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Repurchase announcements disclosed in a concentrated manner reveal the latest portfolio adjustments by a group of star fund managers.
① Since July, publicly offered funds have shown divergent positioning adjustments in hard-tech stocks such as semiconductors and electronic chemicals; ② Yang Zongchang, who successfully 'timed the market peak,' has newly entered the top ten circulating shareholders of Sany Heavy Industry through his fund products; ③ Some fund managers have reduced holdings in upstream mining and smelting and midstream manufacturing segments of the new energy sector, while newly entering the top ten circulating shareholders of power grid equipment companies; ④ According to current disclosures, prominent fund managers including Ge Lan, Zhang Kun, and Huang Xingliang have all reduced their positions in pharmaceutical stocks.
Revenue and net profit doubled amid rapid growth! Cambricon recorded a record-high inventory value in the first half of the year, continuing to significantly ramp up procurement from upstream suppliers.
① In the first half of 2026, Cambricon reported revenue of RMB 5.996 billion, an increase of 108.13% year-over-year; net profit attributable to shareholders amounted to RMB 2.311 billion, up 122.61% year-over-year. ② Cambricon significantly increased product inventory and upstream procurement, resulting in inventory reaching RMB 8.248 billion, a record high.
Breaking News! This company and its actual controller have been placed under investigation by the China Securities Regulatory Commission (CSRC) for suspected violations of information disclosure regulations. | After-Market Announcement Roundup
Cambricon: Reported net profit of RMB 2.311 billion for the first half of the year, up 123% year-over-year
Sci-Tech Innovation Board Evening Report | Cambricon Reports 123% Year-on-Year Increase in Net Profit for First Half of the Year; *ST Hangtu and Its Controlling Shareholder Subject to CSRC Investigation
① Biwin Storage's subsidiary Guangdong Xincheng Hanqi plans to increase its registered capital and introduce new investors; ② Zhongju Chip reported a 72.75% year-on-year increase in net profit for the first half of 2026; ③ Telink Semiconductor has terminated the transaction involving issuance of shares and cash payment to acquire assets along with associated fundraising; ④ Focuslight Technologies plans a private placement to raise no more than RMB 1.021 billion.
Cambricon Reports Doubling of Revenue and Net Profit in First Half | Financial Statement Insights
Revenue reached RMB 5.996 billion, an increase of 108.13% year-over-year, more than doubling; net profit attributable to shareholders of the listed company amounted to RMB 2.311 billion, up 122.61% year-over-year. This marks the first time that Cambricon has surpassed the RMB 5 billion revenue milestone in a single half-year period since its listing, signifying the company's transition from a phase of technological accumulation into a stage of large-scale commercialization.
Ge Weidong increased his position by over 180,000 shares, driving GigaDevice's stock up more than 8%.
① On August 7, GigaDevice opened strong, with its share price surging more than 8% as of the time of writing; the stock has gained over 20% cumulatively in the past four trading days. ② As of July 31, Ge Weidong and his wife Wang Ping increased their holdings of GigaDevice by 185,100 shares and 1,026,700 shares, respectively, amounting to a combined market value of RMB 4.66 billion.