Anji Microelectronics Tech Co Ltd

Anji Technology released its 2026 interim report. Net profit attributable to the parent in the first half rose 41.6% year-on-year to 532 million yuan, while operating revenue was 1.53 billion yuan, up 33.7% year-on-year. In the second quarter, operating revenue was 802 million yuan, up 34.6% year-on-year, and net profit attributable to the parent was 324 million yuan, up 56.7% year-on-year. As of the end of the second quarter, total assets stood at 5.869 billion yuan, up 16.5% from the end of the previous year, and net assets attributable to the parent were 4.843 billion yuan, up 37.2% from the end of the previous year. During the reporting period, operating revenue from chemical mechanical polishing slurries rose 29.47% year-on-year, and operating revenue from functional wet electronic chemicals rose 51.03% year-on-year. The company continued to deepen research and development and market expansion around its three-plus-one technology platform, secured new orders and new customers smoothly, and achieved steady sales revenue growth.

Domestic DRAM leader CXMT debuted on the STAR Market, with eight semiconductor supply chain companies that participated in its strategic placement posting combined paper gains of over 5.8 billion yuan on the first day of trading. The eight companies are Advanced Micro-Fabrication Equipment, Montage Technology, Anji Microelectronics, Tongfu Microelectronics, Xi'an Eswin Material Technologies, Tuojing Technology, E-Town Semiconductor, and National Silicon Industry Group. Each was allocated approximately 18.2448 million shares at a cost of around 158 million yuan, with an 18-month lock-up period. Based on the first-day closing price of 49 yuan per share, each company's holding was worth about 894 million yuan, yielding a paper profit of roughly 736 million yuan per participant. The strategic placement spans the full industry chain, from upstream materials such as silicon wafers and polishing fluids, to core equipment like etching and thin-film deposition, and on to memory interface chips and packaging and testing. This reflects CXMT's strategic intent to build a stable supply chain ecosystem around DRAM manufacturing.