TIANYU SEMI

2658.HK opened higher and rallied in the morning session, reaching HK$39.30 by 09:46 BJ, up 5.13% from the prior close. The intraday swing spanned from a low of HK$37.50 to a high of HK$39.30, a range of approximately 4.7%. The upward move was driven by recent news of a surge in semiconductor orders, alongside the company's sharply narrowed 2025 loss to RMB 55.605 million on higher SiC epitaxial wafer sales. However, the stock remains below its 20-day (HK$42.05) and 60-day (HK$47.08) moving averages, with a year-to-date decline of 17.12% and a distance of 38.11% from its 52-week high of HK$63.50, suggesting the rebound lacks conviction without volume confirmation.

2658.HK opened sharply lower, starting the morning session at HK$39.90 but plunging quickly to a day low of HK$36.02, before consolidating in a narrow range of HK$36.12–36.55 during the afternoon, closing at HK$36.40, down 8.87% from the prior close of HK$39.94 on thin volume of just 70,200 shares (turnover rate 0.12%). The decline was largely driven by negative external media coverage, though company fundamentals showed a significantly narrowed net loss to RMB55.505 million in 2025 and a strategic partnership with EYEQ Lab for SiC epitaxial wafer supply. The stock now trades 42.68% below its 52-week high of HK$63.50 and below both the 20-day MA of HK$43.50 and 60-day MA of HK$47.34, with a year-to-date drop of 23.24%, while remaining just 7.06% above the 52-week low of HK$34.00.

Guangdong Tianyu Semiconductor staged a morning session rebound, rising 3.43% to HK$43.44 by 10:03 BJT from the previous close of HK$42.00, with an intraday swing of 6.67% between a low of HK$42.02 and a high of HK$44.82. The narrowed full-year loss to RMB55.605 million, driven by surging SiC epitaxial wafer sales, and a strategic cooperation with EYEQ Lab for SiC wafer supply offered support. However, the stock remains 31.59% below its 52-week high of HK$63.5, trades below both its 20-day MA (HK$46.558) and 60-day MA (HK$48.05), and is down 8.39% year-to-date, suggesting lingering headwinds.

Guangdong Tianyu Semiconductor experienced a sharp intraday reversal, opening flat at HKD 44.380 but declining through the morning session, then accelerating losses in the afternoon to close at HKD 42.020, down 5.32% from the previous close of HKD 44.380, with total turnover of 38,450 shares and a turnover rate of just 0.07%. The company's 2025 annual report showed a sharply narrowed net loss to RMB 55.605 million on surging SiC epitaxial wafer sales, indicating fundamental improvement; however, the stock hit an intraday low of HKD 42.020, now 33.83% below its 52-week high of HKD 63.50, and remains below both its 20-day MA (HKD 46.837) and 60-day MA (HKD 48.11), highlighting technical weakness. Though a strategic cooperation with EYEQ Lab to supply SiC epitaxial wafers may bolster future demand.

Guangdong Tianyu Semiconductor opened high and then retreated in the morning session, last trading at HKD 46.46, flat from the previous close, after hitting an intraday high of HKD 49.54. The move was driven by a sharply narrowed 2025 loss to RMB 55.605 million on surging SiC wafer sales, but the stock remains below its 20-day (HKD 47.69) and 60-day (HKD 48.075) moving averages, 26.83% off its 52-week high of HKD 63.5, and down 2.02% year-to-date, reflecting lingering valuation concerns. Though a strategic SiC epitaxial wafer supply deal with EYEQ Lab underpins long-term demand.