Huayuan Holdings (002787.SZ): The first quarter's consolidated revenue from the semiconductor business is approximately 10 million yuan, with limited contribution to the overall business performance of the company.

The Zhixun Finance APP reports that Huayuan Holdings (002787.SZ) has issued a stock price abnormality announcement, stating that the company's main business is still the production and sales of metal and plastic packaging products. The main business of Wuxi Nuanyuan Semiconductor Technology Co., Ltd., acquired by the company in December 2025, is temperature control equipment. The main business of Huandeng Integrated Circuit (Shanghai) Co., Ltd., acquired by the company in February 2026, is the research and development, sales, and technical services of semiconductor equipment and related consumables. The main products of Wuxi Nuanyuan and Shanghai Huandeng are auxiliary equipment for semiconductor equipment, with a smaller market size compared to semiconductor main equipment. The semiconductor business of the company in the first quarter of 2026 consolidated operating income is approximately 10 million, accounting for a low proportion of the company's overall operating income, with limited contribution to the company's overall operating performance. The above-mentioned acquired companies may have risks of performance fluctuations, acquisition integration, and impairment of goodwill. In view of the impact of factors such as technological iteration, market competition, and customer certification cycles on the development of semiconductor temperature control and consumable equipment, there is uncertainty in future business development, with limited contribution to the overall operating performance of the company in the short term.