Zhonghong Medical H1 Net Profit Expected to Surge Over 23-Fold; Jiuzhou Yigui Plans 630 Million Yuan Semiconductor Project

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On the evening of July 28, multiple listed companies disclosed significant announcements. Zhonghong Medical expects attributable net profit for the first half of 2026 to be between 140 million and 210 million yuan, a year-on-year increase of 2,338% to 3,557%, mainly due to higher selling prices for health protective gloves and improved cost control, though foreign exchange losses were substantial. Jiuzhou Yigui's wholly-owned subsidiary Jingxi Semiconductor plans to invest in an advanced semiconductor wafer laser stealth dicing industrialization project, with total investment not exceeding 630 million yuan, of which equipment purchases will not exceed 600 million yuan, funded by a combination of own funds and bank loans. Trading in shares of ST Energy Saving will be suspended for one day on July 29, and the delisting risk warning will be removed from July 30, with the stock abbreviation changed to Shenwu Energy Saving. Kingsoft Office expects attributable net profit for the first half to be between 2.316 billion and 2.719 billion yuan, a year-on-year increase of 209.98% to 263.89%, as its AI strategy enhances product competitiveness and some investment income contributes significantly. Giantec Semiconductor expects first-half revenue of 602 million yuan, up 4.71% year-on-year, and attributable net profit of 525 million yuan, up 156.07%, but non-recurring net profit fell 47.30%, with a large increase in non-recurring gains mainly due to fair value changes from participating in the strategic placement of SJ Semiconductor's IPO. Hyperstrong expects first-half revenue of 5.6 billion to 6.9 billion yuan, up 23.83% to 52.58% year-on-year, and attributable net profit of 620 million to 700 million yuan, up 96.30% to 121.63%, as global expansion and strategic transformation show results. Henan Liliang Diamond reported first-half revenue of 438 million yuan, up 80.94% year-on-year, and attributable net profit of 90.0816 million yuan, up 247.61%. Hesheng New Materials reported first-half revenue of 1.245 billion yuan, up 2.74% year-on-year, and attributable net profit of 136 million yuan, up 40.42%. Sifang Technology reported first-half revenue of 965 million yuan, up 12.05% year-on-year, and attributable net profit of 86.2916 million yuan, up 24.48%. Universal Scientific Industrial reported first-half revenue of 27.336 billion yuan, up 0.45% year-on-year, and attributable net profit of 822 million yuan, up 28.85%. Leon Technology plans to raise no more than 255 million yuan through a simplified private placement for a computing power resource pool project and working capital. Xianglu Tungsten's private placement application has received registration approval from the China Securities Regulatory Commission. Guocheng Mining plans to repurchase shares for 300 million to 600 million yuan, at a price not exceeding 45 yuan per share, for employee stock ownership or equity incentives. Kedali plans to repurchase shares for 150 million to 300 million yuan, at a price not exceeding 292 yuan per share. Wondfo Biotech plans to repurchase shares for 30 million to 60 million yuan, at a price not exceeding 27.06 yuan per share, while actual controller Wang Jihua plans to increase holdings by 20 million to 40 million yuan. Shuangyi Technology plans to repurchase shares for 30 million to 50 million yuan, at a price not exceeding 28 yuan per share. Vanchip plans to repurchase shares for 80 million to 100 million yuan, at a price not exceeding 45.09 yuan per share. Chongqing Port plans to repurchase shares for 20 million to 30 million yuan, at a price not exceeding 5.96 yuan per share, and its indirect controlling shareholder Chongqing Logistics Group plans to increase holdings by 20 million to 30 million yuan. Shuangyuan Technology plans to use 50 million to 80 million yuan of over-raised funds to repurchase shares, at a price not exceeding 111.96 yuan per share. The controlling shareholder of ST Tianjian, Lou Jiyong and others, plan to transfer a 14.7727% stake to Junxiang Tairui at 19.89 yuan per share, for a total of 353 million yuan, without causing a change in control. Wanma Co.'s subsidiary plans to invest in a project with an annual output of 100,000 tons of cable materials in Lin'an, Hangzhou, with total investment of about 450 million yuan, and to invest in a submarine cable insulation material project in Qingdao West Coast, with total investment of about 370 million yuan. Shanxi Coking Coal's Xiqu Mine, Zhenchengdi Mine, and Malan Mine have suspended production due to expired licenses, with a combined approved capacity of 8.2 million tons, accounting for 17.23% of the company's total capacity. Currently, the mining licenses for Xiqu Mine and Malan Mine have been processed, and the safety production license applications are being advanced. Jinpu Titanium's subsidiary Xuzhou Titanium Dioxide has suspended production since July 15 due to excessive fluoride in discharged wastewater, with the resumption date pending. Daimei Co. plans to acquire 100% equity of Rongming Technology in cash, a company engaged in automotive surface decorative parts and functional components. China State Construction Engineering Corporation has signed a contract with Kuwait's Ministry of Public Works for the North Kabd Wastewater Treatment Plant project, with a contract value of 999.85 million Kuwaiti dinars, equivalent to approximately 22.4 billion yuan. Acter Group has won an 858 million yuan factory interior decoration and fixed assets project from Qingding Precision Electronics. Hailiang Co.'s controlling shareholder plans to increase holdings by 600 million to 1 billion yuan, at a price not exceeding 35 yuan per share. BOE Technology's controlling shareholder Beijing Electronics Holdings plans to increase holdings by 500 million to 1 billion yuan. Pret Composites' actual controller Zhou Wen has committed not to reduce holdings in the next 12 months.

Impact on assets 26

Others▲ · 26 stocks
Giantec Semiconductor Corp
688123
± MixedCapitalrelevance

H1 revenue up 4.71%, net profit up 156.07% but non-recurring net profit fell 47.30% due to fair value changes from SJ Semiconductor IPO.

Theme Impact 1

Off-coverage companies 4

Beijing HyperStrong TechnologyPrivate▲ Positive
Demandrelevance

First-half revenue up 23.83%-52.58% and net profit up 96.30%-121.63% driven by global expansion and strategic transformation.

庆鼎精密电子Private± Mixed
relevance

晶禧半导体Private± Mixed
relevance

茸明汽车科技（上海）有限公司Private± Mixed
relevance

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