Optical communications stocks surge overseas with major win: secure $460 million order from U.S. client | Selected after-hours announcements
An emerging company in the optical communications sector has secured RMB 460 million in orders from U.S. clients; a leader in precision medicine within the pharmaceutical industry is set to be acquired by a major state-owned enterprise; and a leading financial IT firm has crossed into a new venture, establishing a joint venture to tap into the 'computing power leasing' market... What notable announcements emerged after today's market close?
Currently, there are no DSP electrical chip products available for data centers! A chip stock valued at RMB 20 billion issues a trading anomaly announcement | Post-market announcements roundup
Yinzhijie clarified: 'The rumor of being placed under investigation is untrue.'
Major blue-chip company secures RMB 11.36 billion in significant new project! | Selected Post-Market Announcements
A leading construction company has won a highway project valued at RMB 11.36 billion; a PCB-related stock with a market cap of RMB 30 billion has disclosed a private placement plan; and the domestic leader in semiconductor testing equipment has secured a major sales order...
Zhuo Yu is moving ahead aggressively, as the window of opportunity for integrated cockpit and driving systems is narrowing.
Accelerate onboarding.
AI-Powered Short Dramas Debut at Cannes: The Industry Is Crossing the Watershed of 'Generating High-Quality Content'
① At the recently concluded 79th Cannes Film Festival, multiple AI-generated short dramas and films made their debut; ② This year has seen a steady stream of financing announcements in the AI video generation sector, with companies such as Aishi Technology, Shengshu Technology, and Zhixiang Future completing funding rounds, marking a new phase where models are advancing toward 'generating high-quality videos'; ③ On the application front, AI-powered short drama creation platforms are experiencing explosive growth, with major internet firms and short drama production companies launching their own creative tool platforms to strengthen their control over content production.
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.
Six listed companies received warnings on the same day: five for disclosure violations and one for a profit warning reversal.
① Six listed companies announced tonight that they received regulatory warnings, including Linglong Tire, Meihu Co., Ltd., Guoguang Electric, Zhide Co., Ltd., Tianyuan Co., Ltd., and Winsoft; ② Among them, five companies were cited for violations related to information disclosure, and one company was named for a sudden reversal in its financial performance.
Trading volume neared RMB 30 billion for the day! BOE Technology Group Co., Ltd. (BOE A) posted consecutive daily trading limits, and several stocks featured on the Dragon & Tiger List have appeared frequently recently, with these trading seats becoming r
① Today, BOE Technology Group Co., Ltd. (BOE A) surged by the daily trading limit, with a total trading volume of nearly RMB 30 billion, setting a new historical record. ② From a capital flow perspective, Shenzhen-Hong Kong Stock Connect, institutional investors, and multiple speculative trading seats all appeared on BOE A’s dragon-and-tiger list today. ③ Among stocks featured on the dragon-and-tiger list over the past five trading days, those in the electronics and machinery equipment sectors were relatively more numerous.
Trading halt lifted for leading stock in memory chip concept; to resume trading tomorrow | After-market announcement roundup
BOE Technology Group Co., Ltd.: It is expected that businesses such as glass-based packaging substrates will not have a material impact on the company's operating performance over the next two to three years.
Tesla FSD officially announced entry into China, sparking a surge in autonomous driving stocks with multiple firms hitting their daily trading limits.
On Thursday, the intelligent driving concept segment of China's A-share market surged strongly, with more than ten individual stocks, including Desay SV and Lianchuang Electronics, hitting their daily trading limits. In response to customer inquiries, Tesla’s customer service stated that the company is actively advancing approval procedures in accordance with relevant national regulations and will 'roll out the feature to domestic customers as soon as approval is secured.'
Four securities firms appear on Changxin's shareholder list, with hundreds of billions in unrealized gains reshuffling rankings—equivalent to creating one and a half 'China Merchants Securities'.
① According to Changxin Technology's prospectus, four securities firms—China Merchants Securities, Huaan Securities, CITIC Securities, and CICC—hold indirect stakes in the company. ② Based on Changxin Technology’s estimated valuation of RMB 3 trillion, China Merchants Securities stands to realize an unrealized gain of nearly RMB 20 billion, while Huaan Securities exceeds RMB 10 billion, significantly boosting both firms’ net profits. ③ The earnings contribution from this equity investment is expected to propel China Merchants Securities into the top three among securities firms by profitability and help Huaan Securities break into the industry’s top ten.
Morning Brief by Xiao K | CXMT to Attend Listing Review Meeting on May 27; NVIDIA Expects to Ship Vera Rubin in the Second Half
① Samsung Electronics' labor union has postponed its strike; ② China Mobile has launched its Ciyuan data plan nationwide, with the lowest-priced option being a 5 RMB monthly package; ③ BOE Technology Group Co., Ltd. (BOE A) and Corning Incorporated have signed a memorandum of understanding, focusing their collaboration on glass-based packaging substrates, optical interconnect applications, and related fields.
Plans to purchase high-performance computing servers with an investment not exceeding RMB 833 million! A listed company valued at RMB 14 billion in the AI applications sector | After-Hours Announcement Highlights
Dafang Nano: Plans to invest a total of RMB 8.7 billion in a lithium battery new materials and phosphorus-based new energy materials project.
World's First Quantum-Resistant Cryptography Smooth Migration Solution Launched: Hygon Information Collaborates with Multiple Parties to Build AI Hardware with Inherent Security
① Hygon Information, in collaboration with Guotai Haitong Securities and Gelan Software, jointly launched the world's first quantum-resistant cryptographic smooth migration solution; ② In the AI era characterized by massive concurrent data, 'chip-level intrinsic security' has become an inevitable choice for upgrading AI infrastructure.
Morning Brief by Xiao K | Yangtze Memory Technologies has commenced IPO counseling; Google launches the Gemini 3.5 series models
① China Computing Power Platform (Beijing) officially launched; ② Leju Intelligence's IPO application has been accepted; ③ Shanghai Silicon Industry Group: the second-largest shareholder, National Integrated Circuit Industry Investment Fund, reduced its stake to 13.89%; ④ Hangzhou Kolin plans to acquire a 41.57% equity interest in its affiliate Kepler, thereby obtaining control.
The Token factory has been established in Wuxi, relying on Huawei's Ascend 384 cluster, marking the advent of the 'intelligent unit billing' era for computing power.
① The first batch of Wuxi Token Factory will deploy four Huawei Ascend 384 super-node servers; ② Unicorn companies have emerged in the Token Factory sector; ③ Institutions claim that domestic Token Factories will enter a period of rapid development, with companies possessing certain computing power resources, reasoning optimization capabilities, and cloud service capacities actively planning and implementing initiatives.
Smart glasses are being tailored for vertical scenarios, while the killer application is still in development.
①Reporters observed at the 2026 Shanghai VR/AR Industry Expo that, unlike the bustling atmosphere of争相首发 and parameter competition during the early stages of the 'hundred mirrors battle,' companies this year have shifted their focus to vertical application scenarios such as industry, healthcare, and office environments. ②Although the industry has moved past the concept validation phase, the widely recognized 'killer application' is still forthcoming, and the depth and essential nature of application scenarios may become the key factors determining the next stage of industry development.
The 'Token Factory' begins practical implementation: operators launch procurement worth tens of billions, and major companies accelerate their positioning.
① Ningxia Branch of China Telecom released the centralized procurement project for the "Token Factory" generation capability service, marking the first large-scale procurement project named after the Token Factory among the three major telecom operators, valued at the billion-dollar level. ② The Token Factory is considered "the business model with the fastest short-term growth for model vendors and the most certain commercialization potential in its early stages." ③ Baidu recently announced that Baidu Intelligent Cloud will upgrade its "MaaS Model Service" to the "Token Factory."
Hot Semiconductor Stock Jumps 30% in Three Days; Company Clarifies No Direct Business Ties with Samsung | Selected Post-Market Announcements
A popular semiconductor material stock explicitly stated that it has no direct business relations with Samsung. A chemical giant announced an ambitious expansion plan, while a company’s annual report was unanimously rejected by its own audit committee...
Breaking: This company has been investigated by the CSRC for alleged violations of regulations due to misleading statements in information disclosure | Post-market announcement highlights
BIWIN Storage: Plans to provide contract manufacturing services for Haiguang Xinzhi's optoelectronic interconnect products and offer financial assistance of up to 200 million yuan for raw material procurement.