A-shares Announcement Highlights | GigaDevice Semiconductor Inc. (603986.SH): Cumulatively repurchased 1.6623 million shares, costing 654 million yuan.

Today's Focus 1. BYD Company Limited: In August 2026, new energy vehicle sales reached 440,300 units, compared to 373,600 units in the same period last year. BYD COMPANY announced that in August 2026, the production of new energy vehicles reached 440,700 units, while the same month in 2025 saw a production of 353,100 units; sales stood at 440,300 units, compared to 373,600 units in 2025. Cumulatively, production for the year totaled 2,675,100 units, a year-on-year decrease of 4.73%; cumulative sales reached 2,668,000 units, down 6.84% year on year. In August 2026, 189,500 new energy vehicles were exported. 2. Zhongji Innolight: On September 1, repurchased 374,100 shares for a total payment of 318 million yuan. Zhongji Innolight announced that on September 1, 2026, the company repurchased 374,100 shares through a dedicated securities account via centralized bidding, accounting for 0.0318% of the total share capital. The transaction price range was between 838.16 yuan/share and 870.00 yuan/share, with a total payment of 318 million yuan. 3. Raisecom Technology: Two directors sentenced to one year and six months in prison for illegally disclosing important information. Raisecom Technology announced that the company has received the first-instance "Criminal Judgment" from the Beijing Third Intermediate People's Court concerning directors Li Yuejie and Zhu Chunchen. Both were sentenced to one year and six months in prison for the crime of illegally disclosing important information, along with a penalty of 1 million yuan each. Li Yuejie is one of the actual controllers; the verdict does not affect the exercise of shareholder rights and will not have a significant adverse impact on production and operations. This judgment is a first-instance ruling and has not yet taken effect, leaving the final outcome uncertain. 4. Nsing Technologies Inc.: Plans to invest in Nanjing Youcun Technology to strengthen customization capabilities for NOR Flash external storage. Nsing Technologies Inc. announced that the company plans to use 60 million yuan from its H-share "strategic investment and acquisition" fund to subscribe to the increased registered capital of Nanjing Youcun Technology Co., Ltd. at a pre-investment valuation of 590 million yuan, acquiring an 8.3333% equity stake. The target company has mature research and production capabilities for NOR Flash, and this investment aims to enhance the companys customization capabilities for NOR Flash external storage and improve its supporting system. 5. GigaDevice Semiconductor Inc.: Has repurchased a total of 1,662,300 shares, costing 654 million yuan. GigaDevice Semiconductor Inc. announced that as of August 31, 2026, the company has repurchased a total of 1,662,300 shares through centralized bidding, accounting for 0.24% of the total equity. The repurchase price range was between 375.05 yuan/share and 411.95 yuan/share, with a total expenditure of 654 million yuan. 6. Hua Hong Grace Semiconductor: Plans to increase capital for the third phase in Wuxi to build a 12-inch specialty process wafer foundry line with a monthly capacity of approximately 55,000 wafers. Hua Hong Grace Semiconductor announced that the company and its wholly-owned subsidiary, Shanghai Hua Hong Grace Semiconductor, plan to jointly increase capital with Wuxi Xihong Guoxin Phase II, Huaxin Dingxin, and Guokai Company for Wuxi Hua Hong Grace Semiconductor Phase III Semiconductor Co., Ltd., to build a 12-inch specialty process wafer foundry line with a monthly capacity of approximately 55,000 wafers. Once this investment is completed, the registered capital of the target company will reach 4.17 billion USD, with the company contributing 1.0425 billion USD and Shanghai Hua Hong Grace Semiconductor contributing 1.0842 billion USD. The total capital increase amount is 4.163 billion yuan. This investment still needs to be submitted for shareholder meeting approval. 7. Yang Guang Co., Ltd.: Subsidiary signs a 633 million yuan comprehensive service contract for server leasing. Yang Guang Co., Ltd. announced that its subsidiary, Shenzhen Yangguang Jinhui Technology Co., Ltd., signed a service agreement with Company A, where Yangguang Jinhui will provide comprehensive server leasing services to Company A for five years from the start of service billing, with a total service fee (including tax) of 633 million yuan. The companys new business is still in the early stage of development, with relatively insufficient industry operational experience, presenting potential risks in market expansion, technical operations, and project management. In the first half of this year, the related revenue was approximately 930,000 yuan, accounting for 0.77% of the current operating revenue, indicating a small business scale. Currently, the overall operating fundamentals of the company have not changed significantly, and this new business does not constitute a major impact on the company's overall production and operations. 8. Verisilicon Microelectronics (Shanghai) Co., Ltd.: Shareholder National Big Fund reduced holdings by 494,700 shares on August 31, no longer holding over 5%. Verisilicon Microelectronics (Shanghai) Co., Ltd. announced that on August 31, 2026, its shareholder, the National Integrated Circuit Industry Investment Fund Co., Ltd., reduced its holdings by 494,700 shares through centralized bidding, decreasing its shareholding ratio from 5.0941% to 5.0000%, consequently no longer being a shareholder with more than 5% holdings. This change in equity was carried out in fulfillment of a previously disclosed reduction plan and does not trigger a mandatory bid, nor will it lead to a change in the company's controlling shareholder or actual controller. Risk Warning for Stocks with Abnormal Movements 1. Seven consecutive trading limits for Guangzhou Seagull Kitchen and Bath Products: If the company's stock price continues to rise abnormally, it may apply for suspension from trading for verification. 2. Two consecutive trading limits for Bona Film Group: The company's AI film and television business is still in the early stages of development. Buybacks & Reductions 1. Huaxia Eye Hospital Group: Actual controller intends to increase holdings by no less than 30 million yuan. 2. KTK Group Co., Ltd.: Shareholder China Rail intends to reduce holdings by no more than 3%. 3. Zhongman Petroleum and Natural Gas Group Corp., Ltd.: Shareholder Zhu Fengxue intends to reduce holdings by no more than 1.2%. 4. Four consecutive trading limits for Xinjiang Sailimu Modern Agriculture: Shareholder Hu Yang Fund reduced holdings by 4.8632 million shares on September 1. 5. Fuchun Dye and Weave Group: Shareholders intend to collectively reduce holdings by no more than 1%. Significant Contracts Signed 1. Hangxiao Steel Structure: Signed an overseas project contract worth 1.128 billion yuan. 2. Jchx Mining Management: Signed a 300 million yuan contract for phosphorus ore mining and construction. This article is reproduced from "Tencent Self-Selected Stocks," edited by Xu Wenqiang.