B[2 consecutive North China Pharmaceuticals: Injectable streptomycin sulfate sales revenue is small] On October 9th, North China Pharmaceuticals (600812.SH) announced that the company's stock had a cumulative deviation of 20% from the closing price increase for three consecutive trading days on September 30, October 8, and October 9, 2026, which was an abnormal fluctuation in stock trading. The company is concerned that the market has recently paid high attention to hot concepts related to "plague". After verification, the company's instructions for Streptomycin Sulfate for Injection show that its indications include the treatment of tularemia alone, or in combination with other antibacterial drugs for the treatment of plague, inguinal granuloma, brucellosis, rat-bite fever, etc. This product is a traditional antibiotic variety of the company. The sales revenue of this product in 2025 and January-June 2026 will be small and will not have a significant impact on the company's overall operating performance. Except for the above, the Company has not found any other media reports or market rumors that may have a significant impact on the trading price of the Company's shares. A[Jin Longyu: The company’s solid-state battery business is still in the stage of production capacity construction and downstream customer expansion] On October 8, Jin Longyu (002882.SZ) announced that the company’s stock’s daily closing price increase deviation exceeded 20% in three consecutive trading days on September 29, September 30, and October 8, 2026, which was an abnormal fluctuation in stock trading. The company's solid-state battery business is still in the stage of production capacity construction and downstream customer expansion. Although it has received small batch orders, it has not yet formed long-term stable income, and it will not have a significant impact on the company's overall performance for the time being. Affected by factors such as macroeconomics, industry policies, market environment changes, construction project progress and other factors, the project also faces the risk that industrialization and commercialization will not meet expectations. B[Xinya Processing: Not engaged in the R&D and production of all-solid-state battery materials and electrolyte products] On October 7, Xinya Processing (002388.SZ) issued an announcement of abnormal stock trading fluctuations. The company is not engaged in the R&D and production of all-solid-state battery materials and electrolyte products, and semi-solid battery products have not generated operating income. The company's business does not involve the research, development and production of vinylene carbonate. The company's output of lithium hexafluorophosphate in 2025 will be 1,119.60 tons, and its external sales will be 363.48 tons. The operating income generated by the external sales part will be 27.8693 million yuan, accounting for 1.44% of the company's 2025 operating income. From January to June 2026, the output of lithium hexafluorophosphate was 1,682.49 tons, and the external sales were 921.53 tons. The operating income achieved by the external sales part was approximately 83.45 million yuan. It will account for approximately 9% of the company's operating income in the first half of 2026, and its contribution to the company's operating income will be limited. This business may face the impact of uncertain factors such as industry policies and market environment in the future. There may be risks such as industry cycles and market competition, and the impact on the company's future performance is uncertain. A[JAC: There is indeed an intention to discuss cooperation with Huawei and Stellantis, but the content and form of cooperation have not been determined] On September 30, Jianghuai Automobile (600418.SH) announced that the company’s stock’s closing price increase deviation for three consecutive trading days on September 28, 29, and 30 exceeded a cumulative value of more than 20%, which was an abnormal fluctuation in stock trading. Recently, the company has noticed that some media have published reports on relevant media platforms that the company intends to cooperate with Huawei and Stellantis. After verification, the company, Huawei and Stellantis do have intentions to discuss cooperation. However, the content and form of cooperation have not been determined, and no binding formal agreement has been signed. There is still great uncertainty in the advancement of subsequent related cooperation matters. B[2-plate Xiangyang Bearing: Some of the company's precision bearing products can be used in harmonic reducers, etc. Product trial production has been completed and samples have been sent] On September 28, Xiangyang Bearing (000678.SZ) disclosed abnormal stock trading fluctuations, stating that the company is mainly engaged in the production, scientific research, sales and related businesses of automobile bearings and their parts. The main products are automobile bearings, constant velocity universal joints, wheel hub bearing units, etc. Some of the company's precision bearing products can be used in harmonic reducers, RV reducers, etc. The product trial production has been completed and samples have been sent. So far, the cumulative operating income is 131,400 yuan, which does not involve overseas customers. It accounts for a low proportion of the company's overall operating income and has not yet achieved profitability. The business is still in the market expansion stage and there are uncertainties. The related business will not have a significant impact on the company's performance in the short term. B[2-connected Jitai Co., Ltd.: Liquid-cooled silicone oil did not achieve any sales in the first half of 2026 and the product is currently in the internal application verification stage] On September 27, Jitai Co., Ltd. (002909.SZ) announced abnormal stock trading fluctuations. In the first half of 2026, the company's overall sales revenue from the new energy field business was 28.4545 million yuan, accounting for 5.88% of the company's operating income, which is a low proportion. The operating conditions of this business are affected by factors such as changes in downstream industry policies and market demand, market competition, customer verification progress, etc. There is uncertainty in future business development and its impact on the company's operating performance. The company's liquid cooling silicone oil did not achieve any sales in the first half of 2026. The product is currently in the internal application verification stage and needs to be simultaneously verified by customers; only after the relevant verification is completed and meets the requirements can it enter the small batch production stage. There are uncertainties in the verification progress and results of related products, small batch production progress, customer introduction, subsequent order acquisition and large-scale sales. B[Fuxin Technology: There are uncertainties in the progress of Micro TEC-related business expansion, follow-up order size and profit contribution] On September 23, Fuxin Technology (688662.SH) issued an announcement of abnormal stock trading fluctuations. The company's current operating income mainly comes from the consumer electronics field, and business income from the communications field accounts for a low proportion. In the field of communications, the company achieved sales revenue of 56.1646 million yuan in the first half of 2026, accounting for 19.19% of operating revenue. Among them, Micro TEC, which is used in 400G and 800G high-speed optical modules, has been supplied in batches, and Micro TEC, which is used in 1.6T high-speed optical modules. TEC is supplied in small batches, with a total sales revenue of 35.8397 million yuan in the first half of 2026. The current orders are mainly for MicroTEC of 400G and 800G high-speed optical modules; TEC used in CPO's new packaging technology is in the sample delivery verification stage. Due to the long verification cycle of TEC products used in the communications field, it is not expected to have an impact on revenue in 2026. The company solemnly reminds that the progress of Micro TEC related business expansion, the scale of subsequent orders and profit contribution depend on customer demand, and there are uncertainties. B[China Plastics: The stock price rose significantly on the first day of listing and issued a risk warning announcement] On September 22, China Plastics (301686.SZ) announced that the company’s shares were listed on the Shenzhen Stock Exchange GEM on September 22, 2026, with an issue price of 55.28 yuan/share, and the closing price on the first day of listing was 433.00 yuan/share, an increase of 683.29%, which significantly deviated from the industry valuation level. The company's static price-to-earnings ratio is 168.38 times and its price-to-book ratio is 17.14 times, which is much higher than the industry average of 29.02 times and 2.26 times. The company reminded that there are risks such as raw material price fluctuations, supply stability, and gross profit margin decline. Short-term stock price fluctuations have intensified, and there is the risk of a sharp correction after a rapid rise. After verification, the company's daily operations have not undergone major changes, and there are no major matters that should be disclosed but have not been disclosed. B[2-connected board Aiai Precision: The company, the acquirer Shanghai Yusheng and its controlling shareholders are not involved in indium phosphide-related business] On September 22, Aiai Precision (603580.SH) issued an announcement of abnormal stock trading fluctuations. The company’s main business is light conveyor belt business and precision metal structural parts and electronic components business. As of now, the company’s main business has not changed significantly. The company, the acquirer Shanghai Yusheng and its controlling shareholders are not involved in indium phosphide-related business. As of now, Shanghai Yusheng, its controlling shareholder Guangxi Yusheng, and actual controller Yuan Yuan have no clear plans to sell, merge, jointly invest or cooperate with others in the assets and businesses of the listed company and its subsidiaries within the next 12 months, or have a clear reorganization plan for the listed company to purchase or replace assets.
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