Semiconductors

BES released FY2026 Q1 earnings on April 29 After-Market BJT, actual revenue CNY 669.09 M, actual EPS CNY 0.5231

BES to Release FY2026 Q1 Earnings on April 30 After-Market (BJT)

BES to Release FY2025 Earnings on March 27 During-Market (BJT), Forecast Revenue CNY 4.339 B, EPS CNY 4.6547

BES released FY2025 Q4 earnings on February 25 During-Market (BJT), actual revenue CNY 591.31 M, actual EPS CNY 0.5574 (forecast EPS CNY 0.7)

BES released FY2025 earnings on February 25 During-Market (BJT), actual revenue CNY 3.525 B (forecast CNY 4.339 B), actual EPS CNY 3.5185 (forecast CNY 4.6547)

BES released FY2025 Q3 earnings on October 29 After-Market (BJT), actual revenue CNY 995.06 M, actual EPS CNY 1.153 (forecast EPS CNY 0.7428)

BES released FY2025 9 Months Earnings on October 29 After-Market (BJT), actual revenue CNY 2.933 B, actual EPS CNY 2.9423

BES to Release FY2025 Q3 Earnings on October 30 After-Market (BJT), Forecast EPS CNY 0.7428

BES released FY2025 Q2 earnings on August 26 After-Market (BJT), actual revenue CNY 943.91 M, actual EPS CNY 0.6715 (forecast EPS CNY 0.4714)

BES released FY2025 Semi-Annual Earnings on August 26 After-Market (BJT), actual revenue CNY 1.938 B, actual EPS CNY 1.7896

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

Directors of Huaxun Technology Reduce Shares

Huatech Responds to Investor Questions on Wearable Market and Earnings Forecast

HengXuan Technology Receives Analyst 'Buy' Rating

HengXuan Technology Anticipates a 106.45% YoY Increase in Net Profit for H1 2025

Huaxun Technology's Controlling Shareholders and Shareholders Plan to Reduce Shareholding

HengXuan Technology's 2700 series chip used in Xiaomi's AI glasses

Guo Jin Securities Gives 'Buy' Rating to Holosens Technology

Holitech experienced five block trades

Holtek Revenues Soar as Innovation System Drives Market Leadership

688608

BES stated on the interactive platform that Alibaba's Quark AI glasses use the company's BES2800 chip, which is manufactured using a 6nm FinFET process. The single chip integrates a multi-core CPU/GPU, NPU, large-capacity storage, low-power Wi-Fi, and dual-mode Bluetooth, significantly enhancing performance, power consumption, and technological innovation

Zhitong

BES Technology: Alibaba Quark AI glasses use the company's BES2800 chip

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The AI glasses concept fluctuated and surged during the trading session, with Rongcheer Inc. approaching a 20% limit up in the afternoon. Previously, Crystal Optoelectronics hit the limit up, while SUNWAY COMM, BES, Longcheer, Goertek, and Xingchen Technology saw significant gains

Longcheer

Goertek

Rongcheer Inc.

SUNWAY COMM

The AI glasses concept fluctuates and rises sharply, Rongcheer Inc. approaches a 20% limit-up

BES announced that the restricted stock incentive plan for 2025 has met the granting conditions. The company will grant 230,800 restricted shares to 112 incentive recipients on September 29, with a grant price of 150 yuan per share, accounting for approximately 0.14% of the company's total share capital. The plan has a maximum validity period of 60 months, and the restricted shares will vest proportionally after 12 months from the grant date. It is expected that this plan will impact net profit but will help enhance team cohesion and operational efficiency

BES grants 230,800 restricted stock units to 112 individuals in 2025

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002045

In the late trading session, the concept of edge hardware saw a surge, with GGEC hitting the daily limit, BLUETRUM and Espressif Tech rising over 9%, and BES, Runxin Technology, Yingtong Communications, and Edifier also following suit. On the news front, OpenAI's third annual developer conference is scheduled to be held on October 6 in San Francisco. The conference will focus on the application expansion of AI technology in the hardware field, which may boost the consumer electronics supply chain by deeply integrating hardware manufacturing with AI technology, ushering in a new era of "edge intelligence."

BLUETRUM

GGEC

The concept of edge-side hardware has seen a significant surge, with GGEC hitting the daily limit

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Cambricon, Northern Huachuang, KINGSEMI, ASR, Shengke Communication, and Everbright fell over 5%, with Aishi Chuang, Changchuan Technology, and BES also declining. On the news front, Dongxin Co., Ltd. has repeatedly encountered abnormal stock trading fluctuations and severe abnormal fluctuations since July 29, and will be suspended for verification starting today

KINGSEMI

Cambricon

Everbright

Chip stocks opened lower, with Cambricon and several other stocks falling over 5%

On August 28th, BES had a block trade of 237,000 shares, with a transaction amount of 66.9076 million yuan, accounting for 2.63% of the total transaction amount for the day, at a transaction price of 282.31 yuan, which is an 8% discount compared to the market closing price of 306.86 yuan

BES today conducted a block trade at a discount, with 237,000 shares traded and a transaction amount of 66.9076 million yuan

ZEPP

XIACY

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Dongfang Securities released a research report indicating that the smartwatch industry is expected to open up growth space through AI applications and sports demand. Although there are certain expectations for future growth potential in the market, the smartwatch market is expected to maintain a growth trend with market recovery and increased intelligence. AI features and sports functions will become the core focus for consumers, with an estimated AI smartwatch penetration rate reaching 15% by 2025. It is recommended to pay attention to terminal manufacturers such as Huami Technology, Xiaomi Corporation, TRANSSION, and SoC chip suppliers like BES

- Dongfang Securities reports that the current AI penetration in smartwatches is low, despite high wear frequency.  
- The smartwatch industry is expected to grow through AI applications and demand for sports features, with companies like Huami Technology and Xiaomi highlighted as key players.  
- As AI functionalities enhance user experience and health monitoring, the market for high-end smartwatches is projected to expand, with significant growth anticipated by 2027.

Zepp Health

Xiaomi Corporation

XIAOMI-W

TRANSSION

Dongfang Securities: The smartwatch industry continues to grow, with AI features and sports demand opening up opportunities

BES announced that the controlling shareholder and concerted parties plan to reduce their holdings by no more than 2.0149 million shares, accounting for approximately 1.20% of the total share capital. In addition, shareholders Run Yuan I and Run Yuan II also plan to reduce their holdings by 1.3435 million shares, accounting for approximately 0.80% of the total share capital

Some shareholders of BES plan to reduce their holdings by no more than 2%

BES stated on the interactive platform that the Xiaomi AI glasses use the company's 2700 series chips

BES: Xiaomi's AI glasses use the company's 2700 series chips

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AI chip and application concept stocks weakened at the beginning of trading, with Haitianruisheng falling over 8%, Cambricon dropping over 6%, and BES, Hundsun, and Hygon Information Technology all declining

Haitianruisheng

Hundsun

Hygon Information Technology

AI concept stocks weakened in early trading, Haitianruisheng fell over 8%

BES(688608.SH)