Primarius Technologies (688206)
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Primarius Technologies (688206) News
Storage stocks plunge sharply! Could underwhelming pricing be to blame?
What can be done?
Express News | EDA stocks rose against the market trend, with G概伦 Electronics and Huada Jiutian both surging over 10%.
Express News | EDA stocks surged on intraday volatility, with Primarius Technologies rising over 10%.
Primarius Electronics (688206.SH): Received government grant of RMB 6 million
Gelonhui, July 8 — Primarius Electronics (SHA: 688206) announced that it has recently received government grants totaling RMB 6.00 million, of which RMB 4.40 million relates to income and represents 12.85% of the company’s audited net profit for the most recent fiscal year, and RMB 1.60 million relates to assets and accounts for 0.06% of the company’s audited total assets for the most recent fiscal year.
Market risk-off sentiment intensified, and rotation within the technology sector accelerated.
Track the entire lifecycle of the mainline sector.
Dragon & Tiger List | Four institutional investors exited Yongding Shares, while Shanghai-Hong Kong Stock Connect absorbed the selling pressure. Zhang Mengzhu and the Wenzhou syndicate cashed out of Jianghua Micro.
The top three securities by net buying amount on the day were China Great Wall, Ailong Lithium Energy, and Huanghe Whirlwind.
From Theory to Engineering Implementation: Is EDA the Decisive Factor for Tao's Law?
① The practical implementation of Tao's Law is highly dependent on innovations in EDA tools; ② the paper states that building a “tau-native” toolchain will be the most critical investment over the next decade; ③ domestically developed EDA solutions are expected to evolve from single-point tool adoption toward full-process, workflow-level replacements.
A-Share Market Movement | Huawei's 'Tao Ding Law' V2 Launches with Major Impact! EDA Concept Strengthens, Guangli Electronics Soars 20% Limit Up, Huada Jiutian Rises Nearly 15%
Gelonghui, July 6 | EDA-related stocks in the A-share market collectively strengthened, with Genlin Electronics surging by 20% (the daily trading limit), Huada Jiutian rising nearly 15%, and Guangliwei, Tongji Technology, and Anlogic Technology all gaining more than 5%. On the news front, He Tingbo, head of Huawei’s semiconductor business, released Version 2 of the paper titled “Time-Scaling Theory for Multi-Level Electronic Systems” (also known in the industry as “Tao’s Law”) on July 3. Compared to Version 1 issued on May 25, the new version supplements the original theoretical framework with extensive engineering implementation details, empirical quantitative data, and product evolution roadmaps, further refining the theory centered on the time constant τ.
Express News | A-Share Midday Commentary: STAR 50 Index Rises Nearly 2%; Storage Chip Sector Rebounds in a V-Shaped Recovery
A-Share Market Movement | Memory Storage Sector Surges Collectively, Driven by Soaring Earnings and Samsung's Price Hike
Gelonghui, July 6 | Storage-related stocks in the A-share market rallied collectively, with General Electronics surging over 16%, Tianshan Electronics rising more than 12%, Huada Jiutian gaining over 10%, Quick Intelligent and CECTIC hitting the 10% daily trading limit, Debang Technology up 7%, Fuman Microelectronics, Yintang Intelligent Control, and Hangjin Technology climbing over 5%, Juchen Shares and JCET Group advancing over 4%, and Biwin Storage rising more than 3%. On the news front, Longsys announced that it expects its net profit attributable to shareholders for the first half of 2026 to be RMB 9.2 billion–11 billion, representing a year-over-year increase of 62,204%–74,394%. Additionally, there are reports that Samsung Electronics
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,
Oriental Securities: AI semiconductor sector remains highly attractive; domestic EDA presents a strategic allocation opportunity
The bank believes that domestic EDA tools are benefiting from the semiconductor sector's strong momentum and AI-driven tailwinds.
Primarius Electronics (688206.SH): The restructuring matter will be reviewed at the meeting on June 10.
Gailun Electronics (688206.SH) announced that the company intends to acquire 100% of the equity interest in Chengdu Ruicheng Xinwei Technology Co., Ltd. and 45.64% of the equity interest in Neng Microelectronics (Chengdu) Co., Ltd. through a combination of share issuance and cash payment, and to raise accompanying funds. This transaction constitutes a material asset restructuring and a related-party transaction, but does not constitute a backdoor listing. According to the announcement titled 'Notice of the 8th Meeting in 2026 of the Shanghai Stock Exchange Merger & Acquisition Review Committee' issued by the Shanghai Stock Exchange Merger & Acquisition Review Committee, the committee will convene its 8th review meeting of 2026 on June 10, 2026, to deliberate on the company's application for this transaction.
A-share memory-related stocks strengthened, with Dawei Shares hitting the daily trading limit, and Demingli and GigaDevice rising more than 4%.
Gelonghui, June 4 — Memory-related stocks on the U.S. market rose overnight against the broader market trend, boosting memory-related stocks on the A-share market this morning. Among them, Dawei Shares surged by the daily trading limit of 10%, while Longtech, Taiji Industry, Yunhan Chip City, and Shanghai Belling gained more than 7%. Jiangbolong, Guangliu Electronics, and Yachuang Electronics rose over 5%, and Jianghuawei, Demingli, GigaDevice, Jingshi Shares, and Sanfu Shares climbed more than 4%.
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.
Farewell, Moore; hello, Tao (τ)!
China's Chip Industry 'Declaration of a New Path'
A-Share Market Movement | The 'Tao Ding Law' Arrives! Semiconductor stocks surged further in the afternoon session, with Hua Hong Semiconductor surging by 20% to hit the daily trading limit.
Gelonghui, May 25 | Huawei unveiled the semiconductor "Tao (τ) Law," driving semiconductor-related stocks on the A-share market to extend gains in the afternoon session. Dongxin Semiconductor and Huahong Company surged by 20% (the daily trading limit), while ACM Research briefly hit the 20% upper circuit breaker. Yongji Electronics rose over 18%, Piotech gained more than 17%, SMIC climbed over 15%, Aisen Shares, Xinzhong Technology, and Yandong Microelectronics advanced over 14%, Jingpeng Mingyuan, Diao Microelectronics, Hongwei Technology, Gaintech Electronics, and HC Semitek all rose over 12%, Novosense gained over 11%, Jetech Power, Canxin Shares, and Guangliwei climbed over 10%, and XJCE, Yako Tech, and Kingfat
Gailun Electronics: First Quarter Report for 2026
First Quarter Report for 2026
Gelian Electronics (688206): Continuous improvement in core business quality and firm implementation of the 'organic growth + external acquisition' development strategy.
Report Summary On April 15, 2026, the company released its 2025 annual report. In 2025, the company achieved operating revenue of 484 million yuan, representing a year-on-year increase of 15.41%; net profit attributable to parent company was 34 million yuan.