As the A-share Q3 earnings season concluded, institutional investors this week focused not only on quarterly performance drivers but also on corporate outlooks for Q4 and 2026 strategies during their research visits.
Nearly 448 A-share companies received institutional surveys this week, with GigaDevice, Jinpan Technology, and LENS attracting the most attention at 276, 253, and 226 participating institutions respectively.
As a leading memory chipmaker with a market cap exceeding 100 billion yuan, GigaDevice highlighted its DRAM business progress. The company expects its niche DRAM revenue in 2025 to surpass initial growth targets by 50% YoY, with H2 sales showing significant expansion likely to overtake MCU as its second-largest product line.
The growth stems from rapid market penetration of its newly mass-produced DDR4 8Gb chips, whose Q3 sales already rival DDR4 4Gb volumes. Plans include launching self-developed LPDDR4 products next year while initiating R&D for small-capacity LPDDR5 solutions.
For 2026, GigaDevice anticipates sustained industry shortages supporting firm pricing, with production capacity expected to grow steadily despite partner fab transitions.
Power equipment supplier Jinpan Technology revealed completing an 800V HVDC-compatible solid-state transformer prototype in August 2025, now preparing for certification tests while accelerating trial deployments with domestic and overseas clients.
The company credited AI computing demand as a key growth driver, with AIDC/IDC sector sales surging 337.47% YoY to 974 million yuan in Jan-Sept 2025.
LENS, when queried about robotics prospects, confirmed its early-mover advantage in supplying leading North American and Chinese robotics firms. The company projects 2025 humanoid robot shipments in the thousands and quadruped robots exceeding 10,000 units, generating hundreds of millions in revenue.
Regarding foldable smartphones, LENS completed development for three critical components—UTG covers, PET films, and glass support plates—for a major client’s 2026 models, alongside supplying liquid metal hinge cores.
Buoyed by stronger-than-expected demand for its key client’s newly launched devices, LENS expressed optimism about Q4 performance as bulk orders concentrate in the quarter.
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