Kanghui Co. Subsidiary Signs 1.72 Billion Yuan Computing Power Deal; Accelink Technologies Sees 253 Million Yuan Net Institutional Buying

M&A · PartnershipProduct / TechPrice Action
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Summary · why it matters

Kanghui Co.'s wholly owned subsidiary Beijing Kanghui Zhichuang signed a Computing Power Service Contract with Client Company A, with a total contract value of approximately 1.72 billion yuan including tax, for a term of five years. Computing power delivery will be implemented in batches from the end of the third quarter of 2026 through the end of the first quarter of 2027. Trading disclosure data from September 16 shows Accelink Technologies saw net institutional buying of 253 million yuan, accounting for 3.42 percent of total turnover. Luozhou Co. saw net institutional buying of 44.4196 million yuan, accounting for 6.03 percent of total turnover. Huawei disclosed that its next-generation Ascend supernode will soon be officially launched, targeting large-scale data center construction, trillion-parameter large model training, and high-concurrency inference scenarios. According to media reports, Japan's JSR, Tokyo Ohka Kogyo, Shin-Etsu Chemical, and others announced that starting October 1, 2026, new pricing for photoresist for global customers will be raised by 15 percent overall, with high-end ArF series long-term contract quotes raised by 16 to 22 percent, and HBM-specific immersion ArF raised by up to 24 percent. In addition, Deye Co. plans to repurchase shares for 100 million to 200 million yuan, with a repurchase price not exceeding 133 yuan per share. Henggong Precision plans to issue convertible bonds of no more than 810 million yuan for projects including embodied intelligent robots.

Impact on stocks 6

Semiconductors▲ · 2 stocks
Tokyo Ohka Kogyo Co., Ltd.
4186
▲ PositivePricingrelevance

Tokyo Ohka Kogyo is among the Japanese firms raising photoresist prices 15% overall from October 1, 2026, with high-end ArF up 16-22%.

Shin-Etsu Chemical Co., Ltd.
4063
▲ PositivePricingrelevance

Shin-Etsu is among the Japanese makers raising photoresist prices 15% overall from Oct 1, 2026, with high-end ArF up 16-22% and HBM immersion ArF up to 24%.

Others▲ · 4 stocks
Shaanxi Kanghui Pharm Co Ltd
603139
▲ PositiveDemandrelevance

Wholly owned subsidiary Beijing Kanghui Zhichuang signed a 1.72 billion yuan computing power service contract with a client for five years.

Accelink Technologies Co Ltd
002281
± Mixedrelevance

Accelink only appears as a trading-disclosure item showing 253 million yuan net institutional buying, with no company-specific development.

Theme Impact 6

Off-coverage companies 3

HuaweiPrivate▲ Positive
Technologyrelevance

Huawei disclosed its next-generation Ascend supernode will soon launch, targeting large-scale data centers, trillion-parameter model training, and high-concurrency inference.

北京康惠智创Private± Mixed
relevance

洛阳轴承集团股份有限公司Private± Mixed
relevance

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