← Dioo Microcircuits Co. Ltd. Jiangsu A overview

Dioo Microcircuits Co. Ltd. Jiangsu A vs Xian LONGi Silicon Materials: why the prices moved differently

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

Dioo Microcircuits Co. Ltd. Jiangsu A (688381.CG)

Q3 202617 Jul – 28 Sep 2026

▲2▼1

Dioo Micro: Buybacks and a Paper Profit Offset Delayed Projects and Weak Sales

Fundraising projects pushed to 2028 as demand lags Dioo delayed three projects funded by its IPO to December 2028, saying chip demand has been slower to arrive than expected. That pushed the stock down 13.7% in one day and shows its core growth plans are behind schedule.
This is the period's biggest negative event and explains why the stock fell.
Buyback launched and price cap raised to 50 yuan The chairman proposed buying back 30-60 million yuan of stock, and the company later raised the maximum price to 50 yuan per share. It has already bought 350,000 shares for 13.44 million yuan, a real sign of confidence that supports the price.
Buybacks are the main positive force lifting the stock this period.
Half-year profit is paper gain, core business still losing Dioo reported a 139 million yuan first-half profit, but it came from one-time investment gains, not chip sales. Revenue fell 25% and the core business lost 89 million yuan, so the headline profit overstates how the company is really doing.
This is the key counterweight: the profit looks good but the underlying business is weak.
Kept small stake in Lingxin Qiaoshou, citing long-term view Dioo cancelled the sale of its 0.21% stake in Lingxin Qiaoshou, saying it is optimistic about that company's long-term potential. The amount is tiny, so the financial effect is minimal, but it signals management sees value in its holdings.
It is a smaller but genuine signal of management's long-term confidence.

August 202617 Jul – 28 Sep 2026

▲2▼1

Dioo Micro: Buybacks and a Paper Profit Offset Delayed Projects and Weak Sales

Fundraising projects pushed to 2028 as demand lags Dioo delayed three projects funded by its IPO to December 2028, saying chip demand has been slower to arrive than expected. That pushed the stock down 13.7% in one day and shows its core growth plans are behind schedule.
This is the period's biggest negative event and explains why the stock fell.
Buyback launched and price cap raised to 50 yuan The chairman proposed buying back 30-60 million yuan of stock, and the company later raised the maximum price to 50 yuan per share. It has already bought 350,000 shares for 13.44 million yuan, a real sign of confidence that supports the price.
Buybacks are the main positive force lifting the stock this period.
Half-year profit is paper gain, core business still losing Dioo reported a 139 million yuan first-half profit, but it came from one-time investment gains, not chip sales. Revenue fell 25% and the core business lost 89 million yuan, so the headline profit overstates how the company is really doing.
This is the key counterweight: the profit looks good but the underlying business is weak.
Kept small stake in Lingxin Qiaoshou, citing long-term view Dioo cancelled the sale of its 0.21% stake in Lingxin Qiaoshou, saying it is optimistic about that company's long-term potential. The amount is tiny, so the financial effect is minimal, but it signals management sees value in its holdings.
It is a smaller but genuine signal of management's long-term confidence.

Latest17 Jul – 28 Sep 2026

▲2▼1

Dioo Micro: Buybacks and a Paper Profit Offset Delayed Projects and Weak Sales

Fundraising projects pushed to 2028 as demand lags Dioo delayed three projects funded by its IPO to December 2028, saying chip demand has been slower to arrive than expected. That pushed the stock down 13.7% in one day and shows its core growth plans are behind schedule.
This is the period's biggest negative event and explains why the stock fell.
Buyback launched and price cap raised to 50 yuan The chairman proposed buying back 30-60 million yuan of stock, and the company later raised the maximum price to 50 yuan per share. It has already bought 350,000 shares for 13.44 million yuan, a real sign of confidence that supports the price.
Buybacks are the main positive force lifting the stock this period.
Half-year profit is paper gain, core business still losing Dioo reported a 139 million yuan first-half profit, but it came from one-time investment gains, not chip sales. Revenue fell 25% and the core business lost 89 million yuan, so the headline profit overstates how the company is really doing.
This is the key counterweight: the profit looks good but the underlying business is weak.
Kept small stake in Lingxin Qiaoshou, citing long-term view Dioo cancelled the sale of its 0.21% stake in Lingxin Qiaoshou, saying it is optimistic about that company's long-term potential. The amount is tiny, so the financial effect is minimal, but it signals management sees value in its holdings.
It is a smaller but genuine signal of management's long-term confidence.

Xian LONGi Silicon Materials Corp (601012.CG)

Q3 202614 Jul – 11 Aug 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 202614 Jul – 11 Aug 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.

Latest14 Jul – 11 Aug 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.