Bosera Science and Inno 3-Y Flex Mix (501082)
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Bosera Science and Inno 3-Y Flex Mix (501082) News
Xiao K Morning Brief | Enflame Technology lists today; Microsoft plans to double data center capacity
1) Hubei: Launch concentrated R&D efforts in optical communications, high-end chips, and BeiDou high-precision positioning; 2) Guard against blind expansion: Energy storage battery capacity expansion hits the brakes; 3) Cambricon: No announcements regarding price increases have been issued.
DeepSeek accelerates its IPO on the STAR Market, with CITIC Securities likely serving as the sponsoring institution.
Industry insiders in the capital markets analyzed to Tencent Technology that, based on DeepSeek's current valuation of RMB 500 billion, the company's overall market capitalization is expected to range between RMB 1.5 trillion and RMB 2.5 trillion after its listing.
[Market Data Watch] Institutional activity declines significantly as multiple capital streams coordinate to accumulate shares in Yingxin Development
1. Institutional activity on the "Longhu Bang" (top gainers and losers list) has declined significantly, with a substantial decrease in both the number of stocks purchased and the net buying volume. 2. Yingxin Development, a concept stock related to memory chips, hit its daily upper limit. It saw purchases of RMB 134 million from the Wuhan Ziyang East Road Branch of Guotai Haitong Securities, RMB 133 million from the Chengdu North First Ring Road Branch of Guotai Haitong Securities, and RMB 76 million from the Xi'an West Street Branch of Kaiyuan Securities.
New EV Startups Pump in 2.65 Billion! Lithium Battery Giant's Subsidiary Secures Major Investment | Selected Post-Market Announcements
Lithium-ion battery companies secure RMB 2.65 billion in strategic investment from emerging EV automakers; leading electrolyte manufacturer makes substantial progress in H-share issuance; computing power providers deeply engage in GPU power supply projects for global tech giants...
Breaking: Indium Phosphide Stock Surger Under Investigation by CSRC for Alleged Information Disclosure Violations | Post-Market Announcement Roundup
Kangxin New Materials: Under investigation by the CSRC for suspected violations of information disclosure regulations in periodic reports
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.
Xiao K Morning Brief | Broadcom's Q3 FY2026 Revenue Surges 86% Year-on-Year; Enflame Technology Announces IPO Allotment Ratio
1. The FTSE China A50 Index includes Advanced Micro-Fabrication Equipment and Shengyi Technology; 2. Tight supply of Taiwan Semiconductor's CoWoS packaging has shifted customer focus to Intel's EMIB-T; 3. As of August 31, Zhang Jianping is no longer among the top ten shareholders of Zhongji Innolight.
"One board" sells for 120,000 yuan per square meter, as AI props up another trillion-yuan industry.
1. On September 2, A-shares faced overall pressure, while the PCB concept sector performed relatively strongly, with Wote Shares hitting the daily limit five times in nine trading days. 2. The leading copper-clad laminate manufacturer has issued seven price increase notices this year. This trend is compounded by the surge in AI computing demand, which is crowding out low-end production capacity and causing supply shortages for high-end products. 3. Goldman Sachs predicts that the global market size for AI server PCBs will reach $84 billion by 2028, with companies across the supply chain reporting strong growth in their semi-annual earnings.
STAR Market Evening Brief | Hua Hong Hongli and Subsidiaries Plan Capital Increase for Wuxi Phase III Project; National IC Fund No Longer Holds More Than 5% Stake in VeriSilicon
1. Zhishenxing-1 successfully completed its maiden flight; the rocket is designed for at least 25 reuses; 2. Tengjing Technology preliminarily set the indicative transfer price at RMB 170 per share; 3. Wasion Information: Won two contracts with a total bid amount of RMB 46.4126 million.
Planned $4.17 billion investment! Major foundry giant makes substantial capital injection | Selected Post-Market Announcements
Major foundry plans to invest $4 billion in new production lines; billing officially commences for computing power orders exceeding RMB 200 million; clarification issued that fundamentals remain unchanged for the stock with seven consecutive limit-ups...
Spending 318 million yuan! Leading trillion-yuan optical module company conducts first share buyback | Post-market announcement roundup
Haiou Housing Industry, with seven consecutive limit-up sessions: If the company's stock price continues to rise abnormally in the future, the company may apply for a trading suspension for verification
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.
Effective after the close! Major overhaul of the MSCI China Index: 33 stocks, including Zhipu, Kingboard Group, and Dingtai High-Tech, are added, marking a collective entry for hard-tech companies.
The quarterly rebalancing of the MSCI China Index officially took effect after today's market close. Thirty-three stocks were added, and thirty-two were removed.
Xiao K Morning Brief | National Data Administration: Exploring Business Models Such as Token-Based Value-Added Subscriptions; CXMT Officially Announces Mass Production of LPDDR6 Memory
1) China achieves its first two-way high-speed laser communication between Earth and the Moon; 2) Kingboard Laminates, the leading copper-clad laminate manufacturer, announces its seventh price hike this year; 3) Companies listed on the STAR Market reported a total net profit of RMB 144.887 billion in the first half of the year, a year-on-year increase of 437.6%.
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.
Xiao K Morning Brief | Shanghai Launches 2026 Call for Proposals on Optical Communication Technology under the "Intelligent Computing Optical Network" Initiative; Domestic Compute Chips See Surge in Orders
① SoftBank plans to acquire a majority stake in humanoid robot developer 1X; ② SMIC: Net profit for the first half of the year increased by 94.2% year-on-year; ③ Sunway Communication plans to acquire a 55% stake in high-end MLCC company Yiyang Electronic Technology for RMB 1.1 billion.
Changchuan Technology's H1 revenue rose 60% year-on-year, with net profit attributable to shareholders surging 126%; ramp-up in test equipment shipments became the primary growth driver | Financial Report Insights
Changchuan Technology reported revenue of RMB 3.461 billion (+59.72%) and net profit attributable to shareholders of RMB 964 million (+125.67%) in the first half of 2026, with the ramp-up of test equipment shipments serving as the primary growth driver. Operating cash flow turned positive, reaching RMB 333 million. The company completed a private placement of RMB 3.127 billion and announced an interim dividend. While R&D investment remains high, inventory rose to RMB 4.785 billion, increasing impairment pressure, and expansionary investments have heightened liquidity and debt pressures.