B[Yinhe Microelectronics: Plans to purchase 100% equity of Hengtike Transaction price 645 million yuan] On October 16, Galaxy Microelectronics (688689.SH) announced that the company plans to purchase 100% of the equity of Hengtike held by three shareholders, Shanghai Zhineng Hengxin Industrial Electronics Co., Ltd., Gongqingcheng Mingnuo Investment Partnership (Limited Partnership), and Tianmu Yulin (Shanghai) Technology Co., Ltd., and raise supporting funds through the issuance of shares. The transaction price is 645 million yuan. The target company Hengtike is a national-level specialized and new "little giant" enterprise mainly engaged in the research, development, and sales of power semiconductor products and providing related technical consulting and technical services. Its products are widely used in engineering machinery, drones, photovoltaics, energy storage and other fields. B[Shengshi Technology: The humanoid robot business is advancing in an orderly manner Revenue in the first half of the year does not exceed 2%] On October 14th, Shengshi Technology (002990.SZ) issued an announcement on abnormal stock trading fluctuations, regarding the intelligent computing business that the market is concerned about. The intelligent computing business is a new business of the company. The advancement of the intelligent computing business is affected by industry policies, market environment, technological progress, customer operations, etc. Affected by factors, there is uncertainty about whether it can continue to maintain rapid growth; regarding the humanoid robot business that the market is concerned about, the company's humanoid robot business is advancing in an orderly manner. In the first half of 2026, the operating income of humanoid robots will account for no more than 2% of the company's operating income, and will not have a significant impact on the company's operating performance. B[3 days and 2 boards Laimei Pharmaceutical: Nanocarbon-iron combined radiotherapy is still in phase II clinical trials] On October 14th, Laimei Pharmaceutical (300006.SZ) issued an announcement of abnormal stock trading fluctuations. The company is concerned that the market and media have recently paid attention to the clinical trials of the company’s nanocarbon-iron suspension injection (CNSI-Fe) (referred to as nanocarbon-iron). This matter is mainly due to the company's holding subsidiary Ingrui Medicine recently publishing academic papers on the Phase I clinical trial of its independently developed nanocarbon iron in relevant academic journals, as well as the interpretation of clinical trial results or individual case results disclosed by relevant partner hospitals. As of now, nanocarbon iron combined with radiotherapy is still in the phase II clinical trial stage. Subsequently, the results of the phase II clinical trial of combined radiotherapy must be used to advance the application for breakthrough therapy designation, or conduct phase III clinical trials, apply for drug marketing authorization (NDA) and other core links. There are major uncertainties in the above-mentioned core links, and there are risks such as the results of phase II clinical trials not meeting expectations, the inability to apply for or be approved for breakthrough therapy designation, the inability to conduct or complete phase III clinical trials, the inability to submit or approve NDA, and the delay in review and approval progress. B[Decai Shares, 3 boards in 4 days: Fantasy Infinite, its controlling subsidiary, is still at a loss] On October 12, Decai Shares (605287.SH) announced that the company has noticed that concepts related to comic drama production have become more popular in the capital market recently, and the secondary market performance of related sectors has been relatively active. Some media reported that the company’s controlling subsidiary, Fantasy Infinite, is involved in related concepts. Qixiang Wuxian was established on December 5, 2025. In the first half of 2026, Qixiang Wuxian achieved operating income of 24.5709 million yuan and a net profit of -5.6217 million yuan. It is still in the business development stage, the revenue scale is small and it is still in a state of loss, which has not had a significant impact on the company's operating performance. 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.
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