Specialty Chemicals

LIANHE TECHNOLOGY

Lianhe Technology released FY2026 Q1 earnings on April 27 After-Market (BJT), actual revenue CNY 1.963 B, actual EPS CNY 0.1132

LIANHE TECHNOLOGY released FY2025 Q4 earnings on April 23 After-Market (BJT), actual revenue CNY 1.712 B, actual EPS CNY 0.0508

LIANHE TECHNOLOGY released FY2025 annual earnings on April 23 After-Market (BJT), actual revenue CNY 6.43 B (forecast CNY 6.332 B), actual EPS CNY 0.3976 (forecast CNY 0.55)

LIANHE TECHNOLOGY to Release FY2026 Q1 Earnings on April 28 After-Market (BJT)

LIANHE TECHNOLOGY to Release FY2025 Earnings on April 24 After-Market (BJT), Forecast Revenue CNY 6.332 B, EPS CNY 0.55

LIANHE TECHNOLOGY released FY2025 Q3 earnings on October 27 After-Market (BJT), actual revenue CNY 1.569 B, actual EPS CNY 0.1008

LIANHE TECHNOLOGY released FY2025 9 Months earnings on October 27 After-Market BJT, actual revenue CNY 4.718 B, actual EPS CNY 0.3464

LIANHE TECHNOLOGY to Release FY2025 Q3 Earnings Report on October 28 After-Market BJT

LIANHE TECHNOLOGY released FY2025 Q2 earnings on August 26 Pre-Market (BJT), actual revenue CNY 1.64 B, actual EPS CNY 0.1909

LIANHE TECHNOLOGY released FY2025 Semi-Annual earnings on August 26 Pre-Market (BJT), actual revenue CNY 3.15 B, actual EPS CNY 0.2457

LIANHE TECHNOLOGY FY2025 Semi-Annual Earning Release on August 27, 2025 (BJT)

Lianhua Technology Responds to Rumors of Employee Wage Arrears

China Minsheng Bank Securities Upgrades Lucantech's Rating to Buy

China Minsheng Bank Securities Gives Buy Rating to Lucn Tech

Lianhua Technology Responds to Kamine Capacity and Sales Strategy

Lianhua Technology Responds to K Amine Price Increase Impact on Profit

Lianhua Tech Stock Price Plummets, Net Sell-off by Market Speculators

BC Securities Research Report Gives Buy Rating to Lucant Technology

Market Sentiment Improves, Suggest Rotational Trading Strategy

Youdao Chemical Explosion Fuels Luohua Tech's Stock Surge

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SOXL

TSMX

TSMG

SOXX

TSMZ

FTXL

Asian chip stocks fell due to concerns over rising raw-material costs and the impact of the ongoing Middle East conflict. Oil prices surged past $100 a barrel, affecting semiconductor companies like TSMC, MediaTek, and SK Hynix, which saw significant declines. The Kospi index dropped over 8%, leading to a temporary trading halt. Analysts suggest that while the conflict may not derail global AI investment, it could slow tech spending in 2026. However, some view the current dip as a buying opportunity, with Goldman Sachs noting attractive valuations in Korea's semiconductor market.

MorningStar

Invesco Semiconductors ETF

GraniteShares 2x Long TSM Daily ETF

Direxion Semicon Bull 3X

Direxion Daily TSM Bull 2X Shares

Leverage Shares 2X Long TSM Daily ETF

VanEck Semiconductor ETF

iShares Semiconductor ETF

Direxion Daily TSM Bear 1X Shares

SPDR S&P Semicon

First Trust Nasdaq Food & Semicon

Taiwan Semiconductor

Asia Chip Stocks Fall as Middle East Conflict Continues

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At MWC 2026, Fibocom and MediaTek launched a flagship CPE solution featuring the FG390 5G module and Filogic 8800 Wi-Fi 8 chipset. This integration enhances connectivity with reduced interference, extended coverage, and lower latency, supporting over 200 devices simultaneously. The solution is designed for AI applications and aims to redefine fixed wireless access (FWA) as a key driver for intelligent networking. Both companies emphasize their long-term partnership to innovate and advance technologies for global connectivity solutions.

fidelity

MediaTek

Fullgoal CSI Communication Equipment Thematic ETF

First Trust Index NextG ETF

Guotai CSI All Share Communications Equipment ETF

Harvest CNI Communication ETF

Guotai CSI All Share Integrated Circuit ETF

MWC 2026 | Fibocom and MediaTek Launch Flagship Wi-Fi 8 CPE Solution

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The domestic fertilizer market has recently seen a general price increase, with major varieties rising in price. Among the 63 stocks in the A-share fertilizer and pesticide sector, 35 have released performance forecasts for 2025, with 13 stocks expected to see a year-on-year increase in net profit attributable to shareholders, and 7 stocks expected to turn losses into profits. Since the beginning of the year, fertilizer and pesticide stocks with good performance have attracted institutional attention, with 5 stocks expected to increase performance or turn losses into profits receiving research from more than 10 institutions, with RAINBOW CHEMICAL, Qinghai Yanhu Industry, and LIANHE TECHNOLOGY being researched by a larger number of institutions

36Kr

RAINBOW CHEMICAL

Qinghai Yanhu Industry

The domestic fertilizer market is showing a general upward trend, with 20 fertilizer and pesticide stocks performing well

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Caitong Securities released a research report indicating that phosphoramidite monomers play a key role in the development of small nucleic acid drugs, and demand is expected to grow significantly in the future. According to predictions from sphericalinsights, global sales of nucleotides will reach USD 730 million in 2023, with China being the largest production market, primarily focused on exports. Small nucleic acid drugs are considered potential treatment options for various diseases due to their unique molecular structure and therapeutic mechanisms, and companies within the supply chains of multinational pharmaceutical companies are expected to benefit from this

Zhitong

Jibeier Pharmaceutical

SDKX

Furui Co.,Ltd.

Mabwell

Caitong Securities: The demand for phosphonamide monomers will flourish, and multinational pharmaceutical companies' supply chain enterprises are expected to benefit

According to the Zhitong Finance APP, LIANHE TECHNOLOGY released its third-quarter report for 2025. In the first three quarters, the company achieved operating revenue of 4.718 billion yuan, a year-on-year increase of 8.25%. The net profit attributable to shareholders of the listed company was 316 million yuan, a year-on-year increase of 871.65%. The net profit attributable to shareholders of the listed company after deducting non-recurring gains and losses was 300 million yuan, a year-on-year increase of 1504.44%

LIANHE TECHNOLOGY released its performance for the first three quarters, with a net profit attributable to the parent company of 316 million yuan, a year-on-year increase of 871.65%

36Kr learned that LIANHE TECHNOLOGY stated on the interactive platform that the company has currently established cooperation and close connections with several leading new energy enterprises, including battery manufacturers and electrolyte manufacturers

LIANHE TECHNOLOGY: Has established cooperation with multiple leading companies in the new energy sector

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Choice data shows that the "national team" increased its holdings in 14 stocks in the second quarter, namely Dabeinong, RTGF, Zhenhua Heavy Industries, Tasly, LIANHE TECHNOLOGY, Zoomlion, Shaanxi Natural Gas, Tongbao Energy, Jingwei Hirain, CTC, HCNC, DS, Jiajiayue, and CITIC Special Steel

RTGF

HCNC

Jiajiayue

The "National Team" fund flow exposure Q2 increased stock list overview

On the evening of August 26, LIANHE TECHNOLOGY disclosed its semi-annual report, stating that the company achieved operating revenue of 3.15 billion yuan in the first half of the year, a year-on-year increase of 5.76%; the net profit attributable to shareholders of the listed company was 224 million yuan, a year-on-year increase of 1481.94%; basic earnings per share were 0.2457 yuan

LIANHE TECHNOLOGY: Net profit attributable to the parent company in the first half of the year increased by 1481.94% year-on-year

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The agricultural chemical products sector experienced a surge, with MBGF previously hitting the daily limit, followed by Asia-potash, New Yangfeng, Stanley, Yangnong Chemical, and LIANHE TECHNOLOGY rising as well. In terms of related ETFs, the agricultural ETF rose by 1.95%, with a transaction volume of 105 million yuan, while another agricultural ETF increased by 1.27%, with a transaction volume of 6.1971 million yuan

Yangnong Chemical

Asia-potash

MBGF

The agricultural chemical products sector experiences a surge, MBGF hits the limit-up

LIANHE TECHNOLOGY(002250.SZ)