Jiangsu Nata Opto Electr Material

Nata Opto-electronic Material released its 2026 interim report. First-half attributable net profit was 256 million yuan, up 23.1% year on year. Operating revenue was 1.37 billion yuan, up 11.4% year on year. Attributable net profit excluding non-recurring items was 221 million yuan, up 36.4% year on year. Net operating cash flow was 299 million yuan, down 25.3% year on year. Earnings per share were 0.3701 yuan. In the second quarter, operating revenue was 707 million yuan, up 17.5% year on year, and attributable net profit was 132 million yuan, up 17.2% year on year. As of the end of the second quarter, total assets were 6.185 billion yuan, up 0.4% from the end of the previous year, and equity attributable to the parent was 3.543 billion yuan, up 1.8% from the end of the previous year. The company said its main business remained stable, as it continued to focus on core electronic materials such as advanced precursors, specialty electronic gases and photoresists, with applications of its products in integrated circuits, flat-panel displays and LEDs continuing to expand.

The latest monitoring data from third-party institution PaiPaiWang shows that as of July 31, the number of ten-billion-yuan securities private funds reached 157, an increase of 15 from 142 in June, setting a new record high. The State Council has approved in principle the annual forest logging quotas for key forest areas during the 15th Five-Year Plan period, as compiled by the National Forestry and Grassland Administration. The international standard ISO 19991:2026, Fusion technology — Experimental magnetic confinement fusion facilities — Ultrasonic molecular beam injection fueling technology for fusion devices, led by China, has been officially published. Data from the Ministry of Industry and Information Technology shows that in the first half of 2026, China's internet and related service enterprises above designated size achieved over one trillion yuan in internet business revenue. On the corporate front, InventisBio and Merck have signed a cooperation agreement to jointly advance the clinical development of small-molecule drugs in the oncology field. Nanda Optoelectronics has six ArF photoresist products that have passed customer verification and achieved sales, with the current 50-ton capacity not yet fully utilized. Fullhan Microelectronics supplies chips to humanoid robot companies and industrial robot companies. Yuanjie Technology plans to invest approximately 4.268 billion yuan to build a semiconductor technology industrial park project, expanding the production scale of high-end laser chips. Pengling Technology has made phased progress in the liquid cooling field, with energy storage liquid cooling business already delivering, and preliminary cooperation intentions reached in computing center and server liquid cooling. Yaben Chemical plans to raise no more than 841 million yuan through a private placement for innovative pharmaceutical CDMO projects. New Beiyang has won a bid for a project from China Post worth approximately 110 million yuan. Longsys has obtained a commitment letter for a 720 million yuan special stock repurchase loan. On the capital front, on August 11, the main funds in the Shanghai and Shenzhen markets saw a net outflow of 39.872 billion yuan. The auto parts, engineering consulting services, and communication equipment sectors saw the largest net inflows. The new stock Ultra Pure Materials surged 662.24% on its first trading day. The Dragon and Tiger List shows that three institutional seats made a combined net purchase of 767 million yuan.

Nanda Optoelectronics stated on an interactive platform that the company's total annual trimethylindium capacity is 5 tons, of which the capacity for high-purity trimethylindium usable in indium phosphide production is adjusted upward based on market conditions and currently stands at around 2 tons per year. The company is actively monitoring the market and accelerating the optimization and integration of its business toward high-end compounds.