing Haiguang Chip and deepen cooperation in the packaging business of optoelectronic interconnection products, jointly serving the AI computing infrastructure scene. Currently, there is a shortage of silicon photonics chips and other raw materials, high prices, and large amounts of raw material procurement. The company and its subsidiaries intend to subcontract optoelectronic interconnection products for Haiguang Chip and provide financial support of up to 200 million yuan to support its raw material procurement. Haiguang Chip is an innovative domestic high-speed optoelectronic interconnection one-stop solution provider, focusing on the research and development, production, manufacturing, and technical services of silicon photonics chip design and solutions, high-speed optoelectronic devices, high-speed optical modules, and other products, with business coverage in the AI data center market. 2. Zhongji Innolight: Orders and shipments of high-end optical module products continue to increase Zhongji Innolight announced in the investor relations activity record that the company's production capacity utilization is sufficient, and the production capacity is continuously expanding. Orders and shipments of high-end optical module products continue to increase; the company will continue to optimize product structure, and gross profit margin is expected to stabilize and increase; the 1.6T product has already been shipped in bulk, while the 3.2T product is still being continuously researched and improved. The company's supply chain is stable, and it continues to strengthen raw material, especially core raw material, stocking and ensure high-quality delivery of orders through importing alternative suppliers, signing guarantee agreements, and other methods. The 1.6T product of the company is in continuous volume production. 3. Shengke Communication: Large fund intends to reduce its shareholding by no more than 2.50% Shengke Communication announced that shareholder National Integrated Circuit Industry Investment Fund Co., Ltd. intends to reduce its shareholding by no more than 10.25 million shares, accounting for no more than 2.50% of the total share capital of the company through centralized bidding or block transactions, from June 8, 2026, to September 7, 2026, to meet its own operational needs. 4. China Tungsten and Hightech Materials: Jinchow Company intends to invest 183 million yuan to implement a high-end micro-precision cutting tool technology renovation and expansion project for printed circuit boards China Tungsten and Hightech Materials announced that its controlling subsidiary, Jinchow Company, intends to implement a high-end micro-precision cutting tool technology renovation and expansion project for printed circuit boards, with an additional capacity of 150 million units per year, with an estimated total investment of 183 million yuan, of which 163 million yuan is from its own funds, and 20 million yuan from bank loans. The project, once completed, will help consolidate its market position and enhance profitability. 5. Yunnan Yuntianhua: Associated company plans to invest 8.169 billion yuan in the construction of a 10 million tons/year phosphate mining project Yunnan Yuntianhua announced that its associated company, Jucheng New Materials, plans to invest in the construction of a 10 million tons/year phosphate mining project, with a total estimated investment of 8.169 billion yuan. The company, based on a 35% shareholding proportion, will fulfill its subscription and contribution obligations by contributing 700 million yuan, of which 455 million yuan has already been contributed. Given that Jucheng New Materials' controlling rights will be injected into the company, this investment of the associated company will effectively enhance the company's phosphate resource security capabilities, fully leverage the company's phosphate chemical resources, technologies, and industrial chain synergy advantages.