A-share Announcement Highlights | Advanced Micro-Fabrication Equipment Inc. China (688012.SH): Net profit for the first half of the year is expected to increase by 282.48% - 310.81% year-on-year.

Today's Focus 1. Yang Guang Co., Ltd.: The holding subsidiary plans to invest no more than 980 million yuan in the construction of the Sunshine Intelligent Computing Center project. Yang Guang Co., Ltd. (000608) announced on August 3 that its holding subsidiary, Shenzhen Sunshine Digital Technology Co., Ltd., plans to invest no more than 980 million yuan to construct the Sunshine Intelligent Computing Center project on the west side of the S225 line industrial park in Xingning City, Meizhou, Guangdong Province. 2. Hainan Expressway: The wholly-owned subsidiary plans to acquire 100% equity of Traffic Control Technology for 36.1038 million yuan. Hainan Expressway (000886) announced on August 3 that its wholly-owned subsidiary, Hainan Public Information Network Co., Ltd. (referred to as "Public Network Company"), signed an Equity Transfer Agreement with Hainan Smart Traffic Industry Development Co., Ltd. (referred to as "Smart Traffic"). It plans to acquire 100% equity of Hainan Traffic Control Technology Co., Ltd. (referred to as "Traffic Control Technology") for 36.1038 million yuan. Smart Traffic is a wholly-owned subsidiary of the company's controlling shareholder. The main business of Traffic Control Technology aligns with the company's strategic positioning as a "technology-based comprehensive traffic service group," helping to enhance the company's layout in the digital economy and smart transportation industry, increasing competitiveness in the digital transportation field, and cultivating the company's second growth curve. The demand for intelligent transportation upgrades in the Hainan Free Trade Port construction is urgent, and projects like the circular island tourism road cloud control center and the provincial tunnel management system that Traffic Control Technology is involved in fit the regional development direction, bringing new business growth points to the company. 3. Xiong'an New Power Technology: Plans to transfer 31.74% equity of the associate company InnoGreen for 19.34 million yuan. Xiong'an New Power Technology (300152) announced on August 3 that the company plans to sign an Equity Transfer Agreement with Shandong Zhongjing Information Technology Co., Ltd. (referred to as "Shandong Zhongjing") to sell its 31.74% equity in the associate company Beijing InnoGreen Technology Co., Ltd. (referred to as "InnoGreen") to Shandong Zhongjing for 19.34 million yuan. After the completion of the transaction, the company will no longer hold any equity in InnoGreen. 4. Ningbo Hicon Industry Technology: Chairman proposes a mid-year dividend of no less than 30% of net profit for 2026. Ningbo Hicon Industry Technology (001237) announced on August 3 that the company's actual controller and chairman, Chen Yupeng, proposed to implement a mid-year dividend for 2026, suggesting that the dividend amount should not be less than 30% of the net profit attributable to shareholders of the listed company for the first half of 2026, and not exceed 50% of the corresponding net profit for that period attributable to shareholders of the listed company. 5. Ningbo Ronbay New Energy Technology: The annual production of 340,000 tons of lithium iron phosphate project at the Guizhou base is expected to commence full production by the end of September. Ningbo Ronbay New Energy Technology (688005) stated during a recent institutional research meeting that the annual production of 340,000 tons of lithium iron phosphate project at the Guizhou base is being accelerated and is expected to fully commence production by the end of September. In the second half of the year, the company will focus on ramping up production lines, customer acceptance, and order delivery to establish stable output as quickly as possible. Currently, the order situation for the company's lithium iron phosphate products is good, with shipment volume mainly depending on production line commissioning time, customer acceptance progress, and ramp-up speed. 6. Shengda Resources: The holding subsidiary Caiyuzi Copper-Gold Mine has entered the production phase. Shengda Resources (000603) announced on August 3 that its holding subsidiary Sichuan Honglin Mining Co., Ltd. (referred to as "Honglin Mining") recently received the "Production Safety License" for the Caiyuzi Copper-Gold Mine tailings pond from the Sichuan Provincial Emergency Management Department, allowing it to commence mineral processing work. The Caiyuzi Copper-Gold Mine has officially entered the production phase, which is expected to have a positive impact on the company's current and future operating performance. 7. China Meheco Group: Eight products from the subsidiary are expected to be selected for national drug centralized procurement. China Meheco Group (600056) announced on August 3 that its subsidiaries Tianfang Pharmaceutical, Sanyou Pharmaceutical, Kangli Pharmaceutical, and Keyi Pharmaceutical participated in the bidding for the twelfth batch of national drug centralized procurement, with products including Betaine Hydrochloride Tablets, Fonaprevir Tablets, Vitamin B6 Injectable Solution, Sacubitril/Valsartan Tablets, Injectable Isavuconazonium Sulfate, Edoxaban Tosilate Tablets, Carbenicillin Sodium Injection, and Valacyclovir Tablets expected to be selected for this centralized procurement. 8. Kingfa Sci. & Tech.: Chairman proposes a mid-year dividend of no less than 30% of net profit for 2026. Kingfa Sci. & Tech. (600143) announced on August 3 that the company's chairman, Chen Pingxu, proposed that the company's mid-year profit distribution amount for 2026 should not be less than 30% of the net profit attributable to shareholders of the listed company for the first half of 2026, and should not exceed the corresponding net profit attributable to shareholders of the listed company. 9. Guangzhou Hengyun Enterprises Holding: Chairman proposes a mid-year dividend of 0.3 yuan for every 10 shares for 2026. Guangzhou Hengyun Enterprises Holding (000531) announced on August 3 that the company's chairman, Wang Zhangjun, proposed that the mid-year profit distribution plan for 2026 be that, based on the total share capital after excluding repurchased shares on the equity registration date of the profit distribution scheme, a cash dividend of 0.3 yuan (tax included) will be distributed for every 10 shares, with no bonus shares issued and no capital reserve converted to share capital. 10. Beijing Gehua Catv Network: The Yizhuang Computing Power Center is not directly related to the company. Beijing Gehua Catv Network (600037) stated on August 3 via their interactive platform that the matters related to the Yizhuang Computing Power Center are not directly related to the company; the infrastructure for Room 2 of the Zhuozhou Smart Cloud Project has been completed and will be gradually put into use with the business volume in the future. The company has already reached cooperation intentions with some high-quality clients in the Beijing-Tianjin-Hebei region. Operating Performance Advanced Micro-Fabrication Equipment Inc. China: Net profit expected to increase by 282.48% - 310.81% year-on-year for the first half of the year. Advanced Micro-Fabrication Equipment Inc. China (688012) announced on August 3 that it expects the net profit attributable to shareholders for the first half of 2026 to be between 2.7 billion to 2.9 billion yuan, an increase of 282.48% to 310.81% year-on-year. The company has developed 54 types of high-end semiconductor equipment, including 26 types of high-energy and low-energy plasma etching equipment and 24 types of various thin-film devices, chemical mechanical polishing equipment, and measurement equipment. The processing accuracy of etching and thin-film equipment has reached atomic-level standards. As of the end of June 2026, the company had over 8,800 reaction stations achieving mass production across more than 220 production lines domestically and internationally. The R&D speed of new products has significantly accelerated. In the first half of 2026, the company's R&D expenditure was approximately 2.042 billion yuan, an increase of 550 million yuan year-on-year, corresponding to a growth of about 36.89%. WuXi AppTec: Net profit increased by 29.43% year-on-year, planning to distribute 5.1 yuan for every 10 shares. WuXi AppTec (603259) disclosed its semi-annual report on August 3, stating that in the first half of 2026, the company achieved operating revenue of 28.897 billion yuan, an increase of 38.93% year-on-year; the net profit attributable to shareholders of the listed company was 11.08 billion yuan, an increase of 29.43% year-on-year; the basic earnings per share were 3.8 yuan. The company plans to distribute a cash dividend of 5.1 yuan (tax included) for every 10 shares. Bestlink Technologies: Net profit of 31.2847 million yuan in the first half, a year-on-year decrease of 30.77%. Bestlink Technologies (603206) disclosed its semi-annual report on August 3, indicating that in the first half of 2026, the company achieved operating revenue of 1.793 billion yuan, a year-on-year decrease of 6.57%; the net profit attributable to shareholders of the listed company was 31.2847 million yuan, a year-on-year decrease of 30.77%; the basic earnings per share were 0.1 yuan. Jinyu Bio-Technology: Net profit of 104 million yuan in the first half, a year-on-year increase of 72.28%. Jinyu Bio-Technology (600201) disclosed its semi-annual report on August 3, showing that in the first half of 2026, the company achieved operating revenue of 756 million yuan, a year-on-year increase of 22.09%; the net profit attributable to shareholders of the listed company was 104 million yuan, a year-on-year increase of 72.28%; the basic earnings per share were 0.1 yuan. Major Contracts 1. Ningbo Construction: The holding subsidiary leads a consortium that won a 465 million yuan engineering project. 2. Sinoma International Engineering: Signed a 476 million US dollar supply contract for clinker cement production line equipment. 3. Far East Smarter Energy: In July, the subsidiary won contracts worth over 10 million yuan totaling 2.808 billion yuan. 4. Wuhan Huakang Century Clean Technology: Expected to win a 147 million yuan hospital ward renovation project for Yingtan Municipal Hospital. Buyback & Equity Changes 1. Wuliangye Yibin: Has spent 1 billion yuan repurchasing a total of 13.3166 million shares. 2. Yonz Technology: Received a commitment letter for a stock buyback loan of 72 million yuan. 3. Soochow: The controlling shareholder plans to increase its stake in the company by 100 million - 200 million yuan. 4. Shandong Hi-speed: Plans to spend 100 million - 200 million yuan on a share buyback for capital reduction. 5. POCO Holding: Plans to spend 100 million - 200 million yuan on a share buyback for capital reduction. 6. Jiangxi Chenguang New Materials: Haojing Borui plans to reduce its stake in the company by no more than 1.61%. 7. Zhejiang Tongxing Technology: Obtained special financing support from financial institutions for a share buyback of no more than 108 million yuan. This article is reproduced from "Tencent Self-Selected Stocks," edited by Xu Wenqiang.