A-share announcement highlights | Multiple stocks expected to perform well in interim reports Storage leader Shenzhen Longsys Electronics (301308.SZ) expects net profit to increase by over 740 times

Focus today 1. PowerTECH Co., Ltd.: Plans to acquire 100% equity of Northstar Technologies Limited for $10 million to fill the gap in storage testing business PowerTECH Co., Ltd. announced that its wholly-owned subsidiary Hong Kong PowerTECH Co., Ltd. Industrial Co., Ltd. plans to acquire the 100% equity of Northstar Technologies Limited held by Renaissance Maverick Corp for $10 million. Northstar Technologies Limited is a professional solutions provider in the semiconductor automated test equipment (ATE) field. The core team of the target company comes from leading international semiconductor testing equipment manufacturers. The R&D director has served for many years as a product application manager at Teradyne (Asia Pacific region), familiar with the technical platforms and applications of Teradyne's digital test equipment J750 series and storage test equipment Magnum series, with deep technical expertise and industry application experience in SOC and storage logic chip testing field, mastering core technologies like ALPG algorithm in storage test equipment. Purpose and necessity of this transaction: to improve the layout of the semiconductor testing industry and fill the gap in storage testing business. The acquisition of the target company is an important layout made by the company based on its long-term development strategy, highly complementary to the company's existing business. The company has been deeply involved in semiconductor automated test equipment for many years, with existing products covering power semiconductor chips, analog and digital mixed signal chips, and high-end SOC chips testing. Through this acquisition, the company will be able to bring the key technologies of storage test equipment and related products to the domestic market, effectively filling in the company's blank in this field and industry application experience, further improving the industry chain and enhancing the capability to provide comprehensive solutions to customers. 2. Hybio Pharmaceutical: Application for market approval of Slimglucose peptide injection (weight loss) has been accepted Hybio Pharmaceutical announced that its application for market approval of the Slimglucose peptide injection (indication for weight loss) produced in collaboration with Sansei Mandi has been formally accepted by the National Medical Products Administration's Drug Evaluation Center, with 5 acceptance numbers covering mainstream clinical use specifications. This application marks a significant milestone in the company's collaboration with Sansei Mandi. If the product is successfully approved for listing, it will further enhance the company's layout in GLP-1 peptide drug field and achieve commercialization through Sansei Mandi's promotion channels, positively impacting the company's future performance. 3. Digital China Group: Wins bid for Huawei Intelligent Computing Server Procurement Project of a State-owned Large Bank with an estimated amount of 371 million yuan Digital China Group announced that its subsidiary Beijing ShenZhou KunTai Information Technology Co., Ltd. has won the bid for the Huawei Intelligent Computing Server procurement project of a large state-owned commercial bank, with an estimated procurement amount of 371 million yuan (based on actual settlement). The project supply products are ShenZhou KunTai Super Node Servers. If successfully implemented, it will have a positive impact on the company's information technology innovation business and overall operating performance. As of now, the project has not yet signed a formal contract and there is a certain degree of uncertainty. 4. Grace Fabric Technology: Shareholders SHARP TONE and UNICORN ACE collectively reduce their holdings of 8.7503 million shares from July 2 to July 3 Grace Fabric Technology announced that its controlling shareholder/ultimate controller SHARP TONE and UNICORN ACE, acting in concert, collectively reduced their holdings of the company's shares by 8.7503 million shares through block trades and bulk transactions from July 2 to July 3, amounting to 0.9673% of the total share capital. After this equity change, the aggregate shareholding proportion of the controlling shareholder and its concerted action parties decreased from 81.70% to 80.73%. 5. Shenzhen JPT Opto-Electronics: Plans to acquire 100% equity of NEOPTICS for 1.12 million Singapore dollars to further strengthen the product layout of optical connectivity business Shenzhen JPT Opto-Electronics announced that, in order to further strengthen the product layout and sales network construction of the optical connectivity business, and enhance the competitiveness of the company's related products, the company plans to acquire the 100% equity of NEOPTICS PTE.LTD. held directly by the director and general manager CHENG XUEPING through its wholly-owned subsidiary in Singapore with its own funds of 1.12 million Singapore dollars. After this transaction is completed, the target company will become a wholly-owned subsidiary of the company and be included in the company's consolidated financial statements. This acquisition can to some extent avoid and reduce the operational risks incurred by the company's product exports due to trade frictions, facilitate the company to fully utilize the advantages of overseas locations and trade, deepen its international market layout, and further expand its overseas market. 6. Hangzhou Shenhao Technology: Plans to purchase servers worth up to 2 billion yuan to provide computing power rental services to customers Hangzhou Shenhao Technology announced that the company and its subsidiaries plan to purchase servers from multiple suppliers, with a total contract amount expected not to exceed 2 billion yuan, mainly to provide computing power rental services to customers. This procurement is a key measure to implement the company's "one body, two wings" development strategy, aiming to achieve a strategic transformation from an industrial inspection provider Siasun Robot & Automation equipment provider to an industrial intelligent service provider. 7. Beijing Dynamic Power: Planning for changes in controlling rights matters, stock trading halted Beijing Dynamic Power announced that its controlling shareholder and actual controller He Zhenya is planning a potential share transfer that may lead to changes in the company's controlling rights. In order to ensure fair information disclosure and protect the interests of investors, the company has applied to the Shanghai Stock Exchange to halt trading of its stock from the opening of the market on July 6, 2026, with an expected suspension period of no more than 2 trading days. During the trading halt, the company will timely fulfill its obligation to disclose information according to the progress of the matter. 8. Gotion High-tech: Subsidiary generated a profit of 829 million yuan by selling A-shares of Anhui Tongguan Copper Foil Group in the first half of 2026, accounting for over 10% of the audited net profit for the year. Gotion High-tech announced that its wholly-owned subsidiary Hefei Guoxuan sold a total of 8.3995 million shares of Anhui Tongguan Copper Foil Group through block trading in the first half of 2026, with total transaction amount of 829 million yuan (including transaction costs). The profit generated from this transaction accounts for over 10% of the company's audited net profit for the most recent accounting year, but less than 50%. As of the announcement date, the company still holds 10.5316 million shares of Anhui Tongguan Copper Foil Group, accounting for 1.27% of the total share capital. 9. Dosilicon Co., Ltd.: Price trend of niche storage products continues to rise in Q2, expected to continue climbing in the second half of the year Dosilicon Co., Ltd. released an investor relations activity record announcement, stating that in Q2, the overseas withdrawal of niche storage products by original manufacturers such as Samsung, Micron, Kioxia, and Hynix has led to a significant tightening in supply; at the same time, demand in downstream sectors such as network communication, security monitoring, consumer electronics, industrial control, and automotive electronics applications continues to recover. The imbalance between supply and demand in the market is expected to continue in the short term, leading to a rising trend in prices of niche storage products. Looking ahead to the rest of the year, with further release of capacity adjustment effects by overseas original manufacturers, it is expected that the prices of niche storage chip market will continue to rise in the second half of the year. 10. Avary Holding: Plans to raise no more than 9.6 billion yuan through private placement for AI servers and high-speed optical module high-density interconnect multilayer board project Avary Holding announced that it has issued a preliminary proposal to issue A-shares to specific targets in 2026, aiming to raise a total amount not exceeding 9.6 billion yuan, which will be used for the "Qingding AI server and high-speed optical module high-density interconnect multilayer board project" after deducting issuance expenses. The number of targets for this issuance will not exceed 35, and the issuance quantity will not exceed 10% of the total share capital before issuance, approximately 232 million shares. The total investment in the fundraising project is planned to be 12.73 billion yuan, adding approximately 655,600 square meters of high-end HDI annual production capacity to seize the opportunity of AI computing industry development and consolidate the company's leading position in the industry. Stock Alerts 1. Polyrocks Chemical Co.,Ltd.: Projects like photolithography, hydrogen energy, and perovskite have only partial technical reserves and are still in the initial stages of research and development and industrialization without generating any income. 2. Reach Machinery up two consecutive limits (20CM): The harmonic reducer business accounted for only 8.44% of the operating income by the end of 2025, a relatively small proportion. 3. Zhejiang Changsheng Sliding Bearings up two consecutive limits (20CM): Income from intelligent automotive parts is low compared to the main business income. 4. Yibin Paper Industry up three consecutive times: Sichuan Pushi Acetate Fiber Co., Ltd. received a prepayment of 382,000 yuan from related customers without signing a formal contract yet. 5. Jiangsu Riying Electronics up two consecutive times: The revenue from the electronic skin project is less than 10,000 yuan, with an extremely low proportion of the overall income of the company. 6. Zhongzhong Science & Technology (Tianjin) Co. (up two consecutive times): The revenue from the flexible automation production line business is extremely low, and there is no business in the commercial space sector. 7. WuHu Foresight Technology up two consecutive times: The components products of Siasun Robot & Automation are in the early stages of research and development, small batch trial production, and sample testing, and this part of the business has not formed formal orders yet. Financial Performance 1. Shenzhen Longsys Electronics: Expects net profit for the first half of the year to be between 920 million to 1.1 billion yuan, a year-on-year increase of 62,204% to 74,394%. 2. Hangzhou Cable: Expects net profit for the first half of the year to be between 360 million to 400 million yuan, a year-on-year increase of 852% to 958%. 3. Shandong Dongyue Silicone Material: Expects net profit for the first half of the year to be between 424 million to 444 million yuan, a year-on-year increase of 904.88% to 952.28%. 4. Shenzhen CECport Technologies: Expects net profit for the first half of the year to be between 500 million to 530 million yuan, a year-on-year increase of 176.43% to 193.01%. 5. Guotai Haitong: Expects a net profit of 20.003 billion to 20.511 billion yuan for the first half of the year, a year-on-year increase of 27% to 30%. 6. Citic Niya Wine: Expects a net profit of 7.5 million to 10.9 million yuan for the first half of 2026, a year-on-year increase of 1017% to 1523%. Buyback & Share Reducing 1. Pengxin International Mining: Plans to repurchase shares worth between 26 million to 50 million yuan. 2. Wiscom System: Plans to repurchase shares worth between 100 million to 200 million yuan. 3. Jinsanjiang (Zhaoqing) Silicon Material: Plans to repurchase company shares worth between 15 million to 25 million yuan. 4. Jiangsu Hanbon Science and Technology: Shanghai PharmSearch, QK Capital To Growth, and their concerted action persons plan to reduce holdings by no more than 3%. 5. Shanghai AtHub: Ningbo Rayxin plans to reduce company holdings by no more than 3%. 6. Jiangsu Seagull Cooling Tower: Controlling shareholder Jin Ao Da plans to reduce holdings by no more than 3%. 7. Anhui Wanyi Science And Technology: Shareholder Huang Wenping plans to reduce holdings by no more than 1.5%. This article is reproduced from "Tencent Self-selected Stocks", GMTEight editor: Jiang Yuanhua.