Selection of A-share Announcements | BeOne Medicines Ltd. (688235.SH) announces its performance! Net profit surges 627% in the first half of the year.

Today's Focus 1. China Merchants Energy Shipping: Plans to build 5 Aframax tankers with a total cost of approximately 2.485 billion yuan. China Merchants Energy Shipping (601872) announced on August 5 that through its wholly-owned subsidiary, Haihong Shipping (Hong Kong) Limited, it has signed five "Shipbuilding Contracts" with Dalian Shipbuilding Industry Group Co., Ltd. (referred to as "Dalian Shipbuilding") for the construction of five energy-efficient and environmentally friendly Aframax tankers equipped with desulfurization scrubbers and shaft generators, with a total contract value of approximately 2.485 billion yuan. Delivery is expected between 2029 and 2030. 2. Yushu Technology: Online roadshow will be held on August 7 from 14:00 to 17:00. Yushu Technology (688836) announced on August 5 that it will hold an online roadshow for its initial public offering and listing on the STAR Market on August 7, 2026, from 14:00 to 17:00. The company intends to issue 40,446,434 new shares, accounting for 10.00% of the total share capital after issuance. 3. Guangdong AVCiT Technology Holding: Plans to proceed with the preliminary work for the industrialization of indium phosphide semiconductor materials. Guangdong AVCiT Technology Holding (001229) announced on August 5 that it has established a wholly-owned subsidiary, Zhuhai Mingyao, as the implementation entity for the indium phosphide semiconductor materials project with a registered capital of 10 million yuan. The project will proceed in two phases: the first phase plans to invest 12 million yuan to build an R&D laboratory equipped with 20 process validation devices; the second phase is expected to have a total investment of 200 million to 260 million yuan for purchasing 280 main manufacturing devices and other supporting facilities, along with necessary working capital. The Board of Directors has authorized management to conduct preliminary work such as environmental assessments ahead of the overall project scale. 4. Sinosun Technology: Planning to issue shares to acquire assets, stock will be suspended from trading starting August 6. Sinosun Technology (300333) announced on August 5 that the company is planning to issue shares and pay cash to acquire assets and raise matching funds. The company's stock will be suspended from trading beginning August 6. The company expects to disclose the transaction plan within no more than five trading days, that is, by August 12. The preliminary defined counterpart in this transaction is Shanghai Shinei Enterprise Management Co., Ltd. (holding 99.99%) and Ma Rui (holding 0.01%), all shareholders of the target company Shenzhen Bainer Technology Co., Ltd. The company has signed the "Equity Acquisition Intention Agreement" with the main counterparties and has reached an initial agreement for the equity acquisition. 5. Beijing Yuanliu Hongyuan Electronic Technology: Plans to raise no more than 300 million yuan through private placement for micro-nano system packaging and related projects. Beijing Yuanliu Hongyuan Electronic Technology (603267) announced on August 5 that it plans to raise no more than 300 million yuan through private placement for the industrialization technology transformation project of multilayer chip ceramic capacitors and adjustable capacitors, the micro-nano system packaging project, and for supplementing working capital. 6. SBT Ultrasonic Technology: Advanced ultrasonic scanning microscopes have received official orders from leading domestic storage manufacturers. Regarding breakthroughs in the semiconductor sector, SBT Ultrasonic Technology introduced in today's research summary that in the field of power semiconductors, the company offers a full range of ultrasonic solutions including ultrasonic welding machines, ultrasonic pin welding machines, ultrasonic bonders, and ultrasonic scanning microscopes, all of which have achieved mass shipment. In the field of advanced packaging for semiconductors, the advanced ultrasonic scanning microscope can be applied for product testing in semiconductor wafer-level packaging, 2.5D/3D packaging, and panel-level packaging. 7. Hangzhou Onechance Tech Corp.: Termination of the planned share issuance and cash payment to acquire 100% equity of Beijing Lianshi Legend. Hangzhou Onechance Tech Corp. (300792) announced on August 5 that it has decided to terminate the previously announced plan to acquire 100% equity of Beijing Lianshi Legend Network Technology Co., Ltd. through share issuance and cash payment. At the company's fourth board meeting on August 5, 2026, the decision was agreed upon. 8. Huadian Liaoning Energy Development: The companys main business, thermal power generation, does not involve electricity synergy projects. Huadian Liaoning Energy Development (600396) released a notice on stock trading anomalies on August 5, stating that the company primarily engages in thermal power generation, with no major changes in daily operations and no involvement in electricity synergy projects. Its controlling subsidiary, Liaoning Tieling Huadian Hydrogen Energy Technology Development Co., Ltd., has a small-scale 25MW wind power off-grid hydrogen production integrated project, and its hydrogen energy revenue in the first quarter of 2026 was 1.2648 million yuan, having no significant impact on the company's financial data. The green hydrogen market is still in the nurturing stage, with uncertainty in downstream demand and product prices. 9. Three Gorges Energy: Plans to invest 340 million yuan to establish Three Gorges Group Qinghai Energy Investment Co., Ltd. Three Gorges Energy (600905) announced on August 5 that it plans to co-invest with its controlling shareholder's subsidiary to establish Three Gorges Group Qinghai Energy Investment Co., Ltd. through cash contributions, with the company planning to contribute 340 million yuan, accounting for 34% of the total contribution. This transaction constitutes a related party transaction. 10. Luyin Investment Group: Controlling subsidiary plans to introduce strategic investors through public listing for capital increase. Luyin Investment Group (600784) announced on August 5 that its controlling subsidiary, Heze Salt Industry, plans to introduce one strategic investor through public listing for capital increase, with the increase amount not less than 333 million yuan. The company and the other two shareholders of Heze Salt Industry will waive their preferential subscription rights for this capital increase. After this capital increase is completed, Heze Salt Industry will still be a controlling subsidiary of the company. 11. Wuhan Lincontrol Automotive Electronics Co., Ltd.: Plans to invest 600 million yuan in the "Wuhan Lincontrol Automotive Electronics Co., Ltd. New Energy Electronic Control Industrial Park Expansion Project." Wuhan Lincontrol Automotive Electronics Co., Ltd. (688667) announced on August 5 that it plans to invest in the "Wuhan Lincontrol Automotive Electronics Co., Ltd. New Energy Electronic Control Industrial Park Expansion Project" in the Dongxihu District of Wuhan, Hubei Province, with a total investment expected to be 600 million yuan, primarily for constructing production lines and testing facilities for automotive power control systems, automotive battery management systems, fuel injectors, etc., along with related supporting facilities. Operating Performance 1. BeOne Medicines Ltd.: Net profit of 3.271 billion yuan in the first half, a year-on-year increase of 627%. BeOne Medicines Ltd. announced that for the first half of 2026, the company achieved total operating income of 22.22 billion yuan, a year-on-year increase of 26.8%; the net profit attributable to the parent company was 3.271 billion yuan, a year-on-year increase of 627.1%. Product revenue was 21.797 billion yuan, a year-on-year increase of 25.6%. The growth in product revenue is mainly attributed to the sales growth of Baiyueze (Zebutine), authorized products from Amgen, and Bai Ze An (Tirelizumab). 2. Muyuan Foods Group: Sales revenue of commercial pigs in July was 8.897 billion yuan, a year-on-year decrease of 23.56%. Muyuan Foods Group (002714) announced on August 5 that sales of commercial pigs in July reached 6.661 million heads, a year-on-year change of 4.82%; the average selling price of commercial pigs was 10.64 yuan/kg, a year-on-year change of -25.59%; sales revenue of commercial pigs was 8.897 billion yuan, a year-on-year change of -23.56%. The significant year-on-year decrease in both the selling price and revenue of commercial pigs was primarily due to fluctuations in the live pig market. 3. REMEGEN: Expected to achieve a net profit of approximately 4.7 billion yuan in the first half, turning a profit compared to the previous year. REMEGEN (688331) announced on August 5 that the company expects to achieve a net profit of approximately 4.7 billion yuan attributable to the parent company in the first half of 2026, turning a profit compared to the same period last year. During the reporting period, the companys core products such as Tai Tasi Pi and Vidi Si Tu Monoclonal Antibody continued to see growth in domestic sales; at the same time, the company signed an exclusive licensing agreement with AbbVie Group for RC148, granting AbbVie exclusive rights to develop, produce, and commercialize RC148 outside of Greater China, significantly increasing technology licensing revenue, with profits expected in the first half of 2026. 4. Shandong Sinocera Functional Material: Net profit in the first half increased by 9.36% year-on-year; plans to distribute 0.5 yuan per 10 shares. Shandong Sinocera Functional Material (300285) disclosed its semi-annual report on August 5, stating that in the first half of 2026, the company achieved operating revenue of 2.513 billion yuan, a year-on-year increase of 16.64%; net profit attributable to shareholders of the listed company was 363 million yuan, a year-on-year increase of 9.36%; basic earnings per share were 0.37 yuan. The company plans to distribute a cash dividend of 0.5 yuan for every 10 shares (tax included). 5. Chongqing Changan Automobile: Sales in July were 161,600 units, a year-on-year decrease of 23.29%. Chongqing Changan Automobile (000625) announced on August 5 its production and sales report for July, stating that sales in July totaled 161,600 units, a year-on-year decrease of 23.29%. Cumulatively, the year-to-date sales were 1.2805 million units, down 18.23% year-on-year. Among these, overseas sales were 89,879 units; new energy vehicles sold 74,780 units in July, a year-on-year decrease of 6.53%, with cumulative sales for the year being 489,000 units, down 8.04% year-on-year. Large Orders 1. CEC Environmental Protection: Controlling subsidiary signs a 53.5 million yuan equipment procurement contract for lithium battery new materials integrated project. 2. China Railway High-Speed Electrification Equipment Corporation: Controlling subsidiary wins an 82.3723 million yuan project. 3. Jchx Mining Management: Signs everyday business contracts. Repurchases & Changes in Holdings 1. Wuxi Rural Commercial Bank: Shareholders plan to collectively reduce their holdings by no more than 1.96% of the company's shares. 2. Jilin Joinature Polymer: Shareholders plan to reduce their holdings by no more than 1% of the company's shares. 3. Shanghai Bright Power Semiconductor Co., Ltd.: Plans to repurchase shares valued between 60 million and 120 million yuan. 4. Sino-Agri Leading Biosciences: Shareholders plan to reduce their holdings by no more than 2% of the company's shares. 5. Shenzhen Sine Electric: Plans to repurchase shares valued between 10 million and 20 million yuan. 6. Bank Of Lanzhou: Some directors and executives plan to collectively increase their holdings by no less than 6 million yuan of the company's shares. 7. Chongqing Afari Technology: Plans to repurchase shares valued between 100 million and 150 million yuan. This article is reprinted from Tencent Stock Selection, edited by Chen Wenfang.