← Yangzhou Yangjie Electronic Technology overview

Yangzhou Yangjie Electronic Technology vs Xian LONGi Silicon Materials: why the prices moved differently

Weekly · monthly · quarterly news summaries, side by side in time

Yangzhou Yangjie Electronic Technology Co Ltd (300373.CS)

Q3 2026
▲2▼2

Yangjie rides power-chip upcycle; EU sanctions and insider-trading probe cloud outlook

  • H1 profit jumps 28% on AI, EV and solar demand Yangjie's first-half 2026 net profit rose 28.18% to 771 million yuan and revenue climbed 30.69% to 4.515 billion yuan. Surging demand for power chips used in AI data centers, electric vehicles and solar-storage-charging systems drove the gains, with automotive and silicon-carbide revenue roughly doubling. Strong results support the stock price.

    The actual reported earnings confirm the upcycle is translating into profit growth, the core positive force for the stock.

  • First-three-quarter profit guidance points to continued growth Yangjie guided first-three-quarter 2026 net profit to 1.168-1.363 billion yuan, up 20-40% year on year. The forecast, disclosed alongside broadly positive results from other A-share firms, signals the power-semiconductor upcycle is still feeding through to earnings, supporting the stock.

    Forward guidance extends the growth story beyond the already-reported first half, a fresh positive catalyst.

  • EU sanctions on Yangjie disrupt customer supply, hit margins EU sanctions on Yangjie disrupted component supply for customer Delta Electronics, contributing to a second-quarter gross-margin decline at Delta. Kasikorn Securities cut Delta's profit forecasts and target price. The sanctions raise uncertainty over Yangjie's overseas sales and customer relationships, a real drag on the stock.

    This is the main external risk weighing on Yangjie, showing sanctions are already hurting customers and margins.

  • Insider-trading penalty linked to Yangjie M&A draws scrutiny A Jiangxi regulatory penalty in an insider-trading case involved trading around Yangjie's March 2025 M&A announcement. The penalized party shares a name with Yangjie's former board secretary, and another name matches subsidiary personnel. Yangjie says it is unaware. The link invites regulatory and legal scrutiny, a negative overhang.

    Governance and regulatory risk can weigh on investor confidence and valuation, a counterweight to the strong earnings.

August 2026
▲2▼2

Yangjie rides power-chip upcycle; EU sanctions and insider-trading probe cloud outlook

  • H1 profit jumps 28% on AI, EV and solar demand Yangjie's first-half 2026 net profit rose 28.18% to 771 million yuan and revenue climbed 30.69% to 4.515 billion yuan. Surging demand for power chips used in AI data centers, electric vehicles and solar-storage-charging systems drove the gains, with automotive and silicon-carbide revenue roughly doubling. Strong results support the stock price.

    The actual reported earnings confirm the upcycle is translating into profit growth, the core positive force for the stock.

  • First-three-quarter profit guidance points to continued growth Yangjie guided first-three-quarter 2026 net profit to 1.168-1.363 billion yuan, up 20-40% year on year. The forecast, disclosed alongside broadly positive results from other A-share firms, signals the power-semiconductor upcycle is still feeding through to earnings, supporting the stock.

    Forward guidance extends the growth story beyond the already-reported first half, a fresh positive catalyst.

  • EU sanctions on Yangjie disrupt customer supply, hit margins EU sanctions on Yangjie disrupted component supply for customer Delta Electronics, contributing to a second-quarter gross-margin decline at Delta. Kasikorn Securities cut Delta's profit forecasts and target price. The sanctions raise uncertainty over Yangjie's overseas sales and customer relationships, a real drag on the stock.

    This is the main external risk weighing on Yangjie, showing sanctions are already hurting customers and margins.

  • Insider-trading penalty linked to Yangjie M&A draws scrutiny A Jiangxi regulatory penalty in an insider-trading case involved trading around Yangjie's March 2025 M&A announcement. The penalized party shares a name with Yangjie's former board secretary, and another name matches subsidiary personnel. Yangjie says it is unaware. The link invites regulatory and legal scrutiny, a negative overhang.

    Governance and regulatory risk can weigh on investor confidence and valuation, a counterweight to the strong earnings.

Latest
▲2▼2

Yangjie rides power-chip upcycle; EU sanctions and insider-trading probe cloud outlook

  • H1 profit jumps 28% on AI, EV and solar demand Yangjie's first-half 2026 net profit rose 28.18% to 771 million yuan and revenue climbed 30.69% to 4.515 billion yuan. Surging demand for power chips used in AI data centers, electric vehicles and solar-storage-charging systems drove the gains, with automotive and silicon-carbide revenue roughly doubling. Strong results support the stock price.

    The actual reported earnings confirm the upcycle is translating into profit growth, the core positive force for the stock.

  • First-three-quarter profit guidance points to continued growth Yangjie guided first-three-quarter 2026 net profit to 1.168-1.363 billion yuan, up 20-40% year on year. The forecast, disclosed alongside broadly positive results from other A-share firms, signals the power-semiconductor upcycle is still feeding through to earnings, supporting the stock.

    Forward guidance extends the growth story beyond the already-reported first half, a fresh positive catalyst.

  • EU sanctions on Yangjie disrupt customer supply, hit margins EU sanctions on Yangjie disrupted component supply for customer Delta Electronics, contributing to a second-quarter gross-margin decline at Delta. Kasikorn Securities cut Delta's profit forecasts and target price. The sanctions raise uncertainty over Yangjie's overseas sales and customer relationships, a real drag on the stock.

    This is the main external risk weighing on Yangjie, showing sanctions are already hurting customers and margins.

  • Insider-trading penalty linked to Yangjie M&A draws scrutiny A Jiangxi regulatory penalty in an insider-trading case involved trading around Yangjie's March 2025 M&A announcement. The penalized party shares a name with Yangjie's former board secretary, and another name matches subsidiary personnel. Yangjie says it is unaware. The link invites regulatory and legal scrutiny, a negative overhang.

    Governance and regulatory risk can weigh on investor confidence and valuation, a counterweight to the strong earnings.

Xian LONGi Silicon Materials Corp (601012.CG)

Q3 2026
▲3▼1

LONGi's H1 loss deepens, but policy and new tech offer hope

  • H1 loss forecast LONGi expects a first-half loss of 3.4–3.8 billion yuan, part of a sector-wide loss exceeding 13 billion yuan. This confirms the industry's severe oversupply and price wars, weighing on the stock.

    Directly explains the company's weak financial performance and negative sentiment.

  • Excise tax on solar cells China will impose a 2% excise tax on solar cells from April 2027, rising to 4% in 2028. The tax aims to curb overproduction and price wars, which could help LONGi by reducing industry oversupply.

    New regulation that could improve industry dynamics and benefit LONGi.

  • Mandatory standards and anti-cutthroat policies Three mandatory national standards for solar products take effect in January 2027, accelerating the exit of outdated capacity. Combined with anti-cutthroat competition policies, this may lead to a policy bottom and market bottom, supporting LONGi's long-term recovery.

    Shows regulatory efforts to rebalance supply and demand, a key driver for LONGi's future profitability.

  • Perovskite investment LONGi plans to invest 203 million yuan in a 100MW perovskite tandem cell pilot line. This next-generation technology could enhance efficiency and open new markets like space photovoltaics, positioning LONGi for future growth.

    Highlights LONGi's innovation and capital allocation to advanced technology, a potential long-term catalyst.

July 2026
▲3▼1

LONGi's H1 loss deepens, but policy and new tech offer hope

  • H1 loss forecast LONGi expects a first-half loss of 3.4–3.8 billion yuan, part of a sector-wide loss exceeding 13 billion yuan. This confirms the industry's severe oversupply and price wars, weighing on the stock.

    Directly explains the company's weak financial performance and negative sentiment.

  • Excise tax on solar cells China will impose a 2% excise tax on solar cells from April 2027, rising to 4% in 2028. The tax aims to curb overproduction and price wars, which could help LONGi by reducing industry oversupply.

    New regulation that could improve industry dynamics and benefit LONGi.

  • Mandatory standards and anti-cutthroat policies Three mandatory national standards for solar products take effect in January 2027, accelerating the exit of outdated capacity. Combined with anti-cutthroat competition policies, this may lead to a policy bottom and market bottom, supporting LONGi's long-term recovery.

    Shows regulatory efforts to rebalance supply and demand, a key driver for LONGi's future profitability.

  • Perovskite investment LONGi plans to invest 203 million yuan in a 100MW perovskite tandem cell pilot line. This next-generation technology could enhance efficiency and open new markets like space photovoltaics, positioning LONGi for future growth.

    Highlights LONGi's innovation and capital allocation to advanced technology, a potential long-term catalyst.

Latest
▲3▼1

LONGi's H1 loss deepens, but policy and new tech offer hope

  • H1 loss forecast LONGi expects a first-half loss of 3.4–3.8 billion yuan, part of a sector-wide loss exceeding 13 billion yuan. This confirms the industry's severe oversupply and price wars, weighing on the stock.

    Directly explains the company's weak financial performance and negative sentiment.

  • Excise tax on solar cells China will impose a 2% excise tax on solar cells from April 2027, rising to 4% in 2028. The tax aims to curb overproduction and price wars, which could help LONGi by reducing industry oversupply.

    New regulation that could improve industry dynamics and benefit LONGi.

  • Mandatory standards and anti-cutthroat policies Three mandatory national standards for solar products take effect in January 2027, accelerating the exit of outdated capacity. Combined with anti-cutthroat competition policies, this may lead to a policy bottom and market bottom, supporting LONGi's long-term recovery.

    Shows regulatory efforts to rebalance supply and demand, a key driver for LONGi's future profitability.

  • Perovskite investment LONGi plans to invest 203 million yuan in a 100MW perovskite tandem cell pilot line. This next-generation technology could enhance efficiency and open new markets like space photovoltaics, positioning LONGi for future growth.

    Highlights LONGi's innovation and capital allocation to advanced technology, a potential long-term catalyst.