Specialty Chemicals

Sz-lsi

Leading Semiconductor released FY2026 Q1 earnings on April 23 Pre-Market (BJT), actual revenue CNY 895.8 M, actual EPS CNY 0.33

Leading Semiconductor to Release FY2025 Earnings on April 24 After-Market BJT

Leading Semiconductor FY2026 Q1 Earning Release on April 24, Pre-Market (BJT)

Leading Semiconductor released FY2025 Q4 earnings on March 2 After-Market (BJT), actual revenue CNY 399.73 M, actual EPS CNY -0.1708

Sz-lsi released FY2025 annual earnings on March 2 After-Market BJT, actual revenue CNY 550.29 M, actual EPS CNY -0.58

Original released FY2025 9 Months Earnings on October 29 Pre-Market (BJT), actual revenue CNY 150.56 M, actual EPS CNY -0.3981

Original released FY2025 Q3 earnings on October 29 Pre-Market (BJT), actual revenue CNY 46.39 M, actual EPS CNY -0.0975

Original FY2025 Q3 Earning Release on October 30, 2025 Pre-Market BJT

Original released FY2025 Q2 earnings on August 29 Pre-Market (BJT), actual revenue CNY 52.99 M, actual EPS CNY -0.1106

Original released FY2025 Semi-Annual earnings on August 29 Pre-Market (BJT), actual revenue CNY 104.18 M, actual EPS CNY -0.3

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

Zhizheng Share Expected to Report Loss of $2.2M to $3M in H1 2025

Zhi Zheng Shareholder Updates Stock Pledge Status

Zhizheng Shares Receives Arbitration Notice Involving Equity Transfer Dispute

Zhizheng Shares Plans Major Asset Restructuring

Zhang Bin Resigns as Vice President of Zhengzheng Corporation

Company Holds Earnings Briefing to Introduce 2024 Operating Results and 2025 Q1 Plans

Zhizheng Shares Report Net Loss of 14.23 Million in Q1 2025

Original released FY2025 Q1 earnings on April 28 During-Market (BJT), actual revenue CNY 51.19 M, actual EPS CNY -0.19

Original to Release FY2025 Q1 Earnings Report on April 29 During Market Hours (BJT)

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603991

002371

301629

600895

The A-share semiconductor sector experienced a volatile rebound, with Shenghui Integrated hitting the daily limit, Original approaching the daily limit, and ZJHTC, NAURA, SIDEA, and Both showing significant gains

Wallstreetcn

Both

NAURA

SIDEA

ZJHTC

Original announced that the company plans to acquire equity and control of Advanced Packaging Materials International Limited through significant asset swaps, issuing shares, and cash payments, while divesting 100% equity of Shanghai Original New Materials Co., Ltd. and raising funds. In September 2025, the company received approval from the China Securities Regulatory Commission for the registration application of this transaction. As of now, the company is advancing the implementation work with the counterparty and has obtained the overseas investment project filing notice from the National Development and Reform Commission, but has not completed the overseas investment filing procedures with the business department. The company will continue to promote and disclose progress in a timely manner

Zhitong

Original: Major asset replacement and other transactions have not been completed, and implementation work is being promoted

SOXL

ASMPT rose over 5%, as of the time of writing, up 6.60%, priced at HKD 75.95, with a transaction volume of HKD 495 million. In terms of news, Original recently announced that the China Securities Regulatory Commission has approved the company's major asset restructuring plan. In this restructuring, Original plans to acquire 87.47% of Advanced Packaging Materials International Limited (AAMI) for a transaction price of RMB 3.069 billion, while divesting its traditional cable materials business and introducing ASMPT Holding, a wholly-owned subsidiary of the global semiconductor packaging equipment leader ASMPT, as an important shareholder of the company. Media reports suggest that this is considered a pioneering demonstration of A-share listed companies introducing international semiconductor leading shareholders, which will strongly promote international cooperation in the semiconductor industry. Everbright Securities International stated that under expectations of monetary easing, Hong Kong stock valuations and profit growth potential are favored by the market, especially for leading companies in the technology, finance, and consumer sectors, which are expected to see more active performance driven by favorable policies and capital

Direxion Semicon Bull 3X

Understanding the Market | ASMPT rises over 5%, wholly-owned subsidiary will become an important shareholder of Original, strongly promoting international cooperation in the semiconductor industry

Original has been approved by the CSRC for a significant asset swap, planning to acquire equity in Advanced Packaging Materials International Limited through the issuance of shares and cash payment, while divesting 100% equity of Shanghai Original New Materials Co., Ltd., and raising no more than 1 billion yuan in supporting funds

Original's major asset replacement matter has been approved for registration by the Securities Regulatory Commission

According to the Zhitong Finance APP, Original disclosed its semi-annual report for 2025, reporting revenue of 104 million yuan during the reporting period, a year-on-year increase of 6.03%; the net profit attributable to the parent company was a loss of 22.65 million yuan; the net profit excluding non-recurring gains and losses was a loss of 23.49 million yuan; basic earnings per share were -0.30 yuan

Original released its semi-annual performance, with a net loss attributable to the parent company of 22.65 million yuan

Original's major asset restructuring project has recently been approved by the Shanghai Stock Exchange, marking the first "cross-border share swap" A-share merger project under the new regulations. This transaction adopts the model of "asset replacement + cross-border share swap" to acquire AAMI, a global top five semiconductor lead frame supplier. This move is seen as an innovation for A-share companies to introduce international shareholders, and it is expected to enhance the certainty and convenience of cross-border mergers and acquisitions, promoting the internationalization process of the A-share market

The first "cross-border share swap" approved after the new regulations paves the way for foreign investors to participate in A-shares

On the evening of August 4th, Original announced that the company plans to acquire the equity and control of Advanced Packaging Materials International Limited through a major asset swap, issuance of shares, and cash payment, while divesting 100% equity of Shanghai Original New Materials Co., Ltd. and raising matching funds. The Shanghai Stock Exchange's M&A Review Committee is scheduled to hold a review meeting on August 11th to examine the company's application for this transaction

Original: The Shanghai Stock Exchange is scheduled to review the company's restructuring matters on August 11

On July 15th, Original responded to investor inquiries on the interactive platform, stating that the company's major asset restructuring is currently progressing in an orderly manner. The company will fulfill its information disclosure obligations in stages and in a timely manner based on the progress of related matters

Original: Significant asset restructuring matters are being carried out in an orderly manner

Original announced that its controlling shareholder, Zhengxin Tongchuang, has lifted the pledge on 3 million shares, accounting for 14.91% of its holdings and 4.02% of the company's total share capital. At the same time, Zhengxin Tongchuang will pledge 3 million unrestricted tradable shares, with the pledge starting on June 17, 2025. The pledgee is Shanghai Pudong Development Bank Shenzhen Branch, and the pledged financing funds will be used to provide guarantees for the actual controller, Wang Qiang. As of the announcement date, Zhengxin Tongchuang has cumulatively pledged 15 million shares, accounting for 74.54% of its holdings

Original: The controlling shareholder pledged 3 million shares

Sz-lsi(603991.SH)