Blue Rocket Electronics Co. Ltd.
Company profile
Blue Rocket Electronics Co. Ltd. is a Chinese enterprise listed on the Shenzhen Stock Exchange under the ticker SZ301348. The company operates in the electronics sector, focusing on the development and manufacture of electronic components. Its headquarters are located in Foshan, Guangdong Province. As of 22 January 2026, the company’s share price stood at CNY 35.99, trading at approximately 98 % of its 52‑week high (CNY 36.90). Blue Rocket’s market capitalization is CNY 8.64 billion, and its price‑to‑earnings ratio is negative, reflecting a loss‑making position (-426.95).
Recent trading activity
On 26 January 2026, the Shenzhen Stock Exchange recorded a decline of 0.91 % in the ChiNext index to 3 319.15 points, with a total trading volume of CNY 845 211 million. Blue Rocket’s shares were among the 342 stocks that finished the day in the positive range, although the specific price change for the company was not reported in the market summary. The overall trading environment was characterized by a moderate average turnover rate of 6.01 % across the exchange, with 50 stocks achieving turnover rates above 20 %.
Financial outlook
The company released its 2025 annual performance forecast on 27 January 2026. While the full details of the forecast are available in the official filing (link provided in the source), the document indicates that Blue Rocket anticipates a modest improvement in operating income relative to the prior year. The forecast is consistent with the company’s historical trend of operating losses, as evidenced by the negative price‑earnings ratio.
Industry context
Blue Rocket operates within an electronics environment that is experiencing rapid transformation driven by artificial intelligence (AI) and data‑center expansion. Recent industry reports have highlighted significant price increases in NAND flash memory and DRAM, driven by supply constraints and surging demand from AI workloads. Companies that supply components for storage solutions, such as flash and memory chips, are reporting stronger revenue growth. Blue Rocket’s product portfolio aligns with these trends, positioning it to potentially benefit from the broader market shift toward high‑capacity storage and AI‑enabled devices.
Conclusion
Blue Rocket Electronics Co. Ltd. remains a key player in China’s electronics sector, with a solid market presence reflected in its trading activity and a positive outlook in its latest performance forecast. Despite current profitability challenges, the company’s alignment with growing AI and storage demands may offer opportunities for revenue enhancement in the forthcoming fiscal periods.
