1, Zhao Yi Innovation (603986): Novolay ranks in the top three in the global market. With the withdrawal of Japanese and American companies, its market share continues to increase; The price of purchasing and storage keeps rising, and the company's profit prospect is bright.
2. Guangku Technology (300620): The company acquired 0/00% equity of Shenzhen Jiahua Weijie Technology Co., Ltd. in cash, and quickly entered the rapidly developing data center, cloud computing and 5G industrial chain; At the beginning of 2020, the company entered the market of carrier-grade lithium niobate series high-speed optical modulator chips and devices.
3. Huacan Optoelectronics (300323): Huacan Optoelectronics is an LED chip supplier engaged in the research, development, production and sales of LED epitaxial wafers and chips.