Selected A-share Announcements | Shenzhen Huaqiang Industry (000062.SZ) Q1 Electronic Component Revenue Surges Over 300%

Today's focus 1. Wuliangye Yibin: intends to remove Zeng Qindong from the position of director, and all positions held by him such as chairman of the board will be automatically relieved from the effective date of the director's removal Wuliangye Yibin announced that, according to relevant documents of the People's Government of Yibin City, after the nomination committee review, the company's board of directors' nomination agreed to remove Zeng Qindong from the position of director, chairman of the board, chairman and member of the board's special committees, effective from the date of the director's dismissal. It also agreed to appoint Deng Min as a candidate for non-independent director of the 7th board of directors of the company, with a term from the date of approval by the shareholders' meeting until the expiration of the 7th term of the board of directors. 2. Bona Film Group: will launch a shareholder feedback activity for 2026 in the near future, shareholders holding more than 500 shares can receive movie vouchers Bona Film Group announced that, to thank shareholders for their support, a shareholder feedback activity will be held from June 15th to June 24th. Shareholders holding more than 500 shares (inclusive) of the company's stock after the close of trading on May 15th, 2026, can authenticate through the WeChat app "Bona Movie Ticket" to receive an electronic movie voucher package: holding 500 shares to 10,000 shares can receive 6 vouchers (worth 270 yuan), and more than 10,000 shares can receive 9 vouchers (worth 405 yuan). The movie vouchers are valid until September 30, 2026, and can be exchanged for any movie at Bona International Cinemas nationwide. 3. Zhongji Innolight: using 10 million yuan of its own funds for cash management Zhongji Innolight announced that the company recently used 10 million yuan of its own funds to purchase Galaxy Securities' fixed-income certificates, with a product term from June 9th to June 29th, 2026, and an expected annualized return rate of 1.40%. The investment has been approved by the board of directors and has not matured yet. 4. Shenzhen Huaqiang Industry: many components, including storage, power management chips, analog chips, and MLCC, are in short supply and prices are rising Shenzhen Huaqiang Industry announced that the company's electronic component long-tail spot business in the first quarter of 2026 saw a significant year-on-year increase in revenue, with an increase exceeding 300%. This year, the electronic component long-tail spot market has seen a recovery in demand, with many components including storage, power management chips, analog chips, and MLCC experiencing shortages and price increases. As an example, for MLCC, the company's electronic component long-tail spot business has seen a significant increase in high-end MLCC inquiry demand. The company is a major authorized distributor for Murata globally. Recently, the company has observed an increase in customer orders, starting to deliver goods and actively replenish inventory. For some models that are in short supply, the company prioritizes meeting the purchasing needs of large customers. 5. Ganfeng Lithium Group: Energy storage cell production is in full swing, the 588Ah production line will start ramping up production in the third quarter Ganfeng Lithium Group announced that the company's lithium battery business is focusing on the energy storage field. With the technological and capacity advantages, the order books are full, and the capacity utilization remains high, with new production lines advancing steadily. From January to April 2026, the market demand has been strong, and the demand for battery products exceeds supply, with the company's energy storage cells continuing to operate at full capacity, with a capacity utilization rate close to 100%. The company's self-developed 588Ah and 648Ah large cells are benchmark products in the industry, with a significantly higher energy density than traditional products and meeting the core needs of large-scale energy storage stations accurately. The construction of the Nanchang Ganfeng 588Ah production line is in its final stages, with plans for the third quarter of 2026 to officially start ramping up production and gradually increase production by the end of the year; the company's 648Ah project is also accelerating. 6. Easyhome New Retail Group Corporation: Has not signed any substantive order agreements with UBTECH ROBOTICS yet, with no clear business collaboration arrangements Easyhome New Retail Group Corporation announced that the company's stock has had deviations exceeding 20% for two consecutive trading days on June 5th and 8th, which falls under extreme fluctuations in stock trading. The company has recently noticed reports and rumors from some online media and stock forums linking the company with Shenzhen UBTECH ROBOTICS Technology Co., Ltd., a rumor that needs clarification: In March 2025, the company signed a strategic cooperation agreement with UBTECH ROBOTICS, to act as an agent to sell UBTECH ROBOTICS Siasun Robot&Automation products, etc., to meet the various application requirements in the home industry. This agreement is a framework agreement and does not have any mandatory constraints on both parties. The progress of the cooperation depends on various factors such as market conditions, the business planning of the parties, and there is uncertainty in it. As of the date of this announcement, the company has not signed any substantive order agreement that is legally binding with UBTECH ROBOTICS for this collaboration. The company has no business dealings with UBTECH ROBOTICS and no clear business cooperation arrangements. The collaboration has not made any material contributions to the company's business revenue, profits, or other operating performance. 7. Tianjin Port Holdings: Plans to purchase 100% equity of the second container terminal company and the Hui Sheng Company, stock has been suspended Tianjin Port Holdings announced that the company plans to issue shares to Tianjin Port Holdings Group to purchase its holdings of 100% equity in Tianjin Port Holdings' second container terminal company and Hui Sheng Terminal Company, this transaction constitutes a related transaction, and is not expected to constitute a major asset restructuring. The company's stock has been suspended from trading starting on June 9, 2026, and the suspension period is expected not to exceed 10 trading days. 8. China Resources Sanjiu Medical & Pharmaceutical: Subsidiary KPC Pharmaceuticals, Inc. plans to register the issuance of debt financing instruments not exceeding 1 billion yuan China Resources Sanjiu Medical & Pharmaceutical announced that, to broaden its financing channels, optimize its corporate financing structure, and reduce financing costs, the company's controlling subsidiary KPC Pharmaceuticals, Inc. intends to apply to the Bank of China Interbank Market Trading Association for the registration and issuance of non-financial corporate debt financing instruments in the interbank bond market not exceeding 1 billion yuan. 9. Yunnan Yuntianhua: Subsidiaries plan to invest 2.737 billion yuan to build a new energy battery precursor material supporting sulfur recycling green demonstration project and phosphogypsum recycling project Yunnan Yuntianhua announced that the company's wholly-owned subsidiary Yunnan TIAN AN Chemical plans to invest 1.578 billion yuan to build a new energy battery precursor material supporting sulfur recycling green demonstration project, including a 300,000 tons/year wet-process phosphoric acid plant and a phosphogypsum production plant producing 800,000 tons/year of sulfuric acid, and 790,000 tons/year of alkaline material plant. At the same time, the company's wholly-owned subsidiary Yunnan Yunnan Yuntianhua Environmental Protection Technology plans to invest 1.159 billion yuan to build a phosphogypsum-producing cement co-production sulfuric acid resource recycling demonstration project, processing 1.5 million tons/year of phosphogypsum and producing 800,000 tons/year of cement and 600,000 tons/year of sulfuric acid. The two projects have a total investment of 2.737 billion yuan. 10. Jiangsu Lettall Electronic: The company's directors, executives, and core management are not under detention, and the operation of its computing power and manufacturing is normal Jiangsu Lettall Electronic announced that, in response to recent public opinion about the company, the company clarifies the following: 1. The company's directors, senior management, etc., are all performing their duties normally and are not under detention. 2. The company's director and company secretary, Ms. Ding Ajing, her qualifications, and the stock incentive stock grants are legal and compliant. 3. The company's computing power and manufacturing operations are all normal, and orders in hand are being delivered in an orderly manner according to the plan. 4. Please refer to the company's public announcements for information about the company. 5. There are some entities recently intentionally fabricating false facts, maliciously spreading rumors to damage the company's reputation, and disrupting the company's normal operations. The company does not rule out the initiation of legal procedures to hold the rumor mongers accountable. 11. Zhongji Semiconductor: High-purity tungsten hexafluoride has not yet signed any new long-term or substantial order agreements Zhongji Semiconductor announced that the company's stock had deviations exceeding 30% for three consecutive trading days (on June 4, 5, and 8), which falls under extreme anomalous fluctuations in share trading. Upon self-inspection, the company noticed media reports on the tight supply chain of overseas tungsten hexafluoride and the rise in the export volume and prices of tungsten hexafluoride in China, suggesting that leading domestic companies are expected to benefit fully from this boom in the industry chain. As of now, the high-purity tungsten hexafluoride has not signed any new long-term or substantial order agreements that are legally binding, and this product is produced by the company's wholly-owned subsidiary Zhejiang Borui Electronic Technology Co., Ltd., jointly established with Central Glass Co., Ltd. of Japan to form Zhejiang Borui Zhongsheng Technology Co., Ltd. The production capacity of the hexafluoride is 600 tons, and there are currently no plans for expansion; furthermore, due to the rise in the prices of upstream tungsten materials, the company's procurement costs have increased. Investors are advised to watch out for related risks. 12. Shenzhen Sunlord Electronics: Some products are undergoing price increases, with data center business currently contributing a small percentage of income Shenzhen Sunlord Electronics announced that the company's stock had deviations exceeding 20% for three consecutive trading days (on June 4, 5, and 8), which falls under anomalous fluctuations in share trading. The market has been paying attention to the price increases of the company's inductors and power inductors, the company's data center market layout, and the production and shipping of the company's data center TLVR inductors. The company clarifies that it has adjusted the prices of some products due to the significant rise in the costs of upstream raw materials, and this adjustment is currently in progress. It is a market-driven price adjustment that follows market laws, and the company's long-term development focuses on strategic market positions. The company is a strategic partner for many leading companies domestically and internationally, committed to creating value for customers. Price changes will be resolved through negotiation, and as of the date of this announcement, there are no undisclosed significant impacts on stock prices. The company's data center TLVR inductors entered the market early, and the products have already been mass-produced and shipped, contributing to a small portion of the company's business revenue, which is currently less than 5% as of the first quarter of 2026. 13. Obizhongguang: Not directly involved in the development of physical AI Obizhongguang announced that the company's stock had deviations exceeding 30% for three consecutive trading days, which falls under extreme anomalous fluctuations in share trading. The company clarified that its main business is the design, research and development, production, and sales of 3D visual perception products, including consumer-level application devices, 3D visual sensors, and industrial application devices. The company is not directly involved in the development of physical AI. Physical AI technology requires significant R&D investment and rapid technological iterations, with uncertainties in downstream application industry/scenario expansions and commercialization. Should market demands, industry policies, or technological competitive landscapes change unfavorably, there are potential risks in revenue and profit contributions from related scenarios. 14. Zhejiang Yongtai Technology Co.: A subsidiary signed a cooperation agreement with Contemporary Amperex Technology for electrolyte, with expected purchases totaling 470,000 tons from 2026-2028 Zhejiang Yongtai Technology Co., announced that its wholly-owned subsidiary Yongtai New Energy signed a "Electrolyte Cooperation Agreement" with Contemporary Amperex Technology, outlining an expected purchase of electrolyte totaling 470,000 tons over the period of 2026 to 2028, with exact numbers subject to actual orders. The agreement is valid until December 31, 2028, and is expected to have a positive impact on the company's operating results from 2026 to 2028. 15. Peric Special Gases: Recent increases in discussions with downstream customers regarding hexafluoride tungsten products, but no substantial order agreements have been signed yet Peric Special Gases announced that the company's stock had deviations exceeding 30% and 100% for three consecutive trading days, which falls under extreme anomalous fluctuations in stock trading. The company has identified rumors and discussions in the market about Japanese hexafluoride tungsten suppliers planning to reduce production volumes or stop production due to supply issues with raw materials. The company clarified that although there has been an increase in discussions with downstream customers about hexafluoride tungsten products in its business, no substantial order agreements have been signed yet. The future collaboration, order size, unit price, and the impact on the company's performance remain uncertain. There have been misleading claims on certain online platforms regarding the company's hexafluoride tungsten product capacity, pricing, specifications, etc. The company advises investors to rely on formal announcements for accurate information. 16. Jiamei Food Packaging: Chairman and CEO Guo Yanjun resigns for personal reasons