Leading Aerospace and Satellite Firm: Controlling Shareholder Cashes Out Over RMB 1 Billion | Selected Post-Market Announcements
The controlling shareholder of the leading aerospace satellite company has cumulatively cashed out over RMB 1 billion; China's top pharmaceutical player has received approval for two new indications
Breaking: Cheapest stock on the STAR Market triggers trading-based mandatory delisting; trading suspended starting tomorrow | Post-market announcement roundup
Yuanwanggu: Plans to acquire 100% equity of Guangtai Communications; the target company primarily engages in automated coupling equipment for optical communication components and modules, among
80% of constituents in the STAR Market Materials Index reported profits in the first half of the year; public mutual funds have prioritized allocations to electronic chemicals and semiconductor materials.
(1) Among the 50 sample companies, 40 recorded profits in the first half of this year, accounting for 80% of the total; 41 companies achieved year-on-year growth in net profit. (2) Guosen Securities stated in its research report that demand for energy storage continues to improve, with domestic new energy vehicles entering their peak season, leading to a sustained rapid month-on-month increase in shipments across the industrial chain. Companies producing battery separator materials and others continue to drive price increases, suggesting that profitability is likely to maintain an upward trend.
Harvest High-End Equipment ETF has been officially renamed Harvest Aerospace ETF (159638). Industry analysts project that China's commercial space market size will exceed RMB 8 trillion by 2030.
Gelong Hui, August 28 | Harvest Fund Management announced that its "Harvest High-End Equipment ETF" has been officially renamed "Harvest CSI Aerospace and Aviation ETF" (exchange-traded code: 159638) effective August 28. The corresponding feeder fund has been simultaneously renamed "Harvest CSI Smart Selection Aerospace and Aviation Technology ETF Feeder Fund" (Class A: 018027; Class C: 018028). Previously, China Securities Index Co., Ltd. announced that the underlying index tracked by the fund, the "CSI High-End Equipment Sub-Sector 50 Index," would be renamed the "CSI Smart Selection Aerospace and Aviation Technology Index" effective August 28, with concurrent revisions to its compilation methodology. This change is based on the index...
Leading Computing Power Provider: Core AI Cabinet Shipments Triple, Prototypes Delivered! | Selected After-Hours Announcements
Shipments of ASIC racks by AI server giants triple; net profits of large-cap blue-chip insurers surge over 50%; semiconductor foundry leaders report blockbuster results, with first-half net profit growth exceeding fourfold... Which post-market announcements deserve attention today?
Raking in RMB 7.1 Billion! Memory Chip "Dark Horse" Delivers Stellar Results | Post-Market Announcement Highlights
The dark horse in memory chips swung from loss to profit in its semi-annual report; the leader in lithium battery separators saw net profit surge nearly tenfold, signaling an industry recovery; the stalwart of the chemical sector surpassed the RMB 10 billion mark in profits and taxes within half a year... Which post-market announcements deserve attention today?
Net profit surges 91% year-on-year! Leading optical module maker with RMB 570 billion valuation releases semi-annual report | Post-market announcement roundup
Enflame Technology: Plans to issue 43.0352 million shares; online and offline subscription scheduled for September 2
Omdia: Chinese manufacturers continue to expand their share of laptop ODM market, with global market share expected to exceed 30% by 2026
Omdia forecasts that global notebook computer ODM shipments will decline by approximately 10% year-on-year in 2026. Despite a short-term dip in market share, contract manufacturers in mainland China have maintained a global market share of over 30% for four consecutive years since 2022.
Surging Demand for AI Servers Amid Tight Capacity: Electronic Fabric Industry Sees Triple Wave of Order Surges, Price Hikes, and Production Expansion | On the Ground
① Surging demand for AI servers is intensifying the shortage of upstream substrate supplies; ② High-end electronic yarn is currently in extremely short supply, with price increases for electronic cloth gradually spreading from premium to standard grades; ③ Analysts believe that as the wave of AI computing infrastructure development continues, the supply of raw materials such as electronic yarn and cloth will remain tight.
How to view 'NPO vs. CPO'? Optical communications giant Lumentum: Incremental rather than substitution—both represent significant opportunities.
Optical communications provider Lumentum clarified that NPO and CPO are not in a zero-sum competition but represent complementary, incremental opportunities. Non-NVIDIA customers are demonstrating higher optical intensity in NPO deployments, and their related shipment schedules are not constrained by NVIDIA's Kyber rack rollout timeline. Additionally, the company has strategically reallocated a portion of its Japanese wafer fab capacity to CW lasers to capture incremental market demand. Citi reiterated its 'Buy' rating on the stock with a price target of $1,100.
ETF Midday Commentary | ChiNext Index rises 1.41%; healthcare and oil & gas sectors gain in tandem, with STAR Market Innovation Drug ETF and S&P Oil & Gas ETF up over 4%
Gelonghui, August 11 | The three major A-share indices moved mixed in the morning session. As of the midday close, the Shanghai Composite Index fell 0.05%, the Shenzhen Component Index rose 0.65%, the ChiNext Price Index gained 1.41%, the Beijing Stock Exchange 50 Index declined 0.1%, and the STAR 50 Index increased 0.16%. Total market turnover amounted to RMB 1.5286 trillion, down RMB 216.6 billion from the previous trading day, with more than 3,100 stocks declining across the market. Pharmaceutical and biotech stocks continued to rally, led by CRO and innovative drug sectors; semiconductor materials, AI applications, photovoltaics, and computing power leasing themes were active. Commercial aerospace, gold, industrial metals, lithium batteries, and broad consumer-related stocks underperformed.
Changxin Technology IPO winning numbers announced | Post-market announcements roundup
Eoptolink: H1 Net Profit Expected to Rise 78%–103%, Driven by Sustained Growth in AI-Related Computing Investment and Product Portfolio Optimization
Another batch of A-share companies has released positive profit forecasts for the first half of the year, with two already disclosing results under the 'Yi Zhongtian' label.
Several A-share companies have released their 2026 interim earnings forecasts: Eoptolink Technology expects its net profit for the first half of the year to increase by 78%–103% year-on-year, Xiechuang Data forecasts a 247%–340% increase, and Yangjie Technology anticipates a 20%–40% rise.
Gigawatt-scale AI computing centers accelerate deployment: How to overcome curtailment challenges and close the industrial loop?
① Traditional computing infrastructure is facing unprecedented demands for upgrades. ② In the second and third quarters of 2026, gigawatt-scale intelligent computing center projects led by local governments have shown a clear acceleration trend. ③ Yuegangwan Intelligent Computing has secured cumulative new AI computing orders exceeding RMB 15 billion; its net profit for the first half of 2026 is expected to surpass RMB 240 million, and the company’s total order backlog has now exceeded RMB 30 billion.
Explosive Earnings! Storage Sector Star Stock Sees Net Profit Surge Over 3,200% Year-on-Year | Selected Post-Market Announcements
A dark horse in memory chips forecasts over 32-fold year-over-year growth in its interim earnings; a veteran securities firm plans to spend billions to bid for controlling stakes in a peer; the pioneer in surgical robots will be suspended from trading starting tomorrow...
ETF Market Recap | A-share market rebounded from intraday lows, with the computing power hardware supply chain surging; growth-oriented ETFs rose over 8%
Gelonghui, July 14 — All three major A-share indices rose collectively today. As of market close, the Shanghai Composite Index gained 1.36%, the Shenzhen Component Index rose 2.77%, the ChiNext Price Index advanced 3.43%, the Beijing Stock Exchange 50 Index increased by 2.25%, and the STAR 50 Index climbed 0.77%. Total market turnover amounted to RMB 2.7195 trillion, down RMB 115.2 billion from the previous trading day, with more than 4,200 stocks advancing across the market. The computing power hardware industry chain surged, with PCB-related stocks leading a wave of daily trading limits; industrial metals, coal, oil and gas, gold, pharmaceutical distribution, chemicals, and lithium battery sectors ranked among the top gainers. Commercial aerospace and AI application-related themes underwent adjustments. Today, broad-based growth-style indices and marine...
ETF Midday Commentary | CSI STAR 50 Index down 3.45%; commercial aerospace sector continues to decline sharply, with Satellite ETF falling over 8%
Gelonghui, July 14 | All three major A-share indices declined in the morning session. As of the midday close, the Shanghai Composite Index fell 0.66%, the Shenzhen Component Index dropped 0.42%, the ChiNext Price Index declined 0.29%, and the STAR 50 Index plunged 3.45%. Total market turnover amounted to RMB 1.6352 trillion, down RMB 229 billion from the previous trading day, with more than 2,900 stocks declining across the market. Today, overseas oil and gas cross-border, energy and chemical commodities, coal and broad-based energy, growth-style broad-based, biopharmaceuticals, and value-dividend strategy sectors all rallied strongly, making the entire energy industry chain the core driver of market gains: Overseas Oil & Gas Cross-Border Sector: S&P Oil & Gas ETF (Fullgoal) rose.
ETF Market Recap | ChiNext Index Falls 3.1%, Technology Sector Plunges Across the Board, Satellite ETF Hits Daily Trading Limit Down
Gelonghui, July 13 | The Shanghai Composite Index closed down 2.06%, while the ChiNext Index fell 3.1%. Nearly 4,700 stocks declined in the market. The computing power hardware industry chain slumped, with PCBs, superhard materials, and CPO-related segments leading the losses. Commercial aerospace, humanoid robots, semiconductors, photovoltaics, industrial metals, lithium batteries, and AI application concept stocks also ranked among the worst performers. In contrast, the banking, oil & gas, and traditional Chinese medicine (TCM) sectors gained ground. Today, TCM, cross-border overseas oil & gas, on-exchange commodities, Brazil index-linked products, banking & financials, and value dividend strategy segments all posted gains overall, with the TCM sector leading the market rally: TCM ETF – Huitianfu rose 4.17%, traditional Chinese medicine
Morning Brief by Xiao K | SK Hynix's U.S. market cap surpasses Micron; Zhongji Xuchuang expects stable gross margin in Q2
① Methane produced from liquefied natural gas was used for the first time in Long March series rockets; ② Samsung Electronics plans to advance the commissioning of its first chip fabrication plant in Yongin to 2029; ③ Seres expects a net loss of RMB 1.5 billion to RMB 1.8 billion in the first half of the year.
China Satellite is expected to return to profitability in the first half of the year, with increased revenue and profit from satellite development operations.
China Dongfanghong Satellite Co., Ltd. has issued a profit forecast for the first half of 2026, expecting attributable net profit to range between RMB 30.5 million and RMB 36.5 million, successfully reversing the net loss of RMB 30.49 million recorded in the same period last year, with non-recurring net profit also turning positive. The improvement in performance is primarily attributed to accelerated satellite development activities and an increased number of project acceptance milestones, which have driven higher revenue and profitability.