Semiconductor equipment stocks rebounded after a period of volatility, with Lianlian Technology and Huafeng Measurement & Control both rising by more than 10%.
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Advanced packaging concept stocks rebounded after fluctuations; Huatian Technology surged to its daily limit.
Mars Finance reports that advanced packaging concept stocks rebounded after a period of fluctuation, with Huatian Technology hitting the daily limit, followed by gains in Dagang Shares, Yongxi Electronics, Changjiang Electronics Technology, Tongfu Microelectronics, Shenzhen Technology, and Jingfang Technology. In related news, He Tingbo, head of Huawei's semiconductor division, released version V2 of "Time Miniaturization Theory for Multi-Level Electronic Systems" ("Tao's Law") on July 3rd, clarifying five key technologies for implementation: LogicFolding unit-level 3D stacking, hybrid bonding, TSV, unified bus, and Hi-ONE optical engine. (Cailian Press)
Linkage Technology: First-half net profit expected to increase by 73%-139% year-on-year; semiconductor testing equipment industry continues to enjoy upward momentum; company has ample order backlog.
According to Mars Finance, LianDong Technology (301369.SZ) announced that it expects its net profit attributable to shareholders of the listed company for the first half of 2026 to be between RMB 21 million and RMB 29 million, representing a year-on-year increase of 73.39%-139.44%. The performance change is mainly attributed to strong demand from downstream application areas such as AI, high-performance computing, and new energy vehicles, leading to a continued upward trend in the semiconductor testing equipment industry. The company seized the strategic window of domestic substitution for semiconductor testing equipment, leveraging its technological accumulation and brand advantages to vigorously expand the market. During the reporting period, the company had a sufficient order backlog, achieving steady growth in operating performance. Note: The company's Q2 net profit is expected to be between RMB 18 million and RMB 26 million, compared to RMB 3 million in Q1. Based on this, Q2 net profit is expected to increase by 415%-649% quarter-on-quarter. (Cailian Press)
Semiconductor equipment sector rebounds after fluctuations; Zhengfan Technology rises over 10%.
Mars Finance reports that the semiconductor equipment sector rebounded during trading, with Zhengfan Technology surging over 10%, and Xianfeng Precision Technology, Xinyuan Microelectronics, Huafeng Measurement & Control, Jingyi Equipment, and Zhongke Feice all rising over 6%. On the news front, lithography machine giant ASML announced an upward revision of its full-year revenue guidance, primarily due to continued growth in demand for advanced lithography equipment related to AI chip manufacturing. The World Semiconductor Trade Statistics' spring 2026 forecast shows that the global semiconductor market size will reach $1.51 trillion in 2026, representing a year-on-year growth of nearly 90%. (Cailian Press)
US semiconductor equipment stocks surged in pre-market trading, with KLAC rising 5.41%.
According to Mars Finance, on July 6th, based on market data, the US semiconductor equipment sector surged in pre-market trading, with the following stocks rising: Applied Materials (AMAT) up 5.05%; Onto Innovation (ONTO) up 4.15%; Lam Research (LRCX) up 5.03%; KLA-Tec (KLAC) up 5.41%; Teradyne (TER) up 4.85%; and ENTG up 3.78%.
A-share midday review: The three major indices rose collectively in the morning session, with the semiconductor sector rebounding quickly after an initial dip.
Mars Finance reported on July 8th that the three major A-share indices rose collectively in the morning session. The Shanghai Composite Index rose 0.52% to 4011.05 points, the Shenzhen Component Index rose 0.08% to 15237.45 points, and the ChiNext Index rose 0.95% to 3949.04 points; the Beijing 50 Index fell 0.71%. The combined turnover of the Shanghai and Shenzhen stock exchanges was approximately 1.70248 trillion yuan, an increase of approximately 71.965 billion yuan compared to the previous trading day. By midday, 1886 stocks had risen and 3458 stocks had fallen, with 43 hitting their daily limit up and 11 hitting their daily limit down. In terms of sectors and themes, oil and gas exploration and services, precious metals, cloud computing, computer equipment, computing power leasing, tourism and hotels, semiconductors, and software development sectors led the gains; energy metals, batteries, motors, construction machinery, pork, photovoltaic equipment, and humanoid robot concept stocks led the declines. On the market, the semiconductor sector rebounded quickly after initially hitting a low, with Cansun Semiconductor hitting its 20% daily limit, and Huahong Grace Semiconductor and Shengke Communication reaching new historical highs. The computing power leasing sector performed strongly, with Wangsu Science & Technology and Sangfor Technologies both hitting their 20% daily limit, and Inspur Information opening at its daily limit after releasing its earnings forecast. DataPort and YunSai Intelligent also hit their daily limits. The precious metals sector rallied during the session, with Zhaojin Gold hitting its daily limit, and Xiaocheng Technology and Chifeng Gold following suit, after the People's Bank of China increased its gold holdings for 20 consecutive months. Oil and gas exploration, software development, tourism, and hotels also performed well. The new energy industry chain fell in the morning, with lithium mining and energy metals leading the decline. Rongjie Technology hit its daily limit, and Shengxin Lithium Energy, Tianqi Lithium, and Yongshan Lithium saw the largest declines. Humanoid robot concept stocks performed poorly, with Rifeng Precision Machinery and Estun hitting their daily limits during the session, and Greenland Harmonic falling by 10%. (Science and Technology Treasure Broadcast)
The computing power leasing concept rebounded after fluctuations, with Wangsu Science & Technology rising nearly 15%.
According to Mars Finance, the computing power leasing concept stocks rebounded in early trading, with Wangsu Science & Technology rising nearly 15%, followed by Sangfor Technologies, Cloudwalk Technology, UCloud, Aofei Data, and Xiechuang Data. Galaxy Securities believes that computing power leasing companies are currently exploring a "token factory" cooperation model with large-scale model providers, gradually evolving from the underlying "selling resources" model to a "selling output" model. Computing power leasing companies will provide MaaS services and share the benefits of the token boom through a token-sharing profit model. (Cailian Press)