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The strong growth momentum of semiconductor companies on the STAR Market is becoming increasingly evident, with robust market conditions in core sectors continuing to deliver results.
① Semiconductor companies along the Sci-Tech Innovation Board (STAR Market) supply chain have seized opportunities presented by industrial transformation, leveraging their continuously advancing core technological capabilities and fully utilizing the diverse capital market instruments to achieve robust and steady growth in operating performance, ongoing enhancement of industrial layout, and a steady stream of innovative outcomes. ② As the primary platform for serving hard-tech enterprises, the STAR Market’s well-developed capital market tools provide critical support for semiconductor firms in technological breakthroughs, capacity expansion, and supply chain integration.
How are public funds currently 'chasing the light'? Holdings in the 'light'-related industrial chain showed clear divergence in Q2.
① Zhongji Xuchuang and Eoptolink ranked as the top two publicly offered fund heavyweight holdings, with 'optical' components remaining a core allocation focus; ② Eoptolink and others saw increased positions, while Zhongtian Technology and Hengtong Optic-Electric were reduced, indicating clear divergence across the supply chain; ③ AI hardware allocations have expanded to include memory, equipment, and domestic computing power, with greater emphasis placed on earnings realization.
Henan Shijia Photons Technology Proposes Up to 2.8-Billion-Yuan Shares Placement
Q2 net profit surges 114%–240% quarter-over-quarter! Leading fiber-optic company with nearly RMB 80 billion market cap releases H1 earnings forecast | Post-market Announcement Roundup
China Merchants Energy Shipping: Net profit for the first half of the year is expected to increase by 214%–248% year-on-year, as the international tanker shipping market enters a super boom cycle, with freight rates on certain routes reaching record highs.
Shijia Photonics (688313.SH) shareholder Hebi Investment Group plans to reduce its holdings by no more than 1% of the shares.
Shijia Photonics (688313.SH) announced that Hebi Investment Group Co., Ltd. ("Hebi Investment Group"), a shareholder holding more than 5% of the company's shares, plans, within three months starting 15 trading days after the date of this announcement, to reduce its holdings of the company's shares through centralized bidding, in accordance with market conditions. The total number of shares to be sold will not exceed 4.5198 million shares, or 1% of the company's total share capital.
Guosheng Securities: With the convergence of three major expectation gaps, the inflection point for passive components has arrived.
Passive component companies are poised to see their quarterly profits leap from over 100 million to over 200 million.