A-Share Announcement Highlights | Over 1.3 billion yuan! CPO leader Zhongji Innolight to distribute first-half dividends.

Today's Focus 1. Zhongji Innolight: Total cash dividend of RMB 1.331 billion for H1 2026 A-shares; record date October 9 Zhongji Innolight announced that the company is implementing its H1 2026 A-share equity distribution, based on a total A-share capital of 1.110 billion shares (excluding shares in the repurchase special account), distributing a cash dividend of RMB 12 per 10 shares (tax inclusive) to all shareholders, totaling RMB 1.331 billion (tax inclusive). The record date is October 9, 2026, and the ex-rights/ex-dividend date is October 12, 2026. 2. Siglent Technologies: Releases new SNA6000A series high-performance vector network analyzers Siglent Technologies announced that on September 28, the company released the SNA6000A series high-performance vector network analyzers SNA6064A and SNA6062A, with a maximum measurement frequency of up to 67GHz. The newly released vector network analyzers are equipped with self-developed 67GHz millimeter-wave RF front-end chipsets and adopt a direct digital synthesis excitation source architecture, featuring comprehensive hardware configuration and rich software functions. As of now, the two new SNA6000A series high-performance vector network analyzers, SNA6064A and SNA6062A, are still in the market promotion and customer introduction stage, and no revenue has been recognized in downstream application areas such as PCB manufacturers. Product verification, procurement decisions, and order conversion by relevant customers still require a certain period, and there is a risk that market promotion and customer development may fall short of expectations. In addition, compared with leading international products, the maximum measurement frequency of the main unit of the products released this time is 67GHz, and there is still a gap in capabilities such as higher frequency coverage. 3. Jiangxi Lian Chuang Optoelectronic Science And Technology: Subject to other risk warning due to controlling shareholder's fund occupation; stock abbreviation to change to ST Lianguang from September 30 Jiangxi Lian Chuang Optoelectronic Science And Technology announced that its controlling shareholder, the Electronics Group, has non-operational fund occupation, and RMB 1.692 billion of occupied funds has not yet been returned. The company's stock will be suspended for one day on September 29, 2026, and will resume trading on September 30 and be subject to other risk warning, with the stock abbreviation changed to "ST Lianguang". 4. Hangzhou Landscaping: Plans to acquire 93.5% shares of storage chip and module company Hualan Micro; stock to resume trading Hangzhou Landscaping announced that the company plans to acquire 93.5031% shares of Hualan Micro from 98 shareholders including Hangzhou Hualan Entrepreneurship Enterprise Management Consulting Partnership (Limited Partnership) through the issuance of shares and payment of cash, and raise supporting funds. The target company is mainly engaged in the R&D, design, and sales of domestic memory chips and modules, and array controller chips and modules. This transaction constitutes a major asset restructuring and does not constitute a related-party transaction or restructuring listing. The issue price is RMB 19.20 per share. The transaction price has not yet been determined and will be disclosed in the restructuring report after the audit and evaluation work is completed. The company's stock will resume trading on September 29, 2026. 5. Fengzhushou: Signs RMB 5.717 billion computing power service agreement and simultaneously signs RMB 3.96 billion computing power server procurement agreement Fengzhushou announced that the company recently signed a computing power server procurement agreement with Company C and a computing power service agreement with Company D. The total amount of the procurement agreement is RMB 3.96 billion, and the amount of the service agreement is RMB 5.717 billion (excluding cabinet service fees). The service cooperation period is 60 months. The company plans to raise funds through its own funds, financial leasing, and bank credit, of which the proportion paid with own funds under the procurement agreement is expected to be 5% to 20%, and financial leasing is expected to account for 80% to 95%. This transaction does not constitute a related-party transaction or major asset restructuring, and the procurement agreement still needs to be submitted to the shareholders' meeting for review. 6. Accelink Technologies: Controlling shareholder to change to Xinke Technology Accelink Technologies announced that its controlling shareholder FiberHome Technologies plans to transfer 291 million shares it holds to Xinke Technology free of charge. After completion, the company's controlling shareholder will change to Xinke Technology, and the actual controller will remain China Information and Communication Technologies Group. This transfer still requires compliance confirmation from the Shenzhen Stock Exchange and share transfer registration procedures. 7. Jiayuan Science and Technology: Engaged in collusive bidding violations in a project procurement activity; banned from participating in Cyberspace Force procurement activities for 3 years Jiayuan Science and Technology announced that the company recently received a "Violation Handling Decision" issued by the procurement management department of the Cyberspace Force. Due to the company's collusive bidding violation in participating in a project procurement activity on November 3, 2023, it is banned from participating in Cyberspace Force procurement activities for 3 years. Other enterprises controlled or managed by the company's legal representative Wang Jin are banned from participating in Cyberspace Force procurement activities for 3 years, and project agent Liu Li is banned from acting as an agent for other suppliers in Cyberspace Force procurement activities for 3 years. The penalty period is from September 24, 2026 to September 24, 2029. Since listing, the company has not engaged in the above-mentioned materials, engineering, and services procurement business with the Cyberspace Force, and the company's orders on hand do not involve the above-mentioned scope of business. This matter is expected not to have a material impact on the company's production and operations, nor will it have a material impact on the company's financial condition. 8. Gotion High-tech: Plans to jointly invest approximately EUR 3.222 billion with Volkswagen Group to establish three joint ventures; to build an annual 100,000-ton lithium iron phosphate cathode material project, among others Gotion High-tech announced that the company and its wholly-owned subsidiaries plan to sign an "Investment Agreement" with Volkswagen AG and its wholly-owned subsidiaries to establish three joint ventures in Valencia, Spain, Bratislava, Slovakia, and Kenitra, Morocco, with an estimated total project investment of approximately EUR 3.222 billion, of which Gotion's total investment is approximately EUR 1.598 billion. The Valencia joint venture will build an annual 29.1GWh lithium battery project with a total investment of approximately EUR 2.262 billion, with Gotion holding 49%; the Slovakia joint venture will build an annual 8.4GWh lithium battery project with a total investment of approximately EUR 480 million, with Gotion holding 51% and controlling it; the Morocco joint venture will build an annual 100,000-ton lithium iron phosphate cathode material project with a total investment of approximately EUR 480 million, with Gotion holding 51% and controlling it. This investment constitutes a related-party transaction and still needs to be submitted to the shareholders' meeting for review and obtain domestic and overseas government approvals. 9. CITIC SEC: Elects Zou Yingguang as chairman and authorizes him to perform general manager duties CITIC SEC announced that Chairman Zhang Youjun resigned due to retirement age, and General Manager Zou Yingguang resigned due to work adjustments. The board of directors elected Zou Yingguang as chairman and legal representative, and during the vacancy of the general manager position, he will perform the duties of general manager on an acting basis. 10. Consecutive limit-up Jiangsu SINOJIT Wind Energy Technology: Plans to invest no more than RMB 700 million to build Binhai wind power high-end equipment intelligent manufacturing project Jiangsu SINOJIT Wind Energy Technology announced that its wholly-owned subsidiary Jixin Binhai plans to invest in and build the Jiangsu SINOJIT Wind Energy Technology Binhai wind power high-end equipment intelligent manufacturing project (Phase I), with a total investment of no more than RMB 700 million. The project plans to build new casting joint workshops, machining workshops, and other facilities, with a Phase I designed capacity of 50,000 tons/year, a construction period of 18 months, and expected commencement in November 2026. The source of funds is own funds and bank loans. This investment has been approved by the board of directors and does not need to be submitted to the shareholders' meeting for review. 11. Hubei Sanxia New Building Materials: Planning to acquire no less than 53.14% shares of battery electrolyte company Zhuhai Saiwei; stock suspended Hubei Sanxia New Building Materials announced that the company plans to acquire no less than 53.14% shares of Zhuhai Saiwei Electronic Materials Co., Ltd. through the issuance of shares and payment of cash, which is expected to constitute a major asset restructuring. The company's stock will be suspended from September 29, 2026, with an expected suspension period of no more than 10 trading days. The target company's main business: mainly engaged in the R&D and production of electronic specialty materials such as lithium-ion battery electrolytes and new membrane materials, and holds hazardous chemicals production qualifications. Operating Performance Xinlian Integrated: Expected net profit of RMB 681 million in the first three quarters, turning profitable year-on-year Abnormal Fluctuation Risk Alert Consecutive limit-up Xiangyang Automobile Bearing: Some of the company's precision bearing products can be applied to harmonic reducers, etc.; product trial production has been completed and samples have been sent Repurchases & Increases in Holdings 1. Huaqin Co.,Ltd.: Plans to repurchase company shares for RMB 300 million to RMB 400 million 2. Beijing Sifang Automation: Plans to repurchase company shares for RMB 100 million to RMB 150 million 3. Jiangxi Avonflow HVAC Tech: Plans to repurchase shares for RMB 50 million to RMB 100 million for equity incentives 4. Yueyang Xingchang Petro-chemical: Xingchang Group plans to increase its holdings of company shares by RMB 5 million to RMB 10 million 5. Hunan Yuneng New Energy Battery Material: Shareholder Contemporary Amperex Technology's reduction plan period expired, with a total reduction of approximately 2.06% of shares Major Contracts 1. Harbin Electric Corporation Jiamusi Electric Machine: Controlling subsidiary wins bid for RMB 620 million reactor coolant equipment 2. Haibo Heavy Engineering Science and Technology: Wins bid for RMB 127 million steel box girder project 3. Nanjing Wondux Environmental Protection Technology Corp., Ltd.: Wins bid for Phase II EPC project of Shendong Coal Mine Mine Water Upgrading Treatment Others Shaanxi Broadcast & TV Network Intermediary: Some debts overdue and bank account funds frozen This article is reprinted from Tencent Self-Selected Stocks, GMTEight editor: Xu Wenqiang.