A-Share Announcement Highlights | CXMT Corporation (688825.SH) Expects Net Profit Attributable to Shareholders of RMB 131 Billion to RMB 132.5 Billion for the First Three Quarters, Turning Profitable Year-on-Year

Today's Focus 1. LingNan Eco&Culture-Tourism: Closing price below RMB 1 for 20 consecutive trading days, receives prior notice of delisting from Shenzhen Stock Exchange LingNan Eco&Culture-Tourism (002717.SZ) announced that the company's stock closed below RMB 1 per share for twenty consecutive trading days during the period from September 7, 2026 to October 12, 2026, triggering the stock delisting circumstances. The Shenzhen Stock Exchange intends to decide to terminate the listing and trading of the company's shares and convertible corporate bonds; the company's stock has been suspended from trading since the market open on October 13. If the Shenzhen Stock Exchange ultimately makes a delisting decision, the company's stock will be transferred to the delisting board managed by the National Equities Exchange and Quotations for listing and transfer, and LingNan Convertible Bonds will simultaneously be delisted. 2. CXMT Corporation: Expects net profit attributable to shareholders of RMB 131 billion to RMB 132.5 billion for the first three quarters, turning profitable year-on-year CXMT Corporation (688825.SH) announced that it expects operating revenue for the first three quarters of approximately RMB 265 billion to RMB 270 billion, compared with RMB 32.084 billion in the same period last year; net profit attributable to shareholders of approximately RMB 131 billion to RMB 132.5 billion, compared with a loss of RMB 5.280 billion in the same period last year. The main reason is the rapid growth in AI computing power demand, which has driven up the prosperity of the DRAM industry and led to a substantial increase in product prices. In addition, the company's chairman Zhu Yiming proposed to repurchase company shares for no less than RMB 1 billion and no more than RMB 2 billion. 3. Sharetronic Data Technology: Wholly-owned subsidiary signs computing power cloud service agreement, expected total amount not exceeding RMB 37.490 billion Sharetronic Data Technology (300857.SZ) announced that its wholly-owned subsidiary Xiechuang Zhisuan signed a "Computing Power Cloud Service Agreement" with a client company. The expected total amount of the agreement is not more than RMB 37.490 billion (tax inclusive, ultimately subject to actual settlement), and the agreement has currently taken effect. The company also noted that performance of the contract requires a large upfront investment in purchasing computing power servers and other hardware equipment, which will generate significant financial costs. 4. Lakala Payment: Discloses restructuring plan, intends to issue shares and pay cash to acquire controlling stake in Guangzhou Gaofu Information Technology, stock resumes trading Lakala Payment (300773.SZ) announced that it intends to acquire the controlling stake in Guangzhou Gaofu Information Technology Co., Ltd. by issuing shares and paying cash. It is expected that this will not constitute a major asset restructuring or a restructuring listing. The audit and evaluation work related to this transaction has not yet been completed, and the company's stock will resume trading from the market open on October 19, 2026. 5. Juewei Food Co.,Ltd.: Other risk warning revoked, securities abbreviation to change to "Juewei Food" from October 20 Juewei Food Co.,Ltd. (603517.SH) announced that it has been 12 months since the company received the "Administrative Penalty Decision" from the Hunan Securities Regulatory Bureau, and it has completed the retrospective restatement of the financial accounting reports for the corresponding years, meeting the conditions for revoking the other risk warning. The company's stock will be suspended from trading for one day on October 19, and the revocation of the other risk warning will take effect from October 20. *6. ST Guangtang: False records in 2023 and 2024 annual reports, company and multiple then-senior executives receive administrative penalty decisions Guangxi Rural Investment Sugar Industry Group (000911.SZ) announced that due to matters such as cross-period recognition of transportation and warehousing business revenue by its wholly-owned subsidiary Yun'ou Logistics, the company inflated total profit by RMB 20.1954 million in 2023, accounting for 119.20% of the total profit disclosed for the period, and inflated total profit by RMB 18.6933 million in 2024. The company and multiple parties including then-chairman Luo Yingping received the "Administrative Penalty Decision" from the Guangxi Securities Regulatory Bureau. Operating Performance 1. Shenzhen Techwinsemi Technology: Expects net profit attributable to shareholders of RMB 8.65 billion to RMB 8.95 billion for the first three quarters, turning profitable year-on-year Shenzhen Techwinsemi Technology (001309.SZ) announced that it expects operating revenue of RMB 27.5 billion to RMB 29.5 billion, with enterprise-level storage business achieving sales revenue of RMB 8.237 billion. 2. Shengda Resources: Expects net profit of RMB 660 million to RMB 700 million for the first three quarters, up 104.57% to 116.96% year-on-year Shengda Resources (000603.SZ) announced that capacity release at its subsidiary Jinshan Mining, combined with rising precious metals prices, drove increases in both product volume and price. 3. Cangzhou Mingzhu Plastic: Net profit of RMB 196 million for the first three quarters, up 40.33% year-on-year Cangzhou Mingzhu Plastic (002108.SZ) announced that total operating revenue for the first three quarters was RMB 2.481 billion, with separator capacity release driving profit growth. Repurchases & Increases/Decreases in Holdings 1. Hygon Information Technology: Chairman proposes repurchase of RMB 500 million to RMB 800 million of shares Hygon Information Technology (688041.SH) announced that the repurchased shares are intended to be used for employee stock ownership plans or equity incentives. 2. Dawning Information Industry: Chairman proposes repurchase of RMB 300 million to RMB 500 million of shares Dawning Information Industry (603019.SH) announced that the repurchased shares are intended to be used for employee equity incentives or employee stock ownership plans, with funds sourced from own funds. 3. Yinchuan Xinhua Commercial: Cumulative repurchase reaches 6.39%, RMB 218 million already paid Yinchuan Xinhua Commercial (600785.SH) announced that the transaction price ranged from RMB 9.9 per share to RMB 11.58 per share, and the total repurchase plan amount is RMB 200 million to RMB 400 million. 4. Beijing Qianjing Landscape: 26 million shares held by controlling shareholder to be subject to second judicial auction Beijing Qianjing Landscape (603778.SH) announced that the first auction failed due to no bids, and this auction will not result in a change of control. 5. Asia Cuanon Technology: Judicial disposal of 12 million shares held by controlling shareholder fails to sell Asia Cuanon Technology (603378.SH) announced that these shares account for 2.80% of total share capital, and whether further judicial disposal will occur remains uncertain. Major Contracts 1. RunJian Co.,Ltd.: Subsidiary signs AI token cross-border sales service contract, annual procurement amount no less than USD 200 million RunJian Co.,Ltd. (002929.SZ) announced that the contract is approximately RMB 1.338 billion, settled based on the actual number of tokens consumed, with a term of one year. 2. Guangzhou Sie Consulting: Total tax-inclusive amount of computing power service-related contracts increases to RMB 7.035 billion Guangzhou Sie Consulting (300687.SZ) announced that the newly signed computing power networking service contract has a tax-inclusive amount of RMB 315 million, with a service term of 60 months.