Baichuan Co., Ltd. (002455.SZ): The company's TMP capacity is 70,000 tons per year.

Gelonghui, June 15 — Baichuan Co., Ltd. (002455.SZ) stated on an investor interaction platform that the company's TMP production capacity is 70,000 tons per year.

Gelonghui FinanceJun 15 09:02

Memory 'supercycle' sees equipment makers vying for a share; SK Hynix receives upstream price hike requests

According to South Korea’s tech media outlet ETNews on Thursday, SK Hynix recently requested several Tier-1 equipment suppliers to submit 'price adjustment review documentation,' i.e., supporting materials justifying price increases. Some equipment manufacturers have taken this opportunity to request price hikes of 3% to 4%. SK Hynix stated it will determine final pricing based on objective procurement criteria such as exchange rates and supply stability.

wallstreetcnJun 11 14:44

The ranking of the total market value of shares held by prominent individual investors at the end of the period has been released.

According to Data Treasure statistics, after excluding shares held by senior executives, more than 70 individual stocks feature two or more new individual investors among their top ten tradable shareholders, with each holding a market value exceeding 100 million yuan at the end of the period. Specifically, Baichuan Co., Ltd., Litong Electronics, and other stocks have five individual investors newly entering with an end-of-period shareholding market value surpassing 100 million yuan. Western Materials, Songfa Shares, and Wukuang New Energy each have four individual investors newly entering with an end-of-period shareholding market value exceeding 100 million yuan. In terms of the total market value of new shareholdings, heavyweight positions remain in AI. Specifically, Huanchuang Technologies, Zhuoxun Microelectronics, Shenghong Technologies, and other stocks show that individual investors hold shares worth over 2 billion yuan at the end of the period.

Gelonghui FinanceMay 13 13:03

The Iran conflict sparks a PGMEA supply crisis, another 'chokepoint' moment for global AI chips?

More than 40% of Japan's naphtha imports have been disrupted, triggering a supply crisis for the semiconductor lithography solvent propylene glycol monomethyl ether acetate (PGMEA). Leading chemical company Shin-Etsu Chemical has withdrawn its earnings forecast, while Samsung and SK Hynix have received warnings of supply disruptions. The transition to alternative materials is expected to take up to a year. Although there may be several months and dozens of production steps between the naphtha supply disruption and the shutdown of semiconductor production lines, analysts warn that the potential downside risks have been significantly underestimated.

wallstreetcnApr 29 15:35

Baichuan Co., Ltd.: First Quarter Report for 2026

SZSIApr 29 00:00 · Announcements

Baichuan Co., Ltd.: 2025 Annual Report

SZSIApr 29 00:00 · Announcements