A-share Announcement Highlights | Over 1.8 billion yuan! Shenzhen Aoni Electronic (301189.SZ) signs another major computing power order.

Today's Focus 1. Shenzhen Aoni Electronic: Wholly-owned subsidiary signs 1.821 billion yuan GPU computing power card procurement contract Shenzhen Aoni Electronic announced that its wholly-owned subsidiary, Aoni Intelligent, signed a procurement contract with Company C to purchase GPU computing power card products, with a total contract amount of 1.821 billion yuan (tax included). The contract takes effect from the date of signature and seal by both parties. If performed smoothly, it is expected to have a positive impact on the company's operating results for the performance year. The counterparty's name is exempted from disclosure due to commercial secrets and has no affiliated relationship with the company. Note: It is worth mentioning that Shenzhen Aoni Electronic's subsidiary had just signed a GPU computing power card procurement contract of approximately 1.556 billion yuan. On September 24, Shenzhen Aoni Electronic issued an announcement stating that its wholly-owned subsidiary, Aoni Intelligent, signed a procurement contract with Company B. According to the contract, Aoni Intelligent will purchase GPU computing power card products from Company B, with a total contract amount of US$232.26 million (equivalent to approximately 1.556 billion yuan). 2. Guangdong Hec Technology Holding: Controlling shareholder and concert parties plan to increase holdings by 600 million to 1.2 billion yuan Guangdong Hec Technology Holding announced that its controlling shareholder, Shenzhen Guangdong Hec Technology Holding Industrial, and concert party Yichang Pharmaceutical Shares plan to increase their holdings of the company's A-shares within 6 months from the date of announcement disclosure through centralized bidding, block trades, and other methods. The increase amounts shall be no less than 300 million yuan and no more than 600 million yuan respectively, with the total increase amount no less than 600 million yuan and no more than 1.2 billion yuan. During the implementation period of the increase plan and within the statutory period, the increasing parties undertake not to reduce their holdings of the company's shares. 3. ACM Research: Order backlog reaches 17.073 billion yuan as of September 29, up 88.2% year-on-year ACM Research announced its order backlog. As of September 29, 2026, the total order backlog was 17.073 billion yuan, an increase of 88.2% year-on-year compared with the voluntarily disclosed order backlog for the same period last year. The company stated that since 2026, the semiconductor special equipment manufacturing industry has continued its rapid growth trend, and the company has achieved sustained revenue growth by virtue of its technological advantages, product maturity, and market recognition. 4. Doushen(Beijing) Education & Technology Inc.: Wholly-owned grandson company signs Cloud Computing Service Agreement, total contract amount approximately US$119 million Doushen(Beijing) Education & Technology Inc. announced that its wholly-owned grandson company, Doushen Hong Kong Limited, signed a Cloud Computing Service Agreement with a VB customer to provide GPU computing power resource leasing, deployment, and operation and maintenance to the customer, delivered in the form of cloud services. The service period is 60 months from the date the resources go online and pass the service readiness test. The total contract amount is US$119 million (excluding applicable taxes), equivalent to approximately 801 million yuan. This contract is a large-scale computing power service project implemented in the company's intelligent computing service business and an important practice in cultivating the company's second growth curve, reflecting the extension of the company's business from AI applications to the computing power infrastructure field. 5. Montage Technology: Cumulative repurchase of 2.088 million shares as of September 30, amounting to approximately 410 million yuan Montage Technology announced that as of September 30, 2026, the company had cumulatively repurchased 2.088 million A-shares through centralized bidding transactions, accounting for 0.17% of total share capital, with a repurchase amount of approximately 410 million yuan. The actual repurchase price range was 184.14 yuan/share to 210.00 yuan/share. 6. Shenzhen Zesum Technology: Signs US$500 million optical fiber connector (MPO fiber patch cords and other optical communication products) demand forecast cooperation memorandum Shenzhen Zesum Technology announced that the company signed a 2027 Annual Demand Forecast Cooperation Memorandum with a PH customer. In 2027, the PH customer is expected to purchase optical fiber connectors (MPO fiber patch cords and other optical communication products) from the company, with an expected total demand forecast target amount of US$500 million. This memorandum is an intention agreement with no mandatory binding force. Specific demand is uncertain and subject to the customer's official orders. This signing is not expected to have a material impact on the company's operating performance for this year. Repurchases & Increases/Decreases in Holdings 1. Zhejiang Songyuan Automotive Safety Systems: Plans to repurchase shares for 50 million to 100 million yuan 2. Nanjing Well Pharmaceutical Group: Plans to repurchase shares for 50 million to 100 million yuan 3. Beijing Zhidemai Technology: Liu Feng plans to reduce no more than 1.9% of the company's shares 4. North Long Dragon New Materials Tech: Controlling shareholder and concert parties reduce 1.32% of shares 5. ShenZhen New Industries Biomedical Engineering: Tianjin Hongshan Juye plans to reduce no more than 1% of the company's shares Major Contracts 1. Guangdong Feinan Resources Recycling: Wins bid for communication equipment enterprise scrapped product disposal project and signs agreement 2. China Merchants Energy Shipping: Subsidiary signs 25-year long-term transportation agreement for 6 VLOC vessels, total amount expected to be no less than US$2.8 billion Other 1. Sichuan Tianwei Electronic Co.,Ltd.: Business of a customer in a special field is restricted, expected to have a negative impact on the company's production, operations, and financial condition 2. Bestore Co.,Ltd.: Controlling shareholder Ningbo Hanyi pays 5 million yuan in liquidated damages in the first instance This article is reprinted from "Tencent Stock Picker". GMTEight editor: Feng Qiuyi.