Electrical Components and Equipment

Vale Indonesia, ECOPRO, and GEM Discuss Nickel Resource Cooperation

GEM released FY2026 Q1 earnings on April 29 Pre-Market (BJT), actual revenue CNY 9.982 B (forecast CNY 11.83 B), actual EPS CNY 0.1 (forecast CNY 0.15)

GEM to Release FY2026 Q1 Earnings on April 30 Pre-Market (BJT), Forecast Revenue CNY 11.83 B, EPS CNY 0.15

GEM released FY2025 annual earnings on April 21 Pre-Market (BJT), actual revenue CNY 37.12 B (forecast CNY 37.42 B), actual EPS CNY 0.31 (forecast CNY 0.31)

GEM released FY2025 Q4 earnings on April 21 Pre-Market (BJT), actual revenue CNY 9.626 B (forecast CNY 11.7 B), actual EPS CNY 0.0894 (forecast CNY 0.1)

GEM to release FY2025 earnings report on April 22, Pre-Market BJT, forecast revenue CNY 37.42 B, EPS CNY 0.31

GEM released FY2025 Q3 earnings on October 30 During-Market (BJT), actual revenue CNY 9.937 B (forecast CNY 10.58 B), actual EPS CNY 0.0603 (forecast CNY 0.05)

GEM released FY2025 9 Months Earnings on October 30 During-Market (BJT), Actual Revenue: CNY 27.5 B, Actual EPS: CNY 0.2193

GEM to release FY2025 Q3 earnings report on October 31 during market hours (BJT), forecast revenue CNY 10.58 B, EPS CNY 0.05

GEM released FY2025 Semi-Annual earnings on August 28 After-Market (BJT), actual revenue CNY 17.56 B (forecast CNY 18.26 B), actual EPS CNY 0.16 (forecast CNY 0.11)

GEM released FY2025 Q2 earnings on August 28 After-Market (BJT), actual revenue CNY 8.065 B (forecast CNY 11.81 B), actual EPS CNY 0.059 (forecast CNY 0.07)

GEM to Release FY2025 Semi-Annual Earnings on August 29 (BJT), Forecast Revenue CNY 18.26 B, EPS CNY 0.11

GEM Achieves Mass Production of Ultra-High Nickel 9-Series Precursor

GEM and Prof. Xueliang Sun Team Up for Solid-State Battery Cathode Material Collaboration

GEM Plans to Introduce Overseas Strategic Investors to Increase Equity in QINGMEI

GreenTech ESG Rating Upgraded to AA

GEM Advances Multiple Collaborations and Introduces Recycling Capacity

GEM processes over 20,000 tons of waste circuit boards and precious metals annually

GEM claims core technology in high-nickel ternary precursor

GEM Responds to Bulk Trading and Policy Initiatives

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GEM released its 2025 annual report, reporting operating revenue of 37.124 billion yuan, a year-on-year increase of 11.82%; net profit was 1.58 billion yuan, up 54.87% year-on-year. The company plans to distribute a cash dividend of 0.95 yuan per 10 shares to all shareholders (including tax), with no bonus shares issued and no capitalization of reserves into share capital

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GEM: 2025 Net Profit Reaches 1.58 Billion Yuan, Up 54.87% Year-on-Year

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The market experienced fluctuations in the morning, with the ChiNext Index falling over 1%. Fiberglass concept stocks surged collectively, with Shandong Glass Fiber and China Jushi among several stocks hitting the daily limit. The rare earth magnetic materials sector rose, with BGRIMM Tec and GEM reaching the daily limit. The non-ferrous metals sector strengthened, with Xianglu Tungsten and ZY-Tungsten also hitting the daily limit. Film and television concept stocks adjusted, with Hengdian Film and Zhejiang Wenhui Media falling to the daily limit. At the midday close, the Shanghai Composite Index rose 0.22%, the Shenzhen Component Index fell 0.07%, and the ChiNext Index dropped 0.91%

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Xianglu Tungsten

February 11th Midday Review: The ChiNext Index fell nearly 1% in half a day, while glass fiber concept stocks surged collectively

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In the morning, the main funds had a net inflow in sectors such as electronics, machinery and equipment, power equipment, and communications, while there was a net outflow in sectors like computers, home appliances, banks, and oil and petrochemicals. Specifically, in terms of individual stocks, Tongyu Communications, GEM, and NATA OPTO-ELECT saw net inflows of 2.525 billion yuan, 2.409 billion yuan, and 2.400 billion yuan, respectively. On the outflow side, Sanhua Intelligent Controls, Jiangbolong, and Shannon Microelectronics were sold off with net outflows of 1.478 billion yuan, 994 million yuan, and 951 million yuan, respectively. (Yicai)

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NATA OPTO-ELECT

Tongyu

In half a day, main funds increased their positions in electronic stocks and sold off computer stocks

GEM's subsidiary Jiangxi Green Recycling Industry Co., Ltd. signed an agreement with Henan Recycling Technology Industry Group to sell 100% equity of its wholly-owned subsidiary Jiangxi Green Recycling Materials Co., Ltd. The transaction amount is 280 million yuan, and the debt transfer price is 682 million yuan. After this equity transfer, GEM will focus on the recovery of key metal resources, enhance its technological advantages, and the funds obtained will be used for daily operations

Zhitong

GEM's subsidiary plans to sell 100% equity of Green Recycling Materials to focus on critical metal resource recovery business

GEM plans to list on the Hong Kong stock market, but the China Securities Regulatory Commission requires it to provide additional explanations on whether it belongs to the "high energy consumption" and "high emissions" industries, as well as the status of all its subsidiaries and branches. The regulatory body also requested verification of the company's progress in repurchasing and canceling restricted stocks, as well as the progress of business registration changes related to registered capital. GEM is a leading enterprise in the critical metal resource recycling and lithium-ion battery recycling industries

New Stock News | GEM plans to list on the Hong Kong Stock Exchange, and the China Securities Regulatory Commission requires additional information on the company's subsidiaries and branch offices

According to the Zhitong Finance APP, GEM released its third-quarter report for 2025. In the first three quarters, the company achieved operating revenue of 27.498 billion yuan, a year-on-year increase of 10.55%. The net profit attributable to shareholders of the listed company was 1.109 billion yuan, a year-on-year increase of 22.66%. The net profit attributable to shareholders of the listed company after deducting non-recurring gains and losses was 821 million yuan, a year-on-year increase of 2.65%

GEM released its performance for the first three quarters, with a net profit attributable to shareholders of 1.109 billion yuan, a year-on-year increase of 22.66%

On October 18th, GEM stated on the interactive platform that in terms of cobalt resources, the company has strengthened the autonomy and controllability of cobalt resources through the "urban mining + Indonesian mineral resources" strategy. The cobalt recovery volume in 2024 is expected to reach 10,128 tons, exceeding China's original cobalt mining volume by 350%. At the same time, the company's Indonesian nickel smelting project has a by-product cobalt resource annual production capacity of approximately 12,000 metal tons. In the first half of 2025, the company's Indonesian nickel smelting project is expected to produce 3,667 tons of cobalt metal, a year-on-year increase of 125%

GEM: In the first half of the year, the company's nickel smelting project in Indonesia produced 3,667 tons of cobalt metal, a year-on-year increase of 125%

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The battery sector fluctuated and rose, with Easpring, ZHONGYI, and Hi-Tech Spring increasing by over 10%. Ongoal, GEM, Naconor, Jiao Cheng Ultrasonic, and Yishitong followed suit

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Hi-Tech Spring

Easpring

The battery sector fluctuated and rose, with Easpring and other stocks gaining over 10%

On the morning of September 20th, GEM held the opening ceremony for the annual production line of 30,000 tons of electrolytic nickel at its Indonesia Qingmeibang Park. With the opening of this production line, GEM's global annual production capacity for electrolytic nickel has reached 60,000 tons

GEM's global annual production capacity of battery-grade nickel reaches 60,000 tons

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Recently, the Democratic Republic of the Congo extended its cobalt export ban until October 15 and will implement an export quota system. The mismatch between supply and demand has driven cobalt prices up nearly 40% this year. As of September 25, companies related to cobalt, such as CMOC, Huayou Cobalt, and GEM, have continued to strengthen this week. Industry insiders believe that driven by tightening supply and sustained demand growth, cobalt prices still have significant room for increase, and related industry chain companies are expected to continue to see upward revisions in profit expectations, with room for valuation recovery

CMOC

Huayou Cobalt

Supply continues to tighten, cobalt prices rise to drive sector performance

GEM(002340.SZ)