← Dioo Microcircuits Co. Ltd. Jiangsu A overview

Dioo Microcircuits Co. Ltd. Jiangsu A vs Beijing YanDong MicroElectronic Co. Ltd. A: why the prices moved differently

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

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

Q3 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 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.

Latest
▲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.

Beijing YanDong MicroElectronic Co. Ltd. A (688172.CG)

Q3 2026
▲1▼1

Yandong Micro: insider buying vs. widening first-half loss

  • Controlling shareholder's ally to buy 150–300 million yuan of stock A party acting with the controlling shareholder plans to buy 150–300 million yuan of shares over 12 months, and on August 4 made a first purchase of 170,000 shares (8.59 million yuan). Insider buying signals the owners see long-term value, which supports the share price.

    This is the main positive force behind the stock this period.

  • First-half loss widened to 435 million yuan The 2026 interim report showed revenue up 48.5% to 979 million yuan, but the net loss widened to 435 million yuan from a profit last year, with operating cash flow negative 224 million yuan. A bigger loss and cash burn weigh on the stock.

    This is the main negative force and the key counterweight to the insider buying.

  • Revenue growth and 12-inch/silicon photonics progress, but weak margins Revenue rose for a second straight year and the company says its 12-inch chip line and silicon photonics business are advancing. But gross margin was only 6.54%, so the growth is not yet translating into profit — a mixed signal for the stock.

    It explains the business progress that could eventually justify the valuation, while showing why profits lag.

August 2026
▲1▼1

Yandong Micro: insider buying vs. widening first-half loss

  • Controlling shareholder's ally to buy 150–300 million yuan of stock A party acting with the controlling shareholder plans to buy 150–300 million yuan of shares over 12 months, and on August 4 made a first purchase of 170,000 shares (8.59 million yuan). Insider buying signals the owners see long-term value, which supports the share price.

    This is the main positive force behind the stock this period.

  • First-half loss widened to 435 million yuan The 2026 interim report showed revenue up 48.5% to 979 million yuan, but the net loss widened to 435 million yuan from a profit last year, with operating cash flow negative 224 million yuan. A bigger loss and cash burn weigh on the stock.

    This is the main negative force and the key counterweight to the insider buying.

  • Revenue growth and 12-inch/silicon photonics progress, but weak margins Revenue rose for a second straight year and the company says its 12-inch chip line and silicon photonics business are advancing. But gross margin was only 6.54%, so the growth is not yet translating into profit — a mixed signal for the stock.

    It explains the business progress that could eventually justify the valuation, while showing why profits lag.

Latest
▲1▼1

Yandong Micro: insider buying vs. widening first-half loss

  • Controlling shareholder's ally to buy 150–300 million yuan of stock A party acting with the controlling shareholder plans to buy 150–300 million yuan of shares over 12 months, and on August 4 made a first purchase of 170,000 shares (8.59 million yuan). Insider buying signals the owners see long-term value, which supports the share price.

    This is the main positive force behind the stock this period.

  • First-half loss widened to 435 million yuan The 2026 interim report showed revenue up 48.5% to 979 million yuan, but the net loss widened to 435 million yuan from a profit last year, with operating cash flow negative 224 million yuan. A bigger loss and cash burn weigh on the stock.

    This is the main negative force and the key counterweight to the insider buying.

  • Revenue growth and 12-inch/silicon photonics progress, but weak margins Revenue rose for a second straight year and the company says its 12-inch chip line and silicon photonics business are advancing. But gross margin was only 6.54%, so the growth is not yet translating into profit — a mixed signal for the stock.

    It explains the business progress that could eventually justify the valuation, while showing why profits lag.