A-share semiconductor equipment sector rallied intraday; three sector ETFs — ChinaAMC Semiconductor Equipment ETF, China Merchants Semiconductor Equipment ETF and Guotai Semiconductor Equipment ETF — hit their daily limit, while Penghua Sci‑Tech Semi

Individual Stock News 1. Aux Electric (02580.HK) expects its interim net profit to decline to approximately RMB 1.1 billion year-on-year. 2. Yum China (09987.HK) released its second-quarter results: operating profit increased by 14% year-on-year to US$348 million. 3. PCCW (00008.HK) released its interim results: loss attributable to shareholders was HK$276 million, narrowing by 38% year-on-year. 4. Kingboard Holdings (00148.HK) issued a profit warning: expecting interim net profit to exceed HK$2.7 billion, an increase of more than approximately 4% year-on-year. 5. Kingboard Laminates (01888.HK) issued a profit warning: expecting interim net profit to exceed HK$2.8 billion, an increase of more than 200% year-on-year. 6. Meitu Inc. (01357.HK): expects its interim adjusted net profit attributable to shareholders to achieve a year-on-year increase of 36% to 40%. 7. Sinopharm (02096.HK) issued a profit alert: Revenue for the first half of the year is expected to be RMB 4.55 billion to RMB 4.61 billion, representing a year-on-year increase of approximately 26.9% to 28.6%. 8. US-China Healthcare (02453.HK) issued a profit alert: Gross profit for the first half of the year is expected to be approximately RMB 63 million to RMB 83 million, representing a year-on-year increase of approximately 16349% to 21571%. 9. Kingwing Investment (01328.HK) issued a profit alert: Interim profit attributable to shareholders is expected to be approximately HKD 176 million to HKD 185 million, representing a year-on-year increase of approximately 500% to 530%. 10. DeepTech (01384.HK) announced its interim results: Revenue reached approximately RMB 284 million, a year-on-year increase of 115%; gross profit was approximately RMB 160 million, a year-on-year increase of 120.5%; and net loss narrowed by 89.6% year-on-year.

Global Chip LOF: Trading will be suspended from the opening of the market on July 31, 2026, and will resume at 10:30 on July 31, 2026. During the suspension period, redemption services for this fund will continue as usual.