GUANGDONG HUICHENG

Huicheng Vacuum has disclosed a private placement plan, intending to raise no more than 955 million yuan for projects including the industrialization of ultra-precision semiconductor and continuous PVD equipment. The total investment for the ultra-precision semiconductor and continuous PVD equipment industrialization project is 765 million yuan, with 669 million yuan to be funded by the raised capital. The construction period is expected to be two years, and it will be implemented in the Songshan Lake High-tech Industrial Development Zone in Dongguan, creating an advanced manufacturing base for higher-precision PVD equipment. The company also plans to use 248 million yuan of its own funds to purchase land use rights and factory buildings in the same development zone to provide site support for the project. The ultra-precision optical coating equipment planned under this fundraising project is mainly used for the preparation of optical thin films on ultra-precision optical components in advanced process lithography equipment, to meet the demand for self-reliant development of the domestic semiconductor industry. In addition, the company intends to use 286 million yuan of the raised funds to supplement working capital.

On the evening of August 10, multiple listed companies on the Shanghai and Shenzhen stock exchanges released important announcements. Gan & Lee Pharmaceuticals signed a licensing agreement with Menarini for the Bofang Glutide project, with an upfront payment of 62 million euros and milestone payments of up to 664 million euros. Construction Machinery plans to acquire 100% equity of Pucheng Clean Energy Company, and its shares will be suspended from trading starting August 11. Guolian Minsheng plans to reduce the registered capital of Minsheng Securities by 10 billion yuan, and Minsheng Securities will mainly engage in wealth management business. Weichai Heavy Machinery plans to invest approximately 538 million yuan to build a high-end equipment manufacturing base for electric power energy. Kunlun Tech plans to transfer its equity in Xianlai Huyu for 750 million yuan and also plans to issue H shares for listing in Hong Kong. Jiemei Technology plans to purchase 100% equity of Aifusi Technology through share issuance, with a transaction amount of 915 million yuan. Zhongke Magnetics plans to issue convertible bonds to raise no more than 609 million yuan, and Huicheng Vacuum plans to raise no more than 955 million yuan through a private placement. Aili Home will suspend trading from August 11 for verification after its stock price surged 185.56% over 11 trading days. In terms of performance, Jiangbolong's net profit in the first half of the year was 10.577 billion yuan, a year-on-year increase of 71,528.66%; Zangge Mining's net profit was 3.638 billion yuan, up 102.09% year-on-year, and it plans to distribute 10 yuan per 10 shares; Debang Technology's net profit rose 49.33% year-on-year, with a planned dividend of 1 yuan per 10 shares; Xinlian Integration's net profit was 278 million yuan, turning losses into profits year-on-year; Ninebot's net profit was 1.008 billion yuan, down 18.79% year-on-year. In addition, Beijing Junzheng, Jiangbolong, Zhaochi Holdings, and other companies disclosed buyback plans, and Fuwei Holdings received a seat project nomination worth approximately 3.936 billion yuan.

Jinxin Industry Select Mixed A disclosed its second-quarter 2026 report, with a second-quarter fund profit of 112 million yuan and a net value growth rate reaching 104.1%. As of the end of the second quarter, the fund size was 196 million yuan. The fund is a flexible allocation product that invests long-term in TMT stocks. As of July 13, the unit net value was 5.008 yuan. The four funds managed by fund manager Kong Xuebing all achieved positive returns over the past year. The fund manager stated that against the backdrop of high valuations in the technology sector, they will downplay short-term high-prosperity factors and focus on sub-sectors with core barriers in the semiconductor hard technology field, believing that domestic substitution areas represented by high-end equipment and core components for lithography machines have relative certainty. As of July 13, the fund's one-year cumulative net value growth rate was 170.95%, and the three-year cumulative rate was 165.39%. The top ten heavy holdings at the end of the second quarter included Maolai Optics, Zhongke Feice, and Huicheng Vacuum.