Lombarda China New Power Hybrid Fund(LOF)-A (166009)
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Lombarda China New Power Hybrid Fund(LOF)-A (166009) News
Day One of the 2026 National Reimbursement Drug List Negotiations: Representatives from Multiple Companies Display Visible Joy as Traditional Chinese Medicine and Chronic Disease Drugs Take Center Stage
The annual national medical insurance catalog negotiations have once again entered the stage of on-site bargaining.
Xiao K Morning Brief | OpenAI Releases GPT-6, Touted as the "World's Most Intelligent" Large Language Model; Yangtze Memory Technologies' STAR Market IPO Under Regulatory Inquiry
① China's 2026 national medical insurance price negotiations are scheduled for September 5; ② OpenAI and Anthropic experienced service outages; ③ NVIDIA RTX Spark Windows PCs will launch in October 2026.
STAR Market Evening Brief | Jingzhida Signs RMB 1.576 Billion Procurement Agreement for Semiconductor Test Equipment; Enflame Technology Allotment Results Announced
1. Huafeng Technology plans to jointly invest with related parties to establish the Changhong Sci-Tech Innovation Fund; 2. Moore Threads has already onboarded key clients in critical sectors, including leading internet companies and telecommunications carriers, in the first half of the year; 3. Fuguang Shares and Dizal Pharma have disclosed share reduction plans; 4. Kejie Intelligence won the bid for an automated logistics warehousing project for a well-known cross-border e-commerce platform in Southeast Asia.
20,657 allocations! Winning lottery numbers for the leading AI chip maker announced | Post-market announcement roundup
JCET Group: Plans private placement to raise up to RMB 6.5 billion for capacity expansion of high-performance computing advanced packaging platform and other projects
FTSE Russell Rebalances China Core Index, Adding Several Leading STAR Market Semiconductor Companies
① FTSE Russell recently announced revisions to two of its indices, which will include several leading semiconductor companies from the Chinese mainland market, including AMEC, Shengyi Technology, Hua Hong Hongli, and Montage Technology; ② A review of recent index iteration trends shows that FTSE Russell has been continuously increasing the weight of hard-tech enterprises in its core indices, with hard-tech assets gradually becoming a core allocation theme recognized by foreign investors.
Interim dividend activity on the STAR Market heats up: 81 companies plan to distribute approximately RMB 6.7 billion in cash, with industry leaders topping the payout list.
① Under the combined influence of normalized regulatory guidance, the demonstrated resilience of listed companies' earnings, and sustained improvements in cash flow, enthusiasm for interim dividends in the A-share market continues to rise; ② A total of 81 companies listed on the STAR Market have announced their 2026 interim dividend plans, with a total dividend distribution amounting to approximately RMB 6.7 billion.
Semi-Annual Report on the Chip Design Sector of the STAR Market: 64 Companies Achieved Positive Revenue Growth, 12 Turned a Profit
① There are 74 chip design companies listed on the STAR Market. Among them, 64 reported positive year-on-year revenue growth in the first half of 2026, and 12 turned a profit from previous losses. ② In terms of revenue scale, the top five companies in the first half of 2026 were Changxin Technology, Biwin Storage, Hygon Information, Cambricon, and SmartSens.
Weekend Headlines: Maximum tenure for individual housing loans extended from 30 to 40 years; Changxin LPDDR6 memory chips enter mass production
① National Data Administration: To research and explore token-based business models centered on major scenarios in the national economy; ② Kingboard Laminates, a leading copper-clad laminate manufacturer, raises prices for the seventh time this year; ③ Former Federal Reserve officials sharply critique Warsh's remarks, suggesting they lay the groundwork for a rate hike in September.
Net profit reaches RMB 77.6 billion; H1 results released for the RMB 4 trillion storage industry leader | Post-Market Announcement Roundup
Yuanjie Technology: Net profit in the first half of the year surged 1,212% year-on-year
Sungrow Power Supply reports 29% year-on-year decline in H1 revenue and 32% drop in net profit, with photovoltaic business acting as a significant drag | Financial Report Insights
In the first half of 2026, Sungrow Power Supply generated revenue of RMB 30.912 billion, a year-on-year decrease of 28.99%, while net profit attributable to shareholders stood at RMB 5.259 billion, down 32.01% year-on-year. The photovoltaic segment exerted significant downward pressure, whereas energy storage revenue accounted for 50% of total income for the first time, emerging as a core pillar. Despite headwinds, the overall gross margin rose counter-cyclically to 35.92%, although margins in the energy storage segment faced pressure. The company is actively expanding into an integrated solutions provider encompassing "new energy + energy storage + AI computing power supply." Operating cash flow has improved, yet inventory levels and accounts receivable remain elevated.
Montage Technology's first-half net profit surged 72%, with AI-driven demand propelling interconnect chip performance to a record high.
Benefiting from the continued expansion of investment in AI infrastructure, Montage Technology reported H1 revenue of RMB 3.335 billion, a year-on-year increase of 26.7%; net profit attributable to shareholders of the listed company amounted to RMB 1.997 billion, up 72.3% year-on-year. Revenue for the second quarter reached RMB 1.875 billion, representing a quarter-on-quarter growth of 28.3%.
Cash-out of approximately HK$3.9 billion! Wuxi Apptec reduces its stake in Wuxi XDC for the fifth time to bolster its core CRDMO business.
① Wuxi Apptec cashed out approximately HK$3.92 billion, which is expected to impact pre-tax profits for 2026 by about RMB 3.143 billion; ② Since November 2024, Wuxi Apptec has reduced its stake in Wuxi XDC five times, cumulatively recovering approximately HK$10.87 billion in funds; ③ The divestments occurred amid simultaneous strengthening in Wuxi XDC’s performance, order book, and stock price, with the proceeds to be further invested into the core CRDMO business.
Memory Chip Sector’s Star Performer Delivers Stellar Earnings: Net Profit Surges 5,200% | Selected After-Hours Announcements
Storage sector dark horse sees net profit surge 52-fold; CXO giant significantly reduces stake in subsidiary; emerging optical module player invests $150 million to expand overseas with 1.6T products... What are the key highlights after today's market close?
Since the second half of the year, 47 companies listed on the STAR Market have been surveyed by foreign institutional investors, with five industry leaders drawing particular attention | Review
① In terms of the aggregate volume over the past two months, Beigene, Montage Technology, Espressif Systems, ACM Research Shanghai, and Segway-Ninebot were the STAR Market companies that attracted the most attention from foreign institutional investors; ② A deeper examination of the due diligence conducted by these foreign institutions reveals a key question: within the context of the global AI cycle and supply chain restructuring, can these companies translate their "technology narrative" into tangible orders, gross margins, and cash flow?
CXO Sector Sentiment Recovers; Two STAR Market Companies Report Turnarounds in First Half
① Market analysis suggests that the performance data disclosed by Contract Research Organizations (CROs) clearly indicates a significant recovery and upturn in industry sentiment. ② In terms of competition, domestic CRO enterprises face not only rivalry from industry peers but also competitive pressure from multinational CRO giants.
Profit Growth Far Outpaces Revenue as Wanhua Chemical Posts Five-Year High in Q2 Results | Financial Report Analysis
① Wanhua Chemical reported a net profit of RMB 10.063 billion in the first half of the year, representing a year-on-year increase of 64.35%. The net profit for the second quarter alone reached RMB 6.345 billion, up 108.68% year-on-year and 70% quarter-on-quarter, marking a five-year high for the same period. ② Industry insiders believe that, driven by rising raw material costs, supply-side production controls, and restocking during the peak downstream season, the prices and profitability of the company's core products, MDI and TDI, are expected to continue their recovery in the second half of the year.
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?
Wanhua Chemical's H1 revenue surpassed RMB 119.3 billion, hitting a record high, with net profit surging 64% year-on-year; proposes cash dividend of RMB 8.10 per 10 shares | Financial Report Insights
More updates to follow.
Another index from the "Chuang Series" has been submitted for a new product launch, with nine public fund managers simultaneously filing for ChiNext Battery ETFs.
① The index covers key segments of the industry chain, including upstream materials, midstream equipment, and battery production; ② The approval status for previously filed ChiNext Computing Infrastructure and Fintech ETFs is currently shown as "Notification of Acceptance."
[Daily Market Close] The three major indices closed slightly higher on shrinking volume and sideways trading, with over 4,000 stocks rising across the market as the pharmaceutical and biotechnology sector surged broadly.
① The market experienced full-day volatility and consolidation, with the three major indices ultimately closing slightly higher; combined trading volume for the Shanghai and Shenzhen markets shrank by more than RMB 400 billion compared to the previous day. ② In terms of sector performance, the pharmaceutical and biotechnology sector surged collectively, with vaccines, cellular immunotherapy, recombinant proteins, and gene editing leading the gains; precious metals and real estate also showed active trading.