STAR Market Evening Report: Kingsoft Office forecasts up to 264% first-half net profit growth; Jiuzhou Yigui plans 630 million yuan wafer dicing project

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Kingsoft Office expects attributable net profit for the first half of 2026 to rise by 209.98% to 263.89% year-on-year, while a wholly owned subsidiary of Jiuzhou Yigui plans to invest up to 630 million yuan in an advanced semiconductor wafer laser stealth dicing industrialization project. Kingsoft Office forecasts net profit of 2.316 billion to 2.719 billion yuan, with growth driven by advances in AI-native office capabilities and strong returns from some external investment fund projects. The Jiuzhou Yigui project is expected to begin production in the first quarter of 2027, primarily dicing 8-inch and 12-inch silicon photonics chips, with downstream customers including optical module manufacturers and chipmakers. In addition, Giantec Semiconductor expects half-year net profit of 525 million yuan, up 156.07% year-on-year, mainly due to significant fair value changes from participating in the strategic placement of SJ Semiconductor's STAR Market IPO. Hyperstrong expects net profit of 620 million to 700 million yuan, up 96.30% to 121.63%, benefiting from global expansion and growth in high-value application scenarios. A person acting in concert with the controlling shareholder of YanDong Micro plans to increase shareholdings by 150 million to 300 million yuan, while Vanchip intends to repurchase shares worth 80 million to 100 million yuan for employee stock ownership or equity incentives. On the macro front, China has launched a special initiative to enhance IPv6 capabilities for AI large models, with Chinese AI large models leading the world in weekly call volume and holding roughly two-thirds of the market share. ChangXin Memory Technologies has been added to the MSCI China All Shares Index, and Meta and BlackRock will collaborate on a data center campus with total development costs of about 14 billion dollars.

Impact on stocks 7

Digital Finance & Tokenization▲ · 1 stocks
Others▲ · 6 stocks

Theme Impact 1

Off-coverage companies 2

Beijing HyperStrong TechnologyPrivate▲ Positive
Demandrelevance

Hyperstrong expects net profit up 96-122% due to global expansion and growth in high-value application scenarios.

长鑫存储技术（ChangXin Memory Technologies / CXMT）Private▲ Positive
Capitalrelevance

ChangXin Memory Technologies has been added to the MSCI China All Shares Index, which may attract passive fund inflows.

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