A-share evening hotspots | Many stocks release performance and order benefits during the big drop! Involving Moore Thread, Hygon Information Technology, etc.

1. During the big market decline, many stocks released positive performance and order news! Involving leaders such as MolThread and Hygon Information Technology Importance: On the evening of July 16th, several companies released voluntary disclosure announcements. Among them, MolThread is expected to have a year-on-year growth of 135.12%-149.37% in operating income for the first half of the year; Hygon Information Technology is expected to have a net profit of 1.7 billion to 1.83 billion yuan in the first half of 2026, with a year-on-year growth of 41.5%-52.32%; LUSTER LightTech announced that the net profit attributable to the owners of the parent company in the first half of 2026 is expected to be around 663 million yuan, a year-on-year increase of about 590%; In addition to the positive performance, Verisilicon Microelectronics (Shanghai) Co., Ltd. announced that from April 30 to July 16, new signed orders amounted to 6.413 billion yuan, with over 90% in AI computing power-related orders and data processing field orders. 2. Will the IPO of Changxin Technology have a "bloodletting effect"? Market veterans: False proposition, current market liquidity is abundant Importance: Recently, Changxin Technology's IPO has attracted high market attention, with some concerns about "whether such a large fundraising scale and expected volume after listing will affect the secondary market." Market veterans said that this is actually a false proposition, the current market liquidity is abundant, and there is huge room for imagination in the increase of funds in the Chinese capital market. Changxin's listing will reshape the market structure of the global semiconductor industry, becoming an important cornerstone of the Sci-Tech Innovation Board, and creating the possibility for investors to better share the dividends of technological development. 3. Ministry of Commerce latest statement! Concerning the export management of helium and the issue of Anshi Semiconductor Importance: Ministry of Commerce spokesperson He Yadong held a routine press conference on the 16th. When responding to questions about China's temporary ban on the export management of hydrogen, He Yadong said that export management policies will be adjusted in a timely manner according to changes in domestic and foreign hydrogen supply and demand. When responding to questions about promoting the resolution of Anshi Semiconductor issues, He Yadong said that both China and the Netherlands agree that the two governments should create a good environment to promote enterprises to resolve disputes through negotiation and ensure the security and stability of the global semiconductor supply chain. 4. The first batch of 18 actively managed ETFs have been officially reported, including Morgan, Huatai Bairui, etc. Importance: The first batch of piloted actively managed ETFs has been determined to have 18 fund managers, including Morgan, Huatai Bairui, E Fund, Nanfang, Hua Fu, Fuguo, Yongying, Dacheng, Penghua, Bank of China RuiXin, Huitianfu, Huabao, Hua'an, Guotai, China Merchants, Tianhong, Ping An, and Jianxin Fund. The relevant fund companies will formally submit product registration application materials to the CSRC recently. This means that after the release of the supporting business guidelines on the Shenzhen and Shanghai Stock Exchanges just a month ago, this innovative product will enter the formal application and registration stage, and the domestic ETF market will usher in the "active era." 5. Over 9.42 million valid applications! Changxin Technology's online issuance final winning rate is approximately 0.4714% Importance: On the evening of July 16th, Changxin Technology announced the results of the initial public offering and online issuance subscription on the Sci-Tech Innovation Board. According to data provided by the Shanghai Stock Exchange, the number of valid applications for online issuance in this issuance is 9,428,778. Since the initial effective subscription multiple for this online issuance is approximately 243.95 times, exceeding 100 times, the issuer and the joint lead underwriters have decided to activate the callback mechanism. After the activation of the callback mechanism, the final winning rate for online issuance is 0.47141739%. 6. South Korea suspends the listing of new single stock leverage ETF products and raises the existing ETF margin threshold to 30 million Korean won Importance: According to Yonhap News Agency, the margin requirements for single stock leverage trading have been tightened, with the minimum margin raised from 10 million Korean won to 30 million Korean won, and only cash is recognized as collateral. At the same time, each single stock leverage trade is limited to 20 shares. In addition, South Korea will ban the listing of new single stock leverage products. Financial Services Commission Chairman Lee Yi-soon had previously stated that regulatory authorities are in close consultation with relevant organizations to enhance investor protection and maintain market stability. 7. Restart of first-ever blockade against Iran! The United States attacks oil tankers related to Iran, escalating naval confrontation Importance: On Wednesday, the US military fired on an oil tanker in the deep waters of the Persian Gulf, near Iran's key oil export terminal of Khark Island. This is the first attack on a ship since the US resumed its blockade of Iranian shipping, marking a further escalation of US-Iranian naval confrontation. The strike comes amid escalating tensions in the Hormuz Strait and surrounding waters. Recent Iranian attacks on ships in the area have prompted shipowners to reassess their transit plans and prompted Gulf oil and gas producers to reconsider plans to increase exports. 8. DeepSeek valued at over 350 billion yuan! Anhui Korrun indirectly invests and has started the second round of financing Importance: On the evening of July 16th, the listed company Anhui Korrun issued an investment progress announcement, unexpectedly disclosing the latest market valuation of the domestic leading artificial intelligence enterprise "DeepSeek." According to the data in the announcement, the valuation of DeepSeek after this round of financing has risen to approximately 351 billion yuan. According to sources close to DeepSeek, with the completion of this round of financing, the company has already begun the second round of financing, but it is not yet confirmed whether it will aim for the Sci-Tech Innovation Board by the end of the year. However, the source did not reveal more details. From the market opportunities of concern, Okey Brother analyzed and discovered investment opportunities in the semiconductor materials, etc. 1. Involving wafer etching, cleaning, and other processes, the prices of two major semiconductor materials are rising together The quotes of electronic-grade hydrofluoric acid (HF) and electronic-grade isopropanol (PA) under the Taiwan Plastics Group have surprisingly risen together. Another electronic-grade isopropanol supplier, Shengyi, stated that prices had already increased in the second quarter, and there is a possibility of further price increases in the third quarter. These two electronic-grade chemicals are key materials in wafer manufacturing, with applications covering GPUs, HBMs, and advanced processes below 2nm. On the electronic-grade hydrofluoric acid side, global tight balance on the supply side is key to supporting price increases. The global high-end G5-grade electronic-grade hydrofluoric acid market has long been dominated by Japanese companies, but the main equipment of Japanese monopoly companies has long service life, and the willingness to expand production is insufficient, limiting the global supply growth of high-end supplies. Huatai believes that in terms of domestic supply, although many companies have achieved mass production of G5-grade products, the high-end product capacity still cannot meet the rapidly growing demand for semiconductors, and the supply and demand for high-end G5-grade products may continue to be tightly balanced in the medium to short term. On the electronic-grade isopropanol side, Orient's research report pointed out that overseas companies monopolize the high-end market, and China's local supply is at a critical stage of capacity expansion and technological upgrades. Multiple domestic companies are accelerating their entry into the high-end market, moving towards high-end, and the localization of electronic-grade isopropanol is steadily progressing. In addition, the following sectors are also worth attention: 2. Ocean Economy | Three departments: By 2030, the total scale of seawater desalination projects nationwide will reach 4.5 million tons/day or more 3. AI Applications | MiniMax will showcase models and products such as M3, H3, etc. at the World Artificial Intelligence Conference 4. Siasun Robot & Automation | NVIDIA releases multiple physical AI products, and two Siasun Robot & Automation computing modules will be launched next year 5. Huawei Ascend | Huawei Ascend 950 Super Node debuts at WAIC this year, the industry's largest scale 1024-card super node real machine debut for the first time In terms of positive announcements, Okey Brother suggests paying attention to the further growth of new signed orders at Verisilicon Microelectronics (Shanghai) Co., Ltd.; in terms of negative announcements, pay attention to Beijing Trust & Far Technology's controlling shareholder facing stock division due to divorce lawsuits, etc. Positive announcements 1. Verisilicon Microelectronics (Shanghai) Co., Ltd.: New signed orders from April 30 to July 16 further increased to 6.4 billion 2. Wuhan Jingce Electronic Group: Subsidiary signs a 223 million yuan semiconductor equipment sales contract 3. Hootech Inc.: Plans to repurchase company shares worth 40-80 million yuan Negative announcements 1. Beijing Trust & Far Technology: Controlling shareholder is sued for divorce, requests for divorce and asset division 2. Sanjiang Shopping Club: Alibaba Zetai reduces its stake in the company by 2% 3. Okey: Several shareholders plan to reduce their holdings Operating performance 1. OKE Precision Cutting Tools: Expected net profit for the first half of the year is 360 million to 420 million yuan, a year-on-year increase of 46339%-54062% 2. LUSTER LightTech: Expected net profit for the first half of the year is around 663 million yuan, a year-on-year increase of about 590% 3. Hygon Information Technology: Expected net profit for the first half of the year is 1.7 billion to 1.83 billion yuan, a year-on-year increase of 41.50%-52.32% 4. MolThread: Expected operating income for the first half of the year is 1.65 billion to 1.75 billion yuan, a year-on-year increase of 135.12%-149.37% This article is reprinted from "Tencent Self-selected Shares", edited by Li Fo on GMTEight.