Technology Hardware, Storage and Peripherals

CGT Group

CGT Group released FY2025 Annual Earnings on April 28 After-Market (BJT), actual revenue CNY 15.81 B (forecast CNY 16.86 B), actual EPS CNY -0.017 (forecast CNY 0.01)

CGT Group released FY2026 Q1 earnings on April 28 During-Market (BJT), actual revenue CNY 3.22 B, actual EPS CNY -0.026

CGT Group released FY2025 Q4 earnings on April 28 After-Market (BJT), actual revenue CNY 5.513 B, actual EPS CNY -0.0206

CGT Group to Release FY2025 Annual Earnings on April 29 After-Market (BJT), Forecast Revenue CNY 16.86 B, EPS CNY 0.01

CGT Group to Release FY2026 Q1 Earnings Report on April 29 During-Market BJT

CGT Group released FY2025 9 Months Earnings on October 29 After-Market (BJT), actual revenue CNY 10.3 B, actual EPS CNY 0.0038

CGT Group released FY2025 Q3 earnings on October 29 After-Market BJT, actual revenue CNY 3.929 B, actual EPS CNY -0.038

CGT Group FY2025 Q3 Earnings Release on October 30, 2025 After-Market (BJT)

CGT Group released FY2025 Q2 earnings on August 29 Pre-Market (BJT), actual revenue CNY 3.508 B, actual EPS CNY 0.0919

CGT Group released FY2025 Semi-Annual Earnings on August 29 Pre-Market (BJT), actual revenue CNY 6.366 B, actual EPS CNY 0.043

CGT Group to Release FY2025 Semi-Annual Earnings on August 30, 2025 (BJT)

China Electronics Cloud and Others Release Three AI All-in-One Machines

Great Wall of China's Net Profit Expected to Grow by 123.72%-134.40% in H1 2025

Norinco and CRSC Material Sign Cooperation Agreement

China Great Wall's Wholly-Owned Subsidiary Transfers 40% Equity in Changcheng Galaxy

Mingxin Securities Gives Buy Rating to China Great Wall

China Great Wall Releases Earnings Report and Launches AI Train-Push Integrated Machine

Ming Sheng Securities Releases Research Report on China Great Wall

CGT Group released FY2025 Q1 earnings on April 27 After-Market BJT, actual revenue CNY 2.858 B, actual EPS CNY -0.05

CGT Group released FY2024 Q4 earnings on April 27 After-Market BJT, actual revenue CNY 4.597 B, actual EPS CNY -0.0023

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In the morning, the main funds had a net inflow into sectors such as defense and military industry, computers, machinery and equipment, basic chemicals, and petroleum and petrochemicals, while there was a net outflow from sectors like electronics, electrical equipment, home appliances, pharmaceuticals and biotechnology, and non-ferrous metals. Specifically, in terms of individual stocks, China Great Wall, CATEC, and Xinwei Communication saw net inflows of 3.392 billion yuan, 1.692 billion yuan, and 1.479 billion yuan, respectively. On the outflow side, CATL, Changdian Technology, and Sanhua Intelligent Control were sold off for 2.458 billion yuan, 1.569 billion yuan, and 1.278 billion yuan, respectively. (Yicai)

36Kr

CATEC

In half a day, main funds increased their positions in defense and military stocks while selling electronic and power equipment stocks

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China's stock market showed mixed results, with the Shanghai Composite rising 0.2% to over 4,120 and the Shenzhen Component falling 0.1% to 12,245 amid regulatory concerns. The securities regulator's recent $12 million fine for market manipulation reflects increased scrutiny. Investors are optimistic about potential fiscal and monetary stimulus from Beijing. Notable stock performances included gains from Montage Technology (3.7%), China Aerospace (7.9%), and China Greatwall (5.6%), while Giga Device Semiconductor (-2%), TBEA Co (-2.6%), and JCET Group (-5.3%) declined.

Trading Economics

TBEA

JCET

Montage Technology

GIGADEVICE

China Stocks Wobble on Regulatory Concerns

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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 0.16%, the Shenzhen Component Index up 0.76%, and the ChiNext Index up 0.85%; the precious metals, semiconductor, and computer hardware sectors led the gains, with Zhaojin Mining, Hunan Silver, LOONGSON TECHNOLOGY, and CGT Group hitting the daily limit; the forestry, coal, and retail sectors weakened, with Pingtan Development down over 7%, Antai Group down over 4%, and New World down over 2%

LOONGSON TECHNOLOGY

IMPULSE

ChinaAMC Gold ETF

Guotai CSI Non-ferrous Metal ETF

ChinaAMC CSI Subdivision Non-ferrous Metal Sub-Industry ETF

GF CSI Rare Metals Theme ETF

Guotai CSI Non-Ferrous Metal Kuangye Theme ETF

SD-GOLD

China Southern CSI SWS Non-Ferrous Metal ETF

ChinaAMC CSI SH-SZ-HK Gold Industry Equity ETF

ZHONGJIN GOLD

Zijin Mining

The three major A-share indices collectively rose at the midday break, with the semiconductor sector strengthening

SOXL

Li Ligong, Chairman of China Electronics Corporation, stated that in 2026, a domestically produced full-spectrum, full-process EDA tool system and a new generation of high-performance chips will be launched to promote breakthroughs across the entire industry chain and enhance the "China Chip, Made in China" capability. At the same time, the next-generation Kirin operating system, integrated with artificial intelligence, will be developed, and the performance of the China Great Wall N90 laptop will be improved in the computing terminal field

Wallstreetcn

Direxion Semicon Bull 3X

Chairman of China Electronics: In 2026, we will focus on building a domestically produced full-spectrum, full-process EDA tool system and launching a new generation of high-performance chips

CGT Group announced that its revenue for the third quarter was 3.929 billion yuan, an increase of 11.31% year-on-year; the net profit loss was 122 million yuan. Revenue for the first three quarters was 10.295 billion yuan, an increase of 7.18% year-on-year; the net profit was 16.0667 million yuan

Zhitong

CGT Group: Net loss of 122 million yuan in the third quarter

According to Sanya Release, on October 27th, the Sanya Municipal Government signed a strategic cooperation agreement with the China Great Wall Internet Information Center. According to the cooperation agreement, both parties will jointly promote the landing of the southern base project of the China Great Wall Internet Information Center in Sanya, deepening cooperation in areas such as data security, medical health, education and training, financial services, and industrial investment

The Sanya Municipal Government signed a strategic cooperation agreement with the CGT Group Internet Information Center

On October 27th, CGT Group stated on the interactive platform that the company's AI server power supply has officially gone into production

CGT Group: The company's AI server power supply has officially gone into production

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The A-share domestic software concept has shown strong fluctuations, with Hunan Kylinsec Technology surging nearly 20%, and CGT Group, CS&S, and others rapidly strengthening. The new generation of Chinese operating system, Galaxy Kylin V11, has been officially released

CS&S

Hunan Kylinsec Technology

According to CGT Group, the Great Wall Qingtian RF6260 V5 server has recently successfully completed the Alibaba Cloud private cloud adaptation certification and officially entered the Alibaba Cloud private cloud hardware compatibility certification zone, becoming one of the important choices for domestic servers in the field of cloud computing

CGT Group's Qingtian server has passed the Alibaba Cloud private cloud certification

CGT Group(000066.SZ)