Jingce Electronics: Plans to acquire a portion of the equity of Shanghai Jingce and raise supporting funds; stock trading suspended.
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Rainbow Optoelectronics: Plans to acquire a 33.42% stake in its subsidiary, Hongyang Display, for 1.916 billion yuan.
According to Mars Finance, Rainbow Optoelectronics announced that it will acquire 33.42% of the equity of its subsidiary, Hongyang Display (Xianyang) Technology Co., Ltd. (hereinafter referred to as "Hongyang Display"), from minority shareholders for RMB 1.916 billion using its own funds. After the acquisition, Rainbow Optoelectronics' shareholding in Hongyang Display will increase from 62.4% to 95.82%.
Blue Arrow Electronics: Plans to apply for a merger and acquisition loan of no more than 235 million yuan to acquire equity in Chengdu Xinyi.
Mars Finance News, July 6th - Blue Arrow Electronics (301348.SZ) announced that its board of directors has approved an application for a merger and acquisition loan of no more than 235 million yuan from the Foshan branch of China Merchants Bank. This loan will be used to pay for the acquisition of a 60% stake in Chengdu Xinyi Technology Co., Ltd., and the company will pledge this stake. (Company Announcement)
Linkage Technology plans to acquire 100% equity of Northstar Technologies for US$10 million.
According to Odaily Odaily, Linkage Technology announced that it plans to acquire 100% equity of Northstar Technologies Limited from Renaissance Maverick Corp. through Hong Kong Linkage Technology Industrial Co., Ltd., for a cash consideration of US$10 million. This acquisition will promote the localization of key technologies and related products for storage testing equipment in China, fill the company's business gaps and industry application experience in this field, and improve the industry chain.
Shenling Environment: Plans to acquire 100% equity of Tianjin HVAC for 7.1805 million yuan
Mars Finance News, July 8th - Shenling Environment announced that it will acquire 100% equity of Tianjin Shenling HVAC Equipment Co., Ltd. (hereinafter referred to as "Tianjin HVAC"), a wholly-owned subsidiary of its wholly-owned subsidiary Guangdong Shenling Commercial Air Conditioning Equipment Co., Ltd. (hereinafter referred to as "Shenning Commercial"), using its own funds. The acquisition price is RMB 7,180,546.68, the net asset value of Tianjin HVAC as of December 31, 2025, as confirmed in the asset appraisal report. After the completion of this equity acquisition, the company will directly hold 100% equity of Tianjin HVAC, and Tianjin HVAC will change from a wholly-owned subsidiary to a wholly-owned subsidiary of the company. (Company Announcement)
Mindray Electronics: Wafer foundry Guangxin Microelectronics raised prices by 10%-20% in June; Jingrui Electronics raised prices by approximately 15% in July.
According to Mars Finance, Mindray Electronics (300656.SZ) released an investor relations activity record announcement, stating that its controlling wafer foundry, Guangxin Microelectronics, will raise its foundry prices by 10-20% starting in June 2026. Guangxin Microelectronics' production capacity and orders are at full capacity. The planned capacity of its Phase I production plant is 100,000 6-inch silicon-based wafers per month. The company is strengthening its financial strength through introducing social capital, new bank financing, and launching a 1 billion yuan private placement. Equipment is gradually being installed and debugged, and the company will expedite the full production of the Phase I project and launch the Phase II project at an appropriate time. Jingrui Electronics, a wafer raw material company in which the company holds a stake, issued a price increase notice in June 2026, with a price increase of approximately 15%, effective July 1st. Jingrui Electronics has completed approximately 200 million yuan in equity financing this year and is building a new single crystal rod project, expected to be put into production by the end of this year or early next year. After production begins, it will become one of the few companies in China to achieve a complete silicon wafer industry chain layout. Jingrui Electronics is one of the few domestic semiconductor material companies that has achieved mass production of SOI products. Its downstream applications mainly cover MEMS sensors, aerospace radiation-hardened devices, and high-end power devices. The company's controlling stake in Guangwei Integrated Circuits, a power semiconductor design company, has seen continuous sales growth for its core product, MOSFETs (Metal-Oxide-Semiconductor Field-Effect Diodes), increasing from approximately 1,000 units per month in early 2025 to over 10,000 units per month currently, and is expected to continue growing. (Cailian Press)
Samsung plans to raise DRAM prices by 20% in the third quarter and has already notified some customers verbally.
According to Mars Finance, on July 4th, news broke yesterday that Samsung Electronics plans to raise the average selling price of DRAM (Dynamic Random Access Memory) by 20% in the third quarter of this year compared to the previous quarter. An executive from a consumer electronics manufacturer confirmed, "This is true." They stated that Samsung had been in talks with them in June and they had received verbal notification of the DRAM price increase. "The significant price increase in upstream components will be passed on to the final product price, which will curb some market demand. However, the overall price of consumer electronics products is not high now, so even with the price increase, it is not expected to significantly affect consumer purchasing decisions." Another industry veteran confirmed that the news of Samsung's planned 20% DRAM price increase in the third quarter is true, and Samsung has already notified some customers of the verbal price quote.