A[September 1st Evening News Selection]
1. The exchange formulates L2 market usage specifications to strictly prevent the abuse and improper dissemination of market data, and prevent the use of data advantages to "detour and jump ahead" to further maintain market fairness.
2. The Ministry of Finance and the State Administration of Taxation have clarified that starting from September 1, foreign individuals shall pay individual tax at a rate of 20% on dividend income received from foreign-invested enterprises.
3. Affected by rising energy prices, rising inflation expectations, and changes in major central bank monetary policy expectations, the world's major government bond yields have generally risen. The U.S. 30-year Treasury bond yield once rose to 5.28%, approaching a recent high.
4. The electronic cloth sector fell sharply today. Many leading electronic cloth companies responded that the overall downstream demand is relatively strong. Listed companies mainly focus on expanding production, and the price after expansion still depends on demand.
5. Storage shortages are difficult to solve. 70% of Samsung's production capacity is locked until 2031, and HBM's spot price has risen to four times the contract price.
6. Company news: ① 7-Link Haiou Live: If the company’s stock price rises further abnormally in the future, the company may apply for a trading suspension for verification. ② Zhongji InnoLight: It repurchased 374,100 shares for the first time on September 1, with a payment of 318 million yuan. ③Huahong Grace: It is planned to increase capital in the third phase of Wuxi Huahong Grace to build a 12-inch specialty process wafer foundry production line with a monthly production capacity of approximately 55,000 pieces/month. ④VeriSilicon: The third largest shareholder, Big Fund, reduced its holdings of 494,700 company shares on August 31 and is no longer a shareholder holding more than 5% of the shares. ⑤ Ruisikonda: Two directors were sentenced to one year and six months in prison and fined 1 million yuan for illegally disclosing important information. B[Huahong Grace: It plans to invest in the third phase of Wuxi Huahong Grace to build a 12-inch specialty process wafer foundry production line with a monthly production capacity of approximately 55,000 pieces/month] On September 1st, Huahong Grace (688347.SH) announced that the company and the entire Shanghai Huahong Grace, its subsidiary, plans to increase capital in Wuxi Huahong Grace Semiconductor Co., Ltd. Phase 3 together with Wuxi Xihong Guoxin Phase II, Huaxin Dingxin, and China Development Bank to build a 12-inch specialty process wafer foundry production line with a monthly production capacity of approximately 55,000 pieces. After the completion of this investment, the registered capital of the target company will reach US$4.17 billion, of which the company will invest US$1.0425 billion and Shanghai Huahong Grace will invest US$1.0842 billion. This investment still needs to be submitted to the shareholders' meeting for review. B[Northern Huachuang President Dong Boyu: This year, wafer fab customers have begun to proactively initiate joint research with the company and promote collaborative innovation] "Science and Technology Innovation Board Daily" reported on the 1st that Dong Boyu, the president of Northern Huachuang, said in a speech at the 2026 CEPEA main forum that before 2025, the domestic semiconductor industry will be highly dependent on the industrial path and the iteration speed of the equipment link will be slow. But he also said, "Starting from 2026, we have deeply felt that wafer fab customers have begun to proactively initiate joint research with Northern Huachuang to promote collaborative innovation, return to the underlying technical logic, explore and define semiconductor equipment development, and move from early parameter benchmarking to real solution design. The proportion of forward design of product technology has increased significantly." (Guo Hui, reporter of Science and Technology Innovation Board Daily) A[Saewei Microelectronics: Net profit in the first half of the year was 31.1654 million yuan, a year-on-year decrease of 20.79%] On August 30, Saiwei Microelectronics (688325.SH) announced that in the first half of 2026, the company achieved total operating income of 245 million yuan, a year-on-year increase of 11.98%; the net profit attributable to shareholders of listed companies was 31.1654 million yuan, a year-on-year decrease of 20.79%. During the reporting period, changes in operating performance were mainly affected by two factors: First, since 2026, the relationship between supply and demand of production capacity in semiconductor wafer foundry and packaging and testing has been tight, prices in related links in the supply chain have risen, and the increase in raw material costs has not yet been fully transmitted to the selling prices of end products; second, the company has continued to increase investment in research and development, and research and development expenses in this period have increased, and corresponding asset impairment provisions have been made, which together have a phased impact on the current profit level.
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