Selected A-share announcements | Multiple stocks' interim performance expected to be positive. Qinghai Yanhu Industry, with a market value of over one hundred billion yuan, is expected to increase its net profit by 143%.

Focus today 1. Digital China Group: A subsidiary won the bid for China Mobile Limited's centralized procurement project for PC servers with a maximum total agreement value of 1.341 billion yuan Digital China Group announced that its subsidiary, ShenZhou KunTai, recently received the bid notification and signed a "China Mobile Limited 2026-2027 PC Server Product Centralized Procurement Framework Agreement." ShenZhou KunTai became the supplier for this project, and the bid includes ARM architecture computing balanced, storage type, high-performance computing balanced, and public cloud servers, with a total bid price of approximately 10.94 billion yuan (excluding tax). The total agreement value of the agreement is 1.341 billion yuan, with a maximum quantity of 4,319 units. If the project is successfully implemented, it is expected to have a positive impact on the company's information technology innovation business and overall performance. 2. CSPC Innovation Pharmaceutical: Reached a strategic cooperation with AstraZeneca for novel antisense nucleotide drugs, with the right to receive potential milestone payments of up to 1.74 billion US dollars CSPC Innovation Pharmaceutical announced that its subsidiary, Jushi Biology, has signed an agreement with AstraZeneca to collaborate in the field of novel antisense nucleotide candidate drugs and develop novel liver-extra-skeletal antisense nucleotide candidate drugs. AstraZeneca will make an initial payment of 30 million US dollars to Jushi Biology. If both the initial and additional projects are granted an exercise option and all milestones are achieved, Jushi Biology will have the right to receive potential research milestone payments of up to 540 million US dollars and potential sales milestone payments of up to 1.2 billion US dollars. This transaction will provide stable financial support for the continuous research and development of the company's innovative drug pipeline, and will have a positive impact on the company's medium to long-term operational performance and sustainable high-quality development. 3. Ingenic Semiconductor: DRAM prices will continue to rise in the third quarter, and there is a possibility of further price adjustments due to tight supply in the fourth quarter Ingenic Semiconductor released an investor relations activity record announcement, stating that there have been significant price increases in DRAM. Domestic customers started to adjust prices in the first quarter, and they are still continuing to rise in the second quarter. At the same time, overseas customers have also started to adjust prices. It is expected that revenue and gross margin will continue to grow in the second quarter. Prices will continue to rise in the third quarter, and the price policy for the fourth quarter will be determined in the third quarter. However, the supply in the fourth quarter is still tight, and there is a possibility of further price adjustments. As some customers use SRAM products to replace DRAM solutions, the prices of some SRAM chips have also increased in the second quarter. NOR Flash has seen price increases in the first and second quarters, although the increase overall is smaller than DRAM. While NOR Flash production capacity is also tightening, it is better than DRAM. In the first quarter, the company's Flash product line achieved good revenue growth, with a significant increase in sales volume. Prices in the third quarter are determined based on specific products and clients, and not all products will have price adjustments. Due to the continuous price increases in the company's storage chips, it is expected that gross profit margins will increase quarter-on-quarter. 4. Optowide Technologies: Plans to set up a wholly-owned subsidiary with an investment of 35 million yuan Optowide Technologies announced that, in order to further optimize resource allocation and integrate the layout of AR optical consumer business, and accelerate the industrialization of AR light waveguide + optical machine module business, the company plans to establish a wholly-owned subsidiary named Tengjing Vision Technology (Kunshan) Co., Ltd. in Kunshan City with a registered capital of 35 million yuan using its own funds. The company will seize the opportunity of the global demand for AI computing power and further enhance the operational quality of the optical communication business. Based on focusing on core business, this external investment aims to integrate the research and development, production, and sales resources of AR optical consumer business, achieve centralized and specialized operation. The company will focus on the field of optical communication, rely on its key positions in certain parts of the "upstream crystal materials - midstream optical components/modules - downstream instrument equipment" industry chain, seize the opportunity of the continuous growth in global demand for AI computing power, promote the sustainable development of the core optical communication business, and further enhance the quality of enterprise operation. This investment aims to integrate the research and development, production, and sales resources of AR optical consumer business, achieve centralized and specialized operation, and leverage the industrial supporting facilities, location advantages, and policy benefits of Kunshan to accelerate the industrialization of AR near-eye display optical modules, further improve the company's business layout, and strengthen its sustainable development capabilities. 5. Chengdu Tianjian Technology: The controlling shareholder and actual controller are planning share transfer agreements, and the company is planning external investment Chengdu Tianjian Technology announced that the company's stock price has deviated by more than 12% for two consecutive trading days, which is considered abnormal stock trading volatility. After verification, it was found that the controlling shareholder and actual controller are planning share transfer agreements, but no formal agreements have been signed, so there is uncertainty. Additionally, the company is planning external investments, with the expected investment amount being lower than 10% of the latest audited net assets. This matter is still in the discussion stage and faces significant uncertainty as to whether it can proceed smoothly and be ultimately implemented. Financial performance 1. Qinghai Yanhu Industry: It is expected to achieve a net profit of 6-6.3 billion yuan in the first half of the year, an increase of 131.38%-142.95% year-on-year 2. Zhejiang Yonghe Refrigerant: Expected net profit of 460-550 million yuan in the first half of the year, an increase of 69.51%-102.68% year-on-year 3. Guangzhou Guanggang Gases & Energy: Expected net profit of 220-280 million yuan in the first half of the year, an increase of 87%-138% year-on-year 4. Ruijie Networks: Expected net profit of 600-750 million yuan in the first half of 2026, an increase of 32.71%-65.88% year-on-year 5. Sichuan Furong Technology: Expected net profit of 70.0521 million yuan in the first half of 2026, an increase of 68.94% year-on-year 6. Huafon Chemical: Expected net profit of 1.68-2.08 billion yuan in the first half of 2026, an increase of 70.85%-111.53% year-on-year 7. Chengdu Tianjian Technology: Expected net loss of 2.9759-4.2098 million yuan in the first half of 2026 8. Fujian Star-net Communication: Expected net profit of 310-430 million yuan in the first half of the year, an increase of 46.27%-102.90% year-on-year Abnormal stock price movements risk reminder 1. Jiangnan Mould & Plastic Technology: Currently, only small-scale purchase orders for Siasun Robot & Automation's exterior parts have been received 2. Guangdong Orient Zirconic Ind Sci & Tech: Product prices are closely linked to the prices of zircon ore and zircon sand. Significant price fluctuations will have a significant impact on financial performance 3. Ningbo Menovo Pharmaceutical: The follow-up work for the high-end oral solid dosage form and complex injection global production base project will take a long time and face significant uncertainties 4. Sinomine Resource Group: The company's full-year lithium salt production and sales volume is not expected to be significantly affected by the temporary suspension of production and maintenance by its wholly-owned subsidiary 5. Hubei Xiangyuan New Material Technology Inc.: The production of pressure-sensitive foam materials for Siasun Robot & Automation's resistive sensors and piezoelectric sensors is still in the sample verification stage 6. Zhejiang Fulai New Material: Flex sensor project revenue of 1.82 million yuan as of the disclosure date, with a very low proportion of overall revenue 7. Shanghai Vital Deeptech: Planning to increase investment in the leading edge microelectronics to achieve control over the target company. Significant uncertainties exist in whether this can be implemented and completed 8. Shaoxing Xingxin New Materials: The approval progress for the annual production of 10500 tons of 4,4'-dihydroxy biphenyl series products and 150 tons of loaded metal catalyst project is uncertain Buyback & reduction of holdings 1. Leyard Optoelectronic: Chairman Li Jun proposes to repurchase shares with 100 million to 200 million yuan 2. Jiangsu Chint Power Technology: Intends to repurchase shares with 150 million to 250 million yuan 3. Chenguang Biotech Group: Plans to repurchase shares with 80 million to 160 million yuan for cancellation 4. Sany Renewable Energy: Plans to repurchase company shares with 100 million to 200 million yuan 5. Shanghai Rychen Technologies: Shanghai Xinpun plans to reduce its shareholdings by no more than 3% Others 1. Fujian Mindong Electric Power Group: Chairman Huang Jian'en resigns 2. FS Development Investment Holdings: Abnormal stock trading volatility, the company's performance is in the loss 3. Hunan Huamin Holdings: Affected by the cyclical impact of the photovoltaic industry, the industry chain prices are still at a low level This article is reprinted from "Tencent Picks Stocks", edited by GMTEight: Jiang Yuanhua.