Semiconductor Materials and Equipment

NAURA

NAURA released FY2026 Q1 earnings on April 29 During-Market (BJT), actual revenue CNY 10.32 B (forecast CNY 10.41 B), actual EPS CNY 2.2549 (forecast CNY 2.41)

NAURA to Release FY2026 Q1 Earnings Report on April 30 During-Market (BJT), Forecast Revenue CNY 10.41 B, EPS CNY 2.41

NAURA released FY2025 Q4 earnings on April 17 Pre-Market (BJT), actual revenue CNY 12.05 B (forecast CNY 12.1 B), actual EPS CNY 0.5406 (forecast CNY 2.7433)

NAURA released FY2025 annual earnings on April 17 Pre-Market (BJT), actual revenue CNY 39.35 B (forecast CNY 39.27 B), actual EPS CNY 7.6404 (forecast CNY 10.0576)

NAURA to release FY2025 earnings on April 18, Pre-Market BJT, with forecast revenue of CNY 39.28 B and EPS of CNY 10.0232

NAURA released FY2025 Q3 earnings on October 30 During-Market (BJT), actual revenue CNY 11.16 B (forecast CNY 10.02 B), actual EPS CNY 2.6522 (forecast CNY 2.7442)

NAURA released FY2025 9 Months Earnings on October 30 During-Market BJT, actual revenue CNY 27.3 B, actual EPS CNY 7.1001

NAURA to release FY2025 Q3 earnings on October 31 during market hours (BJT), forecast revenue CNY 10.02 B, EPS CNY 2.7442

NAURA released FY2025 semi-annual earnings on August 28 After-Market (BJT), actual revenue CNY 16.14 B, actual EPS CNY 4.4479

NAURA released FY2025 Q2 earnings on August 28 After-Market (BJT), actual revenue CNY 7.936 B (forecast CNY 8.526 B), actual EPS CNY 2.2545 (forecast CNY 2.953)

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

Northern Microelectronics Reports Sufficient Orders and Expected Continuous Strong Growth

NORINCO 15 billion small public bond project has been accepted

North China Creation ESG Rating Upgraded to A

NORINCO Innovation Director Answers Investors' Questions on Shareholder Numbers and Market Status

North China Innovation's 8-inch SiC Crystal Loom Batch Shipped

North China Innovation's MOCVD Equipment Receives Repeat Orders

Kunyi Securities Sees Potential in Chinese Semiconductor Company, Gives 'Buy' Recommendation

NAVER Corp's Accounts Receivable and Revenue Grow Together

Komatek Responds to Northern Microelectronics Acquisition Rumors

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North Huachuang announced on April 21 that it sets prices based on market and customer demand. To address rising raw material costs, the company plans to optimize its supply chain and innovate technologically, and it does not expect any price increases.

CoinLive

North Huachuang Addresses Pricing Strategy Amid Rising Raw Material Costs

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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

MINIMAX-W

OMNIVISION

KNOWLEDGE ATLAS

IEIT

Zhongji Innolight

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

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BIDU

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UBS released a report, based on fundamental analysis, listing the most popular Chinese stock simulation portfolio, all rated as "Buy." Recommended stocks include JD.com, Baidu, CATL, FUYAO GLASS, Huatai Securities, Zijin Mining, NAURA, TENCENT, YTCO, GDS Holdings, Shengyi Technology, and DEC.LTD, with target prices of HKD 187, HKD 175, RMB 500, HKD 93, RMB 30.49, HKD 63.5, RMB 570, HKD 780, RMB 40, USD 62, RMB 85, and HKD 68, respectively

JD-SW

JD.com

Baidu

ZIJIN MINING

BIDU-SW

TENCENT

JD HEALTH

FUYAO GLASS

CATL

YTCO

DEC.LTD

Zijin Mining

iShares MSCI China

Direxion FTSE China Bull 3X

Krne Csi China Internet

Guotai MSCI China A ESG General ETF

Guotai CSI All Share Investment Banking & Brokerage ETF

Hwabao WP CSI All Share Investment Banking & Brokerage ETF

Yinhua MSCI China A ETF

UBS lists a favorite simulated portfolio of Chinese stocks (table)

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Morgan Stanley released a report stating that China has made progress in alleviating equipment and wafer foundry bottlenecks over the past year, and it is expected to meet core sovereign demands around 2028. Policy support will accelerate early development, but long-term value depends on commercial competitiveness. Chinese AI GPU suppliers need to demonstrate economic benefits to sustain growth. The report predicts that by 2030, the market size of China's AI chip market will reach $67 billion, with a self-sufficiency rate of 76%. The report is optimistic about companies such as SMIC, NAURA, and ASMPT

SMIC

ChinaAMC CSI Semiconductor Material & Equipment Thematic ETF

ChinaAMC SSE STAR Semiconductor Material & Equipment Thematic ETF

ChinaAMC Guozheng Semiconductor Chip ETF

China Merchants CSI Semiconductor Industry ETF

Guotai CSI All Share Integrated Circuit ETF

Guotai CSI Semiconductor Material Equipment Theme ETF

Harvest SSE STAR Chip ETF

Harvest CSI All Share Integrated Circuit ETF

E Fund CSI Semiconductor Material & Equipment Thematic ETF

ASMPT

GF Fund CSI Semiconductor Material Equipment Theme ETF

Morgan Stanley: China's wafer foundry capacity and chip supply will meet core sovereign demand around 2028

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BABA

UBS released a report listing the most favored simulated portfolio stocks by Chinese capital, all of which received a "Buy" rating. Newly included stocks are Sytech, DEC.LTD, and Envicool, while excluded stocks are Horizon Robotics, Sungrow Power, and NetEase. In terms of target prices, CATL is set at 500 RMB, FUYAO GLASS at HKD 96, HTSC at 31.2 RMB, ZIJIN MINING at HKD 47.4, NAURA at 570 RMB, Tencent at HKD 780, YTCO at 40 RMB, Alibaba at USD 190, and GDS-SW at USD 57

Sytech

FYG;FUYAO GLASS

GDS-SW

Alibaba

HTSC

Envicool

KraneShares 2x Long BABA Daily ETF

BABA 2x Long Daily ETF - GraniteShares

Invesco Golden Dragon China

UBS lists the most favored simulated portfolio stocks of Chinese-funded institutions (Table)

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Daiwa released a report listing its preferred stocks in the Hong Kong and A-share markets, including Tencent, LAOPU GOLD, WEICHAI POWER, CHINA RES LAND, Alibaba-W, KINGSOFT CLOUD, Midea Group A, NAURA, CATL A, Moutai, and Montage Technology

ALI HEALTH

KINGSOFT CLOUD

Moutai

LAOPU GOLD

WEICHAI POWER

Midea Group

CHINA RES LAND

Montage Technology

Dai Hang Daiwa lists preferred AH stock selection (table)

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China's semiconductor industry saw significant profit growth in 2025, driven by AI demand and a push for tech self-reliance. Cambricon Technologies reported a net profit of 2.2 billion yuan, marking its first profitable year. Other firms like Moore Threads and MetaX also narrowed losses, with revenue surges attributed to AI chip demand. Companies like Great Microwave Technology and Biwin Storage Technology projected substantial profit increases. Despite trade restrictions affecting advanced chip imports, domestic suppliers thrived, with Circuit Fabology and Advanced Micro-Fabrication Equipment reporting notable profit gains. Primarius Technologies returned to profitability amid regulatory changes.

SCMP

PRIMARIUS

GREAT MICROWAVE

MetaX

Moore Threads

Biwin

HWATSING

Cambricon

Profits rise for China’s semiconductor firms on AI boom, tech self-reliance push

Daiwa released a report listing the preferred stocks in the Hong Kong and A-share markets, including Tencent, SHENZHOU INTL, WEICHAI POWER, CHINA RES LAND, Alibaba, Midea Group, NAURA, CATL, Hengrui Pharma, Montage Technology, and TRIP.COM

Tencent

CHINA RES MIXC

TRIP.COM-S

BABA-W

Hengrui Pharma

SHENZHOU INTL

Daiwa lists its top picks for Hong Kong stocks (Table)

36Kr learned that the Chinese semiconductor materials company "Xulun Technology" recently completed a strategic financing round A3 and A4 totaling over 100 million yuan. The investment came from NAURA's industrial fund Nuohua Capital, Beijing Electric Control Industrial Investment Fund, and Qianhai Ark Fund. The funds will be primarily invested in upgrading production lines and supporting systems; at the same time, there will be continued investment in research and innovation as well as talent development

36Kr

"Xulun Technology" completes strategic financing of over 100 million yuan in Series A3 and A4 rounds

NAURA(002371.SZ)