Selected A-share announcement | Shenzhen Everwin Precision Technology (300115.SZ): There is no equity relationship between the company and Yushu Technology.

1. Neusoft Corporation: Received designated notification from car manufacturer, expected total supply of intelligent cockpit domain controller during lifecycle to be approximately 5.6 billion RMB. Neusoft Corporation announced that it recently received a designated notification from a well-known domestic car manufacturer, choosing Neusoft as its designated supplier for supplying intelligent cockpit domain controller. According to the car manufacturer's plans, the above-mentioned product will be used in multiple vehicle models equipped with Qualcomm's 8397 platform, expected to start mass production and be launched on the market from the fourth quarter of 2026, with an estimated lifecycle of about 4 years. During the lifecycle of the above-mentioned vehicle models, the company is expected to supply the intelligent cockpit domain controller with a total amount of approximately 5.6 billion RMB. 2. Fulin Precision: Signed a 1.5 billion RMB prepayment agreement with Contemporary Amperex Technology to secure supply of lithium iron phosphate, used for locking in the supply capacity. Fulin Precision announced that its subsidiary, Jiangxi Shenghua, signed a prepayment agreement with Contemporary Amperex Technology, with Contemporary Amperex Technology paying a total of 1.5 billion RMB to Jiangxi Shenghua as a prepayment to lock in the supply capacity of lithium iron phosphate and to support Jiangxi Shenghua's raw material construction. This agreement deepens the strategic cooperation between the two parties in the field of lithium iron phosphate materials and is expected to have a positive impact on the company's operational performance. 3. Olympic Circuit Technology: The new generation PCB product "Chip Intelligence Carrier" is expected to start production in mid-2026, may supply Tesla in the future. Olympic Circuit Technology released an investor relations activity record announcement, stating that the "Chip Intelligence Carrier" new generation PCB product has significantly higher technical content and complexity compared to traditional PCB products, leading to an increase in price. The project is expected to start production in mid-2026. The target customers are mainly in emerging fields such as artificial intelligence, new energy vehicles, humanoid Siasun Robot & Automation, low-altitude aircraft, AI smart glasses, etc. The company has a long-term and close cooperation relationship with Customer T and is a core supplier to Customer T, providing a complete industry chain of support for automotive, energy storage, computing power, Siasun Robot & Automation, and other industries. With the production of the "Chip Intelligence Carrier" product and the demonstration of its technological advantages, it may also be used in supplying Tesla in the future to meet the demand for Tesla's related products, thus replacing some of the existing products. 4. Jiangsu Fengshan Group: Signed a technology development contract with Tsinghua University to cooperate on the development of electrolyte projects for sodium-ion batteries and solid-state lithium-ion batteries. Jiangsu Fengshan Group announced that it has reached a cooperation agreement with Tsinghua University (National Key Laboratory for Chemical Engineering and Low Carbon Technologies) to conduct research and development, pilot testing, and cooperation in high-end fine chemical new materials, electronic chemical new materials, and other fields, aiming to complete the technology development of electrolytes for sodium-ion batteries and solid-state lithium-ion batteries. The total contract funding amount, including taxes, is 2 million RMB, which will be paid in installments by the first party (Jiangsu Fengshan Group). The signing of this contract aims to enhance the company's core competitiveness, but the specific research and development progress and results are uncertain and do not have a significant impact on the company's financial condition and operating performance for the current year. 5. Shanghai Smith Adhesive New Material: 5 senior managers collectively reduced their holdings by 141,000 shares on September 16th. Shanghai Smith Adhesive New Material announced that the company's stock price has deviated by more than 20% in the closing prices for three consecutive trading days, indicating abnormal fluctuations in stock trading. Senior manager Pan Xiaochan reduced his holdings by 10,000 shares of the company's stock on September 16th during this period of abnormal stock trading fluctuations. Director and senior manager Bai Qiumei reduced her holdings by 131,000 shares of the company's stock on September 16th during this period of abnormal stock trading fluctuations. Upon verification, the company did not find any other significant events that could have a significant impact on the company's stock price. 6. Huaqin Technology: 5 major shareholders terminate the reduction plan in advance, already reduced holdings by a total of 38.9559 million shares, with 1.6743 million shares remaining to be reduced. Huaqin Technology announced that the company has received a notice of early termination of the reduction plan and reduction results from shareholders Hainan Qinyuan, Hainan Chuangjian, Hainan Ruansheng, Hainan Huaxiao, and Hainan Mozhi. The five shareholders have decided to terminate the current reduction plan in advance. During the reduction period, Hainan Qinyuan reduced its holdings by 8.7539 million shares, leaving 0.5335 million shares to be reduced; Hainan Chuangjian reduced its holdings by 7.2183 million shares, leaving 0.645 million shares to be reduced; Hainan Ruansheng reduced its holdings by 8.0164 million shares, leaving 0.2112 million shares to be reduced; Hainan Huaxiao reduced its holdings by 6.6224 million shares, leaving 0.2996 million shares to be reduced; Hainan Mozhi reduced its holdings by 8.3448 million shares, leaving 0.5655 million shares to be reduced. In total, they have already reduced holdings by 38.9559 million shares, with 1.6743 million shares remaining to be reduced. The reduction plan has been terminated in advance. Note: As of the end of the second quarter, Hainan Qinyuan, Hainan Chuangjian, Hainan Ruansheng, Hainan Huaxiao, and Hainan Mozhi respectively hold 5.79%, 5.45%, 5.40%, 5.20%, and 5.02% of Huaqin Technology's shares, ranking as the company's second, fourth, fifth, sixth, and seventh largest shareholders. 7. Jiangsu Hengrui Pharmaceuticals: Subsidiary received approval notice for clinical trial batch of SHR-1139 injection. Jiangsu Hengrui Pharmaceuticals announced that its subsidiary, Guangdong Jiangsu Hengrui Pharmaceuticals Co., Ltd., has received the approval notice from the National Medical Products Administration regarding the SHR-1139 injection, authorizing it to conduct clinical trials in the near future. The SHR-1139 injection is a therapeutic biological product independently developed by the company, expected to synergistically enhance the treatment of ulcerative colitis by inhibiting inflammatory responses and maintaining epithelial barriers during the treatment process. Currently, no similar drugs have been approved for marketing domestically or internationally. 8. Shanghai Prosolar Resources Development: Chairman subjected to compulsory measures for investigation, the investigation is unrelated to the company. Shanghai Prosolar Resources Development announced that its Chairman Liu Peng has been subjected to compulsory measures for investigation to assist the public security authorities, and the investigation is unrelated to the company. To ensure the stability of the company's operations and management, Director and General Manager Yang Zhe will assume the responsibilities of the Chairman and legal representative. The company's day-to-day operations are overseen by the executive team, and other directors, senior managers, and supervisors are fulfilling their duties as usual. The company's production and operations are normal, and it will continue to monitor the progress of this matter and fulfill its disclosure obligations. Stock Risk Warnings 1. Shenzhen Everwin Precision Technology: There is no equity relationship between the company and Yushu Technology. 2. Ningbo Yong Xin Optics, which had two consecutive trading days of limit-up: The optical component business related to lithography machines accounts for a relatively small proportion of the company's revenue. 3. Zhejiang Hongchang Electrical Technology: The Siasun Robot & Automation company in which it has invested currently has a small order execution scale. 4. Wolong Electric Group: In the first half of the year, products and applications related to Siasun Robot & Automation accounted for approximately 2.71% of the company's overall operating income, a relatively low proportion. 5. Wuxi Taclink Optoelectronics Technology: Silicon-based OCS products have received overseas sample orders but have not yet received bulk orders from overseas major manufacturers. Operating Performance 1. Power Construction Corporation of China, Ltd (POWERCHINA): From January to August, the newly signed energy and power contracts amounted to 516.24 billion RMB, a year-on-year increase of 14.30%. 2. YTO Express Group: Express product revenue in August was 5.39 billion RMB, a year-on-year increase of 9.82%. Repurchase & Increase/Decrease Holdings 1. Jiangsu Goodwe Power Supply Technology Co., Ltd: Adjusted the upper limit of share buyback price from 53 RMB per share to 70 RMB per share. 2. Zhejiang Jasan Holding Group: Plans to repurchase company shares worth 150 million to 300 million RMB. 3. Zhejiang CFMOTO Power: Controlling shareholders and concerted actors intend to reduce their holdings of company shares by not more than 2%. 4. Wuhu Fuchun Dye and Weave: Shareholders Fuchun Investment and QinHui Investment plan to collectively reduce their holdings of company shares by not more than 1%. 5. Inno Laser Technology: Major shareholder Red Essence Investment reduced their holdings by a total of 1.4647 million shares from July 16th to September 17th. 6. PharmaBlock Sciences: Shareholder Zhou Quan plans to reduce their holdings by not more than 2.3296 million shares. Large Orders 1. Sanwei Holding Group: Won a 1.58 billion RMB procurement project from Guangxi Sivision. 2. Sichuan Shudao Equipment & Technology: Signed a construction contract worth 24.6838 million RMB. 3. Palm Eco-Town Development: Won a 4.33 billion RMB high-standard farmland construction project. 4. Hangzhou Zhongtai Cryogenic Technology Corporation: Subsidiary plans to sign a supply contract worth not more than 20 million RMB with a South Korean joint venture. This article was reprinted from "Tencent Stock Picks" by GMTEight, edited by Xu Wenqiang.