IC design firm XunJie (6243-TW) has been actively transforming its business in recent years, entering the drone supply chain through strategic investments in Quanta Tech and Xiangtan Tech. As demand from non-China supply chains grows, market sentiment has turned positive, propelling XunJie's stock to rise 7% on Friday—despite the Taiwan stock market plunging nearly 3,000 points—reaching a 19-month high and gaining 30.47% for the week.
XunJie's core business remains focused on PC-related areas, including embedded controllers (EC) and microcontrollers (MCU). In pursuit of a second growth curve, the company has strategically invested in Quanta Tech and Xiangtan Tech to formally enter the drone industry, aiming to serve as the integrated platform for Acer Group's drone initiatives.
XunJie plans to combine its in-house technologies—such as AI vision chips, image sensing, communications, and satellite IoT—with Quanta Tech's expertise in drone design, flight control, mission payloads, and mass production, as well as Xiangtan Tech's cloud management and system integration capabilities. This integration aims to deliver end-to-end solutions spanning key components, flight control systems, and full drone applications.
Recently, XunJie participated in a North American unmanned systems exhibition, targeting professional markets such as smart inspection, public safety, disaster response, and remote monitoring, actively pursuing business opportunities within North America's non-China supply chain. The company is currently providing drone prototypes to customers, with partial revenue contributions expected next year.
After hitting a low on Monday, XunJie's stock rose for three consecutive days starting Tuesday, hitting the daily trading limit each day, and closed Friday with a 7% gain. Weekly trading volume surged to 23,000 lots. Among institutional investors, foreign investors trimmed positions by 394 lots, while proprietary traders slightly increased holdings by 8 lots.
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- Source: PR Times
- Category: Partnership