Selected A-share announcements | Semiight Instruments (688808.SH) with a net profit increase of over 9 times in the first half of the year.

Focus today 1. Semight Instruments: Net profit for the first half of the year is expected to increase by 801.96% to 925.75% year-on-year Semight Instruments disclosed its performance forecast, stating that the company is expected to achieve a net profit attributable to shareholders of the listed company of 510 million to 580 million yuan in the first half of 2026, an increase of 801.96% to 925.75% compared to the same period last year. During the reporting period, benefited from the development of artificial intelligence technology and the increase in global computing power demand, the construction of data centers accelerated, driving the continuous high-speed growth in demand for high-speed optical communication products, with strong intentions of optical module and optical chip manufacturers to expand production, thereby driving rapid growth in market demand for the company's communication testing instruments and optoelectronic device testing equipment products, further driving the company's performance growth. 2. Unisplendour Corporation: Stock trading shows abnormal fluctuations, half-year performance is expected to increase Unisplendour Corporation announced that the company's stock price deviated by more than 20% cumulatively for three consecutive trading days (July 20, 21, and 22, 2026), which was considered abnormal stock trading fluctuations. After self-examination, the company found that the disclosed information did not require corrections, no significant undisclosed information was found, and there were no major changes in the operating environment. The company disclosed its half-year performance forecast on July 11, 2026, expecting a net profit of 1.91 billion to 2.32 billion yuan, an increase of 83.50%-122.89% year-on-year. The company reminds investors to make decisions carefully and pay attention to investment risks. 3. Goldenmax International: Plans to invest 2 billion yuan to build the Zhuhai Guoji capital increase and expansion project Goldenmax International announced that it has signed an investment agreement with the Jinwan District People's Government of Zhuhai City to invest approximately 2 billion yuan in building a project with an annual production of 20 million sheets of copper-clad laminates and 40 million meters of semi-cured sheets. The project covers an area of approximately 35,000 square meters, with an expected construction period of 2 years and funds from self-owned or self-raised funds. The matter has been approved by the board of directors and still requires shareholder approval, with risks such as project changes, land bidding, and approvals. 4. GD Power Development: Completed electricity generation of 2189.11 billion kilowatt-hours in the first half of the year, a year-on-year increase of 6.25% GD Power Development announced that, according to preliminary statistics, the company completed electricity generation of 2189.11 billion kilowatt-hours in the first half of 2026, with a grid-connected electricity amount of 2078.75 billion kilowatt-hours, representing increases of 6.25% and 6.17% respectively compared to the same period last year. Market-based trading electricity accounted for 94.2% of the grid-connected electricity; the average grid-connected electricity price was 393.31 yuan per kilowatt-hour. In the second quarter of 2026, the company completed electricity generation of 1129.27 billion kilowatt-hours, with a grid-connected electricity amount of 1074.49 billion kilowatt-hours, representing increases of 6.73% and 6.53% respectively compared to the same period last year; market-based trading electricity accounted for 93.4% of the grid-connected electricity; the average grid-connected electricity price was 391.28 yuan per kilowatt-hour. Business Performance 1. Shanghai OPM Biosciences: Net profit is expected to increase by about 229% in the first half of the year 2. Jiaxing ZMAX Optech: Net profit is expected to increase by 45.88% to 70.2% year-on-year in the first half of the year 3. Shandong Yisheng Livestock & Poultry Breeding: Net profit increased by 4897.29% in the first half of the year, proposing a distribution of 1.5 yuan per 10 shares 4. CSG Digital Power Grid Research Institute: Net profit is expected to increase by 1051.24%-1511.74% year-on-year in the first half of the year Abnormal trading stock risks 1. Huadian Liaoning Energy Development rose for 3 consecutive days: The company is not involved in the algorithmic power coordination project, and the scale of its subsidiary's 25MW wind power off-grid hydrogen production integrated project is relatively small 2. Jiangsu Lettall Electronic rose for 2 consecutive days: If the progress of AI applications landing and the overall market computing power demand are less than expected, the performance of the computing power business will face fluctuation risks 3. Xinjiang Lixin Energy rose for 5 consecutive days: There is no layout of the computing power industry-related businesses, nor have they provided exclusive power supply services to computing power centers Repurchase & Increase/Decrease Holdings 1. Zhejiang Shuangyuan Technology: The controlling shareholder and chairman propose to repurchase shares for 50-80 million yuan 2. Xi'an Actionpower Electric: Plans to repurchase shares for 25-50 million yuan 3. Weima Agricultural Machinery: The controlling shareholder and actual controller plan to increase holdings of company shares for 20-30 million yuan 4. Anhui Anfu Battery Technology: Plans to repurchase shares for 100 million to 150 million yuan 5. Jiangsu Canopus Wisdom Medical Technology: Plans to repurchase company shares for 20-40 million yuan 6. Daqin Railway: The chairman proposes to repurchase shares for 400-500 million yuan 7. Jiangsu Feymer Technology: Plans to repurchase company shares for 20-40 million yuan 8. HangZhou Radical Energy-Saving Technology: The chairman plans to increase holdings of company shares for 20-40 million yuan 9. Keystone Technology: Plans to repurchase shares for 15-30 million yuan 10. Shenzhen WOTE Advanced Materials: Plans to repurchase company shares for 15-30 million yuan 11. DongGuan YuTong Optical Technology: Plans to repurchase company shares for 30-60 million yuan 12. Luxshare Precision Industry: Repurchased 17.6654 million shares, using a total of 1 billion yuan Significant contracts 1. Power Construction Corporation of China, Ltd (POWERCHINA): Signed a contract worth about 8.925 billion yuan for the water desalination project pipeline system 2. Yantai Jereh Oilfield Services Group: A subsidiary signed a 1.465 billion US dollar contract for gas turbine generators 3. China XD Electric: Subsidiaries collectively won contracts worth about 4.129 billion yuan for State Grid Corporation of China procurement projects Other 1. Caida: Approved for market making trading of listed securities 2. Porton Pharma Solutions: Shareholder Tao Rong was released on bail pending trial for a non-state employee bribery case This article is republished from "Tencent Stock Selection" and edited by GMTEight, Feng Qiuyi.