A-share Announcement Highlights | Chip Leader Cambricon (688256.SH) Releases Impressive Results! Net Profit Surges by 122%

Todays Focus 1. Cambricon: Net profit of 2.311 billion yuan in the first half of 2026, a year-on-year increase of 122.61% Cambricon announced that its operating revenue in the first half of 2026 was 5.996 billion yuan, a year-on-year increase of 108.13%. The net profit attributable to shareholders of the listed company was 2.311 billion yuan, a year-on-year increase of 122.61%, compared to a net profit of 1.038 billion yuan in the same period last year. The net profit excluding non-recurring gains and losses was 2.166 billion yuan, a year-on-year increase of 137.30%. No profit distribution or capital reserve conversion into share capital will be conducted during this reporting period. 2. Biwin Storage Technology: Subsidiary intends to introduce investors through capital increase Biwin Storage Technology (688525) announced on August 7 that its controlling subsidiary, Guangdong Xincheng Hanqi, intends to introduce external investors through a capital increase. The total financing amount in this round will not exceed 600 million yuan, and the external investors are expected to hold no more than 23.0769% of Guangdong Xincheng Hanqi after the capital increase. After the completion of the capital increase, the companys equity stake in Guangdong Xincheng Hanqi will change to no less than 52.5186%. Guangdong Xincheng Hanqi will continue to be a controlling subsidiary included in the companys consolidated financial statements. The related party of the company, Dongguan Luoyi Baichen No. 1 Venture Capital Fund Partnership (Limited Partnership), intends to subscribe for no more than 41.01111 million yuan of the additional registered capital of Guangdong Xincheng Hanqi, with an investment of up to 80 million yuan. 3. Telink Semiconductor (Shanghai) Co., Ltd.: Termination of share issuance and cash asset purchase application Telink Semiconductor (Shanghai) Co., Ltd. (688591) announced on August 7 that the company originally planned to purchase 100% of the equity of Shanghai Panqi Microelectronics Co., Ltd. through share issuance and cash payment, as well as to raise matching funds. At the 23rd meeting of the second board of directors held on August 7, the company agreed to terminate the share issuance and cash purchase of assets and to withdraw the application documents. 4. Fujian Start Group: Under investigation by the China Securities Regulatory Commission for 2023 half-year report disclosure violations Fujian Start Group (600734) announced on August 7 that the company received the Notice of Case Filing issued by the China Securities Regulatory Commission on August 7, announcing that the companys 2023 half-year report was suspected of information disclosure violations, and the China Securities Regulatory Commission has decided to file a case against the company. 5. Green Development Electricity Group of Tianjin: Plans to invest approximately 2.475 billion yuan in the Tianjin 460,000-kilowatt wind power project Green Development Electricity Group of Tianjin (000537) announced on August 7 that the company plans to invest in the Tianjin 460,000-kilowatt wind power project through its subsidiaries Tianjin Dagu Green Development Electricity Group of Tianjin Co., Ltd., Tianjin Hangu Green Development Electricity Group of Tianjin Co., Ltd., and Tianjin Zaishang Green Development Electricity Group of Tianjin Co., Ltd., with a total dynamic investment of approximately 2.475 billion yuan. Preliminary estimates indicate that the average annual online hours of the project are about 2,500 hours, considering a 5% curtailment rate, and based on an online electricity price of 0.2930 yuan/kWh, the internal rate of return on capital is approximately 19.24%, indicating certain investment value. 6. Huizhou CEE Technology Inc.: Application for issuing shares to specific targets approved by the China Securities Regulatory Commission Huizhou CEE Technology Inc. (002579) announced on August 7 that the company recently received approval from the China Securities Regulatory Commission for its application to issue shares to specific targets. 7. Focuslight Technologies Inc.: Plans a private placement to raise no more than 1.021 billion yuan Focuslight Technologies Inc. (688167) announced on August 7 that it plans to privately place funding up to 1.021 billion yuan for projects such as the R&D and industrialization of core optical components for high-end optical interconnection, the industrialization project of high-performance substrate materials for high-speed optical communication lasers, the industrialization project of high-end equipment for core optical interconnection devices, and to supplement working capital. 8. iSoftStone Information Technology: Partners with Shijiazhuang Railway Vocational College and China Railway Construction Intelligent Technology to build an "AI + Railway Embodied Intelligence Common Technology Pilot Base" According to iSoftStone Information Technology news, on August 7, iSoftStone Information Technology signed a strategic cooperation agreement with Shijiazhuang Railway Vocational College and China Railway Construction Intelligent Technology (Beijing) Co., Ltd. to jointly build the AI + Railway Embodied Intelligence Common Technology Provincial Pilot Base in Hebei. Concurrently, SoftStone Education signed an industry-education integration cooperation agreement with Shijiazhuang Railway Vocational College. 9. Dynamic Electronics: Plans to invest 2.086 billion yuan in high multilayer and HDI printed circuit board P3 project Dynamic Electronics (603175) announced on August 7 that the company plans to invest in the high multilayer and HDI printed circuit board P3 project, with a total expected investment of 2.086 billion yuan or equivalent foreign currency. 10. 3 days 2 boards Beijing Kingee Culture Development: Companys secondary merger and acquisition still in planning stage, no preliminary agreement signed 3 days 2 boards Beijing Kingee Culture Development (002721) issued an announcement on August 7 regarding abnormal stock trading. The companys stock price deviation accumulated to over 20% in closing prices over three consecutive trading days (August 5, August 6, August 7). According to the companys disclosure in the 2025 Annual Report on its Outlook for Future Development, the company will accelerate its transformation into software and information technology and actively promote secondary mergers and acquisitions. To date, the secondary merger and acquisition is still in the planning stage, actively advancing, and no preliminary agreements have been signed, indicating certain uncertainties. Investors are advised to pay attention to investment risks. 11. ChinaLin: Plans to acquire 94% stake in HNA Futures for 202 million yuan ChinaLin (002945) announced on August 7 that the company intends to use its own funds to acquire a total of 94% equity of HNA Futures Co., Ltd. (referred to as "HNA Futures") held by HNA Capital Group Co., Ltd. and Shaanxi Yanghangyun Enterprise Management Co., Ltd., corresponding to 470 million shares, with a total transaction price of 202 million yuan. Upon completion of this transaction, the company will gain control of HNA Futures and become its controlling shareholder. Operating Performance 1. China Rare Earth Resources and Technology: Net profit of 237 million yuan in the first half, a year-on-year increase of 46.53% China Rare Earth Resources and Technology (000831) disclosed its half-year report on August 7, showing an operating revenue of 1.647 billion yuan in the first half, a year-on-year decrease of 12.19%; net profit attributable to shareholders of the listed company was 237 million yuan, a year-on-year increase of 46.53%. The basic earnings per share was 0.2233 yuan. The main reason for the change in operating revenue during the reporting period was the adjustment of purchasing and sales strategies, optimization of product structure, and trade business. 2. Zhejiang AoKang Shoes: Net profit of 17.5743 million yuan in the first half, reversing losses year-on-year Zhejiang AoKang Shoes (603001) disclosed its half-year report on August 7, showing operating revenue of 769 million yuan in the first half of 2026, a year-on-year decrease of 28.88%; net profit attributable to shareholders of the listed company was 17.5743 million yuan, compared to a loss of 92.0448 million yuan in the same period last year, achieving a turnaround; basic earnings per share was 0.0438 yuan. The decline in revenue was due to the combined impact of industry cycles and macro market environment factors, which pressured market demand. 3. Guangdong Guanghua Sci-Tech: Net profit of 94.285 million yuan in the first half, a year-on-year increase of 67.56% Guangdong Guanghua Sci-Tech (002741) disclosed its half-year report on August 7, showing that the total operating revenue in the first half of 2026 was 2.248 billion yuan, a year-on-year increase of 75.32%; the net profit attributable to shareholders of the listed company was 94.285 million yuan, a year-on-year increase of 67.56%; basic earnings per share was 0.2028 yuan. During the reporting period, the improvement in downstream market prosperity allowed the company to increase the sales ratio of high value-added products, significantly boosting PCB specialty product output and sales. 4. Henan Thinker Automatic Equipment: Net profit of 318 million yuan in the first half, a year-on-year increase of 4.65% Henan Thinker Automatic Equipment (603508) disclosed its half-year report on August 7, showing that the operating revenue in the first half of 2026 was 729 million yuan, a year-on-year increase of 5.73%; the net profit attributable to shareholders of the listed company was 318 million yuan, a year-on-year increase of 4.65%; basic earnings per share was 0.83 yuan. The main business of the company, including train control systems, railway safety, and high-speed rail operation monitoring, continued to maintain industry-leading market patterns, and revenues from railway safety and high-speed rail operation monitoring achieved double-digit growth, effectively offsetting the short-term fluctuations in revenue from train control systems. 5. Lakala Payment: Net profit increases by 191.67% in the first half, plans to distribute 2 yuan per 10 shares Lakala Payment (300773) disclosed its half-year report on August 7, showing that the total operating revenue in the first half of 2026 was 3.257 billion yuan, a year-on-year increase of 22.86%; the net profit attributable to shareholders of the listed company was 669 million yuan, a year-on-year increase of 191.67%; basic earnings per share was 0.62 yuan. The company plans to distribute a cash dividend of 2 yuan (including tax) for every 10 shares. Revenue from digital payment business was 2.843 billion yuan, up 20.32% year-on-year, mainly due to an increase in active merchants served and payment transaction amounts. 6. Smartgen: Net profit of 41.4091 million yuan in the first half, a year-on-year decrease of 2.76% Smartgen (301361) disclosed its half-year report on August 7, showing that the operating revenue in the first half of 2026 was 158 million yuan, a year-on-year increase of 19.96%; net profit attributable to shareholders of the listed company was 41.4091 million yuan, a year-on-year decrease of 2.76%; basic earnings per share was 0.3559 yuan. During the reporting period, the gradual commissioning of multiple models of industrial Siasun Robot & Automation at the manufacturing center improved production line efficiency. 7. Jiangsu Olive Sensors High-Tech: Net profit of 32.727 million yuan in the first half, a year-on-year decrease of 42.83% Jiangsu Olive Sensors High-Tech (300507) disclosed its half-year report on August 7, showing that operating revenue in the first half of 2026 was 947 million yuan, a year-on-year decrease of 14.21%; the net profit attributable to shareholders of the listed company was 32.727 million yuan, a year-on-year decrease of 42.83%; basic earnings per share was 0.04 yuan. During the reporting period, the overall industry environment and adjustment to the release rhythm of customers' terminal models impacted some clients' supporting demands, leading to a comprehensive decline in the companys operating revenue year-on-year. Major Contracts 1. Gansu Energy Chemical: Fully owned subsidiary awarded construction projects totaling 88.9164 million yuan 2. Wiscom System: Company and its subsidiaries awarded two projects totaling 73.5928 million yuan Repurchases & Shareholdings 1. Dioo Microcircuits: Plans a share buyback of 30 million to 60 million yuan Dioo Microcircuits (688381) announced on August 7 that the company plans to repurchase shares at a price not less than 30 million yuan (inclusive) and not exceeding 60 million yuan (inclusive) through centralized bidding transactions, intended for equity incentive/employee stock ownership plans. The repurchase shares price will not exceed 50 yuan/share (inclusive). 2. China State Construction Engineering Corporation: Controlling shareholder receives loan support for increasing shareholding China State Construction Engineering Corporation (601668) announced on August 7 that its controlling shareholder, China State Construction Group, has reached a cooperation intention with China Industrial and Commercial Bank Co., Ltd. The Beijing branch of China Industrial and Commercial Bank has issued a Loan Commitment Letter to China State Construction Group, committing to provide loan support for the Groups increase in shareholding in the company, with a loan amount not exceeding 900 million yuan and no more than 90% of the actual funds used for the share increase, specifically for the Group's increase in shareholding in the A-share market. 3. Guangdong Ellington Electronics Technology: Controlling shareholder plans to increase shareholding by 1% to 2% Guangdong Ellington Electronics Technology (603328) announced on August 7 that the company's controlling shareholder, Harbin Jiuzhou Group, intends to increase its shareholding in the company through centralized bidding within three months from the date of this announcement, with a total increase of no less than 1% and no more than 2% of the total share capital. 4. Qingdao TGOOD Electric: Secured specialized financing support of no more than 540 million yuan for share buybacks Qingdao TGOOD Electric (300001) announced on August 7 that the company recently secured a Loan Commitment Letter issued by the Qingdao branch of China Industrial and Commercial Bank, with an amount not exceeding 540 million yuan and a loan term not exceeding 3 years, specifically for the buyback of company stock. 5. Shaoxing Xingxin New Materials: Secured specialized financing support of no more than 90 million yuan for share buybacks Shaoxing Xingxin New Materials (001358) announced on August 7 that the company recently obtained a Loan Commitment Letter from CITIC Bank Shaoxing Shangyu Branch, with a loan amount not exceeding 90 million yuan and a loan term not exceeding 36 months, specifically for the buyback of company stock. This article is reproduced from "Tencent Self-Selected Stocks", GMTEight edited by Feng Qiuyi.