Weekend News Summary and Trading Opportunities for Next Week (with Stock Recommendations)

Hello everyone, I’m your old friend Brother Xibei. Let’s skip the pleasantries and dive straight into this weekend’s key market news: 1. The China Securities Regulatory Commission (CSRC) has approved IPOs for nine companies, with a total fundraising amount not exceeding RMB 4 billion. Familiar numbers, familiar amounts, familiar vibes. IPO approvals have become routine—commonplace and unsurprising. No further explanation needed. 2. 【Next Week’s A-Share Market Unlocking: RMB 47.8 Billion, Down 23% Week-on-Week】 From October 23 to 27, 39 stocks will see a total of 3.01 billion restricted shares unlocked. Based on Friday’s closing prices, the total market value of these unlocked shares amounts to RMB 43.948 billion—down 29% in number of shares and 32% in value compared to this week. Hainan Infrastructure tops the list with the largest unlocking value at RMB 16.383 billion. Other notable names include Luxshare Precision (002475), Aerospace Electronics (600879), Unisound (002383), Donghua Energy (002221), and Whirlpool China (000983), all facing relatively large unlocking values. Although share unlocking does not necessarily trigger price declines, investors are advised to avoid such stocks altogether—there’s simply no need to take on this unnecessary risk. 3. Next week, 2,188 listed companies will release their Q3 2023 earnings reports. Statistics show that 1,445 companies have issued preliminary earnings guidance, among which 964 forecast year-on-year growth. For example: • Black Cat Co., Ltd. (002068) expects to turn profitable, forecasting Q1–Q3 net profit between RMB 315 million and RMB 335 million—a staggering growth of 7,637% to 8,116% year-on-year; • Zhifei Biological (300122) forecasts Q1–Q3 net profit between RMB 280 million and RMB 295 million—a growth of 4,041% to 4,263% year-on-year. Conversely, nine companies reported net profit declines exceeding 1,000% year-on-year. ST Asia-Pacific (000691) and Yicheng New Energy (300080) both saw declines exceeding 4,000%. Other first-time loss-makers—including Renrenle (002336), Shenzhen Hui Cheng (002168), Wistron (002268), De’ao General Aviation (002353)—all posted massive losses. Additionally, statistics indicate that as many as 180 companies will release their Q3 reports on Monday. Longmang佰利 (002601) leads all pre-announced gainers with an expected 1,532% YoY increase—the highest among all. Other high-growth names include XinYa Process (002388), CNNC Titanium Industry (002145), Hainan Runze, Jingyi Shares (002295), Anzhong Shares (002667), and Fangda Special Steel (600507). Stocks reporting strong positive earnings surprises typically perform well; conversely, those forecasting losses tend to delay disclosures repeatedly. Six underperforming firms—including Shenzhen Hui Cheng (002168), Sunner Development (002299), Minhe Shares (002234), Baomo Shares (002476), Ankai Bus (000868), and Zhongtai Bridge (002659)—announced tonight they would postpone their Q3 report releases. 4. Preliminary Plan for Shanghai Free Trade Port Includes Preferential Tariff Policies for In-Port Imports and Exports According to the preliminary plan for the Shanghai Free Trade Port, its framework draws inspiration from international models like Singapore and Dubai, adopting the principle of “open first line, controlled second line, free inside zone”—essentially functioning as “domestic territory outside customs.” Its most significant innovation lies in preferential tariff treatment for imports and exports within the zone, aiming to meet rising domestic consumer demand and enhance export competitiveness. The Shanghai Free Trade Port was Friday’s most eye-catching sector. The preliminary tariff incentives outlined in its plan provide renewed tailwinds for related stocks. Expect multiple stocks in this sector to hit daily limits tomorrow—but sustainability beyond that is questionable. Therefore, short-term traders should exercise caution when chasing rallies.

Eight Semiconductor Companies with Latest Q3 2023 Earnings Growth Forecasts

Good evening. We’ve now entered the peak season for Q3 2023 earnings disclosures. Overall, the semiconductor industry chain experienced a “highly active cycle driven by AI demand” during the first three quarters of 2023—exhibiting robust growth across upstream materials & equipment, midstream fabrication, and downstream testing & packaging. Policy support continues to intensify: In September, two Chinese government departments jointly released the “15th Five-Year Plan for Electronic Information Manufacturing,” explicitly calling for full-chain breakthroughs in core integrated circuit technologies. Against this backdrop, the semiconductor industry’s growth is no flash-in-the-pan phenomenon—it reflects sustained, long-term expansion fueled by surging demand, domestic substitution, and strong policy backing. This article reviews eight semiconductor companies that have recently announced Q3 2023 earnings growth forecasts—let’s see who’s truly swimming—and who’s merely treading water. Additionally, among companies that have already disclosed results, 15 stocks reporting profitability in H1 2023 have seen significant increases in margin financing positions. (I) Eight Companies with Positive Earnings Forecasts 8. Suyuan Technology Sub-sector: Digital IC Design Earnings Forecast: Q3 2023 net profit attributable to shareholders expected between -RMB 860 million and -RMB 700 million, representing a YoY improvement (reduced loss) of 3.13% to 21.15%. Semiconductor Business: One of China’s leading domestic GPU enterprises; its AI accelerator cards hold a notable domestic market share. The company has independently developed four generations of chip architectures and launched five cloud-based AI chips. 7. Tengxin Precision Sub-sector: Precision Component Manufacturing Earnings Forecast: Q3 2023 net profit attributable to shareholders expected between RMB 166 million and RMB 183 million, up 5.39% to 16.19% YoY. Semiconductor Business: Supplies critical precision components—including vacuum pump chambers, precision structural parts, and specialty alloy assemblies—to semiconductor equipment manufacturers. Semiconductor-related revenue accounted for ~7% of total revenue in 2025—modest in scale but growing rapidly. 6. Gaokai Technology Sub-sector: Precision Fluid Control Components & Equipment Earnings Forecast: Q3 2023 net profit attributable to shareholders expected between RMB 130 million and RMB 150 million, up 19.28% to 37.36% YoY. Semiconductor Business: A top-tier domestic supplier of semiconductor-grade flow control components. Among the few Chinese firms capable of mass-producing fluid control components qualified for 7nm and more advanced process nodes. Several products have broken foreign monopolies. 5. Luxshare Precision (002475) Sub-sector: Consumer Electronics Precision Manufacturing Earnings Forecast: Q3 2023 net profit attributable to shareholders expected between RMB 13.25 billion and RMB 14.4 billion, up 15% to 25% YoY. Semiconductor Business: Entered the semiconductor materials space via acquisition of Huzhou Jiuding Electronics; also acquired Verigy Semiconductor (a RF semiconductor firm). These businesses remain in early development stages.

Innospec Schedules Third-Quarter Results Release for November 3, 2026

Oct 15, 2026

Innospec will announce its third-quarter 2026 financial results on November 3, following a second quarter with revenue up 11.8% to USD 491.4 million. Shares trade at USD 96.60 with a market capitalization of USD 2.4 billion.

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