7 STAR Market Companies Disclose Earnings on the Same Day: Cambricon and Other AI Supply Chain Players Post High Growth, Innovative Drugs and Devices Follow

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+17 STAR Market companies report results on the same day: AI industry chain posts high growth, innovative drugs and medical devices follow in turn

Yao Rongyan, Reporter for The Paper 2026-10-25 12:03 Source: The Paper ∙ Bull Market Points and Lines > Listen to the full text Font size

Amid market attention to short-term volatility in the technology sector, a number of leading STAR Market companies responded to market concerns through announcements.

On the evening of October 23, seven STAR Market companies—Cambricon (688256), Biwin Storage (688525), Shengyi Electronics (688183), Yuanjie Technology (688498), Lianxun Instruments (688808), RemeGen (688331), and APT Medical (688617)—collectively disclosed their recent production and operating conditions.

The relevant announcements covered fields including AI computing power chips, storage, PCBs, optical communications, and testing instruments, as well as innovative drugs and interventional medical devices. Several companies disclosed progress in revenue growth, order reserves, R&D investment, and capacity construction, with some achieving new breakthroughs in key technology R&D.

Among the seven companies above, five come from different segments of the artificial intelligence industry chain. The relevant announcements show that chip companies saw rapid revenue and profit growth, PCB, optical chip, and testing equipment companies maintained strong order momentum, the demand structure for storage products accelerated its upgrade, and capacity construction and next-generation product validation are also advancing in parallel.

Computing power chip company Cambricon said that demand in the artificial intelligence computing power market remains robust and can support the company's steady business growth. In the first three quarters of 2026, the company achieved operating revenue of 9.526 billion yuan, up 106.76% year on year; net profit attributable to shareholders of the parent company was 3.715 billion yuan, up 131.49% year on year, an increase of 80.38% over the full year of 2025. In the first three quarters, the company's R&D investment was 1.225 billion yuan, up 45.35% year on year. A reporter's tally found that the company's single-quarter net profit once again hit a new high since its listing.

Cambricon said that as large-model technology continues to evolve, the market not only needs more efficient computing hardware to reduce training and inference costs, but also needs more complete software platforms to improve chips' ease of use, scalability, compatibility, and stability in complex scenarios. The company will continue to maintain high-intensity R&D investment in key directions such as chip platforms and software platforms for large models, and strengthen its software-hardware collaborative optimization capabilities.

Growth in computing power demand is also driving the upgrading of the storage industry. Biwin Storage said that since 2026, affected by factors such as the continued advancement of artificial intelligence computing power infrastructure construction and growing storage demand from global data centers and cloud service providers, prices of major storage products such as DRAM and NAND Flash have risen significantly, and industry prosperity has improved. The company is actively expanding application markets such as emerging AI edge devices, PC and enterprise-level storage, and smart vehicles, and continues to advance its dual-wheel-driven strategy of "storage + wafer-level advanced packaging and testing," pursuing technology R&D and industrial application in areas such as advanced storage, compute-storage integrated packaging, and high-speed optoelectronic interconnection.

The PCB segment is likewise feeling rising demand. Shengyi Electronics said that the company currently has sufficient orders, a stable supply chain, and a relatively high capacity utilization rate. Thanks to strong demand from downstream fields such as AI computing power and high-speed communications, the company expects net profit attributable to shareholders of the parent company for the first three quarters of 2026 to be 1.8686 billion yuan to 1.9517 billion yuan, up 68% to 75% year on year.

Shengyi Electronics said that as AI servers and high-speed switches accelerate their upgrades, high-speed, high-layer PCBs have become key components for ensuring high-speed signal integrity and supporting the stable release of computing power. Orders for the company's data center-related products such as AI servers and 800G and 1.6T switches are growing steadily, and its 1.6T optical module products have achieved breakthrough progress.

Yuanjie Technology and Lianxun Instruments advance capacity construction

In the high-speed optical communications field, Yuanjie Technology and Lianxun Instruments separately disclosed the latest operating progress in their laser chip and testing instrument businesses.

Yuanjie Technology expects to achieve operating revenue of 650 million yuan to 700 million yuan in the third quarter of 2026, up 264.56% to 292.60% year on year; it expects net profit attributable to shareholders of the parent company of 403 million yuan to 453 million yuan, up 578.85% to 659.70% year on year.

In terms of technology and capacity, Yuanjie Technology's multiple products for new packaging technologies such as CPO and NPO are steadily advancing in line with customer demand, and R&D investment in EML and CW products remains substantial. The civil engineering, part of the cleanrooms, and supporting facilities for Phase II of its optoelectronic communications semiconductor chip and device R&D and production base have been completed, the first batch of production equipment is expected to enter the plant soon, and the project is expected to begin forming capacity between the end of 2026 and early 2027.

Lianxun Instruments said that demand from its downstream customers is strong and its order reserves on hand are relatively ample. Core testing instruments such as sampling oscilloscopes, bit error rate analyzers, and clock recovery units for 800G and 1.6T high-speed optical module testing are the company's main products to be delivered in 2026. The company expects net profit attributable to shareholders of the parent company for the first three quarters of 2026 to be 1.9 billion yuan to 2.1 billion yuan, up 1,866.00% to 2,072.95% year on year.

For next-generation speeds, Lianxun Instruments' new-generation sampling oscilloscopes and supporting clock recovery units can meet 2.4T and 3.2T eye diagram testing needs. The relevant self-developed sample-and-hold chips have been successfully taped out, and the company plans to send samples to leading industry users for validation.

Innovative drug and medical device businesses continue to advance

In the fields of biomedicine and high-end medical devices, RemeGen stated that the commercialization of its core products is progressing steadily, and overall operating quality continues to improve. In the first half of 2026, the company achieved operating revenue of 5.853 billion yuan, up 433.11% year on year; net profit attributable to shareholders of the parent company was 4.662 billion yuan, turning from loss to profit year on year; and net cash flow from operating activities was 4.214 billion yuan, further enhancing profit quality and operational resilience.

In terms of internationalization, RemeGen has facilitated global licensing for four core drugs—telitacicept, disitamab vedotin, RC28, and RC148—with cumulative total transaction value exceeding US$12.6 billion. The company stated that it will continue to focus on core therapeutic areas such as autoimmune diseases and oncology, and advance clinical research, commercialization, and global cooperation.

Apt Medical stated that long-term demand for minimally invasive interventional medical devices is trending favorably. Currently, the company's production and operations are in good condition, product market coverage has further improved, and R&D capabilities have continued to strengthen. From 2021 to 2025, the company's operating revenue grew from 829 million yuan to 2.584 billion yuan, with a compound annual growth rate of 32.88%; net profit attributable to shareholders of the parent company grew from 208 million yuan to 821 million yuan, with a compound annual growth rate of 40.95%. In the first half of 2026, the company's operating revenue and net profit attributable to shareholders of the parent company increased by 25.75% and 26.38% year on year, respectively; growth in operating revenue and net profit for the first three quarters increased compared with the first half.

Looking ahead, Apt Medical will continue to increase the coverage rate and hospital penetration rate of vascular interventional products, accelerate the market access of pulsed ablation consumables, and promote the accelerated international market layout of three-dimensional electrophysiology systems, pulsed electric field ablation solutions, and peripheral products. The company will also continue to advance digital and intelligent upgrades and strengthen technological innovation and commercialization of results in fields such as electrophysiology and vascular intervention.

Multiple companies implement dividends and share buybacks

In addition to operational progress, the relevant companies also disclosed multiple dividend and buyback arrangements. Biwin Storage has completed the distribution of equity for the 2025 annual and 2026 interim periods since 2026, with cumulative cash dividends of approximately 300 million yuan; the company also completed a share buyback of approximately 250 million yuan on October 19, with all relevant shares used for cancellation and reduction of registered capital. Its controlling shareholder, actual controller, and chairman Sun Chengsi recently proposed again to buy back company shares for 200 million yuan to 250 million yuan and use them for cancellation.

Shengyi Electronics' 2025 annual and interim cash dividends totaled 741 million yuan, accounting for 50.29% of the year's net profit attributable to shareholders of the parent company; since the company's listing in 2021, cumulative cash dividends have totaled 1.486 billion yuan, and the company recently also launched a share buyback plan of 100 million yuan to 200 million yuan.

Since its listing, Apt Medical has implemented four rounds of buybacks, with buyback amounts exceeding 600 million yuan; from 2020 to 2025, it implemented cash dividends for six consecutive years, with cumulative cash dividends of 653 million yuan. Responsible editor: Li Yuequn; image editor: Jin Jie; proofreader: Shi Yun; The Paper news tip line: 021-962866; The Paper, unauthorized reproduction prohibited +1 Favorite I want to report #STARMarket #AI #dividends View more