Shenzhen Yanmade Technology Inc

On the morning of September 23, the PCB concept strengthened again, with Dare Power Dekor Home hitting limit-up seconds after the open and notching a 4-day streak of limit-ups. By the midday close, Zhongyi Technology was limit-up with a 20% gain, Yanmade Technology rose more than 10%, and Jitai and Yidian Electronics were limit-up. On the evening of September 22, Dare Power Dekor Home disclosed an announcement on abnormal stock trading fluctuations, stating that its main business is the research, development, production and sales of flooring, wood-based panels and aluminum strip products. Among them, the ultra-thin PCB fiberboard in its wood-based panel products is not an electronic component and does not constitute a part of PCB; it is only used as a support and protection layer beneath copper-clad laminates awaiting drilling. Revenue from this product accounts for a relatively small proportion of the company's operating revenue and has a relatively small impact on operating performance. A research report from Zheshang Securities said that as upstream PCB material prices continue to rise, price increases have begun to transmit to some PCB categories, and the effect of price increases will gradually become evident from the third quarter of 2026. A research report from Sinolink Securities believes that AI computing power construction is driving the expansion of high-end PCB production capacity, and the PCB equipment industry has entered a stage where cyclical upturn and structural upgrading proceed in parallel.

Dingtong Technology released its 2026 semi-annual report, achieving operating revenue of 1.029 billion yuan, up 31.17% year-on-year, and net profit attributable to shareholders of the listed company of 184 million yuan, up 59.24% year-on-year. The company plans to distribute a cash dividend of 3 yuan per 10 shares. Hangya Technology disclosed an earnings forecast, expecting semi-annual net profit attributable to the parent company for 2026 to be between 50 million and 55 million yuan, down 10.15% to 18.32% year-on-year, but second-quarter net profit attributable to the parent company is expected to increase by 49.56% to 74.51% quarter-on-quarter. Yanmai Technology plans to repurchase company shares for 10 million to 20 million yuan, to be used for employee stock ownership plans or equity incentives, with a repurchase price not exceeding 70 yuan per share. Jingsong Intelligent plans to repurchase company shares for 15 million to 20 million yuan, also for employee stock ownership plans or equity incentives, with a repurchase price not exceeding 33 yuan per share. Wasion Information won bids totaling 80.9602 million yuan in July, accounting for 2.72% of the company's total operating revenue in 2025. In addition, the mandatory national standard 'Safety Requirements for Intelligent Connected Vehicle Automated Driving Systems' was officially released, scheduled to take effect on July 1, 2027, imposing requirements such as driver takeover capability monitoring for Level 3 automated driving systems.

Yanmai Technology has fully funded the establishment of Shenzhen Maichen Software Co., Ltd., whose business scope covers artificial intelligence basic software development, artificial intelligence theory and algorithm software development, artificial intelligence application software development, and other AI businesses. According to the Qichacha app, the new company also involves digital cultural and creative software development. Equity penetration information shows that the company is wholly owned by Yanmai Technology.