Semiconductors

JCET

JCET released FY2026 Q1 earnings on April 28 After-Market (BJT), actual revenue CNY 9.171 B (forecast CNY 9.151 B), actual EPS CNY 0.16 (forecast CNY 0.1474)

JCET to Release FY2026 Q1 Earnings on April 29 After-Market (BJT), Forecast Revenue CNY 9.151 B, EPS CNY 0.1474

JCET released FY2025 Q4 earnings on April 9 During-Market (BJT), actual revenue CNY 10.2 B (forecast CNY 11.39 B), actual EPS CNY 0.3397 (forecast CNY 0.3482)

JCET released FY2025 earnings on April 9 During-Market (BJT), actual revenue CNY 38.87 B (forecast CNY 40.05 B), actual EPS CNY 0.87 (forecast CNY 0.9303)

JCET to Release FY2025 Annual Earnings on April 10 During-Market (BJT), Forecast Revenue CNY 40.05 B, EPS CNY 0.9302

JCET released FY2025 Q3 earnings on October 23 During-Market (BJT), actual revenue CNY 10.06 B (forecast CNY 10.6 B), actual EPS CNY 0.2717 (forecast CNY 0.3542)

JCET released FY2025 9 Months Earnings on October 23 During-Market (BJT), actual revenue CNY 28.67 B, actual EPS CNY 0.5326

JCET to Release FY2025 Q3 Earnings on October 24 During-Market (BJT), Forecast Revenue CNY 10.6 B, EPS CNY 0.3542

JCET released FY2025 Semi-Annual earnings on August 20 After-Market BJT, actual revenue CNY 18.61 B, actual EPS CNY 0.26

JCET released FY2025 Q2 earnings on August 20 After-Market (BJT), actual revenue CNY 9.27 B (forecast CNY 10.04 B), actual EPS CNY 0.1508 (forecast CNY 0.2856)

JCET FY2025 Semi-Annual Earnings Release on August 21, 2025 (BJT)

JCET Group Introduces R&D Center and Production Base Layout and Division of Labor

Changjiang IC Reveals Sales in EU

Huawei Group Strengthens Cooperation with Changjiang IC Technologies

Chang Jen Tech Responds to Lee Jae Myung Case Impact

Changjiang Electronics Responds to Investors' Questions on Performance and Investment

JCET Responds to Impact of US-China Trade War Tariffs

Changjiang Electronics Technology Obtains Patent for Coating Structure and Manufacturing Method

Changjiang Electronics Discloses Storage Business Share and Market Value Management Measures

JCET Benefiting from Industry Recovery, XDFOI Technology Enters Stable Mass Production

603005

600584

159732

AAPB

AAPX

On May 20th, the consumer electronics ETF ChinaAMC fell by 0.13%, while component stocks WLCSP and JCET hit the daily limit. Apple and Huawei launched e-commerce promotions, lowering prices to compete in the high-end market. Guosen Securities pointed out that the consumer electronics industry chain is in a period of accelerated transformation towards high-end, driven by AI demand and the recovery of high-end smartphones

同壁财经

WLCSP

ChinaAMC Guozheng Consumer Electronic Theme ETF

GraniteShares 2x Long AAPL Daily ETF

T-Rex 2X Long Apple Daily Target ETF

GIGADEVICE

Novosense

Wingtech

LY iTECH

Apple

GUOSEN SECURITIES

NOVOSENSE

Accelerated transformation towards high-end! Consumer electronics ETF ChinaAMC experiences fluctuations and adjustments, WLCSP and others hit the daily limit

JCET Group reported a 42.7% year-over-year increase in net profit for Q1 2026, reaching RMB 290 million, with revenues of RMB 9.17 billion. The company has focused on accelerating R&D commercialization and expanding manufacturing capacity, particularly in computing and automotive electronics, which saw revenue growth of 14.2% and 28.8% respectively. JCET is enhancing its R&D infrastructure and has launched new facilities to support technological advancements. CEO Li Zheng emphasized the company's commitment to high-end manufacturing and innovative solutions for global markets.

fidelity

JCET Reports 42.7% YoY Surge in Q1 2026 Net Profit Attributable to Shareholders

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600089

688008

600879

603986

China's stock market showed mixed results, with the Shanghai Composite rising 0.2% to over 4,120 and the Shenzhen Component falling 0.1% to 12,245 amid regulatory concerns. The securities regulator's recent $12 million fine for market manipulation reflects increased scrutiny. Investors are optimistic about potential fiscal and monetary stimulus from Beijing. Notable stock performances included gains from Montage Technology (3.7%), China Aerospace (7.9%), and China Greatwall (5.6%), while Giga Device Semiconductor (-2%), TBEA Co (-2.6%), and JCET Group (-5.3%) declined.

Trading Economics

CGT Group

TBEA

Montage Technology

CATEC

China Stocks Wobble on Regulatory Concerns

002050

601669

In the morning, the main funds had a net inflow into sectors such as electronics, automobiles, machinery and equipment, construction decoration, non-ferrous metals, and power equipment, while there was a net outflow from sectors like computers, media, pharmaceuticals and biology, non-bank financials, defense and military industry, and communications. Specifically, in terms of individual stocks, JCET, Sanhua, and POWERCHINA Ltd received net inflows of 2.978 billion yuan, 2.222 billion yuan, and 1.860 billion yuan, respectively. On the outflow side, TBEA, Huasheng Tiancheng, and BlueFocus were sold off with outflows of 1.553 billion yuan, 1.333 billion yuan, and 1.307 billion yuan. (First Financial)

36Kr

Sanhua

POWERCHINA Ltd

In half a day, main funds increased their positions in electronics and automotive stocks, while selling off computer stocks

The Shanghai Composite fell 0.1% to just below 4,110, while the Shenzhen Component edged up 0.1% to 12,320, as mainland stocks lacked clear direction amid no major catalysts. Despite this, indexes remain near multi-year highs, buoyed by optimism in AI and expected policy support in 2026. Trading volumes surged, indicating increased participation from investors. Notable decliners included China Spacesat (-5.4%) and BlueFocus Intelligent (-9.3%), while TBEA Co (3.1%) and JCET Group (10%) were among the strong performers.

China Stocks Hold Near Multi-Year Highs

SOXL

Morgan Stanley warned that the strong demand for AI semiconductors is severely squeezing packaging and testing capacity, forcing backend manufacturers to have stronger bargaining power. Influenced by three major factors, the price of advanced packaging is expected to rise by 5-10% in 2026, marking the first price upcycle since the chip shortage during the COVID-19 pandemic. Leading manufacturers in Taiwan, ASE and KYEC, will spearhead this price increase

- Morgan Stanley reports that the semiconductor inflation wave, starting from wafer foundry and storage, is spreading downstream, with OSAT vendors preparing for the first price increase cycle since the COVID-19 pandemic.  
- Strong demand for AI semiconductors is severely straining packaging and testing capacity, leading to increased bargaining power for backend manufacturers, particularly ASE and KYEC in Taiwan, with advanced packaging prices expected to rise by 5-10% by 2026.  
- Despite the optimistic outlook for ASE and KYEC, Morgan Stanley maintains a "reduce" rating for JCET due to intense competition and lower capacity utilization in mainland China.

Wallstreetcn

Taiwan Semiconductor

Direxion Semicon Bull 3X

The chip inflation wave is spreading, and Morgan Stanley expects that "backend testing and packaging factories" will raise prices in 2026, marking the first increase since the pandemic

JCET rose 2.3%, with a year-on-year net profit growth of 5.7% in the third quarter

Zhitong

JCET(600584.SH)