Shenyang Fortune Precision Equipment Co. Ltd. A

Shanghai has released its 15th Five-Year Plan for the software and IT services industry, outlining the deployment of 100,000-card hyperscale AI computing clusters in areas such as Songjiang, Lingang, and Qingpu. The news boosted activity in the semiconductor sector. Central China Securities analysis points out that global semiconductor sales surged 123.6 percent year-on-year in June 2026, and WSTS forecasts full-year sales will reach 1.511 trillion US dollars, up nearly 90 percent year-on-year. AI computing infrastructure remains highly buoyant, with combined second-quarter capital expenditure by the four major North American cloud providers reaching 163.9 billion US dollars, a sharp 86 percent increase year-on-year. As of 9:50 a.m. on August 12, 2026, the Shanghai STAR 100 Index rose strongly by 1.71 percent, with constituent Focuslight Technologies up 19.16 percent, Kingsemi up 8.02 percent, and Fortrend Precision up 7.23 percent. The STAR 100 ETF Peng Hua, which closely tracks the index, gained 1.90 percent to trade at 1.82 yuan.

Fuchuan Precision issued an announcement, expecting to achieve operating revenue of 2.1 billion to 2.5 billion yuan in the first half of 2026, a year-on-year increase of 21.83% to 45.03%, and net profit attributable to the parent of 120 million to 150 million yuan, a year-on-year increase of 877.49% to 1,121.86%. The performance growth is mainly due to domestic and overseas wafer manufacturing enterprises continuously advancing capacity construction, driving up market demand for core components of semiconductor equipment. At the same time, the company's production capacity at various manufacturing bases is gradually being released, and large-scale production has led to optimization of unit manufacturing costs.