源杰科技拟增资子公司 建设美国生产基地

Core Viewpoint - Yuanjie Technology plans to invest up to $50 million in its wholly-owned subsidiary Yuanjie Technology Pte. Ltd. to establish a production base in the United States, aiming to expand its overseas market and enhance service capabilities for international customers [1][3]. Group 1: Investment and Expansion - The investment will be used for leasing and renovating factory space, as well as purchasing equipment in Washington State, USA [2]. - The establishment of the U.S. production base is part of the company's global market strategy and aims to improve delivery capabilities to overseas clients [3]. Group 2: Financial Performance - In the first three quarters of the year, the company reported revenue of 178 million yuan, a year-on-year increase of 91.2%, but incurred a net loss of 550,100 yuan, reversing from profit due to high shipment of low-margin products [4]. - The company's gross margin decreased by 9.36 percentage points to 29.69%, while R&D expenses increased by 59.18% to 36.02 million yuan [4]. Group 3: Product Strategy - The company is focusing on optimizing its product structure and increasing investment in the data center market while enhancing cost control and production efficiency [4]. - The CW light source products are identified as a high-potential segment, with expectations of significant market growth in the coming year [4]. - The company plans to increase the proportion of mid-to-high-end products in its telecom business, with a focus on promoting the 10G EML product [5].