Xian LONGi Silicon Materials vs Yuanjie Semiconductor Technology Co. Ltd. A: why the prices moved differently

Weekly · monthly · quarterly news summaries, side by side in time

Xian LONGi Silicon Materials Corp (601012.CG)

Q3 202614 Jul – 11 Aug 2026

▲3▼1

LONGi's H1 loss deepens, but policy and new tech offer hope

H1 loss forecast LONGi expects a first-half loss of 3.4–3.8 billion yuan, part of a sector-wide loss exceeding 13 billion yuan. This confirms the industry's severe oversupply and price wars, weighing on the stock.
Directly explains the company's weak financial performance and negative sentiment.
Excise tax on solar cells China will impose a 2% excise tax on solar cells from April 2027, rising to 4% in 2028. The tax aims to curb overproduction and price wars, which could help LONGi by reducing industry oversupply.
New regulation that could improve industry dynamics and benefit LONGi.
Mandatory standards and anti-cutthroat policies Three mandatory national standards for solar products take effect in January 2027, accelerating the exit of outdated capacity. Combined with anti-cutthroat competition policies, this may lead to a policy bottom and market bottom, supporting LONGi's long-term recovery.
Shows regulatory efforts to rebalance supply and demand, a key driver for LONGi's future profitability.
Perovskite investment LONGi plans to invest 203 million yuan in a 100MW perovskite tandem cell pilot line. This next-generation technology could enhance efficiency and open new markets like space photovoltaics, positioning LONGi for future growth.
Highlights LONGi's innovation and capital allocation to advanced technology, a potential long-term catalyst.

July 202614 Jul – 11 Aug 2026

▲3▼1

LONGi's H1 loss deepens, but policy and new tech offer hope

H1 loss forecast LONGi expects a first-half loss of 3.4–3.8 billion yuan, part of a sector-wide loss exceeding 13 billion yuan. This confirms the industry's severe oversupply and price wars, weighing on the stock.
Directly explains the company's weak financial performance and negative sentiment.
Excise tax on solar cells China will impose a 2% excise tax on solar cells from April 2027, rising to 4% in 2028. The tax aims to curb overproduction and price wars, which could help LONGi by reducing industry oversupply.
New regulation that could improve industry dynamics and benefit LONGi.
Mandatory standards and anti-cutthroat policies Three mandatory national standards for solar products take effect in January 2027, accelerating the exit of outdated capacity. Combined with anti-cutthroat competition policies, this may lead to a policy bottom and market bottom, supporting LONGi's long-term recovery.
Shows regulatory efforts to rebalance supply and demand, a key driver for LONGi's future profitability.
Perovskite investment LONGi plans to invest 203 million yuan in a 100MW perovskite tandem cell pilot line. This next-generation technology could enhance efficiency and open new markets like space photovoltaics, positioning LONGi for future growth.
Highlights LONGi's innovation and capital allocation to advanced technology, a potential long-term catalyst.

Latest14 Jul – 11 Aug 2026

▲3▼1

LONGi's H1 loss deepens, but policy and new tech offer hope

H1 loss forecast LONGi expects a first-half loss of 3.4–3.8 billion yuan, part of a sector-wide loss exceeding 13 billion yuan. This confirms the industry's severe oversupply and price wars, weighing on the stock.
Directly explains the company's weak financial performance and negative sentiment.
Excise tax on solar cells China will impose a 2% excise tax on solar cells from April 2027, rising to 4% in 2028. The tax aims to curb overproduction and price wars, which could help LONGi by reducing industry oversupply.
New regulation that could improve industry dynamics and benefit LONGi.
Mandatory standards and anti-cutthroat policies Three mandatory national standards for solar products take effect in January 2027, accelerating the exit of outdated capacity. Combined with anti-cutthroat competition policies, this may lead to a policy bottom and market bottom, supporting LONGi's long-term recovery.
Shows regulatory efforts to rebalance supply and demand, a key driver for LONGi's future profitability.
Perovskite investment LONGi plans to invest 203 million yuan in a 100MW perovskite tandem cell pilot line. This next-generation technology could enhance efficiency and open new markets like space photovoltaics, positioning LONGi for future growth.
Highlights LONGi's innovation and capital allocation to advanced technology, a potential long-term catalyst.

Yuanjie Semiconductor Technology Co. Ltd. A (688498.CG)

Q3 202621 Jul – 4 Aug 2026

▲4

Yuanjie's profit surge, capacity buildout and AI demand drive gains

H1 profit forecast up ~12-fold on data-center demand Yuanjie expects first-half net profit of 600–650 million yuan, up 1,196%–1,305% year on year, on revenue of 900–950 million yuan. The jump is driven by its data-center laser-chip business, a concrete sign its products are selling fast and profitably.
The earnings blowout is the core fundamental reason the stock is moving.
CW laser demand strong; module and cloud deals confirmed Management said its 70mW and 100mW CW light sources are seeing strong demand and stable prices, with cooperation intentions confirmed with module makers and cloud service providers. That points to a growing order pipeline as AI data centers need more optical chips.
It shows the demand behind the profit surge is real and continuing.
4.27 billion yuan optical chip industrial park planned Yuanjie plans to invest about 4.268 billion yuan in a new industrial park with laser-chip production lines in Shaanxi. This is a large capacity expansion aimed at future customer demand, though it will take time and money to build.
The investment signals confidence in long-term demand and future growth capacity.
AI computing demand outpaces supply, lifting chip stocks Domestic AI computing demand jumped 417% year on year in early 2026 while supply grew only 128%, keeping high-end chips scarce. Yuanjie rose 10% as part of a broad semiconductor rally tied to this shortage, a supportive but more market-wide force.
It explains the wider AI-driven backdrop pushing chip stocks, including Yuanjie, higher.

July 202621 Jul – 4 Aug 2026

▲4

Yuanjie's profit surge, capacity buildout and AI demand drive gains

H1 profit forecast up ~12-fold on data-center demand Yuanjie expects first-half net profit of 600–650 million yuan, up 1,196%–1,305% year on year, on revenue of 900–950 million yuan. The jump is driven by its data-center laser-chip business, a concrete sign its products are selling fast and profitably.
The earnings blowout is the core fundamental reason the stock is moving.
CW laser demand strong; module and cloud deals confirmed Management said its 70mW and 100mW CW light sources are seeing strong demand and stable prices, with cooperation intentions confirmed with module makers and cloud service providers. That points to a growing order pipeline as AI data centers need more optical chips.
It shows the demand behind the profit surge is real and continuing.
4.27 billion yuan optical chip industrial park planned Yuanjie plans to invest about 4.268 billion yuan in a new industrial park with laser-chip production lines in Shaanxi. This is a large capacity expansion aimed at future customer demand, though it will take time and money to build.
The investment signals confidence in long-term demand and future growth capacity.
AI computing demand outpaces supply, lifting chip stocks Domestic AI computing demand jumped 417% year on year in early 2026 while supply grew only 128%, keeping high-end chips scarce. Yuanjie rose 10% as part of a broad semiconductor rally tied to this shortage, a supportive but more market-wide force.
It explains the wider AI-driven backdrop pushing chip stocks, including Yuanjie, higher.

Latest21 Jul – 4 Aug 2026

▲4

Yuanjie's profit surge, capacity buildout and AI demand drive gains

H1 profit forecast up ~12-fold on data-center demand Yuanjie expects first-half net profit of 600–650 million yuan, up 1,196%–1,305% year on year, on revenue of 900–950 million yuan. The jump is driven by its data-center laser-chip business, a concrete sign its products are selling fast and profitably.
The earnings blowout is the core fundamental reason the stock is moving.
CW laser demand strong; module and cloud deals confirmed Management said its 70mW and 100mW CW light sources are seeing strong demand and stable prices, with cooperation intentions confirmed with module makers and cloud service providers. That points to a growing order pipeline as AI data centers need more optical chips.
It shows the demand behind the profit surge is real and continuing.
4.27 billion yuan optical chip industrial park planned Yuanjie plans to invest about 4.268 billion yuan in a new industrial park with laser-chip production lines in Shaanxi. This is a large capacity expansion aimed at future customer demand, though it will take time and money to build.
The investment signals confidence in long-term demand and future growth capacity.
AI computing demand outpaces supply, lifting chip stocks Domestic AI computing demand jumped 417% year on year in early 2026 while supply grew only 128%, keeping high-end chips scarce. Yuanjie rose 10% as part of a broad semiconductor rally tied to this shortage, a supportive but more market-wide force.
It explains the wider AI-driven backdrop pushing chip stocks, including Yuanjie, higher.