STAR Market Daily: ST Qingyue may face mandatory delisting due to significant violations, and JinkoSolar plans to sell a 75.1% stake in its U.S. factory.

① China's first dual-core atomic quantum computer has been successfully developed; ② Four departments issued the 'Action Plan for Promoting the Mutual Empowerment of Artificial Intelligence and Energy'; ③ DeepSeek plans to raise up to RMB 50 billion.

cls.cn20:55

Earnings Meeting of STAR Market Semiconductor Equipment Companies: Strong Order Demand Amid High Growth, Enterprises Accelerate Capacity Expansion and 'Going Global' Strategy

① The sector is experiencing high prosperity driven by the explosive demand for AI computing power, advancements in advanced packaging technologies, and the recovery of the storage industry cycle, leading to robust demand in a new round of the industrial chain; ② The semiconductor equipment industry is rapidly entering a new phase of development characterized by both platformization and integration. The technology iteration cycle has significantly shortened, and the pace of product upgrades continues to accelerate.

cls.cnMay 6 22:13

STAR Market Evening Report: CITC Mobile plans to raise no more than 7 billion yuan through a private placement. Guoyi Quantum's STAR Market IPO to be reviewed after the holiday.

① SMIC: The SSE M&A Review Committee is scheduled to review the company’s issuance of shares to purchase assets and related-party transactions on May 11; ② Delinhai's controlling shareholder and others plan to transfer 14.97% of the company’s shares through a contractual agreement, with the transferee committing not to engage in AI glasses business with the listed company; ③ One of the controlling shareholders of Haohai BioScience received a 'Bail Decision Notice' due to matters unrelated to the company.

cls.cnApr 30 21:05

Raised nearly HKD 40 billion! 'Battery King' completes large H-share placement | Post-market announcement highlights

Global power battery giant completes a mega placement of nearly HKD 40 billion; leading chip foundry restructuring reaches a critical juncture; renowned veteran automaker announces plans to acquire shares in a Huawei-affiliated car company...

Golden10 DataApr 30 21:01

Q1 Earnings Review of Semiconductor Equipment: Net Profit Surges for Multiple Leading Companies, with AI Remaining the Core Driving Factor

①AMEC and Topcon Technologies have set a new historical high for net profit attributable to shareholders in a single quarter; ②During the reporting period, companies continued to increase R&D investment and strengthen equipment processes to adapt to the evolution of semiconductor technology; ③Cinda Securities stated that based on current industry feedback, driven by the accelerated release of AI demand, the overall prosperity of related upstream and downstream industrial chains remains at a relatively high level.

cls.cnApr 30 09:24

Influenced by factors such as the price reduction of silicon carbide, Tianyue Advanced turned from profit to loss in Q1. AR glasses materials are still in the customer validation stage.

①The founder of SICC Advanced, Zong Yanmin, increased his capital contribution ratio in Shanghai Juepeng from 0.0169% to 12.7073%; ②SICC Advanced stated that due to the year-on-year decline in product selling prices, the company's operating revenue and gross profit decreased year-on-year.

cls.cnApr 29 08:45