Semiconductor Materials and Equipment

S-king

S-king released FY2026 Q1 earnings on April 27 After-Market (BJT), actual revenue CNY 188.01 M, actual EPS CNY 0.29

S-king to Release FY2026 Q1 Earnings on April 28 After-Market (BJT)

S-king to Release FY2025 Annual Earnings on April 17 During Market Hours (BJT)

S-king released FY2025 Q4 earnings on February 27 During-Market (BJT), actual revenue CNY 144.69 M, actual EPS CNY -0.0356

S-king released FY2025 annual earnings on February 27 During-Market (BJT), actual revenue CNY 672.69 M, actual EPS CNY 0.26

S-king released FY2025 Q3 earnings on October 24 After-Market BJT, actual revenue CNY 168.16 M, actual EPS CNY 0.0795

S-king released FY2025 9 Months earnings on October 24 After-Market (BJT), actual revenue CNY 527.73 M, actual EPS CNY 0.298

S-king FY2025 Q3 Earnings Release Scheduled for October 25 After-Market BJT

S-king released FY2025 Semi-Annual Earnings on August 21 Pre-Market (BJT), Actual Revenue: CNY 359.57 M, Actual EPS: CNY 0.22

S-king released FY2025 Q2 earnings on August 21 Pre-Market (BJT), actual revenue CNY 180.88 M, actual EPS CNY 0.0685

S-king FY2025 Semi-Annual Earnings Release on August 22, 2025 (BJT)

Senior executive Qin Chao of Shenkeda reduces 10,000 shares

Senior Executives of Shenzhen Keda Cut 5000 Shares

Senior Executive Qin Chao of Shenzhen Keda Reduced Shares by 5000 Shares

Shenkeda Plans to Acquire 16.92% Equity in Shenzhen Limatec

Sinokedia Inc. reported a net loss of 106 million yuan in 2024

Significant Growth in Shenkeda's Revenue and Net Profit in Q1 2025

S-king released FY2025 Q1 earnings on April 27 After-Market (BJT), actual revenue CNY 178.69 M, actual EPS CNY 0.15

S-king FY2025 Q1 Earnings Release Scheduled for April 28, After-Market BJT

S-king to Release FY2024 Annual Earnings Report on April 28 After-Market BJT

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China's AI labs are racing to release new models before the Lunar New Year. Zhipu AI plans to launch its GLM-5 model, featuring significant enhancements, while MiniMax will update its M2.1 model with coding improvements. This follows recent releases from Alibaba and Moonshot AI. The festive season is crucial for product visibility, with major firms like Tencent and Baidu offering substantial giveaways to attract users. Despite speculation, DeepSeek is not expected to release a major update this year, focusing instead on minor improvements to its existing models.

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China’s AI labs race to debut latest models before Lunar New Year

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China has conditionally approved DeepSeek, a Chinese AI startup, to purchase Nvidia's H200 chips, alleviating concerns about reduced demand for Nvidia's high-end processors. The approval, which is still subject to final regulatory conditions, follows similar permissions granted to major firms like ByteDance and Alibaba. Despite earlier fears that DeepSeek's low-cost AI model would impact Nvidia's sales, the move indicates ongoing reliance on Nvidia's advanced technology. Nvidia shares experienced a slight decline following the news, closing at $191.13.

- China has approved DeepSeek to purchase Nvidia's H200 AI chips, pending final regulatory conditions.  
- This approval follows news about ByteDance, Alibaba, and Tencent being allowed to buy over 400,000 H200 chips, amid ongoing US-China tech tensions.  
- DeepSeek's potential acquisition of these chips suggests a sustained reliance on Nvidia's technology, contrary to earlier market fears regarding demand for high-end AI processors.

benzinga_article

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ChinaAMC SSE STAR Semiconductor Material & Equipment Thematic ETF

Tianhong CSI Computer Theme ETF

GTJA Allianz CSI All Share Semiconductors & Semiconductor Equipment ETF

China Southern CSI Semiconductor Industry Custom ETF

Guotai CES Semiconductor Chip Industry ETF

GraniteShares 2x Long NVDA Daily ETF

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Direxion Semicon Bull 3X

DeepSeek Turns Nvidia Customer As China Approves H200 Chip Purchases: Report

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Chinese AI start-up DeepSeek has launched an upgraded OCR model, DeepSeek-OCR 2, utilizing Alibaba Cloud's open-source Qwen2-0.5b to enhance performance. This update, which follows the original model's release just three months prior, demonstrates the growing influence of China's open-source ecosystem in AI development. The new model achieved a 3.73% performance improvement over its predecessor and has been open-sourced on Hugging Face. DeepSeek aims to refine its architecture for broader applications while addressing previous criticisms regarding its original model's performance.

- Chinese start-up DeepSeek has introduced an upgraded optical character recognition (OCR) model, DeepSeek-OCR 2, using Alibaba Cloud’s Qwen2-0.5b for better performance.  
- The new version demonstrates a 3.73% performance improvement over the original model which used Microsoft's CLIP, highlighting the increasing collaboration within China's open-source AI ecosystem.  
- DeepSeek aims to refine its OCR technology for diverse applications, in light of recent critiques regarding the original model's performance inconsistencies.

KraneShares 2x Long BABA Daily ETF

YieldMax BABA Option Income Strategy ETF

BABA 2x Long Daily ETF - GraniteShares

DeepSeek taps Alibaba open-source AI technology to boost OCR performance

S-king announced that its revenue for the third quarter was 168 million yuan, a year-on-year increase of 2.59%; net profit was 7.2703 million yuan. Revenue for the first three quarters was 528 million yuan, a year-on-year increase of 30.52%; net profit was 27.8745 million yuan

Zhitong

S-king: The net profit for the third quarter was 7.2703 million yuan

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CPO and other computing hardware stocks continue to rebound, S-king rose over 10%, HGTECH hit the daily limit, Eoptolink rose over 6%, JOVE and AFR had the highest gains

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CPO and other computing hardware stocks continue to rebound, S-king rises over 10%

S-king executive Zhou Erqing plans to increase his holdings in the company within six months starting from September 10, 2025, with an amount between 2.88 million yuan and 4 million yuan. This move is based on confidence in the company's future development and recognition of the long-term investment value of the stock, and the increase will be conducted through the trading system of the Shanghai Stock Exchange

S-king executive Zhou Erqing plans to increase his holdings in the company by 2.88 million to 4 million yuan

S-king announced that the director and deputy general manager Zhang Xinming holds 3.3509 million shares, accounting for 3.55% of the company's total share capital. He plans to reduce his holdings by no more than 830,000 shares, or no more than 0.88% of the company's total share capital, through centralized bidding or block trading from September 17, 2025, to December 16, 2025. The shares were acquired before the IPO, and the reduction price will be determined at market price

S-king: Director Zhang Xinming plans to reduce his holdings by 0.88%

According to the Zhitong Finance APP, S-king released its semi-annual report for 2025. During the reporting period, the company achieved operating revenue of 360 million yuan, a year-on-year increase of 49.57%. The net profit attributable to shareholders of the listed company was 20.6042 million yuan. The net profit attributable to shareholders of the listed company after deducting non-recurring gains and losses was 19.5221 million yuan. The basic earnings per share were 0.22 yuan

S-king released its performance for the first half of the year, turning a loss into a profit of 20.6042 million yuan

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CPO, copper cable high-speed connection and other computing hardware stocks have rebounded from the bottom, with EverProX and Yidong Electronics rising over 10%, S-king, Industrial Fulian, and AXNMC rising over 5%, while T&S, YOFC, Kecuan Technology, Shijia Photon, and Zhishang Technology also followed suit. On the news front, NVIDIA closed up 3.62% last night at $180 per share, setting a new closing high

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Computing power hardware stocks rebound from the bottom, EverProX rises over 10%

S-king(688328.SH)