SJ Semiconductor Corp

Shangfeng Materials released its 2026 semi-annual report, with net profit attributable to shareholders of the listed company reaching 1.364 billion yuan, a substantial year-on-year increase. Against a backdrop of overall pressure on the cement industry, national output falling to a seventeen-year low, and roughly sixty percent of the industry operating at a loss, the company maintained a comprehensive gross margin of 25.84 percent, with multiple profitability indicators remaining in the industry's top tier. In the first half, the listing of SJSemi had an impact on fair value changes and contributed more than 1.1 billion yuan to company profit, and the semi-annual report has not yet included gains from the company's holding of 91.1531 million shares of CXMT following its listing on the STAR Market. The company also introduced a semi-annual cash dividend plan, proposing a cash dividend of 1.57 yuan per ten shares including tax, totaling nearly 150 million yuan in dividends including tax.

SJ Semiconductor released its semi-annual report for 2026, achieving operating revenue of 3.407 billion yuan, up 7.2% year on year, and net profit attributable to shareholders of the listed company of 449 million yuan, up 3.33% year on year. The profit growth was mainly driven by an increase in sales scale. The company's second-quarter net profit was 258 million yuan, and first-quarter net profit was 191 million yuan, implying a quarter-on-quarter increase of 34% in second-quarter net profit.

AMEC plans to invest 3.5 billion yuan to build the second phase of its Lingang industrialization base, focusing on etching equipment, metrology and inspection equipment, and thin-film deposition equipment. The company's wholly owned subsidiary AMEC Lingang will invest in and construct the project in the Lingang Special Area, with a planned total investment of 3.5 billion yuan, including 1.7 billion yuan in fixed asset investment. After reaching full production, it is expected to achieve annual sales revenue of 3 billion yuan. On the same day, AMEC released its 2026 semi-annual report, achieving operating revenue of 6.691 billion yuan, up 34.89 percent year on year, and net profit attributable to shareholders of the listed company of 2.825 billion yuan, up 300.22 percent year on year. MEMSensing plans to acquire a total of 54 percent equity in Beijing Putian Optoelectronics through equity transfer and capital increase, with a total transaction amount of 177 million yuan. National Silicon Industry Group posted a net loss of 965 million yuan in the first half of the year, compared with a loss of 367 million yuan in the same period last year. SJSemi reported net profit of 449 million yuan in the first half of the year, up 3.33 percent year on year.

Giantec Semiconductor has resubmitted its listing application to the Main Board of the Hong Kong Stock Exchange after its initial prospectus lapsed. The company's first-half 2026 performance forecast shows operating revenue rose 4.71 percent year-on-year to 602 million yuan, but net profit attributable to shareholders of the listed company after deducting non-recurring gains and losses was 93.47 million yuan, down 47.30 percent year-on-year, indicating a clear decline in core business profitability. The sharp 156.07 percent jump in first-half net profit to 525 million yuan was mainly due to a non-recurring gain of approximately 432 million yuan from participating in the strategic placement of SJSemi's STAR Market IPO. In addition, concerted parties controlled by the company's actual controller Chen Zuotao, namely Wuhan Luojia and Beijing Luojia, reduced their holdings by a combined 4.12 million shares in the fourth quarter of 2025 and April 2026, cashing out more than 1 billion yuan in total. Chen Zuotao had previously been publicly reprimanded twice by the Shenzhen Stock Exchange for issues including related-party transaction violations at his other company, Tianhao Energy.

Giantec Semiconductor disclosed its 2026 semi-annual earnings forecast, expecting net profit attributable to shareholders of the listed company to be 525 million yuan, a year-on-year increase of 156.07%. The significant profit growth is mainly due to the company recording non-recurring gains of approximately 432 million yuan, which stem from a large fair value change arising from its participation in the strategic placement of SJ Semiconductor's STAR Market IPO.

Maxio Technology disclosed its earnings forecast, expecting first-half 2026 revenue of 850 million yuan, up 39% year-on-year. Net profit attributable to the parent is projected at 517 million yuan, a jump of 821% year-on-year. Net profit after deducting non-recurring items is expected to be 54.1 million yuan, an increase of 54% year-on-year. The company said the profit growth is mainly driven by sustained demand in the overall storage market and ongoing industry consolidation, with steady shipment growth for its PCIe 3.0, PCIe 4.0, PCIe 5.0, and enterprise SATA controller chips. In addition, the net profit attributable to the parent includes approximately 463 million yuan in non-recurring gains, primarily from a significant increase in fair value changes recognized this period for its strategic placement shares in SJ Semiconductor.

Shanghai Lingang released its first-half 2026 performance forecast, expecting net profit attributable to owners of the parent to be between 500 million yuan and 600 million yuan, an increase of 169 million yuan to 269 million yuan compared with the legally disclosed data for the same period last year, representing a year-on-year rise of 51% to 82%. Compared with restated data, the increase is 258 million yuan to 358 million yuan, up 106% to 148% year-on-year. The company said the sharp growth in net profit was mainly due to a significant increase in fair value gains and investment income. In recent years, the company has been transforming from a traditional park development model to industrial cultivation services and supporting investments, increasing its investment in outstanding science and innovation enterprises within the park. During the reporting period, some projects invested in by the company through industrial investment funds achieved listings. Among them, SJ Semiconductor went public on the Shanghai Stock Exchange STAR Market in April 2026, raising approximately 4.8 billion yuan in its initial public offering. Its three-dimensional integrated chip manufacturing phase-one project, with a total investment of 10 billion yuan, has commenced construction in the Lingang new area. Biren Technology listed on the Hong Kong Stock Exchange in early 2026, becoming the first GPU stock in the Hong Kong market. The Pujiang domestic computing power sharing laboratory, which the company co-established, has been put into operation. Shanghai Lingang is accelerating its leap from a space provider to an industrial partner and ecosystem builder.