Semiconductors

Ledman

Ledman released FY2025 Annual Earnings on April 28 After-Market (BJT), actual revenue CNY 1.064 B, actual EPS CNY -0.1

Ledman released FY2025 Q4 earnings on April 28 After-Market (BJT), actual revenue CNY 197.14 M, actual EPS CNY -0.1097

Ledman released FY2026 Q1 earnings on April 28 After-Market (BJT), actual revenue CNY 230.47 M, actual EPS CNY -0.0341

Ledman FY2026 Q1 Earnings Release on April 29 After-Market (BJT)

Ledman to Release FY2025 Earnings on April 29 After-Market (BJT)

Ledman released FY2025 9 Months Earnings on October 28 During-Market BJT, actual revenue CNY 866.52 M, actual EPS CNY 0.0217

Ledman released FY2025 Q3 earnings on October 28 During-Market (BJT), actual revenue CNY 302.46 M, actual EPS CNY 0.0098

Ledman to Release FY2025 Q3 Earnings Report on October 29 During-Market BJT

Ledman released FY2025 Semi-Annual earnings on August 27 Pre-Market (BJT), actual revenue CNY 564.06 M, actual EPS CNY 0.0119

Ledman released FY2025 Q2 earnings on August 27 Pre-Market (BJT), actual revenue CNY 301.35 M, actual EPS CNY 0.0064

Ledman to Release FY2025 Semi-Annual Earnings on August 28, 2025 (BJT)

Leyard Optoelectronic Begins Overseas Micro LED Pixel Engine Patent Layout and Responds to Infringement

Raysone's LED Displays Used in Multiple Football Leagues

Ledman released FY2024 earnings on April 27 After-Market (BJT), actual revenue CNY 1.253 B, actual EPS CNY -0.22

Ledman released FY2025 Q1 earnings on April 27 After-Market BJT, actual revenue CNY 262.71 M, actual EPS CNY 0.0055

Ledman released FY2024 Q4 earnings on April 27 After-Market (BJT), actual revenue CNY 306.47 M, actual EPS CNY -0.1101

Ledman to Release FY2025 Q1 Earnings Report on April 28 After-Market BJT

Ledman to Release FY2024 Annual Earnings Report on April 28 After-Market BJT

Leyard Optoelectronic releases Q3 2024 report

Ledman released FY2024 Q3 earnings on October 29 After-Market (BJT), actual revenue 288.46 M CNY, actual EPS -0.1078 CNY

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During intraday trading on May 18, Hong Kong stocks opened lower and continued to decline due to escalating geopolitical tensions and a sharp drop in US stocks overnight, with the Hang Seng Tech Index plunging over 2%. Declining domestic macro consumption data put pressure on automotive consumption expectations, leading to a severe slump in the new energy vehicle sector, with Li Auto plummeting over 11%; large-cap tech stocks and real estate shares generally weakened. On the other hand, driven by rising prosperity in the industrial chain and expectations from overseas tech conferences, semiconductor stocks and AI application concept stocks bucked the trend, with GigaDevice surging nearly 10% and 51World soaring over 17%

- The Hong Kong stock market experienced a decline, with the Hang Seng Index dropping 1.52% to 25,567.79 points.  
- Major electric vehicle stocks, like Li Auto, fell significantly, while the semiconductor sector showed resilience, with stocks like Zhaoyi Innovation rising nearly 10%.  
- Macroeconomic data indicated a slowdown in retail sales, raising concerns over recovery prospects, while geopolitical tensions affected overall market sentiment.

Market Pulse

LI AUTO-W

51WORLD

Hong Kong Stocks Intraday: Three Major Indices Continue to Weaken, New Energy Vehicles Suffer Heavy Losses, Semiconductors and AI Concepts Buck the Trend

LWLG

Lightwave Logic fell 16.44%; Corning rose 1.32%, with a transaction volume of USD 1.229 billion; Coherent Corp. fell 0.02%, with a transaction volume of USD 1.087 billion; Amphenol rose 1.97%, with a transaction volume of USD 531 million; Littelfuse fell 5.52%, with a market value of USD 11.5 billion

Price Alert

Lightwave Logic

Corning

Coherent Corp.

Amphenol

Littelfuse

U.S. stock market midday update: Lightwave Logic down 16.44%, worsening losses in financial reports raise market concerns, AI prospects cannot mask financial worries

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300162

002587

Affected by factors such as the continuous rise in raw material prices, the trend of price adjustments across the entire LED industry chain continues. Recently, several companies including Ledman, Unilumin, and AOTO Electronics have successively issued or updated product price adjustment notices. Since the end of 2025, nearly 60 LED companies have jointly adjusted prices, covering all segments of the industry chain including chips, packaging, power supplies, ICs, and display screens. Against the backdrop of widespread pressure on industry profits, this round of price adjustments is both an inevitable result of cost pass-through and reflects the industry's trend of transitioning from "price wars" to competition based on technology and quality. (Shanghai Securities News)

Wallstreetcn

Unilumin

AOTO Electronics

Intensive Price Adjustments Across the Entire LED Industry Chain

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002449

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The MicroLED concept quickly surged, with BOE HC SemiTek rising over 13%, JUFEI, SANAN, Ledman, NATIONSTAR, and Refond also following suit. In the early trading session, the computing power leasing concept was active, with GloryView rising over 10%, setting a new historical high, and State Grid Information & Communication, Yuntian Lifei, Chuangye Heima, Meili Cloud, Qunxing Toys, and Digital China also rising

- The A-shares market fluctuated with sectors like oil, gas, and chemicals rising amid ongoing geopolitical tensions affecting energy supply, particularly in the Strait of Hormuz.  
- As of the latest reports, the Shanghai Composite Index increased by 0.13%, while the Hong Kong Hang Seng Index decreased by 0.59%.  
- Commodity futures also saw significant gains, with crude oil up by 16% and fuel rising nearly 15%, indicating a broader positive trend in domestic commodity markets.

JUFEI

BOE HC SemiTek

NATIONSTAR

Refond

GloryView

SANAN

The Shanghai Composite Index rose slightly, oil and gas, and chemicals surged again, the Hang Seng Index peaked and then fell back, tech stocks adjusted, and crude oil futures soared by 16%

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MicroLED concept stocks opened sharply higher, BOE HC SemiTek and MTC hit the daily limit, Unilumin, Ledman, and JUFEI rose over 10%

According to the Zhitong Finance APP, Ledman released its third-quarter report for 2025. The company's operating revenue for the first three quarters was 867 million yuan, a year-on-year decrease of 8.41%. The net profit attributable to shareholders of the listed company was 8.8666 million yuan, a year-on-year increase of 120.46%. The net loss attributable to shareholders of the listed company, excluding non-recurring gains and losses, was 152,700 yuan. The basic earnings per share were 0.0218 yuan

Zhitong

Ledman released its performance for the first three quarters, with a net profit attributable to the parent company of 8.8666 million yuan, an increase of 120.46%

Ledman released its fourth equity incentive plan, intending to grant 16 million restricted shares, accounting for 3.81% of the company's total share capital. The initial grant will be 14 million shares, with 2 million shares reserved, and the grant price is set at 9.00 yuan/share. The plan has a maximum validity period of 60 months

Ledman plans to launch the fourth phase of its equity incentive plan

According to the Zhitong Finance APP, Ledman disclosed its annual performance forecast for 2024, with a net loss attributable to shareholders of the listed company expected to be between 78 million yuan and 98 million yuan; the net loss after deducting non-recurring gains and losses is expected to be between 96 million yuan and 116 million yuan

Ledman expects a net loss of 78 million to 98 million yuan for the year

Ledman(300162.SZ)