Over 30 STAR Market companies announce buybacks in one week; semiconductor supply chain reports cluster of positive earnings forecasts

EarningsCorporate Action Impact 4
โดย 央广财经·Read original
Summary · why it matters

Over the past week, STAR Market companies have been sending a flurry of positive signals. More than 30 companies announced new share buyback plans or progress updates, over 20 disclosed their 2026 half-year earnings forecasts with most reporting upbeat results, and several others signed major contracts or revealed R&D breakthroughs. The semiconductor supply chain is showing a cluster of strong performances. Puya Semiconductor expects first-half net profit attributable to the parent of about 825 million yuan, a more than 19-fold increase year-on-year. Dosilicon expects between 640 million and 680 million yuan, swinging from a loss to a profit. Yuanjie Technology expects net profit attributable to the parent of 600 million to 650 million yuan, up about 12-fold. Lianxun Instruments expects 510 million to 580 million yuan, up over 8-fold. Amlogic expects about 608 million yuan, up 22 percent. China Micro Semicon expects about 165 million yuan, up 91 percent, covering segments from memory and optical chips to SoCs. In biopharma, OPM Biosciences expects revenue of about 450 million yuan, up roughly 1.5 times, and net profit attributable to the parent of about 124 million yuan, up around 229 percent. In new energy and new materials, Minmetals New Energy and Oulai New Materials both expect to swing from losses to profits in net profit attributable to the parent. In the low-altitude economy, AVIC UAS expects revenue of 1.58 billion to 1.68 billion yuan, a more than 2.6-fold increase. On the buyback front, Montage Technology plans to repurchase 300 million to 600 million yuan worth of shares. Kingsoft Office has set a buyback cap of 500 million yuan and has already repurchased about 75 million yuan. Segway-Ninebot has cumulatively repurchased about 220 million yuan. Hoymiles Power Electronics' buyback ratio has exceeded 1 percent. Baimtec Material completed about 100 million yuan in buybacks using over-raised funds. Wasion Information completed 50 million yuan in buybacks. Controlling shareholders of Puya Semiconductor and Biwin Storage have proactively proposed buybacks. Market participants say the intensive buybacks and positive earnings forecasts reflect the growing quality of hard-tech companies and the accelerating release of industrial clustering effects.

Impact on stocks 16

Others▲ · 16 stocks
Dosilicon Co Ltd
688110
▲ PositiveDemandrelevance

Expects to swing from loss to profit, driven by semiconductor demand.

Ninebot Ltd
689009
▲ PositiveCapitalrelevance

Segway-Ninebot has cumulatively repurchased about 220 million yuan, signaling confidence.

Off-coverage companies 2

Guangdong Olead Advanced Materials Co., Ltd.Private± Mixed
relevance

航材股份Private± Mixed
relevance

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