688037.CG▼
Kingsemi's 2026 interim net profit was 8.0622 million yuan, down 49.37% year on year
Kingsemi released its 2026 interim report. Total operating revenue was 897 million yuan, up 26.47% year on year, marking a second consecutive year of growth. However, net profit attributable to the parent company was only 8.0622 million yuan, a sharp year-on-year decline of 49.37%. Net cash outflow from operating activities was negative 451 million yuan, a decrease of 168 million yuan compared with the same period last year. The company's asset-liability ratio was 53.62%, gross margin was 34.93%, return on equity was 0.29%, and diluted earnings per share was 0.04 yuan. The number of shareholders was 18,900, and the top ten shareholders held 43.80% of the total share capital.
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688037.CG▼
Kingsemi's first-half 2026 net profit falls 49.37% to 8.06 million yuan
Kingsemi released its 2026 semi-annual report, achieving operating revenue of 897 million yuan, up 26.47% year on year. Net profit attributable to shareholders of the listed company was 8.06 million yuan, down 49.37% year on year. The decline was mainly due to higher staff costs and travel expenses from headcount growth, as well as a reduction in government grants recorded in other income. The company's second-quarter net profit was 5 million yuan, compared with 4 million yuan in the first quarter, implying a quarter-on-quarter increase of 29%.
CLS·2dRead more ▾
Naura Technology first-half net profit attributable to parent at 3.37 billion yuan, up 5.1% year on year
Naura Technology released its 2026 half-year report. First-half operating revenue was 20.161 billion yuan, up 24.9% year on year, and net profit attributable to the parent was 3.37 billion yuan, up 5.1% year on year. Second-quarter operating revenue was 9.84 billion yuan, up 24.0% year on year, and net profit attributable to the parent was 1.74 billion yuan, up 6.6% year on year. The company said that in its semiconductor equipment business, the market share of equipment such as etching and thin-film deposition continued to rise, and it is actively advancing business integration with its controlling subsidiary Kingsemi.
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688037.CG▼
Kingsemi's first-half net profit attributable to parent falls 49.37% year on year
Kingsemi released its 2026 semi-annual report. In the first half, it achieved operating revenue of 897 million yuan, up 26.47% year on year, but net profit attributable to shareholders of the listed company was 8.0622 million yuan, down 49.37% year on year. The decline in performance was mainly due to increased expenses such as salaries and travel costs caused by growth in employee numbers, as well as a reduction in government subsidies recorded in other income.
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688037.CG
Kingsemi Plans to List 50% Stake in Guangzhou Xinzhi for Transfer
Kingsemi announced plans to publicly list for transfer its 50% stake in controlling subsidiary Guangzhou Xinzhi Technology on the Beijing Equity Exchange, with the reserve price based on the state-asset-filed appraisal value. The book cost of the 50% stake in Guangzhou Xinzhi is 30 million yuan, and the transaction price has not yet been determined. In the first quarter of 2026, Kingsemi achieved revenue of 331 million yuan and net profit attributable to the parent of 3.51 million yuan.
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Artificial Intelligence▲
MSCI adds 33 Chinese companies, including Zhipu AI, to MSCI China Index
MSCI announced the results of its August 2026 index review, adding 33 Chinese companies, including artificial intelligence giant Zhipu AI, to the MSCI China Index, effective after the market close on August 31. The move reflects global funds' interest in China's technology and AI sectors. Beijing-based Zhipu AI was among the three largest new additions by market capitalization to the MSCI Emerging Markets Index in this round. The 33 Chinese companies added include 31 A-share stocks such as Guangdong Fenghua Advanced Technology Holdings and Kingsemi, as well as Hong Kong-listed Zhipu AI and Kingboard Holdings. At the same time, MSCI removed 32 Chinese companies from the index in this review. The additions mean passive funds worldwide that track the MSCI China Index will need to buy the new stocks to rebalance their portfolios on August 31. Analysts said the additions reflect the growing influence of Chinese technology and hard-tech companies in global benchmark indices, while foreign capital continues to increase its allocation to Chinese assets.
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Artificial Intelligence▲
Shanghai builds 100,000-card hyperscale AI computing cluster, fueling AI supply chain rally
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.
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Artificial Intelligence▲
Semiconductor Equipment Sector Bucks Market Trend, PNC Process Systems Hits Daily Limit Up
On July 24, the semiconductor equipment concept sector in the A-share market bucked the trend and was active. PNC Process Systems hit its daily limit up in a straight line, Torrens surged over 12 percent, and stocks such as Qiangyi, Changchuan Technology, NAURA Technology Group, and Kingsemi moved higher in tandem. A report from SEMI forecasts that global semiconductor equipment sales will increase 23.2 percent year-on-year to 165.9 billion US dollars in 2026, and the market size will reach a record high of 229.5 billion US dollars in 2028, driven by expansion of AI infrastructure and investments in advanced logic chips and high-bandwidth memory. China Galaxy Securities believes that the global semiconductor sector's pullback since July has been mainly due to factors such as capital deleveraging and profit-taking, and risks have now been largely released. It recommends focusing on areas like advanced packaging, wafer foundry, semiconductor equipment, and materials. Industrial Securities points out that the domestic memory industry chain still has enormous room for development and capital expenditure, upstream equipment and material companies are facing development opportunities, and the industry's gross margin is likely to trend upward during the capital expenditure upcycle. Sinolink Securities states that overseas semiconductor equipment delivery times have extended to 12 to 24 months and prices have started to rise. Expansion by leaders such as Samsung, SK Hynix, and Micron is constrained by equipment supply bottlenecks. Domestic semiconductor equipment companies, leveraging technological progress, efficient delivery, and cost advantages, are seeing accelerated opportunities for overseas verification and order landing, and are expected to go global and open up incremental space.
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