Semiconductor Materials and Equipment

CNOOC Solar 拟 issue HKD1.17 billion convertible bonds

BlackRock Increases Stake in Fuxai Glass

Tianyue Advanced Expected Revenue and Net Profit to Decline in 2025

DBS downgrades GCL Technology's rating to hold

DBS Downgrades GCL Technology to Hold from Buy

UBS Raises EPS Estimates and Target Price for ASMPT to HKD 135

ASMPT Evaluating Options for SMT Business

Fuleite Optimizes Management Structure Through Merger and Acquisition

ASMPT Launches Strategy Review for SMT Solutions Division

BlackRock Increases Stake in ASMPT

Tianyu Semiconductor Enters Strategic Agreement with Qinghe Crystal

Tianyu Semiconductor Enters Strategic Partnership with Qinghe Crystal Semiconductors to Develop Advanced Bonding Materials

Citibank Upgrades Fuyao Glass Rating to 'Neutral', Predicts PV Module Exports to Boost Solar Glass Demand

JPMorgan expects policy-driven consolidation in solar industry in 2026, gives 增持 ratings to GCL Technology and 大全新能源

Tianyu Semiconductor's Global Offering Stabilization Period Ends

Tianyue Advanced Made Tax Payments and Penalties of 82.97 Million Yuan

Agricultural Bank of China sees largest increase in holding volume, Southern Hang Seng Tech sees largest percentage increase in holdings

Fuleite and Yihetouzi Establish New Material Company

Fitch Rates GCL Technology Holdings' ESG Grade as 2

ASMPT Secures New Order for Advanced AI Chip Production

< 1B

1B - 5B

5B - 10B

10B - 50B

50B - 100B

100B - 500B

500B - 1T

≥ 1T

Market Value

Total Assets

< 100M

100M - 500M

500M - 1B

≥ 100B

Revenue

0 - 50M

50M - 100M

≥ 10B

Profits

< 0%

0% - 5%

5% - 10%

10 - 15%

15% - 20%

20 - 25%

25% - 30%

>= 30%

ROE(TTM)

= 0%

0% - 1%

1% - 3%

3% - 5%

5% - 8%

8% - 10%

>= 10%

Dividend Yield

0% - 10%

10% - 15%

20% - 30%

30% - 40%

40% - 50%

>= 50%

Net Profit Margin

0 - 0.05

0.05 - 0.1

0.1 - 0.2

0.2 - 0.4

0.4 - 0.6

0.6 - 0.8

0.8 - 1

>= 1

Asset Turnover

< 1.5

1.5 - 2

2 - 3

3 - 5

5 - 10

10 - 15

15 - 20

>= 20

Equity Multiplier

< 10%

10% - 30%

30% - 50%

50% - 70%

70 - 80%

80% - 90%

90% - 95%

>= 95%

Debt Ratio

WELIFE TECH

AV PROMOTIONS

MODERN LAND

CHINA AOYUAN

WT GROUP

LOGAN GROUP

C&N HOLDINGS

HANVEY GROUP

KFM KINGDOM

HOP FUNG GROUP

562550

588830

002506

GCLWW

03800

GCL Technology Plans Nearly HK$1.2 Billion Convertible Bond Issue

marketscreener

ChinaAMC Green Electricity ETF

Penghua SSE STAR New Energy ETF

GCLSI

GCL Global

GCL Global Holdings-A - CW26

GCL TECH

GCL Technology Plans Nearly HK$1.2 Billion Convertible Bond Issue

GCL TECH announced the issuance of convertible bonds to an independent third party, CPICIM AI Computing Power SP, with a total fundraising amount not exceeding 1.17 billion yuan, an annual interest rate of 9.5%, and a maturity date of 364 days from the date of issuance. The conversion price is 1.6 yuan, representing a premium of 41.59% over today's closing price. The proceeds will be used for investment in a merger and acquisition fund, with the subscriber being one of the independent portfolios of Pacific Waterdrip Digital Asset Fund SPC

AASTOCKS

GCL TECH issues CB to third parties to raise 1.17 billion for investment and acquisition fund

GCL Technology Holdings Ltd. has announced a proposed issue of convertible bonds totaling up to HK$1.17 billion. The bonds, convertible into new shares at HK$1.60 each, will be issued under the company's general mandate. The subscription agreement was signed on January 28, 2026, and the proceeds will support the company's ongoing operations and development.

Reuters

GCL Technology Holdings Announces HK$1.17 Billion Convertible Bond Issue

CODYY

601865

06865

00868

The Float Glass Market is projected to grow from approximately USD 171.88 billion in 2025 to USD 298.65 billion by 2030, with a CAGR of 11.7%. Key drivers include energy-efficiency policies, increased renovation demand, and the rise of electric vehicles. The clear float glass segment is expected to grow at a CAGR of 12.0%, while the solar energy segment is projected to grow at 25.5%. Major players include Taiwan Glass Group and Saint-Gobain, with the market expanding across construction, automotive, and solar energy sectors.

prnewswire

Saint-Gobain

FLAT

FLAT GLASS

XINYI GLASS

06:30 ET
			
			
				Float Glass Market worth $298.65 billion by 2030 - Exclusive Report by MarketsandMarkets™

Flat Glass Group Co. Ltd. will hold its 2026 First Extraordinary General Meeting on February 13, 2026, where shareholders will vote on related party transactions for 2025 and estimates for 2026. The Board recommends shareholders vote in favor of the proposal. This information was published via the Hong Kong Stock Exchange.

Flat Glass Group Co. Ltd. Shareholders to Vote by Proxy on Related Party Transactions at 2026 First EGM

688234

02631

SICC issued a profit warning, expecting a loss between RMB 185 million and RMB 225 million for the fiscal year 2025, due to reasons including increased tax expenses, declining product prices, exchange rate fluctuations, and asset impairments. The total annual revenue is expected to be between RMB 1.45 billion and RMB 1.5 billion, a decrease of 15%-18%

SICC

"Profit Warning" SICC estimates a full-year loss of up to 225 million RMB

560780

588170

562590

159546

159516

SICC Co. Ltd. forecasts a revenue drop of 15.17% to 17.99% for the 2025 financial year, estimating operating revenue between RMB1,450 million and RMB1,500 million. This projection indicates a decrease of RMB268.14 million to RMB318.14 million compared to the previous year's figures. The estimates are based on preliminary calculations by the company's finance department.

GF Fund CSI Semiconductor Material Equipment Theme ETF

ChinaAMC SSE STAR Semiconductor Material & Equipment Thematic ETF

ChinaAMC CSI Semiconductor Material & Equipment Thematic ETF

Guotai CSI All Share Integrated Circuit ETF

Guotai CSI Semiconductor Material Equipment Theme ETF

SICC Co. Ltd. Forecasts 2025 Revenue Drop of Up to 18%

HSBC Research pointed out that GCL TECH is the largest manufacturer of next-generation space solar cells. It is expected that by 2030, the market size of space solar panels will reach USD 20 billion, increasing to USD 64 billion by 2035. Although market development is influenced by technological and economic conditions, GCL TECH's performance in the space solar field is optimistic, providing a better risk-return ratio

According to "The Big Bank" research, GCL TECH is the largest manufacturer of next-generation space solar cells

DBS Bank has downgraded GCL TECH's investment rating to "Hold," with a target price reduced from RMB 1.65 to RMB 1.12. Although the company has a technological advantage in granular silicon production and production costs continue to decline, industry consolidation has become unclear due to policy intervention. Recent acquisition prices have been relatively high, increasing uncertainty. Despite the strong resilience of solar module prices, analysts believe that market consolidation will take longer and rely on government policy support. The company acquired a 42.5% stake in Inner Mongolia Xinyuan Silicon Material Technology for RMB 2 billion, with the transaction valuation being relatively high and limited short-term financial impact

DBS downgraded GCL TECH to "Hold" with a target price reduced to HKD 1.12

DBS Bank Downgrades GCL Technology to Hold from Buy, Price Target is HK$1.12

DBS Bank Downgrades GCL Technology to Hold from Buy, Price Target is HK$1.12

02865

01873

02546

01045

00661

02105

02245

01286

01208

00968

DRINDA(02865) rose 51.4%, with a trading turnover 2.5 Billion HKD, and a year-to-date rose 81.4%. VIVA BIOTECH(01873) rose 21.11%, with a trading turnover 75.6 Million HKD, and a year-to-date rose 33.9%. ZHIHUI MINING(02546) rose 15.89%, with a trading turnover 41.6 Million HKD, and a year-to-date rose 49.4%.

Semiconductor Materials and Equipment(IN20325.HK)

GCL Technology Plans Nearly HK$1.2 Billion Convertible Bond Issue

GCL TECH issues CB to third parties to raise 1.17 billion for investment and acquisition fund

GCL Technology Holdings Announces HK$1.17 Billion Convertible Bond Issue

06:30 ET Float Glass Market worth $298.65 billion by 2030 - Exclusive Report by MarketsandMarkets™

Flat Glass Group Co. Ltd. Shareholders to Vote by Proxy on Related Party Transactions at 2026 First EGM