A-share Announcement Highlights | Giant Network Group (002558.SZ) achieved a net profit of 1.2 billion yuan in the first quarter. Xiong'an New Power Technology (300152.SZ) is under investigation by the China Securities Regulatory Commission.

Today's Focus 1. Giant Network Group: It is expected that the net profit in the first quarter of 2026 will be between 1 billion and 1.2 billion yuan, a year-on-year increase of 187.47% to 244.96%. Giant Network Group announced that it is expecting a net profit of 1 to 1.2 billion yuan in the first quarter of 2026, representing a year-on-year growth of 187.47% to 244.96%. During the reporting period, the company continued its good development momentum. The popular mobile game "Supernatural Action Team" surpassed 10 million daily active users in January. Daily and monthly revenues reached historic highs during the Spring Festival. The net profit attributable to shareholders of the listed company in the first quarter and the net profit after deducting non-recurring gains and losses both showed explosive growth compared to the same period last year. In addition, the company's deferred revenue is approximately 2.1 billion yuan, an increase of 23.25% from the previous quarter. This deferred revenue will be recognized in future periods. 2. Chongqing Changan Automobile: Repurchased 3 million shares at a maximum price of 10.21 yuan per share Chongqing Changan Automobile announced that on April 10, 2026, the company repurchased company shares for the first time through a special securities account for stock repurchases using centralized bidding trading. The company repurchased 3 million A shares, accounting for 0.03026% of the total share capital. The highest transaction price was 10.21 yuan per share, the lowest was 10.02 yuan per share, and the total transaction amount was 30.32 million yuan (excluding transaction costs). The company also repurchased 810,500 B shares, representing 0.00818% of the total share capital, at a maximum price of 4 Hong Kong dollars per share and a minimum price of 3.95 Hong Kong dollars per share. The total transaction amount was 3.22 million Hong Kong dollars (excluding transaction costs), equivalent to 28.228 million yuan (converted at the mid-point exchange rate of 1:0.87641 on April 10, 2026). 3. Gepic Energy Development: Plans to invest 4.377 billion yuan to construct a 1 million kilowatt new energy project Gepic Energy Development announced that the company's ninth board of directors approved the motion regarding the investment and construction of the second phase of the 1 million kilowatt new energy project in the Qingyang Dongshu Xisuan Industrial Park Green Power Aggregation Pilot Project. The project will be invested and constructed by a wholly-owned subsidiary, Qingyang New Energy Company, with an installed capacity of 1 million kilowatts (including 750,000 kilowatts of wind power and 250,000 kilowatts of photovoltaics) and a total dynamic investment of 43.77 billion yuan. The capital contribution will be 20% in capital, and the remainder will be from bank loans, etc. 4. Inner Mongolia BaoTou Steel Union: Adjusts the affiliated transaction price of rare earth concentrate in the second quarter to 38,800 yuan per ton, an increase of about 45% compared to the previous quarter Inner Mongolia BaoTou Steel Union announced that based on the pricing mechanism and calculation formula for rare earth concentrate approved by the company's 2022 annual shareholders' meeting and considering the market price of rare earth oxides in the first quarter of 2026, the company plans to adjust the affiliated transaction price of rare earth concentrate in the second quarter of 2026 to 38,804 yuan per ton (excluding tax, dry weight, REO=50%). For each 1% increase or decrease in REO content, the price will correspondingly increase or decrease by 766.08 yuan per ton. 5. Avary Holding: Forecasts continued strong growth of AI server products in 2026, with SLP products entering the 800G/1.6T high-end market and going into mass production Avary Holding announced that the company's high-end HDI products and HLC products have successfully entered the AI server market and are gradually achieving mass production. It is expected that AI server products will continue to show strong growth in 2026. In the field of optical modules, since 2025, the company's SLP products have entered the 800G/1.6T high-end market and are set to achieve mass production, with the 3.2T product currently in the research and development stage. In the computing power field, customer certification progress is smooth, and this year is expected to be the year when customer orders for computing power are directly imported. With the release of production capacity and the gradual fulfillment of orders, the related business will become an important growth driver for the company. In the humanoid Siasun Robot & Automation field, the company has deepened cooperation with top customers on the application scenarios and product development of PCB products. Currently, circuit board-related products are already being supplied. 6. Shanghai Huafon Aluminium Corporation: Plans to invest up to 3 billion yuan to build a 550,000 ton high-end aluminum plate and foil project Shanghai Huafon Aluminium Corporation announced its plan to invest in building a 550,000 ton high-end aluminum plate and foil project, with a total investment expected not to exceed 3 billion yuan. The project will occupy approximately 600 acres of land and will consist of an aluminum plate and foil continuous rolling production line, mainly producing high-end aluminum plate and foil (including medium-thick plates and tank materials). A wholly-owned subsidiary of the company will be the main entity for project construction, with funding coming from the company's own funds and bank loans, among other self-raised funds. The project still needs to obtain approvals or filings from relevant government departments regarding project establishment, environmental impact assessment, safety assessment, and energy assessment. 7. Cig Shanghai: Controlling shareholder and its concerted action person plan to collectively reduce their holdings by no more than 2.69% Cig Shanghai announced that the controlling shareholder CIG Cayman and the concerted action person Kang Ling Technology plan to reduce their holdings of company shares by no more than 9.4691 million shares from May 7, 2026 to August 6, 2026 through centralized bidding and block trading, accounting for 2.69% of the total share capital. 8. Shenzhen Capchem Technology: Expects a year-on-year net profit increase of 100%-118% in the first quarter, with a significant increase in sales of battery chemicals and semiconductor cooling liquids Shenzhen Capchem Technology announced that it is expecting a net profit attributable to shareholders of the listed company of 460 million yuan to 500 million yuan in the first quarter of 2026, representing a year-on-year increase of 100.11% to 117.51%. Benefiting from the rapid growth in demand in the downstream energy storage sector and the continuous improvement of the company's core industry chain, the shipment volume of battery chemicals has seen a rapid increase year-on-year. At the same time, product sales prices have gradually recovered along with the optimization of the industry's competitive landscape, leading to significant increases in sales volume and revenue year-on-year and an improvement in profitability. In the field of electronic information chemicals, the company has seized the rapid development opportunities in downstream new energy, semiconductor, and other emerging fields. The market share of core products has steadily increased, focusing on the semiconductor cooling liquid sector. The company has continued to push forward customer certifications and mass deliveries, while accelerating the deployment of production capacity, leading to rapid revenue growth. The organic fluorine chemicals business has maintained a solid and outstanding profitability level, with the development of fluorine-containing products for key areas such as digital infrastructure, clean energy, and low-carbon economy progressing smoothly, enhancing the business's resilience. 9. China Northern Rare Earth: Adjusts the trading price of rare earth concentrate to 38,800 yuan per ton in the second quarter, an increase of about 45% compared to the previous quarter China Northern Rare Earth announced that based on the rare earth concentrate pricing method and the price of rare earth oxides in the first quarter of 2026, after calculation and approval by the company's 6th general manager's office meeting in 2026, the trading price of rare earth concentrate in the second quarter of 2026 will be adjusted to 38,804 yuan per ton (excluding tax, dry weight, REO=50%). For each 1% increase or decrease in REO content, the price will correspondingly increase or decrease by 776.08 yuan per ton. 10. HuNan Boyun New Materials: Expects a net profit of 111 million to 142 million yuan in the first quarter, with a rise in the prices of hard alloy products HuNan Boyun New Materials announced that it is expecting a net profit attributable to shareholders of the listed company of 111 million to 142 million yuan in the first quarter of 2026, representing an increase of 111.94% to 143.49% compared to the same period last year. During the reporting period, amid the continuous rise in the prices of tungsten carbide, a major raw material for hard alloy products, the company's hard alloy sector, leveraging advantages in capital, scale, and technology, achieved an overall increase in product volume and prices, leading to significant growth in revenue and gross profit margin for the hard alloy sector. 11. Tibet Huayu Mining: The controlling shareholder is proposed to change to Wan Yang Qi Xin, and the stock will resume trading on April 13 Tibet Huayu Mining announced that the company's controlling shareholder, Dao Heng Investment, and Henan Wan Yang Qi Xin Management Co., Ltd. signed the Share Transfer Agreement and the Consistent Action Agreement. Wan Yang Qi Xin intends to acquire 90,196.1 million shares of the company, accounting for 11% of the total share capital, through an agreement transfer. After the transaction is completed, Wan Yang Qi Xin and its concerted action person will collectively control 15.22% of the voting rights of the company, with Wan Yang Qi Xin becoming the controlling shareholder and Lu Junliang becoming the actual controller. Upon application, the company's stock will resume trading on April 13. 12. HuNan Boyun New Materials: Expects a year-on-year net profit increase of 11,194% to 14,349% in the first quarter, with a rise in the prices of hard alloy products HuNan Boyun New Materials announced that it is expecting a net profit attributable to shareholders of the listed company of 111 million to 142 million yuan in the first quarter of 2026, representing a year-on-year increase of 11,194% to 14,349%. During the reporting period, amid the continuous rise in the prices of tungsten carbide, a major raw material for hard alloy products, the company's hard alloy sector, leveraging advantages in capital, scale, and technology, achieved an overall increase in product volume and prices, leading to significant growth in revenue and gross profit margin for the hard alloy sector. 13. Shenzhen Bromake New Material: Plans to invest 150 million yuan to establish a joint venture company, with funds mainly used for the high-speed silicon optical module intelligent manufacturing project Shenzhen Bromake New Material announced that the company plans to jointly invest with Anhui Guokong One, Anhui Science and Technology Investment Guarantee, Bengbu Deshi, and Bengbu Zhongcheng Guohe to invest in the establishment of a joint venture company with a registered capital of 280 million yuan. The company will invest 150 million yuan as capital contribution, accounting for 53.57% of the joint venture company's registered capital. The establishment funds will be mainly used for the high-speed silicon optical module intelligent manufacturing project, focusing on the high-speed optical communication field. The project will set up a new intelligent production line and provide a complete set of advanced equipment and software and hardware systems to carry out mass production of high-speed silicon optical modules, creating a modern optical module manufacturing base with efficient production, precise testing, and intelligent control capabilities. 14. JiaoZuo Wanfang Aluminum Manufacturing: Expects a year-on-year net profit increase of 204% to 222% in the first quarter, with an increase in sales prices of aluminum electrolysis JiaoZuo Wanfang Aluminum Manufacturing announced that it is expecting a net profit attributable to shareholders of the listed company of 490 million to 520 million yuan in the first quarter of 2026, representing an increase of 203.61% to 222.20% year-on-year. The growth in performance during the reporting period was mainly due to the increase in sales prices of aluminum electrolysis, combined with a decrease in the purchase prices of major raw materials such as alumina. The company has further strengthened its production management, leading to effective cost control and a decrease in production costs year-on-year. Stock Price Alerts 1. New Journey Health Technology Group: Gansu Securities Regulatory Bureau issues a warning letter to the company 2. Zhejiang Weihua New Material: Vice Chairman Pan Qiangbiao and senior management Feng Chaojun resign 3. Sichuan Guangan AAA Public: Director Li Changbing is under detention and has resigned 4. Xiong'an New Power Technology: Shareholders are being investigated by the China Securities Regulatory Commission for suspected violations related to changes in shareholding information disclosure 5. WG Tech(JiangXi)Group clarification: Did not participate in the development of Apple's semiconductor glass substrate samples 6. China Shipbuilding Industry Group Power: Reports of obtaining a total gas turbine order for a South American oil field project are not accurate Performance Summary of Important Companies 1. Hangzhou Oxygen Plant Group: Net profit in 2025 was 949 million yuan, a year-on-year increase of 2.87% 2. Chongqing Sifang New Material: Commodity concrete production volume in the first quarter of 2026 was 666,600 cubic meters 3. Guangbo Group Stock: Net profit in 2025 was 165 million yuan, a year-on-year increase of 8.13% 4. Zhejiang Yuejian Intelligent Equipment: Net profit in 2025 was 85.3817 million yuan, a year-on-year decrease of 13.36% 5. Sichuan Chuantou Energy: Electricity generation in the first quarter of 2026 was 889 million kWh, a year-on-year decrease of 7.40% 6. Shanghai Shyndec Pharmaceutical: Expected year-on-year net profit decrease of 65.03% to 58.94% in the first quarter of 2026 7. Qingdao Eastsoft Communication Technology: Net profit in 2025 was 10.4763 million yuan, a year-on-year decrease of 84.32% 8. Shenzhen Gas Corporation: Net profit in the first quarter was 267 million yuan, a year-on-year increase of 14.56% 9. Shenzhen Bingchuan Network: Expected net loss of 9.5 million to 13.5 million yuan in the first quarter of 2026 10. Guangzhou Yuexiu Capital Holdings Group: Expected year-on-year net profit increase of 90% to 110% in the first quarter of 2026 11. Shandong Xiantan Group: Sales revenue for chicken products in March 2026 was 459 million yuan, with a sales volume of 53,600 tons 12. Shaanxi Construction Engineering Group Corporation: Multiple projects were awarded to the company's subsidiaries in March 13. Gepic Energy Development: Expected year-on-year net profit increase of 0.08% to 2.17% in the first quarter of 2026 14. Yantai Longyuan Power Technology: Net loss in 2025 was 35.6706 million yuan 15. Tianjin Keyvia Electric: Net profit in 2025 was 705.107 million yuan, a year-on-year decrease of 24.90% 16. Guangzhou Baiyun International Airport: Passenger throughput in March 2026 increased by 14.62% year-on-year 17. Shanghai Yuyuan Tourist Mart: Expected year-on-year net profit increase of 208.72% in the first quarter of 2026 18. Luoniushan Co., Ltd.: Sales revenue for pig products in March 2026 was 102 million yuan, an increase of 27.25% month-on-month 19. CECEP Wind-Power Corporation: Electricity generation in the first quarter of 2026 decreased by 11.65% year-on-year 20. China Rare Earth Nonferrous Metals: Expected year-on-year net profit increase of 217% to 281% in the first quarter, with steady performance improvement in rare earth products Buybacks & Share Reductions 1. Guotai Epoint Software: Plans to repurchase company shares for 50 million to 100 million yuan 2. Shanghai Guao Electronic Technology: Controlling subsidiary Haoyuan Gu intends to transfer 23.1632% equity of Xin Cun Technology for 420 million yuan 3. Harbin Xinguang Optic-Electronics Technology: Actual controller Kang Li increased holdings by 0.11%, spending 5 million yuan 4. Zhejiang Tion Vanly Tech: Shareholder Chen Keyu plans to reduce holdings by no more than 0.32% 5. Guangdong Tianhe Agricultural Means Of Production: Board secretary Liu Yongfeng plans to reduce holdings by no more than 0.03% 6. Shanghai Orient-Chip Technology: Chairman Luo Liqun proposed a buyback of company shares for 16 million to 32 million yuan 7. Niutech Environment Technology Corporation: Shareholder Shanfa Green plans to reduce holdings by no more than 1% 8. Xiangpiaopiao Food: Shareholder Yang Dongyun plans to reduce holdings by no more than 0.09% Major Trade Contracts 1. Shaanxi Construction Engineering Group Corporation: Subsidiaries obtained multiple project bids in March 2. Yantai Longyuan Power Technology: Re-evaluated and signed the EMC contract with Guangxi ASE Luchou Power Co., Ltd. 3. Beijing Centergate Technologies: Benidipine Hydrochloride tablets selected as the 11th batch of national centralized drug procurement 4. HuaDian Heavy Industries: Company won a project worth 618 million yuan This article is a translation from "Tencent Self-selected Stocks." Translated by GMTEight, Edited by Li Fo.