Multiple listed companies released positive announcements on the evening of September 14; Xiangshan Co. plans to acquire Wuluo Zhihui for 800 million yuan

Corporate ActionIndustry
โดย Eastmoney·CN·Read original
Summary · why it matters

On the evening of September 14, multiple listed companies on the Shanghai and Shenzhen stock exchanges issued important announcements. Xiangshan Co. plans to acquire 100% equity in Wuluo Zhihui through a combination of share issuance and cash payment, with the total transaction consideration tentatively set at 800 million yuan. After the transaction, the company will add AI computing equipment business to its existing auto parts operations. Jintian Titanium Industry plans to raise no more than 300 million yuan through a private placement, while Aoride plans to raise no more than 868 million yuan for projects including the construction of a western domestic server cluster. Runze Technology plans to apply to financial institutions for additional credit facilities totaling no more than 50 billion yuan on top of its existing credit lines to increase investment in the AIDC sector. Chitianhua's wholly owned subsidiary Anjia Mining received approval from the Guizhou Provincial Energy Bureau for the expansion of the Huaqiu No. 2 Mine, with production capacity to be raised from the current 600,000 tons per year to 1.5 million tons per year. TCL Smart Home's second-phase project at its Thailand production base, with an annual capacity of 1.4 million refrigerators, has been completed and entered trial production. Lianke Technology plans to invest about 1 billion yuan to build a silica-carbon black circular economy integrated project in the Suez Canal Economic Zone in Egypt. In addition, Xingyun Technology disclosed that as of September 8, 2026, its five-year long-term computing power framework orders on hand reached 16.004 billion yuan. Huazhijie is planning to acquire 100% equity in Suzhou Geli Ming Electronic Technology Co., Ltd., and its shares will be suspended from trading starting September 15.

Impact on stocks 8

Others▲ · 8 stocks
Guangdong Homa Appliances Co Ltd
002668
▲ PositiveSupplyrelevance

TCL Smart Home's second-phase Thailand base with 1.4 million refrigerator annual capacity completed and entered trial production.

Guizhou Chitianhua Co Ltd
600227
▲ PositiveSupplyrelevance

Wholly owned subsidiary Anjia Mining received approval to expand Huaqiu No. 2 Mine capacity from 600,000 to 1.5 million tons per year.

Aurora Optoelectronics Co Ltd
600666
▲ PositiveCapitalrelevance

Aoride plans to raise no more than 868 million yuan via private placement for projects including a western domestic server cluster.

Suzhou Huazhijie Telecom Co
603400
▲ PositiveCapitalrelevance

Huazhijie plans to acquire 100% equity in Suzhou Geli Ming Electronic Technology, with shares suspended pending the deal.

Theme Impact 6

Off-coverage companies 3

Jintai Titanium Co., Ltd. (金钛股份 / 朝阳金达钛业)Private▲ Positive
Capitalrelevance

Jintian Titanium Industry plans to raise up to 300 million yuan via private placement.

浙江武珞智慧城市技术有限公司Private▲ Positive
Capitalrelevance

Xiangshan Co. plans to acquire 100% of Wuluo Zhihui for 800 million yuan, making it the acquisition target.

苏州格丽明电子科技有限公司Private▲ Positive
Capitalrelevance

Huazhijie plans to acquire 100% equity of Suzhou Geli Ming Electronic Technology, making it the acquisition target.

Related news

IREN Fair Value Trimmed to US$79.03 as AI Cloud Wins Meet Build Out Risks

IREN's fair value estimate has been trimmed from US$80.93 to US$79.03, a modest adjustment reflecting a mix of growing AI cloud contracts and ongoing questions around execution and supply build out through 2027. The revision lifts revenue growth assumptions to 168.01% from 125.79% and net profit margin expectations to 11.73% from 5.79%, while the future P/E assumption drops to 31.26x from 90.29x and the discount rate rises to 9.41% from 8.83%. On the bullish side, JPMorgan shifted IREN from Underweight to Overweight with a US$65 price target, citing a partnership with Nvidia, new customer signings and higher industry pricing, while H.C. Wainwright raised its target to US$90 after IREN announced US$2.8b of new multi year AI cloud contracts and lifted its 2026 AI cloud annual recurring revenue target to more than US$4b. Northland initiated IREN at Outperform with a US$99 price target, and Freedom Capital upgraded the stock from Hold to Buy. Freedom Capital nonetheless flagged execution on supply additions over the next two years as a central risk, noting the story depends heavily on adding capacity on schedule.
IREN ▲JPM ▲
Artificial Intelligence ▲Cloud & Digital Infrastructure
Simply Wall St·9hRead more →
▲impact 4

Nvidia-Backed Nscale Files for US IPO After $1.02 Billion Loss

Nscale, the London-based AI data center developer backed by Nvidia and Microsoft, filed publicly for an initial public offering in New York, seeking to raise as much as $3 billion. The company reported a net loss of $1.02 billion on revenue of $140.6 million for the six months ended June 30, compared with a net loss of $368.9 million on revenue of $10.4 million a year earlier, according to its Friday filing with the US Securities and Exchange Commission. Spun off from a cryptocurrency mining operation in early 2024, Nscale was valued at about $14.6 billion in a March Series C round led by Aker ASA and 8090 Industries, with Nvidia and Nokia Oyj also participating. The company has agreed to add more than 30,000 Nvidia chips to an existing rental agreement with Microsoft at its Narvik, Norway gigafactory, and Anthropic has agreed to spend $45 billion to rent AI cloud computing power from its flagship West Virginia data center development. The offering is being led by Goldman Sachs, JPMorgan Chase and Morgan Stanley, with shares expected to trade on the New York Stock Exchange under the symbol NSCL.
NVDA ▲MSFT ▲GS ▲JPM ▲MS ▲0MJX.LSE
Artificial Intelligence ▲Cloud & Digital Infrastructure
Bloomberg·11hRead more →
▼2impact 4

Goldman Sachs Warns S&P 500 Earnings Growth Set to Cool

Goldman Sachs Group expects the rapid rise in S&P 500 earnings to cool rather than reverse, saying several temporary forces are currently lifting profits. S&P 500 earnings per share rose 51% year over year in the second quarter, with growth over the past four quarters reaching 26%, a pace the firm said has pushed profits above their longer-term trend, though the index's forward price-to-earnings ratio has eased to 19 from 23 a year ago and now matches its 10-year average. Artificial intelligence spending is a major contributor, with Amazon, Meta Platforms, Microsoft and Alphabet expected to spend about $800 billion on capital projects this year, nearly double 2025 levels, and Goldman expects that earnings boost to fade as spending growth slows and depreciation rises. Semiconductor margins and gains from technology companies' investment holdings are also supporting earnings, and Goldman said weaker chip margins could cut S&P 500 earnings by about 10%, while investment gains that helped second-quarter profits are expected to contribute less in 2027.
GS AMZN GOOG META MSFT
Artificial Intelligence ▼Semiconductors ▼
GuruFocus·11hRead more →
© 2026 MarketDXNews