Broker Recommends Guangzhi Technology on Indium Phosphide Substrate Supply to Overseas Clients

Very Bullish · $300489.SZ

What Happened

Huafu Metals recommends Guangzhi Technology, citing its indium phosphide substrate business now supplying major overseas clients like Coherent and Yuanjie Technology, with potential FCC rules benefiting US optical component makers. The company also has germanium purification and infrared businesses that are expected to contribute significantly to profits from 2027.

Bottom Line

Guangzhi Technology is poised for high growth driven by its indium phosphide substrate, germanium purification, and infrared businesses, making it a compelling investment according to Huafu Metals.

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