Selected A-share Announcements | Semiconductor Manufacturing International Corporation (00981) and National Silicon Industry Group (688126.SH) have recently been reduced holdings by the national large funds.

Focus Today 1. National Integrated Circuit Fund reduces its long position in Semiconductor Manufacturing International Corporation to 7.99% According to the disclosure in the Hong Kong Stock Exchange filing, the National Integrated Circuit Industry Investment Fund Co., Ltd. reduced its long position in Semiconductor Manufacturing International Corporation from 8.08% to 7.99% on May 26, 2026. 2. National Silicon Industry Group: National Integrated Circuit Industry Investment Fund Co., Ltd. has cumulatively reduced its holdings by 33.05 million shares to 12.89% Between May 20, 2026, and May 28, 2026, the National Integrated Circuit Industry Investment Fund Co., Ltd. cumulatively reduced its holdings in the company by 33.05 million shares through block trading, decreasing its ownership from 13.89% to 12.89%, triggering a 1% threshold for equity changes. 3. Darbond Technology: National Integrated Circuit Fund's shareholding ratio drops to 11.90% Darbond Technology announced that the National Integrated Circuit Industry Investment Fund Co., Ltd. reduced its holdings by a total of 1.4224 million shares through centralized bidding and block trading from May 19, 2026, to May 28, 2026. The shareholding ratio decreased from 12.90% to 11.90%. This equity change was to fulfill the previously disclosed share reduction plan, does not trigger a mandatory takeover bid obligation, will not lead to changes in the company's controlling shareholder and actual controller, and will not have a significant impact on the company's governance structure and continued operations. 4. China Southern Airlines: Chief Engineer Li Zhigang is suspected of serious violations of discipline and law and is under investigation China Southern Airlines announced that the company's Chief Engineer, Li Zhigang, is suspected of serious violations of discipline and law and is currently undergoing disciplinary review and supervision investigation by relevant departments. The directors and other senior management of the company are performing their duties normally, and operations are running as usual. 5. Chase Science: Controlling shareholder and actual controller Zhang Gengsheng lift detention and change to pending investigation order Chase Science announced that the company has received a "Change of Detention Notice" issued by the relevant supervision authorities. The relevant supervision authorities have lifted the detention measures against Zhang Gengsheng and changed them to pending investigation measures. Previously, the company disclosed the "Announcement on the Detention Measures Taken against the Controlling Shareholder and Actual Controller of the Company" on December 22, 2025, detailing the situation of the company's controlling shareholder and actual controller Zhang Gengsheng being investigated and detained. 6. Zhixiang Jintai: Signs GR1803 project licensing agreement with PharmFriend Pharmaceutical, with a total amount of up to 1.82 billion yuan Zhixiang Jintai announced that the company has signed a licensing agreement with Shanghai Fosun Pharmaceutical's holding company PharmFriend Pharmaceutical for the GR1803 project. PharmFriend Pharmaceutical will obtain the development, production, and commercialization rights of GR1803 injection in mainland China and Hong Kong, Macau, and Taiwan regions. The total transaction amount is up to 1.82 billion yuan, including a 300 million yuan down payment, a 250 million yuan milestone payment upon listing, cumulative milestone payments not exceeding 50 million yuan for technology transfer, and cumulative milestone payments not exceeding 1.22 billion yuan based on net sales. The company will also receive sales sharing based on net sales. GR1803 injection is a bispecific antibody currently under review for new drug marketing approval. 7. Montage Technology: Shareholder Shanghai Rongying and its concerted action person inquire about transferring 12.228 million shares, reducing their shareholding ratio to 5.78% Montage Technology announced that its shareholder Shanghai Rongying Enterprise Management Partnership (Limited Partnership) transferred 12.228 million A-shares of the company through inquiry transfer, with a transfer price of 250.08 yuan per share and a transaction amount of approximately 3.058 billion yuan. After this equity change, Shanghai Rongying and its concerted action person WLTPartners, L.P.'s shareholding ratio decreased from 6.84% to 5.78%, triggering a 1% threshold. The transferees include 20 institutional investors such as UBS AG and Morgan Stanley International, and the transferred shares cannot be transferred within six months. This transfer will not lead to a situation where the company has no controlling shareholder or no actual controller. 8. Gansu Yatai Industrial Development: Resumption of trading on June 1 and withdrawal of delisting risk warning, stock abbreviation changed to "Asia Pacific Industry" Gansu Yatai Industrial Development announced that the company's stock will be suspended on May 29, 2026, for one day, and will resume trading on June 1. The delisting risk warning will also be lifted, and the stock abbreviation will be changed from "Gansu Yatai Industrial Development" to "Asia Pacific Industry." The daily limit for price fluctuations will be changed to 10%. Stock Risk Alerts for Changes 1. Hefei Metalforming Intelligent Manufacturing with 2 consecutive boards: No involvement in AI computing power business and no income from nuclear fusion-related business 2. Jinduicheng Molybdenum with 2 boards in 3 days: The information about being a core material supplier for important chip manufacturers in China and signing large orders is not true 3. TDG Holding: The controlling persons have reduced their shareholding by 0.31% recently Repurchase & Increase/Decrease Holdings 1. Shanghai Newtouch Software: Shareholders intend to cumulatively reduce their holdings by no more than 3% of the company's shares 2. Xinkai Mobile: Shareholders Guokai Manufacturing Fund and its concerted action persons intend to cumulatively reduce their holdings by no more than 1% of the company's shares Large Orders 1. GRG Banking Equipment: Controlling subsidiary wins a 3.09 billion yuan government cloud project bid 2. Nanjing Wondux Environmental Protection Technology Corp., Ltd.: Signs a contract for a EPC+O project worth approximately 3.02 billion yuan for industrial wastewater resource utilization 3. QiaoYin City Management: Receives two winning notices for sanitation projects with a total amount of approximately 2.64 billion yuan 4. Jianglong Shipbuilding: Subsidiary signs a contract for approximately 1.85 billion yuan for 2 anchor handling tug supply vessels 5. Wuhan Huakang Century Clean Technology: Wins a bid for a 94 million yuan Advanced Micro-Fabrication Equipment Inc. China electronic clean project This article is reprinted from "Tencent Selected Stocks." Editorial by GMTEight: Xu Wenqiang.