Konfoong Materials International (300666)
- 240.00
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Konfoong Materials International (300666) News
ULVAC Absorbs China Unit's Investment in Flat Panel Display JV With Konfoong Materials
Konfoong Materials International Expects H1 Profit to Soar Up to 122%; Shares Down 12%
Plummeting external markets and profit-taking at elevated levels exert dual pressure! Memory chip stocks plunged collectively, with Demingli and Huatian Technology hitting the daily trading limit down for the second consecutive day.
Gelonghui, July 16 | Overnight losses across U.S. memory stocks and a sharp decline in South Korean memory shares this morning dragged down A-share memory-related stocks, which opened collectively lower. Among them, Jingce Electronics fell by more than 17%; Tianshan Electronics and Jiangfeng Electronics dropped over 11%; Montage Technology and GR Silicon declined by more than 10%; Demingli, JCET Group, Tongfu Microelectronics, and Hua Tian Technology hit the 10% daily trading limit down; Hongban Technology, Gigadevice, and Bojay Electronics neared the daily limit down; Shannon Core Creation fell by over 9%; Deep Tech and Yachuang Electronics declined by more than 7%; Huahong Hongli and Hwatsing Technology dropped by over 6%. In overseas markets, SK Hynix closed down 9% overnight on the U.S. stock market, while Micron Technology fell
The technology sector has once again entered a period of adjustment, while innovative pharmaceuticals have attracted capital flows and staged an independent market rally.
Track the entire lifecycle of the mainline sector.
Jiangfeng Electronics H1 Net Profit Expected to Surge Over 90%, Driven by Non-Recurring Gains Exceeding RMB 300 Million | Financial Statement Analysis
① In the first half of this year alone, the company’s net profit has already approached—and is even on track to exceed—its full-year level from last year; ② The growth rates of the company’s net profit attributable to shareholders of the parent company and its net profit excluding non-recurring gains and losses have diverged significantly, with non-recurring gains and losses amounting to over RMB 300 million serving as the decisive factor; ③ Recently, Jiangfeng Electronics stated in response to investor inquiries on an interactive platform: 'Currently, the company has a robust order backlog.'
Express News | Selected Key Post-Market Earnings Announcements from A-Share Listed Companies
Net profit surges up to 34.22-fold year-over-year! Leading 140-billion-yuan memory chip manufacturer releases interim earnings forecast | After-Hours Announcement Roundup
China Jushi: A wholly-owned subsidiary plans to invest RMB 2.405 billion in constructing a production line for electronic-grade glass fiber cloth with an annual capacity of 250 million meters.
Jiangfeng Electronics: 2026 Semi-Annual Performance Forecast
Second-quarter reports from a batch of 'doubled-return funds' are out—have fund managers who were 'standing in the spotlight' started to diverge?
① In the near to medium term, fund managers have begun to show some divergence in their views on the AI computing power sector, with some suggesting the sector could continue to rise in the third quarter; ② other fund managers have noted high levels of crowded positioning and warned of short-term volatility risks; ③ however, consensus remains intact on investing in the AI sector over the medium to long term.
Express News | Jiangfeng Electronics has established a new semiconductor materials company in Jiaxing.
Jiangfeng Electronics (300666): Private placement completed to expand production of electrostatic chucks and sputtering targets; acquires controlling stake in Kade Quartz to strengthen component platform
Q1 2025 revenue increased by 30.49% year-over-year, and attributable net profit rose by 33.42% year-over-year. The company reported Q1 2025 revenue of RMB 1.306 billion (YoY +30.49%, QoQ -0.57%).
Konfoong Materials International Completes Acquisition of 15.6% Stake in Quartz Manufacturer
Research Report Insights | Huajin Securities: Initiates Jiangfeng Electronics with a 'Buy' rating, citing its platform-based ecosystem as a driver for long-term growth
Gelonghui, July 2 — A recent research report from Huajin Securities noted that Jiangfeng Electronics, a leading sputtering target manufacturer, is riding the tailwinds of AI, with its platform-based ecosystem driving long-term growth. In recent years, the company has solidified its high-purity metal raw material supply chain through diversified investments and continuously expanded its portfolio of semiconductor precision components, establishing an integrated vertical business model spanning materials, devices, and applications. The company’s sputtering target business is highly aligned with the current high-growth phase of the semiconductor industry and is now entering a new era of simultaneous volume and price expansion, propelled by surging AI computing demand and domestic semiconductor substitution. Positioning component industrialization as its 'second growth curve,' the company aims to achieve significant progress by 2025.
A-Share Market Update | New Round of Price Hikes Set for July 1; Semiconductor Stocks Remain Strong, with BE Semiconductor Industries Surging Over 7% to Hit Record High
Gelonghui, July 1 | Semiconductor stocks in the A-share market continued their strong performance. Longtu Guangzhao and Galaxy Micro Electronics surged by 20% (the daily trading limit for ChiNext and STAR Market stocks), Geke Micro rose over 19%, Jingyi Equipment and Puya Semiconductor gained more than 15%, Minxin Semiconductor and Youyan Silicon climbed over 13%, Zhenbao Technology advanced over 12%, Pinhe Integrated Circuit rose more than 11%, Shengong Shares, General Interface Electronic, and Fuman Micro each increased over 10%, Taijing Technology hit the 10% daily trading limit (for main board stocks), Jiangfeng Electronics rose over 9%, Zhongying Electronics gained over 8%, Beijing Junzheng, NAURA, and Hwatsing Technology each climbed over 7%, while Taiji Industry, Han's CNC, Qingyi Optoelectronics, Shanghai Hejing, and Yako Tech all rose more than 6%. On the news front,
Jiangfeng Electronics (300666): Target Materials Leader Rides the AI Tailwind; Platform-Based Ecosystem Drives Long-Term Growth
Jiangfeng Electronics, a semiconductor materials platform with full-process capabilities, was founded in 2005 and has long specialized in ultra-high-purity metal sputtering targets and semiconductor precision components. It is a globally leading platform company in semiconductor materials and precision components. The company’s product portfolio
Supply-demand mismatches trigger a price surge in 'computing power metals,' prompting optical communications and semiconductor materials companies to adopt multiple measures to manage cost pressures.
① Approximately 70% of global tantalum resources are used in three major applications: tantalum capacitors, high-temperature alloys, and semiconductor sputtering targets, making it an indispensable critical raw material for AI computing infrastructure and the aerospace industry. ② Industry insiders in the tin sector noted that, going forward, tin product prices theoretically still have the potential to rise in both volume and price, but this will ultimately depend on genuine procurement demand from downstream markets.
Express News | Sputtering target stocks surged amid volatility, with Oulai New Materials approaching a 20% daily trading limit and hitting a new all-time high.
Morning Brief by Xiao K | SpaceX Surges 19% on First Day of Listing; Ant Group Testing AI-Powered Alipay
① The U.S. has prohibited foreign entities from accessing Fable 5 and Mythos 5, prompting Anthropic to publish a detailed rebuttal; ② Attorneys general from multiple U.S. states have launched a joint investigation into OpenAI; ③ Laplace plans a private placement offering to raise no more than RMB 2.2 billion, with proceeds allocated to research and development projects for high-end photovoltaic and semiconductor equipment, among other uses.
A-Share Market Movement | Global memory storage sector rallies in unison! Biwin Storage rises over 7%, Longsys and GigaDevice gain more than 5%.
Gelonghui, June 12 | Storage-related stocks in the A-share market opened collectively higher this morning. Among them, Lanjian Electronics rose more than 17%, Jiangfeng Electronics gained over 15%, Dinglong Co., Ltd. climbed over 12%, Yintang Intelligent Control rose nearly 12%, Kangqiang Electronics approached its 10% daily trading limit, Biwin Storage, Wanrun Technology, and Jingzhida surged over 7%, Taiji Industry, Montage Technology, Huahong Hongli, Shanghai Simgui, Jingce Electronics, and Changchuan Technology gained over 6%, while Longsys and GigaDevice advanced over 5%. On the news front, U.S. storage stocks closed higher overnight en masse, with SanDisk up over 14%, Micron Technology rising over 11%, Silicon Motion Technology gaining 9%, and Western Digital closing
Express News | Jiangfeng Electronics: Completed A-share issuance to specific investors, raising RMB 1.928 billion