Technology Hardware, Storage and Peripherals

IEIT

IEIT released FY2026 Q1 earnings on April 29 After-Market (BJT), actual revenue CNY 35.47 B (forecast CNY 39.89 B), actual EPS CNY 0.4119 (forecast CNY 0.4038)

IEIT to Release FY2026 Q1 Earnings on April 30 After-Market (BJT), Forecast Revenue CNY 39.89 B, EPS CNY 0.4038

IEIT released FY2025 Q4 earnings on April 10 After-Market (BJT), actual revenue CNY 44.11 B (forecast CNY 40.73 B), actual EPS CNY 0.6323 (forecast CNY 0.75)

IEIT released FY2025 annual earnings on April 10 After-Market (BJT), actual revenue CNY 164.78 B (forecast CNY 155.81 B), actual EPS CNY 1.639 (forecast CNY 1.8328)

IEIT to Release FY2025 Earnings on April 11 After-Market (BJT), Forecast Revenue CNY 155.81 B, EPS CNY 1.8328

IEIT released FY2025 9 Months Earnings on October 30 After-Market (BJT), actual revenue CNY 120.67 B, actual EPS CNY 1.0066

IEIT released FY2025 Q3 earnings on October 30 After-Market (BJT), actual revenue CNY 40.48 B (forecast CNY 45.6 B), actual EPS CNY 0.4641 (forecast CNY 0.5508)

IEIT to Release FY2025 Q3 Earnings on October 31 After-Market (BJT), Forecast Revenue CNY 44.35 B, EPS CNY 0.5508

IEIT released FY2025 Q2 earnings on August 26 During-Market (BJT), actual revenue CNY 33.33 B (forecast CNY 38.18 B), actual EPS CNY 0.2282 (forecast CNY 0.4913)

IEIT released FY2025 Semi-Annual Earnings on August 26 During-Market (BJT), Actual Revenue: CNY 80.19 B, Actual EPS: CNY 0.5425

IEIT FY2025 Semi-Annual Earning Release on August 27, 2025 (BJT)

Liquid-cooled Server Market Experiencing Explosive Growth

Inspur Information Obtains Patent for 3D Data Processing

Inspur's YuanBrain AI Appliance Supports Kimi K2 Model

Research Analysts at Minsheng Securities Give Buy Rating to Inspur Information

Insys Holding Increases Holdings in Inspur Information by 686,300 Shares

AI Computing Industry Accelerates into Scale and Commercialization Stage

14 Companies Disclose Share Repurchase and Additional Loan Details

Inspur Info Plans to Repurchase Shares

Inspur Information Signs Agreement with 22 Partners to Promote AI Technology

Ordinary dividend (cash)

Ex Date: Today 2026.05.20, Cash dividend 0.04 CNY

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In the morning, the main funds had a net inflow into sectors such as electronics, defense and military industry, and computers, with only a net outflow from the real estate and agriculture, forestry, animal husbandry, and fishery sectors. Specifically, in terms of individual stocks, IEIT, ZTT, and China Spacesat saw net inflows of 3.010 billion yuan, 2.898 billion yuan, and 2.735 billion yuan, respectively. On the outflow side, NewEase, Changguang Huaxin, and Taicheng Guang were sold off for 888 million yuan, 643 million yuan, and 558 million yuan, respectively. (Yicai)

36Kr

China Spacesat

Eoptolink

Everbright

In half a day, main funds increased their positions in the electronics sector and sold off the real estate sector

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In the morning, the main funds had a net inflow into sectors such as electronics and computers, while there was a net outflow from sectors like pharmaceuticals and media. Specifically, in terms of individual stocks, VGT, SINOMATECH, and IEIT saw net inflows of 1.493 billion yuan, 1.183 billion yuan, and 1.062 billion yuan, respectively. On the outflow side, NewEase, Tianfu Communication, and Giant Network were sold off for 1.442 billion yuan, 1.175 billion yuan, and 1.078 billion yuan. (First Financial)

SINOMATECH

In half a day, the main funds increased their positions in the electronics sector and sold off the pharmaceutical and biotechnology sector

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JP Morgan released a report listing a thematic list of stocks related to China's AI ecosystem, all of which have been given an "overweight" rating. The list includes a target price of HKD 950 for KNOWLEDGE ATLAS, a target price of HKD 1,100 for MINIMAX-W, a target price of RMB 430 for Zhongji Innolight, a target price of RMB 610 for NAURA, a target price of RMB 380 for AMEC, a target price of RMB 186 for OMNIVISION, a target price of RMB 75 for IEIT, and a target price of RMB 135 for Huqin Technology

AASTOCKS

AMEC

NAURA

MINIMAX-W

OMNIVISION

KNOWLEDGE ATLAS

Zhongji Innolight

JP Morgan lists the theme stock list of China's AI ecosystem (table)

36Kr learned that on April 2nd, IEIT live-streamed the release of the enterprise-level OpenClaw solution "Qiqianxia," creating a secure, efficient, and user-friendly full-link solution for the large-scale deployment, management, and application of OpenClaw in enterprises

IEIT live-streams the launch of the enterprise-level OpenClaw

Several securities firms in mainland China have issued urgent notices prohibiting the unauthorized internal use of "Little Lobster" OpenClaw, requiring approval to be submitted through OA. Some firms have asked employees to suspend use and uninstall any installed programs, emphasizing that violations will be held accountable. The industry is tightening the safety management of AI tools, strengthening human-machine collaboration and risk control, and it is expected that more securities firms will issue compliance reminders

According to reports, many brokerage firms in mainland China have issued urgent notices to strictly control the installation and use of "small lobsters" within the company

OpenAI

Recently, the open-source AI entity OpenClaw (commonly known as "Lobster") has attracted attention, and unloading services have emerged in the market. A certain vendor in Shanghai offers on-site unloading services for 299 yuan and remote unloading services for 199 yuan, claiming "safe and thorough, no residue." This move has sparked controversy over the potential security risks of OpenClaw and the high costs, with many netizens expressing their intention to uninstall the software

It is reported that some mainland merchants are offering a service to remotely uninstall "Lobster" for 199 yuan

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Changshu City recently released the "Several Measures for Accelerating the Development of OpenClaw and Other Open Source Communities to Promote High-Quality Industrial Development (Draft for Comments)," introducing 13 measures aimed at promoting high-quality industrial development through AI empowerment and building a nationally leading AI+ innovation application demonstration zone. Support will be provided for OPC to use the "OpenClaw" tool for production and operation, and OPC projects selected for the talent program can receive up to 6 million yuan in comprehensive support

Sugon

Hygon Information Technology

UCloud

Tianhong CSI Computer Theme ETF

Qi An Xin

Changshu plans to introduce 13 measures, with a maximum support of 6 million yuan for the application of OPC using the "OpenClaw" tool for production and operation

512720

Longgang district in Shenzhen and Wuxi National Hi-Tech District have introduced new policies to promote the OpenClaw AI agent and One Person Company community. Longgang offers financial incentives, including subsidies up to CNY2 million for companies contributing to OpenClaw development. Wuxi proposes grants for local cloud platforms and support for AI projects. Both districts aim to boost adoption through talent programs and resources, with public feedback now invited on the measures.

Yicai

Guotai CSI Computer Theme ETF

China’s Shenzhen District, Wuxi Hi-Tech Zone Seek to Tap OpenClaw AI Popularity

IEIT Liu Jun: The AI industry cannot achieve profitability without reducing costs; a cost of 1 yuan per million tokens is still far from enough!

InfoQ

IEIT Liu Jun: The AI industry cannot achieve profitability without reducing costs; a cost of 1 yuan per million tokens is still far from enough!

IEIT(000977.SZ)

In half a day, main funds increased their positions in the electronics sector and sold off the real estate sector

In half a day, the main funds increased their positions in the electronics sector and sold off the pharmaceutical and biotechnology sector

JP Morgan lists the theme stock list of China's AI ecosystem (table)

IEIT live-streams the launch of the enterprise-level OpenClaw

According to reports, many brokerage firms in mainland China have issued urgent notices to strictly control the installation and use of "small lobsters" within the company

It is reported that some mainland merchants are offering a service to remotely uninstall "Lobster" for 199 yuan

Changshu plans to introduce 13 measures, with a maximum support of 6 million yuan for the application of OPC using the "OpenClaw" tool for production and operation

China’s Shenzhen District, Wuxi Hi-Tech Zone Seek to Tap OpenClaw AI Popularity

IEIT Liu Jun: The AI industry cannot achieve profitability without reducing costs; a cost of 1 yuan per million tokens is still far from enough!

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