Semiconductors

TFME

TFME released FY2026 Q1 earnings on April 29 During-Market (BJT), actual revenue CNY 7.482 B (forecast CNY 6.947 B), actual EPS CNY 0.2168 (forecast CNY 0.1015)

TFME to release FY2026 Q1 earnings report on April 30 during market hours (BJT), forecast revenue CNY 6.947 B, EPS CNY 0.1015

TFME released FY2025 Annual Earnings on April 16 After-Market (BJT), actual revenue CNY 27.92 B (forecast CNY 27.51 B), actual EPS CNY 0.8 (forecast CNY 0.8242)

TFME released FY2025 Q4 earnings on April 16 After-Market (BJT), actual revenue CNY 7.805 B (forecast CNY 7.694 B), actual EPS CNY 0.2325 (forecast CNY 0.2816)

TFME to Release FY2025 Annual Earnings on April 17 After-Market (BJT), Forecast Revenue CNY 27.57 B, EPS CNY 0.8242

TFME released FY2025 9 Months earnings on October 27 After-Market (BJT), actual revenue CNY 20.12 B, actual EPS CNY 0.567

TFME released FY2025 Q3 earnings on October 27 After-Market (BJT), actual revenue CNY 7.078 B (forecast CNY 7.069 B), actual EPS CNY 0.2955 (forecast CNY 0.2833)

TFME to Release FY2025 Q3 Earnings on October 28 After-Market (BJT), Forecast Revenue CNY 7.069 B, EPS CNY 0.2833

TFME released FY2025 Q2 earnings on August 28 Pre-Market (BJT), actual revenue CNY 6.946 B (forecast CNY 6.516 B), actual EPS CNY 0.2046 (forecast CNY 0.1692)

TFME released FY2025 Semi-Annual Earnings on August 28 Pre-Market (BJT), actual revenue CNY 13.04 B, actual EPS CNY 0.2715

TFME to Release FY2025 Semi-Annual Earnings on August 29, 2025 (BJT)

State IC Fund Reduced Holdings in Tongfu Microelectronics

Tongfu Microelectronics Responds to Investor Concerns: Revenue Growth Stable, Subsidiary Losses Expected to Improve

Tongfu Microelectronics shareholder reduces shareholding by 1%

ZS Securities Maintains Buy Rating for Tongfu Microelectronics

Tongfu Microelectronics Stock Price Declines, National Fund Plans to Reduce Holdings

Tongfu Microelectronics Supports Customer Diversification

Tongfu Microelectronics Denies O1 Project Collaboration

TFME's Shareholder Plans to Reduce Shareholding

Huansan Securities Gives Huafa Microelectronics an Overweight Rating

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China's semiconductor leaders, including Cambricon Technologies and Tongfu Microelectronics, support the country's 15th five-year plan, emphasizing the chip industry as vital for technological ambitions. The plan focuses on enhancing integrated circuits, advanced process technologies, and high-performance AI chips, aiming for breakthroughs across the semiconductor value chain. Key figures stress the importance of national planning, industrial coordination, and investment in AI infrastructure to foster a sustainable ecosystem and address challenges in the sector. The strategy promotes the Yangtze River Delta as a global technology hub, reinforcing Beijing's push for self-reliance in technology.

SCMP

Cambricon

ChinaAMC SSE STAR Semiconductor Material & Equipment Thematic ETF

Harvest SSE STAR Chip ETF

Guotai CSI Semiconductor Material Equipment Theme ETF

Guotai CSI All Share Integrated Circuit ETF

Harvest CSI All Share Integrated Circuit ETF

GF Fund CSI Semiconductor Material Equipment Theme ETF

GX CN SEMICON

E Fund CSI Semiconductor Material & Equipment Thematic ETF

China Merchants CSI Semiconductor Industry ETF

GTJA Allianz CSI All Share Semiconductors & Semiconductor Equipment ETF

Guotai CES Semiconductor Chip Industry ETF

ChinaAMC Guozheng Semiconductor Chip ETF

ChinaAMC CSI Semiconductor Material & Equipment Thematic ETF

GTJA Allianz SSE STAR Chip Design Thematic ETF

Direxion Semicon Bull 3X

China’s chip bosses endorse semiconductor push in next 5-year plan

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In the morning, the main funds had a net inflow into sectors such as electronics, non-ferrous metals, power equipment, computers, machinery, and automobiles, while there was a net outflow from sectors like food and beverages, banking, non-bank financials, public utilities, coal, and transportation. Specifically, in terms of individual stocks, Hygon Information, TFME, and Sugon received net inflows of 3.134 billion yuan, 2.347 billion yuan, and 2.101 billion yuan, respectively. On the outflow side, TBEA, Xinwei Communication, and Kweichow Moutai were sold off with net outflows of 1.628 billion yuan, 1.247 billion yuan, and 831 million yuan, respectively. (First Financial)

36Kr

Sugon

Hygon Information Technology

In the half-day session, main funds increased their positions in electronics and non-ferrous metal stocks, while selling off food and beverage stocks

China's stock market saw gains on Wednesday, with the Shanghai Composite rising 0.3% to over 4,120 and the Shenzhen Component increasing by 1% to 14,300. This rebound comes as investor sentiment improves despite global market pressures from US tariff threats. Optimism remains regarding potential policy support from Beijing, alongside a focus on technology and AI stocks, which saw significant gains, including Hygon Information (12%) and Tongfu MicroElectronics (10%).

Trading Economics

China Stocks Rise as Sentiment Improves

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In the morning, the main funds had a net inflow into sectors such as real estate, construction decoration, banking, and public utilities, while there was a net outflow from sectors like power equipment, electronics, telecommunications, and national defense and military industry. Specifically, in terms of individual stocks, SENSTEED, Zhewen Interactive, and TFME saw net inflows of 1.275 billion yuan, 1.181 billion yuan, and 915 million yuan, respectively. On the outflow side, NewEase, Haige Communication, and Zhongji Xuchuang were sold off for 2.065 billion yuan, 1.857 billion yuan, and 1.798 billion yuan, respectively. (First Financial)

Zhewen Interactive

SENSTEED

In half a day, main funds increased their positions in real estate stocks and sold off power equipment stocks

36Kr learned that the three major A-share indices closed lower collectively, with the Shanghai Composite Index down 0.26%, narrowly holding above 4,100 points, the Shenzhen Component Index down 0.18%, and the ChiNext Index down 0.2%; the semiconductor and computer hardware sectors led the gains, with Tongfu Microelectronics and Saiteng Co., Ltd. hitting the daily limit, and Jiangbolong and Blue Arrow Electronics rising over 10%; the cultural media and education sectors saw significant declines, with multiple stocks such as InGravity Media and Vision China hitting the daily limit, and BlueFocus falling over 10%

The three major A-share indices closed lower, with the Shanghai Composite Index narrowly holding above 4,100 points

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A-share silicon carbide concept stocks fluctuated and strengthened, with SANAN and TFME both hitting the daily limit, SICC previously hitting a 20% limit up, JSG rising over 10%, and companies like ROSHOW and others leading in gains

Wallstreetcn

ROSHOW

SANAN

SICC

According to the Zhitong Finance APP, TFME released its third-quarter report for 2025. In the first three quarters, the company achieved operating revenue of 20.116 billion yuan, a year-on-year increase of 17.77%. The net profit attributable to shareholders of the listed company was 860 million yuan, a year-on-year increase of 55.74%. The net profit attributable to shareholders of the listed company after deducting non-recurring gains and losses was 778 million yuan, a year-on-year increase of 43.69%

Zhitong

TFME released its performance for the first three quarters, with a net profit attributable to the parent company of 860 million yuan, a year-on-year increase of 55.74%

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Semiconductor chip stocks fluctuated and fell, with CanSemi dropping over 10%. MACMIC, TFME, ThinkonSemi, CSMT, TWSC, and several other stocks fell over 6%

CSMT

TWSC

MACMIC

ThinkonSemi

Semiconductor chip stocks fluctuate lower, CanSemi shares drop over 10%

Chip packaging and testing company TFME fell 8.4%, and the controlling shareholder plans to reduce its holdings

TFME(002156.SZ)