Semiconductor Materials and Equipment

ThinkonSemi

ThinkonSemi released FY2026 Q1 earnings on April 24 After-Market (BJT), actual revenue CNY 112.42 M, actual EPS CNY 0.15

ThinkonSemi FY2026 Q1 Earnings Release on April 25 After-Market (BJT)

ThinkonSemi to release FY2025 earnings report on March 21 Pre-Market (BJT), forecast revenue CNY 477 M

ThinkonSemi released FY2025 earnings on February 25 Pre-Market (BJT), actual revenue CNY 442.77 M (forecast CNY 477 M), actual EPS CNY 0.6

ThinkonSemi released FY2025 Q4 earnings on February 25 Pre-Market (BJT), actual revenue CNY 122 M, actual EPS CNY 0.1795

ThinkonSemi released FY2025 Q3 earnings on October 24 After-Market (BJT), actual revenue CNY 107.47 M, actual EPS CNY 0.1301

ThinkonSemi released FY2025 9 Months Earnings on October 24 After-Market (BJT), with actual revenue of CNY 316 M and EPS of CNY 0.4203

ThinkonSemi FY2025 Q3 Earnings Release on October 25, After-Market (BJT)

ThinkonSemi released FY2025 Q2 earnings on August 22 After-Market (BJT), actual revenue CNY 102.68 M, actual EPS CNY 0.1202

ThinkonSemi released FY2025 Semi-Annual Earnings on August 22 After-Market (BJT), Actual Revenue CNY 208.53 M, Actual EPS CNY 0.29

ThinkonSemi to Release FY2025 Semi-Annual Earnings on August 23, 2025 (BJT)

Components of CSI Semiconductor Material and Equipment Index Show Mixed Performance

Shenguang Shares Introduces Silicon Wafer Target Customers and Certification Status

Shengong Shares Responds to 8-inch Silicon Wafer Certification Progress and DeepSeek Technology Questions

A-Shares Semiconductor Sector Shows Overall Rebound in Q1

Shenguang Shares Financial Director Hongbangtao Resigns, Changliang Takes Over

Shen Gong Shares Q1 2025 Performance Soars

ThinkonSemi released FY2025 Q1 earnings on April 25 During-Market (BJT), actual revenue CNY 105.84 M, actual EPS CNY 0.17

ThinkonSemi FY2025 Q1 Earnings Release on April 26 During-Market BJT

ThinkonSemi to release FY2024 earnings on March 27 After-Market BJT, forecasted revenue 327 M CNY, EPS 2.86 CNY

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36Kr learned that the three major indices of A-shares collectively rose during the midday break, with the Shanghai Composite Index up 0.29%, the Shenzhen Component Index up 0.35%, and the ChiNext Index up 0.41%; the semiconductor sector led the gains, with Chipone Technology and Nanda Optoelectronics hitting the daily limit, Shanghai Sinyang and ThinkonSemi rising over 10%; precious metals and rare earths strengthened, with Zhongxiao Nonferrous Metals hitting the daily limit and China Rare Earths rising over 7%; stablecoins and lithium battery concepts saw significant declines, with Sifang Jingchuang down over 4%, and Shida Shenghua and Huasheng Lithium down over 3%

36Kr

Shanghai Sinyang

The three major A-share indices closed higher at midday, with the semiconductor sector leading the gains

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Semiconductor chip stocks fluctuated lower, with ThinkonSemi falling over 10%, Moore Threads down more than 5%, and AiSen Co., Ltd., FuChuang Precision, MACMIC, INJOINIC, and others following suit

Wallstreetcn

MACMIC

INJOINIC

36Kr learned that ThinkonSemi announced that as of November 11, 2025, the company's closing price was 73.43 yuan/share, and the company's latest rolling price-to-earnings ratio was 122.84 times. The average rolling price-to-earnings ratio for the computer, communication, and other electronic equipment manufacturing industry in the past month was 52.31 times, indicating that the company's price-to-earnings ratio is significantly higher than that of its peers. The company particularly reminds investors that there may be a risk of price correction, and urges investors to pay attention to investment risks, make rational decisions, and invest prudently

ThinkonSemi: The company's price-to-earnings ratio is significantly higher than the industry level, and the stock price may be at risk of a correction

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36Kr learned that the three major indices of A-shares opened higher collectively, with the Shanghai Composite Index opening up 0.13%, the Shenzhen Component Index up 0.36%, and the ChiNext Index up 0.58%; the semiconductor and optical module concepts led the gains, with ThinkonSemi rising over 16%, Sungrow Power Supply and Dongshan Precision rising over 3%; the lithium battery and ice and snow tourism concepts saw the largest declines, with Huasheng Lithium falling over 5%, and Tianci Materials and Dalian Shengya falling over 3%

Sungrow Power Supply

The three major A-share indices opened higher collectively

ThinkonSemi announced that its revenue for the third quarter was 107 million yuan, a year-on-year increase of 20.91%; net profit was 22.3316 million yuan, a year-on-year decrease of 1.73%. Revenue for the first three quarters was 316 million yuan, a year-on-year increase of 47.59%; net profit was 71.1696 million yuan, a year-on-year increase of 158.93%

Zhitong

ThinkonSemi: Net profit in the third quarter was 22.3316 million yuan, a year-on-year decrease of 1.73%

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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

TFME

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

SOXL

As of the midday break, the Shanghai Composite Index rose 0.30% to around 3900 points, with the Shenzhen Component Index and the ChiNext Index also experiencing slight increases. The semiconductor, energy metals, and memory chip sectors performed strongly, with Huahong Semiconductor and ThinkonSemi rising over 15%. The large financial sector, however, saw adjustments, with Chongqing Rural Commercial Bank falling nearly 3%. Over 2900 stocks in the entire market rose, with a trading volume reaching 1.3698 trillion yuan

Direxion Semicon Bull 3X

Midday Review: The Shanghai Composite Index fluctuated upward, rising 0.40%, approaching 3,900 points, with the semiconductor sector showing strong fluctuations

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The chip industry chain has repeatedly strengthened, with equipment and wafer foundry sectors leading the rise. Hua Hong has increased by over 10%, reaching a new historical high. Previously, GUOLIN TECHNOLOGY, HMT, and SWEC hit the daily limit, while ThinkonSemi and KINGLAI MATERIALS rose by over 10%

KINGLAI MATERIALS

GUOLIN TECHNOLOGY

Hua Hong

HUA HONG SEMI

XDJD

The chip industry chain continues to strengthen, Hua Hong rises over 10% and sets a new historical high

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The semiconductor sector has exploded, with ThinkonSemi, CCTech, TFME, and other stocks hitting the daily limit; energy equipment and computer hardware led the gains, while the restaurant and tourism, port, and banking sectors saw significant declines; the Shanghai Composite Index rose by 0.83%, the Shenzhen Index increased by 1.8%, and the ChiNext Index climbed by 2.28%

CCTech

Shenzhen Index

ChiNext

The three major A-share indices closed higher collectively

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36Kr learned that the three major A-share indices collectively rose during the midday break, with the Shanghai Composite Index up 0.63%, the Shenzhen Component Index up 1.11%, the ChiNext Index up 1.76%, and the STAR Market 50 Index up 4.94%; the semiconductor industry chain strengthened, with stocks such as ThinkonSemi, Changchuan Technology, and Tongfu Microelectronics hitting the daily limit, while CMS and Shengmei Shanghai rose over 10%; the optical module and high-frequency PCB concepts weakened, with Guangku Technology down nearly 7%, Jingwang Electronics down over 5%, and Huadian Co., Ltd. down over 3%

The three major A-share indices collectively rose during the midday break, with the semiconductor industry chain strengthening

ThinkonSemi(688233.SH)