Shanghai Anlogic Infotech Co Ltd

Anlogic Infotech released its 2026 half-year report on August 29. Revenue in the first half reached 432 million yuan, up 93.31% year on year. Second-quarter revenue alone was 266 million yuan, up 104.69% year on year, the fastest growth in recent years, and the company has now posted five consecutive quarters of sequential revenue growth. The share of revenue from mid-to-high-end FPGA products rose significantly, and the product mix continued to improve. Emerging application scenarios related to AI infrastructure, such as general industrial and data center markets, began shipping in volume, and mid-to-high-end products ramped up rapidly, laying a foundation for high-quality development going forward.

Anlogic Technology's registration application for issuing shares to specific investors has been approved by the China Securities Regulatory Commission. The company recently received the approval document from the CSRC, which is valid for 12 months from the date of registration approval.

On the evening of July 15, a number of listed companies on the Shanghai and Shenzhen exchanges issued announcements. Biwin Storage expects to achieve a net profit attributable to the parent of 7 billion to 7.5 billion yuan in the first half of 2026, swinging from a loss to a profit year-on-year, mainly benefiting from the explosion of AI computing power and the high prosperity cycle of the storage industry. Shijia Photonics plans to raise no more than 2.8 billion yuan through a private placement for projects including the construction of production capacity for high-speed AWG chips and optical interconnect components. China Jushi plans to invest 2.405 billion yuan to build an electronic fabric production line with an annual output of 250 million meters. Unisplendour Corporation's holding subsidiary Unisplendour Computer will introduce investors through a capital increase and share expansion, after which Unisplendour Computer will no longer be included in the company's consolidated financial statements. Jingce Electronic plans to acquire a 41.17% stake in Shanghai Jingce, and after the transaction, Shanghai Jingce will become its wholly-owned subsidiary; the company's shares and convertible bonds will resume trading on the 16th. Chaozhuo Aviation Technology's shares will be suspended from trading on the 16th due to the controlling shareholder planning a major event that may lead to a change in control. In terms of performance, Konfoong Materials International expects its net profit attributable to the parent in the first half to increase by 89.99% to 121.65% year-on-year; Anlogic Infotech expects operating revenue to increase by 83.57% to 101.48% year-on-year; Penghui Energy expects to swing from a loss to a profit with a net profit of 800 million to 866 million yuan; while Guanghui Logistics expects its net profit to decline by 94.62% to 96.16% year-on-year. In addition, Youcai Resources disclosed the first half-year report for A-shares in 2026, with net profit attributable to the parent in the first half increasing by 103.87% year-on-year, and plans to distribute a cash dividend of 2 yuan for every 10 shares.

Biwin Storage expects net profit attributable to owners of the parent for the first half of 2026 to be between 7 billion and 7.5 billion yuan, a year-on-year increase of 3,200% to 3,422%, mainly driven by the explosion in AI computing power and the storage industry entering a high-growth cycle. Tinavi is planning to acquire a controlling stake in Shanghai Minimally Invasive Orthopedics Medical Technology by issuing shares, and also intends to raise matching funds; trading in the company's shares will be suspended from July 16. Shijia Photonics plans to raise no more than 2.8 billion yuan through a private placement for projects including high-speed AWG chip and optical interconnect component production capacity expansion, while Canqin Technology plans to raise no more than 851 million yuan for projects such as advanced ceramic packaging. Jiayuan Technology expects first-half net profit to grow 879% to 961% year-on-year, with copper foil market demand driving significant increases in production and sales. Dizal Pharmaceutical has signed a license agreement with AstraZeneca, under which it will receive an upfront payment of 600 million US dollars and up to 900 million US dollars in milestone payments, but the effectiveness of the agreement is subject to uncertainties. Chaozhuo Aviation's controlling shareholder and actual controller are planning a change of control, and trading in the stock will be suspended from July 16. Anlu Technology expects first-half operating revenue to increase by 83.57% to 101.48% year-on-year, and Jiulian Technology expects to turn from a loss to a profit in the first half. In addition, Alibaba's Qwen and Baidu AI will provide support for Apple Intelligence, and Tencent Cloud announced that starting August 1, 2026, it will charge for excess storage usage on cloud database MySQL local disk instances.