
AI-generated summary
Yujingguang is a major optical manufacturer, and the third quarter is the peak season for the optical industry. Apple will release new machines to drive supply chain operations.
Yujingguang’s revenue in August was 2.719 billion yuan. The picture shows Chairman Chen Tianqing. (File photo)
[Reporter Ou Yu/Taipei Report] Optical giant Yujingguang (3406) announced today that its August revenue was 2.719 billion yuan, a monthly increase of 12.26% and an annual increase of 0.72%; the cumulative revenue in the first eight months was 16.965 billion yuan, an annual increase of 11.8%. Yu Jingguang pointed out that the momentum of purchasing goods will increase in the third quarter, but operations in the fourth quarter will depend on the sales of new products by customers.
The third quarter is the peak season for the optical industry. In particular, Apple’s press conference will be held in September. The sales of new machines are strong, driving supply chain operations, and Yujingguang’s operations also continue to heat up. The company pointed out that the third quarter is the traditional peak season for customers to distribute goods, so the revenue performance is not bad. In the fourth quarter, it depends on the consumer response after the customer's new products are launched, which will determine the follow-up momentum.
In addition, Yujingguang is also actively exploring business opportunities in the CPO (co-packaged optics) field. The company pointed out that in the new product section, some are continuing to be certified, and some products are still under development. The company will actively explore different new customers in this field.

The European Metals Association warned that competition from Chinese parts manufacturers for EU industries could lead to the loss of 300,000 jobs in the European manufacturing industry. The EU's trade deficit with China reaches 1 billion euros every day. The association calls on the European Commission to take action and will hold a protest at the headquarters.

From January to July 2026, my country's cumulative sales of power batteries reached 790.4 GWh, a year-on-year increase of 37.1%. Chinese companies account for more than 70% of the global market share. The industry is transforming from core components of new energy vehicles to comprehensive applications in diverse fields such as energy storage, low-altitude economy and humanoid robots, and technological innovation and safety standards continue to improve.

Taiwan stocks rose 775 points on Monday, led by the wafer duo. The three major legal entities bought more than 113.865 billion yuan, of which foreign investors bought more than 88.308 billion yuan. AUO was favored by foreign investors. More than 150,000 contracts were bought in a single day, the stock price surged 7.09%, and the trading volume exploded to 523,100 contracts.

Lee Eun-ho, the former South Korean representative in Taiwan, pointed out in the new book "Chip Economics" that Taiwan's competitiveness stems from institutional reform and open ecosystem under crisis awareness. He believes that South Korea should learn from TSMC’s pure foundry model, horizontal division of labor and entrepreneurial culture, and emphasizes that supply chain cooperation between Taiwan and South Korea in the AI era is crucial.

In the first seven months of this year, the import and export cargo volume at Tianbao Port in Malipo County reached 247,000 tons, a year-on-year increase of 16.6%. Among them, the import volume of fresh durian reached 107,000 tons, with a value of 2.6 billion yuan, becoming the main engine for the growth of port foreign trade. The customs has significantly improved the circulation efficiency of fresh fruits by optimizing the customs clearance process and rapid inspection mechanism.

On September 7, Vice Minister of Commerce Yan Dong stated at a press conference of the State Council Information Office that my country’s total import and export of digitally delivered services will reach US$432.31 billion in 2025, a year-on-year increase of 6.3%, showing the four major characteristics of digital technology, products, services and data trade.