Ingenic Semiconductor

Junzheng Shares released its 2026 semi-annual report, achieving operating revenue of 3.957 billion yuan, up 75.95% year-on-year; net profit attributable to shareholders of the listed company was 1.198 billion yuan, up 489.59% year-on-year. During the reporting period, new market demand brought by upgrades in memory chip process technology and rapid AI development led to a substantial increase in customer demand. At the same time, driven by the major memory cycle, prices of some memory products rose, and revenue from the memory chip product line grew significantly; the computing chip and analog chip product lines also achieved good growth. Based on this calculation, the company's second-quarter net profit was 879 million yuan, up 175% quarter-on-quarter.

In early trading on July 3, humanoid robot concept stocks surged collectively. Estun Automation shot up after the open, hitting the daily limit in 4 minutes and notching 3 boards in 4 days. On the news front, the China Securities Regulatory Commission approved Unitree Technology's registration application for a STAR Market IPO, planning to raise 4.202 billion yuan for intelligent robot R&D and manufacturing projects. A research note from Wanlian Securities pointed out that the humanoid robot industry is moving from technological breakthroughs to large-scale commercialization, with 2026 being a critical window for mass production validation and scenario deployment. Computing power hardware stocks also rebounded, with Beijing Ingenic Semiconductor rising nearly 12% intraday. The company said DRAM prices have risen significantly, with domestic and international customer prices continuing to increase in the second quarter, and prices are expected to rise further in the third quarter.

On July 3, A-share humanoid robot concept stocks surged across the board. Leaderdrive briefly hit the 20 percent daily limit up in afternoon trading, with its share price approaching the 500 yuan mark and reaching a new high. Fengguang Precision hit the 30 percent daily limit up, Wanda Bearing rose over 25 percent, and Kailong High-Tech, Changsheng Bearing, and Reach Machinery all hit the 20 percent daily limit up. On the news front, Elon Musk posted photos on social media of a visit to the Optimus robot production line, signaling that mass production is approaching. The China Securities Regulatory Commission approved Unitree Technology's registration for an IPO on the STAR Market, with plans to raise 4.202 billion yuan. The market believes it could become the first A-share humanoid robot manufacturer, lifting the valuation center of the entire industry chain. The military sector also rose in tandem, with AVIC Aero-Engine and Chengchang Technology hitting their daily limit up. Ingenic Semiconductor rose over 10 percent, with the company stating that computing chip costs continue to rise and that price increases for memory chips are driving gross margin improvement.