A-share Announcement Highlights | The first half-year report of the two markets has been released, with Elite Color Environmental Resources Science & Technology (002998.SZ) reporting a year-on-year growth of about 104% in its interim performance.

Focus of the Day 1. The first half-year report of the two cities has been released: Elite Color Environmental Resources Science & Technology had a net profit of 82.5863 million yuan in the first half of 2026, a year-on-year increase of 103.87%, with a proposed cash dividend of 2 yuan per 10 shares. Elite Color Environmental Resources Science & Technology announced that its operating income in the first half of 2026 was 1.33 billion yuan, a year-on-year increase of 7.87%. Net profit was 82.5863 million yuan, a year-on-year increase of 103.87%. The profit distribution plan approved by the board of directors is to distribute a cash dividend of 2 yuan (including tax) per 10 shares to all shareholders, with no bonus shares issued. 2. Jiangsu Cai Qin Technology: Plans to raise no more than 851 million yuan for advanced ceramic packaging projects, etc. Jiangsu Cai Qin Technology announced that the company plans to issue A-shares to specific investors, raising a total of no more than 851 million yuan. The funds will be used for the sixth-generation information technology research and industrialization project, advanced ceramic packaging industrialization project, information technology upgrade and digital factory construction project, and supplementary working capital. The total investment in the advanced ceramic packaging industrialization project is approximately 206 million yuan, with 170 million yuan planned to be invested by the raised funds. 3. China Jushi Co., Ltd: Wholly-owned subsidiary plans to invest 2.405 billion yuan in the construction of a 250 million meters per year electronic cloth production line project China Jushi Co., Ltd announced that in order to further consolidate the company's competitiveness in the electronic grade fiberglass market, adjust product structure, continuously improve profitability, and implement the company's "Fifteenth Five-Year Plan" strategic planning, the company's wholly-owned subsidiary, Jushi Group, plans to start the construction of a 250 million meters per year electronic cloth production line project in Tongxiang Economic Development Zone, Zhejiang Province. The total investment in this project is planned to be 2.405 billion yuan, with funding coming from the company's own sources and self-raised funds. 4. Henan Shijia Photons Technology: Plans to raise no more than 2.8 billion yuan through a private placement for the construction of high-speed AWG chip and optoelectronic component production capacity projects, etc. Henan Shijia Photons Technology announced that the company plans to issue A-shares to specific investors, raising a total of no more than 2.8 billion yuan. After deducting the issuance expenses, the funds are planned to be used for the construction of high-speed AWG chip and optoelectronic component production capacity projects, continuous-wave (CW) laser chip and COC industrialization projects, high-density optoelectronic devices (MPO/MMC) production capacity expansion projects, and supplementary working capital. 5. Tianzhi Hang: Intends to acquire controlling stake in Shanghai Orthopedics, stock trading halted Tianzhi Hang announced that the company is planning to acquire the controlling stake in Shanghai Microsurgery Orthopedic Medical Technology Co., Ltd. through the issuance of shares, and intends to raise matching funds. This transaction is expected to constitute a major asset restructuring, not a backdoor listing. The company's stock will be halted from July 16, 2026, and is expected to resume trading within 5 trading days. 6. Wuhan Jingce Electronic Group: Plans to acquire 41.17% equity of Shanghai Jingce Semiconductor, trading to resume tomorrow Wuhan Jingce Electronic Group announced that the company plans to purchase 41.17% equity of Shanghai Jingce Semiconductor Technology Co., Ltd. by issuing shares, convertible bonds, and cash, and raise matching funds. Currently, Shanghai Jingce serves as a holding subsidiary of Wuhan Jingce Electronic Group, mainly engaged in the research, production, and sales of semiconductor front-end quality testing equipment. After this transaction is completed, Shanghai Jingce will become a wholly-owned subsidiary of Wuhan Jingce Electronic Group, which will help further improve the asset quality of the listed company and enhance business synergy. This transaction constitutes a related party transaction and is expected to constitute a major asset restructuring. The company's stock and convertible bonds will resume trading from July 16, 2026. Operating performance 1. Biwin Storage Technology: Expected net profit in the first half of the year to be between 7 billion and 7.5 billion yuan, a year-on-year increase of 3200%-3422%. 2. Guangdong Jiayuan Technology: Expected net profit in the first half of the year to be between 360 million and 390 million yuan, a year-on-year increase of 879%-961%. 3. Konfoong Materials International: Expected net profit in the first half of the year to be between 480 million and 560 million yuan, a year-on-year increase of 89.99%-121.65%. 4. Dapu Micro: Expected net profit in the first half of the year to be between 1.2 billion and 1.35 billion yuan, turning losses into profits year-on-year. Abnormal stock risk warnings 1. Jiangsu Hengshang Energy Conservation Technology, with 12 consecutive daily limit up since June 12, has risen cumulatively by 208.58%. If there is further abnormal increase, trading may be suspended for investigation. 2. Dize Pharmaceutical, which has had two consecutive daily limit up of 20CM, the effectiveness of the licensing agreement signed with AstraZeneca is uncertain. Buyback & Increase/Reduce Holdings 1. ZCZL Industrial Technology Group: Chairman proposes to repurchase company shares for 300 million-400 million yuan. 2. Zhejiang Yonghe Refrigerant: Plans to repurchase shares for 150 million to 300 million yuan. 3. Qingdao Novelbeam Technology: Plans to repurchase shares for 50 million to 100 million yuan. 4. Shijiazhuang Tonhe Electronics Technologies: Plans to repurchase company shares for 35 million-70 million yuan. 5. ZCZL Industrial Technology Group: Some directors and executives plan to increase holdings of shares by a total of 27.6 million-36 million yuan. 6. Cecep Environmental Protection: Controlling shareholder promises not to reduce holdings of company shares within 6 months. 7. Shandong Keyuan Pharmaceutical: Shareholders plan to reduce holdings by a total of no more than 3.57%. 8. Nantong Haixing Electronics: Controlling shareholder and concerted action person plan to reduce holdings by no more than 2% of the company's shares. 9. Shanghai Zhongzhou Special Alloy Materials: Shareholders Han Ming and Xu Liang, holding more than 5% of shares, plan to reduce holdings by a total of no more than 1.1%. 10. Zhejiang Yunzhongma: Shareholder Hongyue Private Equity plans to reduce holdings by 1% of the company's shares. Significant Orders 1. FAWER Automotive Parts: Estimated lifecycle revenue of new orders in the second quarter of 2026 is 8.64 billion yuan. 2. Suzhou Industrial Park Heshun Electric: Won a 141 million yuan bid for the China Oil Technology Service Mobile Energy Storage Project. 3. China Petroleum Engineering: New contract value from January to June is 92.471 billion yuan, a year-on-year increase of 25.98%. Other 1. Hainan Airlines Holding: Passenger traffic in June was 4.8873 million, a year-on-year decrease of 10.30%. 2. China Eastern Airlines Corporation: Passenger transport capacity input in June decreased by 3.89% year-on-year. This article is reprinted from "Tencent Self-selected Stocks", edited by Jiang Yuanhua for GMTEight.