Recently, the price of indium phosphide has risen significantly. According to data from Shanghai Nonferrous Metals Network, the average price of 4-inch indium phosphide substrates reached 6,250 yuan/piece on August 6, up about 45% from the beginning of the year. The rise in the price of indium phosphide is also compounded by a simultaneous sharp rise in the upstream raw material indium. Wind data shows that as of August 6, the price of fine indium was 5,430 yuan/kg, up more than 80% from 2,980 yuan/kg at the beginning of the year. Driven by the AI wave, demand for indium phosphide substrates for optical modules has expanded dramatically, driving the price of indium phosphide to rise. Indium phosphide is mainly used in AIDC high-speed optical module devices. In recent years, the optical module rate has evolved from 800G to 1.6T and 3.2T trends, promoting continuous improvement of indium phosphide substrates and further widening the gap between supply and demand. According to the Securities Times · Databao statistics, there are 18 individual stocks in the A-share indium phosphide industry chain. Of these, 12 have published semi-annual reports or performance forecasts. Based on the net profit of the semi-annual report and the lower net profit limit of the performance forecast, the net profit of 9 shares achieved year-on-year growth. Among them, Berger, Zhuye Group, Societe Generale Silver Tin, and Yunnan Germanium increased by more than 100%. Others have turned losses into profits. Judging from institutional attention, 9 shares were rated by 3 or more institutions, accounting for half of the total. The 3 shares of China Aluminum, Societe Generale Silver Tin, and Huaxi Nonferrous Metals received positive attention from institutions. The number of rating agencies was 10, 7, and 7, respectively.
Zhitongcaijing · 2d ago
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Recently, the price of indium phosphide has risen significantly. According to data from Shanghai Nonferrous Metals Network, the average price of 4-inch indium phosphide substrates reached 6,250 yuan/piece on August 6, up about 45% from the beginning of the year. The rise in the price of indium phosphide is also compounded by a simultaneous sharp rise in the upstream raw material indium. Wind data shows that as of August 6, the price of fine indium was 5,430 yuan/kg, up more than 80% from 2,980 yuan/kg at the beginning of the year. Driven by the AI wave, demand for indium phosphide substrates for optical modules has expanded dramatically, driving the price of indium phosphide to rise. Indium phosphide is mainly used in AIDC high-speed optical module devices. In recent years, the optical module rate has evolved from 800G to 1.6T and 3.2T trends, promoting continuous improvement of indium phosphide substrates and further widening the gap between supply and demand. According to the Securities Times · Databao statistics, there are 18 individual stocks in the A-share indium phosphide industry chain. Of these, 12 have published semi-annual reports or performance forecasts. Based on the net profit of the semi-annual report and the lower net profit limit of the performance forecast, the net profit of 9 shares achieved year-on-year growth. Among them, Berger, Zhuye Group, Societe Generale Silver Tin, and Yunnan Germanium increased by more than 100%. Others have turned losses into profits. Judging from institutional attention, 9 shares were rated by 3 or more institutions, accounting for half of the total. The 3 shares of China Aluminum, Societe Generale Silver Tin, and Huaxi Nonferrous Metals received positive attention from institutions. The number of rating agencies was 10, 7, and 7, respectively.
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