Semiconductor Materials and Equipment

JSG released FY2026 Q1 earnings on April 27 After-Market (BJT), actual revenue CNY 1.729 B (forecast CNY 4.122 B), actual EPS CNY 0.08 (forecast CNY 0.1869)

JSG to Release FY2026 Q1 Earnings on April 28 After-Market (BJT), Forecast Revenue CNY 4.122 B, EPS CNY 0.1869

JSG released FY2025 Q4 earnings on April 10 Pre-Market (BJT), actual revenue CNY 3.084 B (forecast CNY 4.2 B), actual EPS CNY -0.0124 (forecast CNY 0.1545)

JSG released FY2025 Annual Earnings on April 10 Pre-Market (BJT), actual revenue CNY 11.36 B (forecast CNY 11.67 B), actual EPS CNY 0.6767 (forecast CNY 0.9297)

JSG to release FY2025 earnings report on April 11 Pre-Market (BJT), forecast revenue CNY 11.67 B, EPS CNY 0.9297

JSG released FY2025 9 Months Earnings on October 24 During-Market BJT, with actual revenue of CNY 8.273 B and EPS of CNY 0.6902

JSG released FY2025 Q3 earnings on October 24 During-Market (BJT), actual revenue CNY 2.474 B (forecast CNY 2.446 B), actual EPS CNY 0.1999 (forecast CNY 0.1086)

JSG to Release FY2025 Q3 Earnings on October 25 During-Market (BJT), Forecast Revenue CNY 2.446 B, EPS CNY 0.1086

JSG released FY2025 Semi-Annual Earnings on August 22 During-Market (BJT), Actual Revenue CNY 5.799 B, Actual EPS CNY 0.4887

JSG released FY2025 Q2 earnings on August 22 During-Market (BJT), actual revenue CNY 2.661 B (forecast CNY 5.301 B), actual EPS CNY 0.0503 (forecast CNY 0.756)

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

Jingsheng Electromechanical's 8-inch Silicon Carbide Substrate Market Prospects Optimistic

JMETech Responds to Construction Projects and Future Capacity Digestion

Jingsheng Electromechanical Receives Patent for Wire Breakage Prediction Method

Northchina and Jingsheng Discuss SiC Equipment Progress

Jing Sheng Technology's Secretary Discusses Semiconductor Substrate Materials Business

Jingshen Electromechanical's 8-inch SiC Substrate Project Approved

Jingsheng Electromechanical Obtained Patent for Silicon Carbide Crystal Cutting Method

Jingsheng Electromechanical Delivers 12-inch Atmospheric Silicon Epitaxy Equipment to a Leading Customer

Jing 盛 M 机电 Achieves Full Size SiC Material Crystal Growth Technology Independence

Ordinary dividend (cash)

Ex Date: Today 2026.05.21, Cash dividend 0.15 CNY

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On February 4th, Elon Musk's team visited Chinese photovoltaic companies, attracting market attention, and related companies' stock prices surged significantly in the short term. Jinko Solar's stock price skyrocketed by 36% after the news was released, and GCLSI, TZE, JSG, and others also saw significant gains. Although the companies confirmed that they hosted Musk's team, they did not disclose specific cooperation plans, and the communication is still in the preliminary stage. Analysts believe that this visit reflects the strategic layout of global tech giants in the new energy sector, with the photovoltaic industry becoming a market focus

- On February 4, rumors of Elon Musk's team visiting several Chinese photovoltaic companies sparked significant market interest, leading to notable stock price increases.  
- Despite confirming the visit, companies like JinkoSolar and LONGi Green Energy emphasized that discussions were preliminary and no formal collaborations or agreements were established.  
- Analysts warn that the current market enthusiasm is driven by speculation rather than substantial changes in fundamentals, indicating potential volatility in stock prices if concrete business developments do not follow.

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Jinko Solar

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GCLSI

Elon Musk's team visits China secretly to focus on what in the photovoltaic industry?

Jinko Solar surged 20CM to hit the daily limit. According to Jiemian News, it was learned from industry insiders that last week, Musk's team conducted research on Chinese photovoltaic companies including TZE, Jinko Solar, and JSG. Musk recently announced plans to build a photovoltaic base with an annual capacity of 200GW to support the energy needs of its ground data centers and space AI satellites. Analysts believe that to promote the scaling and commercialization of his space energy blueprint, Musk cannot avoid a deep reliance on China's core photovoltaic manufacturing capabilities and cost advantages, as China's photovoltaic manufacturing industry contributes over 70% of global capacity

- On February 4, the A-share solar sector surged, led by the space solar concept, with companies like JinkoSolar and Zhenrun New Energy hitting their price limits.  
- The catalyst for this rally was the secret visit of Elon Musk's team to multiple solar enterprises in China, focusing on technology and equipment related to heterojunction and perovskite solar cells.  
- Analysts predict that the growing demand for AI and sustainable energy solutions will continue to boost the space solar market, with Musk's plans for a solar power base supporting both ground data centers and space satellites.

The photovoltaic sector has exploded, did Musk place an order?

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The A-share space photovoltaic concept has risen again, with Jinko Solar hitting the 20% daily limit, and multiple stocks such as Shuangliang Eco-Energy, Grand Sunergy Tech, ZERUN, and Jolywood previously hitting the limit. Scenergy, JSG, and Haitai New Energy have all risen over 10%

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E Fund CSI New Energy ETF

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A-share silicon carbide concept stocks fluctuated and strengthened, with SANAN and TFME both hitting the daily limit, SICC previously hitting a 20% limit up, JSG rising over 10%, and companies like ROSHOW and others leading in gains

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According to the Zhitong Finance APP, JSG released its third-quarter report for 2025. The company's operating revenue for the first three quarters was 8.273 billion yuan, a year-on-year decrease of 42.86%. The net profit attributable to shareholders of the listed company was 901 million yuan, a year-on-year decrease of 69.56%. The net profit attributable to shareholders of the listed company after deducting non-recurring gains and losses was 755 million yuan, a year-on-year decrease of 74.12%. The basic earnings per share were 0.69 yuan

Zhitong

JSG released its performance for the first three quarters, with a net profit attributable to the parent company of 901 million yuan, a decrease of 69.56%

JSG announced that the company's directors and senior management personnel Zhu Liang, Fu Linjian, Zhang Jun, Lu Xiaowen, and Shi Gang collectively hold 11.1048 million shares, accounting for 0.85%. They plan to reduce their holdings by no more than 2.7762 million shares, accounting for 0.21%, through centralized bidding or block trading from November 8, 2025, to February 7, 2026

JSG: Zhu Liang and 4 other executives plan to reduce their holdings by 0.21%

SOXL

JSG stated on the interactive platform that Xinkailai is a customer of semiconductor precision components from its wholly-owned subsidiary Jinghong Precision

Direxion Semicon Bull 3X

JSG: New Kai Lai is a customer of semiconductor precision components for the company's wholly-owned subsidiary Jinghong Precision

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In the afternoon, the semiconductor industry chain continued to rise, with equipment and wafer foundry sectors leading the gains. Hua Hong rose over 10%, reaching a historical high. Previously, Nexchip and Shenghui Integration hit the daily limit, while Xilinx Integration, JSG, TECHSEM, and Giantec Semiconductor saw significant increases

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Giantec Semiconductor

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The semiconductor industry chain continues to rise, Hua Hong's stock has increased by over 10%, reaching a historical high

JSG(300316.SZ)