SSE STAR High-End Equipment Manufacturing Index (000687) News

Breaking News! This company’s annual report contains false statements and will be subject to other risk warnings | After-Hours Announcement Summary

Sinuo邦 Signs Electrolyte Supply Agreement with CATL, with Estimated Total Purchases of 300,000 Tonnes from 2026 to 2028

cls.cnJun 7 18:13

Institutional investors are intensively surveying glass substrate-related stocks! The sector leader surged by 20% to hit the daily trading limit, and here is the list of the most visited hot stocks over the past month.

① Glass substrate-related stocks performed actively. As of Friday's market close, Leeman Optoelectronics surged by the 20% daily trading limit, Sanxia New Materials achieved its second consecutive trading limit up, and Jinrui Mining, Xinruida, and Kaiseng Technology all hit the daily trading limit, while Gebijia rose more than 12%. ② A list of glass substrate-related stocks that have received intensive institutional research visits over the past month is compiled below (see attached table), including prominent names such as BOE Technology, Hongxing Development, and Lens Technology.

cls.cnJun 7 15:18

Optical Communications Giant Wins RMB 1.5 Billion Contract! | Selected Post-Market Announcements

A leading optical communications equipment manufacturer has secured a major RMB 1.5 billion order from a prominent internet giant; the domestic leader in micro-assembly equipment has taken a critical step toward its Hong Kong listing; and a top-tier electronic components company announced that its high-compute-power inductors have entered small-batch trial production…

Golden10 DataJun 5 20:58

Internal divergence within the technology sector is intensifying, with various segments of the AI supply chain rotating upward; external headwinds may disrupt chip stocks in the short term.

Track the entire lifecycle of the mainline sector.

cls.cnJun 5 09:23

Over 100 insurance asset management institutions conducted intensive research visits; In May, Huichuan Technology received visits from 30 such institutions, reflecting sustained investor interest in the technology and manufacturing sectors.

① Insurance capital remains highly focused on sectors such as electronics, semiconductors, and advanced manufacturing—industries underpinned by long-term growth fundamentals—demonstrating its role as a long-term investor with sustained interest in high-quality assets tied to technological innovation and industrial upgrading. ② Insurance institutions are characterized by their long-term investment horizon, stable funding, substantial capital scale, high tradable market value, and significant growth potential, exerting a profound influence on investments in listed companies.

cls.cnJun 2 16:34

Sci-Tech Evening Report | Huahong Company, Yuanjie Technology, Moore Threads, and MetaX included in the STAR 50 Index

① Four government departments stated that enhancing public AI literacy should be prioritized, including strengthening AI-powered education and accelerating the cultivation of AI talent; ② Samsung Electronics and SK Hynix repeatedly hit record highs, triggering unexpected sell-offs, resulting in a combined net outflow of USD 58.6 billion this year; ③ The controlling shareholder of Roborock proposed a share repurchase program worth RMB 300 million to RMB 400 million.

cls.cnMay 29 20:51

From 'Intelligent Driving Eye' to 'Machine Vision,' the valuation logic for LiDAR has changed!

The LiDAR industry is undergoing a fundamental restructuring of its valuation logic. In a deep industry report released on May 27, Everbright Securities noted that 2026 will be a pivotal year for the revaluation of LiDAR’s commercial attributes, the reshaping of its valuation framework, and the realization of a profitability inflection point. This assessment is grounded in the core observation that LiDAR has evolved from being an 'optional hardware component' for advanced intelligent driving to a 'spatial intelligent perception solution.' The market has systematically underestimated LiDAR’s full-scenario application value and its data value in the AI era. Analysts believe that the large-scale mass production of front-loaded automotive LiDAR in 2024–2025 has completed the industry’s transition from 0 to 1 in terms of technology.

wallstreetcnMay 28 15:59

Goldman Sachs' Major Forecast: The Next Phase of AI Will Shift from Chips to Humanoid Robots

Goldman Sachs believes the AI investment narrative is shifting from infrastructure to the application layer, with humanoid robots emerging as a core focus area. Due to the accelerated integration of Vision-Language-Action (VLA) models and world models, Asia-Pacific robotics companies are experiencing an early-cycle opportunity, trading at a median price-to-earnings ratio 21% lower than their U.S. counterparts, highlighting their relative value. However, constrained by the scarcity of real-world data, most initiatives remain in the proof-of-concept stage, with large-scale commercial deployment expected between 2027 and 2029.

wallstreetcnMay 28 15:05

Sci-Tech Innovation Board Evening Report | Changxin Technology's IPO on the Sci-Tech Innovation Board Approved; Loongson Technology Plans to Raise up to RMB 2.3 Billion for Chip Projects

① China Resources Microelectronics plans to jointly establish an industrial fund with related parties, focusing on core semiconductor equipment and other areas; ② Zhuhai CosMX and ATL have signed a patent-related litigation agreement, and both parties will subsequently withdraw all pending lawsuits; ③ Ninebot Co., Ltd.: The chairman has proposed a repurchase of CDRs worth RMB 150 million to RMB 300 million, all of which will be canceled.

cls.cnMay 27 20:52

Sets a new record for the highest first-day gain among A-share IPOs this year! Changjin Photonics surged 1,510.52% on its debut, with investors including Huawei Hubble, China Mobile Fund, and JPT Opto-electronics.

① From January to June 2026, the company expects to generate revenue of RMB 115 million to RMB 130 million, representing a year-over-year increase of 14.57% to 29.51%. ② The second-largest shareholder is JPT Opto-electronics, which is also among the company's top five customers, holding a 12.24% stake.

cls.cnMay 27 17:33

Sci-Tech Innovation Board Evening Report | Sijia Photonics terminates acquisition of Fuke Xima Communications; Yongxi Electronics' 2.5D packaging product line is currently undergoing sample verification.

① Beijing Yandong Microelectronics Co., Ltd.’s second-largest shareholder, Beijing E-Town International Investment & Development Co., Ltd., plans to reduce its stake by no more than 1%; ② Fuchuang Precision Manufacturing Co., Ltd. intends to acquire a 65% equity interest in Shanghai Riyang for RMB 189 million; ③ Okaiyuan Co., Ltd.: the share transfer price determined through shareholder inquiry is RMB 96.45 per share, representing a 31.1% discount to today’s closing price.

cls.cnMay 26 21:01

Huawei's 'Tao's Law' reshapes the semiconductor narrative, creating a new upcycle window for advanced packaging, foundry services, and mature-node processes.

Huawei's newly unveiled "Tau (τ) Law" redefines the path to semiconductor performance enhancement through "time scaling." Guosheng Securities, Huatai Securities, and CITIC Securities all highlight a common theme: advanced packaging, equipment, EDA, co-packaged optics (CPO), and mature-node semiconductors may simultaneously be approaching an upturn in their industry cycles. Logic folding and 3D stacking will reshape value distribution across the supply chain, while surging power demand from AI servers combined with shrinking 8-inch wafer capacity suggests that a supply-demand reversal in mature-node semiconductors may already be underway.

wallstreetcnMay 26 14:29

Broker Morning Meeting Highlights: Focusing on Value Reassessment of Mature Production Lines

At today's broker morning meeting, Huatai Securities noted a focus on the value re-rating of mature production lines; CITIC Securities believes the beryllium price floor is likely to continue rising; and CICC stated that AI-driven data centers (AIDC) will create a long-term supply-demand gap in power generation, maintaining a positive outlook on the power generation industry chain.

cls.cnMay 26 08:28

A drone industry conference is about to be held, the market size continues to grow, and these stocks have frequently attracted institutional investor research visits.

From June 25 to 27, the 2026 UAV Applications and Countermeasures Conference and the 7th China International Unmanned Aerial Vehicle and UAS Expo will be held in Beijing.

cls.cnMay 25 17:29

Live Coverage of Earnings Briefing by a Sci-Tech Innovation Board Smart Manufacturing Company: Accelerated Global Expansion and Progress in Embodied Intelligence Attract Investor Interest

① Earnings briefings of 17 STAR Market intelligent manufacturing companies: Accelerated global expansion, with overseas orders becoming a key growth driver; ② STAR Market intelligent manufacturing firms are intensively entering emerging sectors such as embodied intelligence and solid-state batteries, continuously increasing R&D investment.

cls.cnMay 23 09:18

Sci-Tech Innovation Board Evening Brief | Montage Technology's fifth-largest shareholder plans to transfer 1% of shares via book-building; Dongxin Semiconductor plans H-share offering

① The Hang Seng Tech Index has added MINIMAX-W and Zhipu; ② Honor internally responded to IPO questions: the listing has not been terminated; ③ Zhongwei Company: its third-largest shareholder, Xunxin Investment, plans to reduce its stake by no more than 2%.

cls.cnMay 22 20:52

Breaking News! Deputy General Manager of This Company Placed Under Investigation and Detention | After-Hours Announcement Roundup

Zhongwei Company: Sunxin Investment, the third-largest shareholder, plans to reduce its stake by no more than 2%.

cls.cnMay 22 20:23

Morning Brief by Xiao K | U.S. Government Advances Quantum Strategy Upgrade; SpaceX Aims for 10,000 Launches Per Year Within Five Years

① SMIC received approval from the China Securities Regulatory Commission (CSRC) for the registration of its share issuance to acquire the remaining 49% equity interest in SMIC Northern; ② BOE Technology Group Co., Ltd. (BOE-A) expects that businesses such as glass-based packaging substrates will not have a material impact on its operating performance over the next two to three years; ③ EFORT Intelligent Equipment Co., Ltd. plans to acquire 100% of Shengpu Shares at a transaction price of RMB 1.074 billion.

cls.cnMay 22 08:37

The industrialization of solid-state batteries continues to advance, and iterative innovations in new materials technologies are expected to unlock additional growth potential.

According to the Institute of Metal Research, Chinese Academy of Sciences, polymer electrolytes are ideal materials for achieving high-specific-energy solid-state lithium batteries. To address the longstanding bottleneck in their fabrication—namely, the difficulty of simultaneously achieving compatibility and electrochemical stability—a research team from the Advanced Carbon and Two-Dimensional Materials Division at the Shenyang National Laboratory for Materials Science, Institute of Metal Research, Chinese Academy of Sciences, has proposed a general fabrication strategy based on compatible solvent-assisted plasticization.

cls.cnMay 22 08:24

Trading Halt Investigation Concluded! Tomorrow, the 16x Market Star Resumes Trading | Selected Post-Market Announcements

Leading memory chipmaker to resume trading tomorrow; leading 170-billion-yuan display panel company urgently clarifies: no collaboration with NVIDIA! This robotics-related stock is planning a major asset restructuring...

Golden10 DataMay 21 21:00