Suzhou Keda Technology Co Ltd

China

603660.CG▼2

Suzhou Keda reports net loss of 288 million yuan in 2026 interim report, loss widens year-on-year

Suzhou Keda released its 2026 interim report. Total operating revenue was 370 million yuan, down 22.07 percent year-on-year. Net profit attributable to the parent company was a loss of 288 million yuan, widening by 71.186 million yuan compared with the same period last year. Net cash flow from operating activities was a negative 192 million yuan. The asset-liability ratio rose to 62.48 percent, gross margin fell to 53.41 percent, return on equity was negative 48.80 percent, and diluted earnings per share was negative 0.50 yuan. The company had 28,700 shareholders, and the top ten shareholders held 29.88 percent of total share capital.

Suzhou Keda Te… ▼

603660.CG · Capital · Negative Net loss widened and revenue fell, with deteriorating margins and cash flow.

Read original ↗

Jiemian·35dRead more →

Semiconductors▲

A-shares rebound on heavy volume: PCB and AI application sectors trigger wave of limit-up surges; N Changxin soars over 465% on debut

On July 27, A-shares fluctuated and climbed higher. The Shanghai Composite Index closed up 1.15%, the Shenzhen Component Index rose 2.72%, and the ChiNext Index gained 3.16%. Total turnover across Shanghai, Shenzhen, and Beijing exchanges reached 2.0887 trillion yuan for the day, an increase of 144.2 billion yuan from the previous session. In the afternoon, the PCB sector saw widespread limit-up moves. International Composites and Juzi Technology both hit the 20% daily limit in late trading. Dongshan Precision experienced sharp intraday swings and ended up 6.39%. Redboard Technology plans to invest no more than 5 billion yuan to build a high-end mSAP precision circuit board project. The AI application sector continued to strengthen, with Zhidu Shares and Suzhou Keda hitting limit up. On the news front, the Ministry of Industry and Information Technology said that in the first half of the year, the AI technology application penetration rate among industrial enterprises above designated size exceeded 30%, and OpenAI released its AI agent operating platform Presence. Two new stocks delivered eye-catching performances. N Changxin, debuting on the STAR Market, closed up 465.82%, with a total market value of 3.28 trillion yuan, ranking first in the A-share market. N Weiji, listed on the Beijing Stock Exchange, surged over 800% intraday before closing up 599.50%.

Jiangxi Redboa… ▲Jutze Intellig… ▲Suzhou Keda Te… ▲Suzhou Dongsha… ▲

Semiconductors ▲Artificial Intelligence

About megatrends

Semiconductors › Printed Circuit Boards (PCB & HDI) ▲Demand

Artificial Intelligence › AI Applications & Copilots Demand

603459.CG · Capital · Positive Plans to invest up to 5 billion yuan in a high-end mSAP precision circuit board project, signaling growth and capital deployment.

300802.CS · Demand · Positive PCB sector saw widespread limit-up moves; Jutze Intelligent Technology hit the 20% daily limit in late trading.

603660.CG · Demand · Positive AI application sector strength and limit-up surge for Suzhou Keda, driven by AI technology adoption and OpenAI's new platform.

002384.CS · Demand · Positive PCB sector rally and limit-up moves; Dongshan Precision ended up 6.39% amid sector-wide demand optimism.

Read original ↗

上海证券报·70dRead more →

603660.CG▼2

Suzhou Keda expects first-half loss to widen to between 270 million and 330 million yuan

Suzhou Keda expects a net loss attributable to the parent of 270 million to 330 million yuan for the first half of 2026, compared with a loss of 217 million yuan in the same period last year. The company expects a net loss attributable to the parent after deducting non-recurring items of 271 million to 331 million yuan. The announcement noted that, affected by factors such as the macroeconomic environment, local government budget arrangements, and demand fluctuations in certain industry customers, the traditional video conferencing, video surveillance, and related industry solution businesses continue to face significant pressure, and demand in key domestic traditional markets has not yet recovered to expected levels. In addition, due to geopolitical influences in some regions, the progress of some overseas business in the first half fell short of expectations. In the first quarter of 2026, the company achieved revenue of 173 million yuan, with a net loss attributable to the parent of 164 million yuan.

Suzhou Keda Te… ▼

603660.CG · Demand · Negative Company expects widened loss due to weak demand in traditional video conferencing and surveillance markets.

Read original ↗

财中社·88dRead more →

Artificial Intelligence▼impact 4

AI supply chain mid-year earnings previews pour in; GigaDevice net profit expected to surge about 11-fold

Mid-year earnings previews from AI supply chain companies continue to roll out. A-share memory leader GigaDevice expects first-half net profit attributable to the parent of approximately 6.9 billion yuan, a year-on-year increase of about 1,099 percent, exceeding full-year forecasts from multiple brokerages. The company said the memory chip industry is experiencing tight supply, with both volume and prices rising, while microcontroller shipments also achieved solid growth. Additionally, fair value gains from securities investments increased significantly. Foxconn Industrial Internet expects first-half net profit attributable to the parent of 23.4 billion to 24.4 billion yuan, up 93 to 101 percent year-on-year, marking the first time half-year net profit has exceeded 20 billion yuan. AI server revenue surged over 230 percent year-on-year. Meanwhile, niche leaders such as Han's CNC, Dinglong, and Allwinner Technology also issued positive previews. However, Feilong Auto's liquid cooling business still accounts for a low share of revenue, and Suzhou Keda's new AI business remains in the investment phase, weighing on performance.

Foxconn Indust… ▲GigaDevice Sem… ▲Feilong Auto C… ▼Suzhou Keda Te… ▼Hubei Dinglong… ▲All Winner Tec… ▲+1

Artificial Intelligence ▲Semiconductors ▲

About megatrends

Artificial Intelligence › HBM & AI Memory ▲Supply

Artificial Intelligence › AI Server OEM & System Integration ▲Demand

Semiconductors › Memory — DRAM, NAND & HBM ▲Pricing

601138.CG · Demand · Positive AI server revenue surged over 230% year-on-year, driving strong profit growth.

603986.CG · Supply · Positive Memory chip industry tight supply with rising volume and prices, leading to 11-fold profit surge.

002536.CS · Demand · Negative Liquid cooling business still accounts for low share of revenue, limiting impact.

603660.CG · Capital · Negative New AI business remains in investment phase, weighing on performance.

300054.CS · Capital · Positive Issued positive earnings preview, indicating strong performance.

300458.CS · Capital · Positive Issued positive earnings preview, indicating strong performance.

Read original ↗

CLS·88dRead more →