Selected A-share Announcements | Semiconductor Manufacturing International Corporation (688981.SH) Q2 revenue exceeds 20 billion yuan, Yushu Technology (688836.SH) faced investors abandoning the purchase of 8,734 shares.

Today's Focus 1. Semiconductor Manufacturing International Corporation: Achieved sales revenue of $3 billion in the second quarter, a quarter-on-quarter increase of 20% Semiconductor Manufacturing International Corporation announced that in the second quarter, the company achieved total sales revenue of $3 billion, a quarter-on-quarter increase of 20%; the gross profit margin was 25.3%, up 5.2 percentage points from the previous quarter. In the third quarter, revenue is expected to increase by 2% to 4% quarter-on-quarter, with a gross profit margin guidance of 26%-28%. Looking forward to the second half of the year, the industrial push from artificial intelligence and its spillover effects will continue, driving widespread demand for integrated circuit manufacturing. The company remains flexible in allocating existing capacity, quickly verifying new capacity, which helps alleviate the tightness in the supply chain. Overall, we maintain an optimistic outlook on industry trends and the company's development. 2. Yushu Technology: Online investors forfeited subscriptions of 8,734 shares Yushu Technology announced the results of its initial public offering and listing on the Science and Technology Innovation Board, stating that the number of shares subscribed for by online investors was 9.6983 million shares, with 8,734 shares forfeited; the number of shares subscribed for by offline investors was 22.6501 million shares, with 0 shares forfeited. All shares forfeited by online and offline investors will be fully underwritten by the sponsor (lead underwriter), with the number of shares underwritten being 8,734 shares, totaling 1.3171 million yuan, accounting for approximately 0.03% of the issuance after deducting the final strategic allocation, and approximately 0.02% of the total issuance scale. 3. Sharetronic Data Technology: Net profit of 1.863 billion yuan in the first half of 2026, a year-on-year increase of 331.11% Sharetronic Data Technology announced that it achieved total operating revenue of 12.641 billion yuan in the first half of 2026, a year-on-year increase of 155.69%; net profit attributable to shareholders of the listed company was 1.863 billion yuan, a year-on-year increase of 331.11%; the net profit excluding non-recurring items was 1.861 billion yuan, a year-on-year increase of 343.42%. Basic earnings per share were 3.85 yuan. 4. Hua Hong Grace Semiconductor: Sales revenue of $717 million in the second quarter of 2026, a year-on-year increase of 26.8% Hua Hong Grace Semiconductor announced that the company achieved record sales revenue of $717 million in the second quarter of 2026, a year-on-year increase of 26.8%, and a quarter-on-quarter increase of 8.6%; the gross profit margin was 16.5%, up 5.6 percentage points year-on-year and 3.5 percentage points quarter-on-quarter; the profit attributable to the parent companys owners was $38.6 million, a year-on-year increase of 385.9%, and a quarter-on-quarter increase of 84.6%. The company expects sales revenue in the third quarter of 2026 to be between $770 million and $780 million, with a gross profit margin of approximately 16% to 18%. 5. China Mobile Limited: Net profit of 78.934 billion yuan in the first half of 2026, a year-on-year decrease of 6.3% China Mobile Limited announced that its operating revenue in the first half of 2026 was 538.035 billion yuan, a year-on-year decrease of 1.1%. The net profit attributable to shareholders of the parent company was 78.934 billion yuan, a year-on-year decrease of 6.3%, compared to 84.235 billion yuan in the same period last year. The net profit excluding non-recurring items was 69.733 billion yuan, a year-on-year decrease of 11.0%. The interim distribution plan is to pay a cash dividend of 2.51 yuan per share, a year-on-year increase of 0.3%. 6. China Shenhua Energy: Coal production in July was 43.4 million tons, down 3.1% year-on-year China Shenhua Energy announced that the coal production in July 2026 was 43.4 million tons, down 3.1% year-on-year, with coal sales of 53.1 million tons, down 4.5% year-on-year; total power generation was 27.22 billion kilowatt-hours, down 5.3% year-on-year, and total electricity sales were 25.41 billion kilowatt-hours, down 5.5% year-on-year. Shipping freight volume was 12.9 million tons, down 53.4% year-on-year. 7. Grace Fabric Technology: Total profit for the first half of 2026 increased by 341.6% year-on-year Grace Fabric Technology announced that it achieved operating revenue of 1.048 billion yuan in the first half of 2026, a year-on-year increase of 90.39%; total profit was 434 million yuan, a year-on-year increase of 341.60%. Operating revenue in the same period last year was 550 million yuan, and total profit was 98.3771 million yuan. The company will not make any profit distribution or transfer reserve fund to increase registered capital for the first half of 2026. 8. Dawning Information Industry: Net profit in the first half of the year increased by 34% year-on-year, investment income increased due to good performance of affiliated subsidiaries Dawning Information Industry announced that it achieved total operating revenue of 7.429 billion yuan in the first half of 2026, a year-on-year increase of 26.99%; net profit attributable to shareholders of the listed company was 978 million yuan, a year-on-year increase of 34.19%. The performance growth is mainly due to the company focusing on its core business, deepening its product layout in the field of intelligent computing, enhancing solution capabilities and market competitiveness, steadily improving operational quality, and the good performance of affiliated subsidiaries, resulting in increased investment income. 9. Hunan Nucien Pharmaceutical Co., Ltd.: Fined 5 million yuan by Hunan Regulatory Bureau for falsely inflating revenue by 64.68 million yuan in annual report Hunan Nucien Pharmaceutical Co., Ltd. announced that on August 13, 2026, it received the "Administrative Penalty Decision" issued by the Hunan Regulatory Bureau of the China Securities Regulatory Commission. It was found that the company inflated its operating revenue by 64.6828 million yuan in its 2023 annual report, accounting for 8.69% of the revenue for that period; it inflated its total profit by 11.9522 million yuan, accounting for 157.11% of the total profit for that period. The Hunan Regulatory Bureau decided to warn the company and fine it 5 million yuan; the persons responsible, including the then General Manager Zhang Shixi, CFO Li Liang, and Chairman Hu Xinbao, were fined 2.5 million yuan, 2 million yuan, and 1.5 million yuan, respectively. 10. WuHu Foresight Technology: Stock price fluctuation due to Siasun Robot & Automation's components business being in early stages, no orders generated in the first half of 2026 WuHu Foresight Technology announced that its stock experienced a cumulative price deviation of 31.72% over three consecutive trading days (August 11, 12, and 13, 2026), indicating abnormal trading. After verification, there have been no significant changes to the company's fundamentals recently; Siasun Robot & Automation's component products are in the early stages of research and development, small batch trial production, and sampling, with no formal orders generated in the first half of 2026, resulting in no revenue or profit. 11. Tianjin Ruixin Technology: Terminates acquisition of 51% stake in Wuhu Deheng and withdraws application documents Tianjin Ruixin Technology announced that it held the 11th meeting of the 7th Board of Directors on August 13, 2026, where it passed a resolution to terminate the issuance of shares and cash purchase of assets and related party transactions and to withdraw the application documents. Given that the target company is influenced by market conditions and faces adverse changes in future profitability, the decision to terminate the transaction was made after careful consideration and friendly consultation with the other party. The company promises not to plan any major asset restructuring within one month from the date of the announcement of the termination of this transaction. 12. LONGCHEER: Plans to acquire 80% of Anrui Ke for 1.12 billion yuan LONGCHEER announced that it plans to acquire 80% of Suzhou Anrui Ke Information Technology Co., Ltd. for a total of 1.12 billion yuan. Upon completion of this transaction, Anrui Ke will become a controlled subsidiary of the company and included in the consolidated financial statements. This transaction has been approved by the 19th meeting of the company's 4th Board of Directors and does not require submission for shareholder voting. Performance commitments are set for the transaction, with net profits of the target company expected to not be less than 130 million yuan, 160 million yuan, and 190 million yuan for the years 2026, 2027, and 2028, respectively. 13. Hygon Information Technology: Net profit of 1.798 billion yuan in the first half of the year, a year-on-year increase of 49.69% Hygon Information Technology announced that it achieved operational revenue of 9.099 billion yuan in the first half of 2026, a year-on-year increase of 66.52%; net profit attributable to shareholders of the listed company was 1.798 billion yuan, a year-on-year increase of 49.69%. The growth in performance is mainly influenced by the rapid development of artificial intelligence, the rapid growth in demand for domestic chips, and sustained demand in the domestic high-end chip market. The company continues to increase R&D investment, optimizing product performance, and expanding the market presence of high-end processors. 14. J-Yuan Trust: Net profit of 1.071 billion yuan in the first half of 2026, a year-on-year increase of 2559.08% J-Yuan Trust announced that it achieved total operating revenue of 112 million yuan in the first half of 2026, a year-on-year decrease of 25.45%. Net profit attributable to shareholders of the listed company was 1.071 billion yuan, with a net profit of 40.2897 million yuan in the same period last year. The net profit attributable to shareholders of the listed company, excluding non-recurring items, was 174 million yuan, a year-on-year increase of 158.23%. 15. Anhui Landun Photoelectron: Severe abnormal fluctuations in stock trading, no undisclosed significant events Anhui Landun Photoelectron announced that its stock trading price experienced a cumulative price deviation exceeding 30% over two consecutive trading days (August 12 and 13, 2026), and exceeded 100% over four consecutive trading days (August 10 to 13, 2026), indicating severe abnormal fluctuations. After verification, the company is currently planning to acquire controlling shares of Suzhou Lanchuang Technology Co., Ltd. through a stock issuance and cash payment while raising matching funds, with auditing, evaluation, and due diligence efforts currently underway. The companys revenue in 2025 was 399 million yuan, a year-on-year decrease of 34.53%; the net profit attributable to shareholders of the listed company was -88.7665 million yuan, a year-on-year decrease of 1468.72%. 16. Wuxi Taiji Industry: Company's semiconductor business does not involve HBM products Wuxi Taiji Industry announced that its stock experienced a cumulative price deviation of over 20% over three consecutive trading days (August 11 to 13, 2026), indicating abnormal trading. After verifying with the controlling shareholders and their concerted actors, there are no undisclosed significant matters as of the announcement date. The company's production and operations are normal, with no significant changes in the external environment; no media reports, market rumors, or hot concepts requiring clarification or response have been found; the semiconductor business does not involve HBM products. In 2025, revenue was 30.682 billion yuan, a year-on-year decrease of 12.77%; net profit attributable to shareholders was 448 million yuan, a year-on-year decrease of 31.84%. 17. GRINM Semiconductor Materials: Net profit of 133 million yuan in the first half of 2026, a year-on-year increase of 25.71% GRINM Semiconductor Materials announced that its operating revenue in the first half of 2026 was 666.5 million yuan, a year-on-year increase of 21.20%. Net profit attributable to shareholders of the listed company was 133 million yuan, compared to 106 million yuan in the same period last year, a year-on-year increase of 25.71%. The net profit attributable to shareholders of the listed company, excluding non-recurring items, was 88.8346 million yuan, a year-on-year increase of 20.99%. 18. Yantai Jereh Oilfield Services Group: Net profit in the first half of the year decreased by 3.65% year-on-year, with delays in oil and gas engineering project delivery due to geopolitical conflicts Yantai Jereh Oilfield Services Group announced that it achieved operating revenue of 7.646 billion yuan in the first half of 2026, a year-on-year increase of 10.81%; net profit attributable to shareholders of the listed company was 1.196 billion yuan, down 3.65% year-on-year. The decline in net profit in the first half of the year was mainly due to delays in the delivery of oil and gas engineering projects caused by geopolitical conflicts, exchange rate fluctuations, and the sale of Bright Energy Company. The company plans to distribute a cash dividend of 1.5 yuan per 10 shares (including tax) to all shareholders. 19. SHENZHEN JOVE ENTERPRISE LIMITED: Net profit of 38.6186 million yuan in the first half of 2026, a year-on-year increase of 130.08% SHENZHEN JOVE ENTERPRISE LIMITED announced that it achieved operating revenue of 1.172 billion yuan in the first half of 2026, a year-on-year increase of 38.03%; net profit attributable to shareholders of the listed company was 38.6186 million yuan, a year-on-year increase of 130.08%; the net profit excluding non-recurring items was 35.3336 million yuan, a year-on-year increase of 168.73%. The company plans not to distribute cash dividends, issue bonus shares, or utilize reserve funds for capital increases. Business Performance 1. Beijing Dahao Technology Corp., Ltd: Net profit in the first half of 2026 increased by 33.45% year-on-year 2. Avary Holding: AI server PCB revenue reached nearly 1 billion yuan in the first half, and high-speed optical module PCB surpassed 600 million yuan 3. Jiangxi Ganyue Expressway: Vehicle toll revenue in July was 327 million yuan 4. Tibet Rhodiola Pharmaceutical Holding: Net profit for the first half of 2026 was 608 million yuan, a year-on-year increase of 7.16% 5. Shanghai Lily & Beauty Cosmetics: Achieved profitability with a net profit of 22.5229 million yuan in the first half of 2026 6. Zhejiang Huatong Meat Products: July 2026 pig sales were 169,800 heads, down 13.19% year-on-year 7. Chuzhou Duoli Automotive Technology: Net profit for the first half of 2026 was 169 million yuan, a year-on-year increase of 7.08% 8. Shen Zhen Weiguang Biological Products: Net profit for the first half of 2026 was 44.3859 million yuan, a year-on-year decrease of 58.77% 9. Jiangsu Tongda Power Technology: Net profit for the first half of 2026 was 41.8304 million yuan, a year-on-year decrease of 1.90% 10. Guangdong Highsun Meida New Materials: Net loss for the first half of 2026 was 46.4074 million yuan 11. ShenZhen New Industries Biomedical Engineering: Net profit for the first half of 2026 was 868 million yuan, a year-on-year increase of 12.53% 12. Jiangsu Rijiu Optoelectronics Jointstock: Net profit for the first half of 2026 was 34.7653 million yuan, a year-on-year decrease of 23.77% 13. HYSAN DEV: Basic profit for the first half of 2026 was 1.107 billion HKD, a year-on-year increase of 7.4% 14. Jiangsu Boiln Plastics: Net profit for the first half of 2026 was 56.0651 million yuan, a year-on-year increase of 0.29% 15. Dezhou United Petroleum Technology Corp.: Net profit for the first half of 2026 was 31.6153 million yuan, a year-on-year decrease of 30.00% 16. G-bits Network Technology: Net profit in the first half of the year increased by 69.31% year-on-year, plans to distribute 1,000 yuan for every 10 shares 17. Suli Co., Ltd.: Net profit for the first half of 2026 was 53.9391 million yuan, a year-on-year decrease of 32.40% 18. Chahua Modern Housewares: Net profit for the first half of 2026 was 8.5966 million yuan, returning to profitability 19. Dalian Thermal Power: Achieved profitability in the first half of 2026 with a net profit of 50.135 million yuan 20. Jiangxi Jovo Energy: Net profit for the first half of 2026 was 950 million yuan, a year-on-year increase of 10.40% 21. Hangzhou Weiguang Electronic: Net profit for the first half of 2026 was 197 million yuan, a year-on-year increase of 14.42% 22. Bear Electric Appliance: Net profit for the first half of 2026 was 120 million yuan, a year-on-year decrease of 41.30% 23. Grace Fabric Technology: Total profit for the first half of 2026 increased by 341.60% year-on-year 24. J-Yuan Trust: Net profit for the first half of 2026 was 1.071 billion yuan, a year-on-year increase of 2559.08% 25. Suzhou Gyz Electronic Technology: Net loss for the first half of 2026 was 91.2649 million yuan 26. Xizang GaoZheng Explosive Co., Ltd: Net profit for the first half of 2026 was 47.6297 million yuan, a year-on-year decrease of 14.69% 27. Poly Plastic Masterbatch: Net profit for the first half of 2026 was 68.6055 million yuan, a year-on-year increase of 7.51% 28. Qingdao Doublestar: Net profit for the first half of 2026 was 143 million yuan, returning to profitability year-on-year Stocks with Abnormal Fluctuations Risk Warning 1. Henan Huanghe Whirlwind: 8.82% of shares held by shareholder Huanghe Group have been fully frozen 2. Jilin Yatai: Stock price has risen consecutively, net loss of 2.04 billion yuan in 2025 and overdue debts of 3.62 billion yuan 3. Wuxi Taiji Industry: Company's semiconductor business does not involve HBM products 4. Anhui Landun Photoelectron: Severe abnormal fluctuations in stock trading, no undisclosed significant matters 5. Metro Land Corporation: Qixin Optoelectronics is still operating at a loss, acquisition matters have significant uncertainty 6. Hunan Nucien Pharmaceutical Co., Ltd.: Fined 5 million yuan by Hunan Regulatory Bureau for falsely inflating revenue by 64.68 million yuan in annual report Buybacks & Adjustments 1. Hefei Chipmore Technology: General Manager proposed to repurchase shares worth 75 million to 150 million yuan 2. Ningbo Joyson Electronic Corp.: Subsidiary Anhui Joyson Safety introduces 1.5 billion yuan strategic investment 3. Shanghai Guangdian Electric Group: Share buyback ratio reached 1% of total share capital, total expenditures of 35.5598 million yuan 4. Zhejiang Starry Pharmaceutical: Actual controller Hu Jinsheng completed a reduction, totaling a 2.57% reduction in shares 5. Shanghai Geoharbour Construction Group Co., Ltd.: Controlling shareholder prematurely terminates reduction plan, having reduced 3.453 million shares 6. Anhui Sentai WPC Group Share: Controlling shareholder's increased holdings plan has been halfway through, with a total increase of 470,200 shares 7. Jiangsu Aidea Pharmaceutical Group: Actual controller Fu Helian has cumulatively increased his holdings by 730,100 shares, increasing investment by 11.3047 million yuan 8. Fuda Alloy Materials: Controlling shareholder and concerted parties collectively reduced holdings, touching 1% and 5% integer multiples, with shareholding ratio dropping from 25.50% to 25.00% 9. Xinjiang Baodi Mining: Jiaxing Baoyi reduced by 110,000 shares, Jiaxing Baorun reduced by 600,000 shares 10. Darbond Technology: Completed initial share repurchase of 40,300 shares at an expenditure of 2.5528 million yuan 11. Hangzhou Weiguang Electronic: Plans to repurchase shares for 40 million to 80 million yuan 12. Tian Jin Bohai Chemical: Plans to acquire no less than 51% of shares in Gray New Materials 13. LONGCHEER: Plans to acquire 80% of Anrui Ke for 1.12 billion yuan 14. Shenzhen Senior Technology Material: Plans to acquire 73.48% of equity in Bangci Electronics 15. LJSY: Two shareholders plan to collectively reduce no more than 2% of shares Large Contracts 1. Wuhan Huakang Century Clean Technology: Won the bid for the purification system project of Jinhua Central Hospital, with a bid price of 90.1865 million yuan 2. Wuhan Huakang Century Clean Technology: Won the bid for the ward renovation project of Yingtan People's Hospital, with a bid amount of 147 million yuan This article is reproduced from "Tencent Self-Selected Stocks," edited by GMTEight: Jiang Yuanhua.