Selected Announcement of A-share | Shengda Resources (000603.SZ) expects its first half performance to increase by 399% to 471%

Focus Today 1. Shengda Resources: Expected net profit in the first half of the year is 350 million to 400 million yuan, a year-on-year growth of 399% to 471%. Shengda Resources announced that it expects a net profit attributable to shareholders of the listed company of 350 million to 400 million yuan in the first half of 2026, a year-on-year increase of 399.31% to 470.64%. The performance change is mainly due to the release of production capacity after the technological transformation of its subsidiary Jinshan Mining, an increase in product sales volume, and the rise in prices of precious metals, driving significant growth in performance. Note: The company's net profit for Q2 is expected to be 271 million to 321 million, and the net profit for Q1 is 79 million. Based on this, the net profit for Q2 is expected to increase by 240% to 303% compared to the previous quarter. 2. Wuhan Raycus Fiber Laser Technologies: Subsidiary plans to invest 53.16 million yuan to build the second phase of a high-power doped special fiber digital production line project. Wuhan Raycus Fiber Laser Technologies announced that the board of directors has approved the subsidiary, Ruixin Company, to carry out the second phase of construction of a high-power doped special fiber digital production line project, with a total investment of 53.16 million yuan. This project will include the addition of core equipment such as MCVD systems, PCVD systems, and special fiber drawing towers to enhance the research and development production capacity of special fibers in the fields of communication, laser radar, and laser medical technology. 3. Jiangsu Maixinlin Aviation Science and Technology Corp.: Signed a 890 million yuan contract for the purchase of mining servers. Jiangsu Maixinlin Aviation Science and Technology Corp. announced that the company has signed an "Equipment Purchase Contract" with Company A to purchase mining server-related equipment for a total amount of approximately 8.9 billion yuan (including taxes). The products under the contract can be delivered in batches, with all goods to be delivered by the end of September 2026. The company stated that this equipment purchase will help ensure the company's further expansion of mining leasing services and enhance the profitability of the mining business sector. However, the company has not yet signed any formal equipment leasing agreements, and there are risks such as the progress of the leasing business falling short of expectations. 4. Shandong Rike Chemical: Intends to acquire the control of Genyuan New Materials; stock trading suspended. Kehua Chemical announced that the company intends to acquire the control of the target company through the issuance of shares and cash payment, as well as raising supporting funds. This transaction will not result in a change in the actual controller of the company, and the specific plan still has uncertainties. The target company is Shandong Genyuan New Materials Co., Ltd. The company's stock has been suspended from trading since June 29, 2026, and it is expected that the transaction plan will be disclosed within no more than 10 trading days. 5. Zhongmin Energy: Plans to invest 7.335 billion yuan to build the Changle Offshore Central Unified Transmission Project. Zhongmin Energy announced that the company plans to invest in the construction of the Changle Offshore Central Unified Transmission Project, with a total investment of approximately 7.335 billion yuan. The project will be implemented by the holding subsidiary Fujian Fuzhou Minto Sea Wind Power Substation Co., Ltd., and the company is expected to invest approximately 748 million yuan in capital. The project has been approved by the Fujian Provincial Development and Reform Commission but still requires approval by the shareholders' meeting. 6. A-Zenith Home Furnishings: The cancellation of the delisting risk warning will take effect from July 1, and the stock abbreviation will be changed to A-Zen Home Furnishings. A-Zenith Home Furnishings announced that the company's stock will be suspended for one day on June 30, 2026, and the delisting risk warning will be cancelled and the stock abbreviation changed from "A-Zenith Home Furnishings" to "A-Zen Home Furnishings" effective from July 1. The daily limit for stock price fluctuations will be increased from 5% to 10%. 7. Dasheng Times Cultural Investment: The lifting of the delisting risk warning, resumption of trading from July 1, and name change to "Dasheng Culture". Dasheng Times Cultural Investment announced that the company's stock will be suspended for one day on June 30, 2026, and trading will resume from July 1, with the lifting of the delisting risk warning and a change in the security abbreviation to "Dasheng Culture". The daily limit for stock price fluctuations will be increased from 5% to 10%. 8. AA Industrial Belting: The delisting risk warning will be lifted from July 1, and the stock abbreviation will be changed to AiAi Precision. AA Industrial Belting announced that the company's stock will lift the delisting risk warning from July 1, 2026. The securities abbreviation will be changed from "AA Industrial Belting" to "AiAi Precision", and the daily limit for stock price fluctuations will be increased from 5% to 10%. Stock Movement Risk Warning: 1. MayAir Technology: Risks of fluctuating operating performance if effective measures are not taken promptly to address industry cycles. 2. Shanghai Gentech: During the recent abnormal stock price fluctuations, Shi Kecheng and ZHENG HONGLIANG have reduced their holdings of the company's stock. 3. 7-day-4-board WPG (Shanghai) Smart Water Public Co., Ltd.: No liquid-cooling product-related projects, orders, or revenue. 4. 2-consecutive-day Suzhou Xingye Materials Technology: During the recent stock price abnormal fluctuations, the third-largest shareholder, Wang Wenhao, has reduced the company's stock holdings. 5. Vontron Technology: Semiconductors and liquid cooling-related business revenue accounted for less than 1% of the company's total revenue from the beginning of 2026 to the date of this announcement. 6. Macmic Science & Technology: New business ventures in fields like AIDC and humanoid Siasun Robot & Automation are still in the early stages of development, with revenue from related businesses accounting for a small portion of the company's overall revenue. 7. Guangdong Fenghua Advanced Technology: NVIDIA has not conducted any product certifications for the company, and the high-end projects of the company are still in the construction stage. 8. Ningxia Orient Tantalum Industry: Changes in raw material prices and product sales prices directly affect the company's profit levels. Buybacks & shareholding changes: 1. Luxshare Precision Industry: Has repurchased approximately 1 billion yuan worth of shares. 2. Zhejiang Weigang Technology: Plans to repurchase company shares for between 15 million and 30 million yuan. 3. Luenmei Quantum: Chairman proposes to repurchase company shares. 4. ZheJiang Haers Vacuum Containers: One of the controlling shareholders and concerted actors plans to increase their holdings of company shares by between 5 million and 10 million yuan. 5. Beijing Dabeinong Technology Group: Vice Chairman plans to increase holdings of company shares by no less than 8 million yuan. 6. Huaqin Co., Ltd.: Certain directors and executives plan to collectively increase their holdings of A-shares and H-shares by 24 million yuan. 7. Tongyu Heavy Industry: Controlling shareholder plans to increase holdings of company shares by between 150 million and 300 million yuan. 8. Jiangsu Rijiu Optoelectronics Jointstock: Certain directors and executives plan to collectively increase their holdings of company shares by no less than 6.1 million yuan. 9. Nanjing Vazyme Biotech: China Life Chengda plans to reduce holdings of company shares by no more than 3%. 10. Zhuhai CosMX Battery: Shareholders plan to reduce holdings of company shares by no more than 2%. 11. Pinming Technology: Certain executives collectively plan to reduce holdings of company shares by no more than 1.09%. 12. Huaan: Shareholder Anhui Publishing Group plans to reduce holdings by no more than 1% of the total share capital. 13. YTO Express Group: Shareholder Hangzhou Haoyue's reduction of holdings has reached the 5% threshold. Major Contracts: 1. China State Construction Engineering Corporation: Recently won a major project worth 19.09 billion yuan. 2. Wuhan Huakang Century Clean Technology: Won the bidding for the special medical project at Taihe Hospital in Shiyan City, with a bid amount of 65.88 million yuan.