Selected Announcement of A-share Market | BDStar Navigation (002151.SZ) expects a 3426% increase in net profit in its mid-year report.
Shenghong Technology announced that recently, the company noticed negative rumors circulating on the internet regarding the company's products, market share, project progress, etc., the content of which is seriously inaccurate.
Focus Today
1. Victory Giant Technology clarifies: the research and development iterative products developed in cooperation with customers are progressing smoothly according to customer standards.
Victory Giant Technology announced that recently, the company has noticed negative rumors circulating on online platforms about the company's products, market share, project progress, etc., which are seriously untrue and have brought significant negative impact to the company. It is verified that the related remarks circulating on the internet are false. The company is a long-term strategic partner of top AI customers at home and abroad, and Victory Giant Technology has always regarded "quality" and "safety" as the lifeline of the company, strictly managing according to customer standards.
Currently, the demand for AI-related PCB products is strong, and the company's in-hand orders continue to grow. The company's production and shipments are all normal, and orders from top customers are increasing continuously.
The company maintains close communication with core customers, and the research and development iterative products developed in cooperation with customers are progressing smoothly. Some customers have released long-term demand for 2027-2028, and the company is confident in the subsequent production and operational benefits. The above false rumors have spread through online platforms, WeChat groups, and other channels, causing adverse effects on the company's reputation and normal business order, seriously misleading investors. The company reserves the right to pursue relevant responsibilities through legal means for the dissemination of false remarks.
2. Union Semiconductor: Subsidiary plans to invest no less than 7.5 billion yuan to build an advanced packaging research and industrialization project.
Union Semiconductor announced that its subsidiary Zhenglong Xin Chuang plans to invest in the construction of the "HITS Advanced Packaging Research and Industrialization Project" in Nanxiang Town, Jiading District, Shanghai, with a total investment of no less than 7.5 billion yuan. The project aims to seize the market opportunities in the AI and HPC fields and expand the advanced packaging technology platform. The project still needs to be submitted for consideration at the shareholder meeting, and there are risks such as fund raising, construction delay, approval, and market changes.
3. Wuxi Taiji Industry: Directors of the company plan to reduce their holdings by no more than 50,300 shares.
Wuxi Taiji Industry announced that the company's directors and general manager plan to reduce their holdings by no more than 50,300 shares, representing 0.0024% of the company's total share capital, from August 5, 2026, to November 4, 2026, through centralized bidding, due to personal fund needs.
Business Performance
1. Beijing BDStar Navigation: Net profit for the first half of the year is expected to be between 35 million yuan and 50 million yuan, a year-on-year increase of 2368%-3426%.
2. FAW Jiefang Group: Net profit for the first half of the year is expected to be between 270 million yuan and 320 million yuan, a year-on-year increase of 1274%-1528%.
3. Goldenmax International: Net profit for the first half of the year is expected to be between 730 million yuan and 820 million yuan, a year-on-year increase of 935.75%-1063.45%.
4. Changshu Fengfan Power Equipment: Net profit for the first half of the year is expected to be between 75 million yuan and 100 million yuan, a year-on-year increase of 742%-1023%.
5. Ingenic Semiconductor: Net profit for the first half of the year is expected to be between 10.79 billion yuan and 12.82 billion yuan, a year-on-year increase of 431%-531%.
6. Zhejiang Wazam New Materials: Net profit for the first half of the year is expected to be between 155 million yuan and 205 million yuan, a year-on-year increase of 263%-380%.
7. Guangdong Dtech Technology: Net profit for the first half of the year is expected to be between 640 million yuan and 700 million yuan, a year-on-year increase of 300.62%-338.18%.
8. Western Region Gold: Net profit for the first half of the year is expected to be between 500 million yuan and 570 million yuan, a year-on-year increase of 280%-333%.
9. China Tungsten and High-tech Materials: Net profit for the first half of the year is expected to be between 19.70 billion yuan and 21.70 billion yuan, a year-on-year increase of 261%-298%.
10. Tianshui Huatian Technology: Net profit for the first half of the year is expected to be between 750 million yuan and 850 million yuan, a year-on-year increase of 231.16%-275.31%.
11. Yunnan Lincang Xinyuan Germanium Industry: Net profit for the first half of the year is expected to be between 55 million yuan and 80 million yuan, a year-on-year increase of 148.31%-261.18%.
12. China CSSC: Net profit for the first half of the year is expected to be between 92.00 billion yuan and 110.00 billion yuan, a year-on-year increase of 143.56% to 191.21% (restated after completion of the merger).
13. JHT Design Co., Ltd.: Net profit for the first half of the year is expected to be between 160 million yuan and 190 million yuan, a year-on-year increase of 110.51%-149.98%.
14. Yibin Tianyuan Group: Net profit for the first half of the year is expected to be between 30.16 billion yuan and 35.68 billion yuan, a year-on-year increase of 86.94%-121.20%.
15. Shenzhen Desay Battery Technology: Net profit for the first half of the year is expected to be between 1.97 billion yuan and 2.20 billion yuan, a year-on-year increase of 101.96%-125.54%.
16. Tcl Corporation: Net profit for the first half of the year is expected to be between 37.0 billion yuan and 39.2 billion yuan, a year-on-year increase of 96%-108%.
17. Inner Mongolia BaoTou Steel Union: Net profit for the first half of the year is expected to be between 2.30 billion yuan and 3.00 billion yuan, a year-on-year increase of 52%-98%.
18. Wus Printed Circuit: Net profit for the first half of the year is expected to be between 28.30 billion yuan and 30.00 billion yuan, a year-on-year increase of 68.17%-78.28%.
19. Aluminum Corporation Of China: Net profit for the first half of the year is expected to be between 112 billion yuan and 122 billion yuan, a year-on-year increase of 58%-73%.
20. Zhongjin Gold Corp., Ltd: Net profit for the first half of the year is expected to be between 41.00 billion yuan and 46.00 billion yuan, a year-on-year increase of 52.15%-70.70%.
21. Shennan Circuits: Net profit for the first half of the year is expected to be between 21.00 billion yuan and 23.00 billion yuan, a year-on-year increase of 54.41%-69.12%.
22. Huaqin Co., Ltd.: Net profit for the first half of the year is expected to be between 29.00 billion yuan and 30.50 billion yuan, a year-on-year increase of 53.5%-61.5%.
23. Hangzhou Lion Microelectronics: Net profit for the first half of the year is expected to be 85 million yuan, turning from a loss to a profit.
24. Sanan Optoelectronics: Net loss for the first half of the year is expected to be between 900 million yuan and 1.35 billion yuan.
25. China National Software & Service: Net loss for the first half of the year is expected to be between 12 million yuan and 14.40 million yuan.
26. Nanjing Huamai Technology: Expected profit for the first half of the year is between 16 million yuan and 21 million yuan.
27. WG Tech (JiangXi) Group: Net loss for the first half of the year is expected to be between 1 billion yuan and 1.4 billion yuan.
Buybacks & Increase/Decrease of Holdings
1. Kuangda Technology Group: Plans to repurchase company shares with an amount between 50 million and 100 million yuan.
2. BGT Group Co., Ltd.: Plans to repurchase company shares with an amount between 20 million and 40 million yuan.
3. Leyard Optoelectronic: First repurchase of 1.098 million shares, costing 5.5049 million yuan.
4. Weihai Honglin Electronic: The controlling shareholder plans to increase its holdings by 20 million to 40 million yuan.
5. China Spacesat: The China Academy of Space Technology reduced its holdings by 0.71% of the company's shares from June 25 to July 13.
6. Sunwave Communications: Stock trading was abnormally volatile, the actual controller reduced holdings by 2 million shares to sign a large order.
7. GAD Environmental Technology: The company signed a significant contract worth 186 million yuan.
Others
1. Shenzhen Xinyuren Technology: The company and its subsidiaries' bank account funds have been unfrozen.
2. Beijing SOJO Electric: Subsidiaries and the company have been suspended by the State Grid from bidding, with an estimated decrease in revenue of about 1.223 billion yuan from 2026 to 2029.
3. Shenzhen GuoHua Network Security Technology: Delisted from stock market listing.
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