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Jiangsu Nata Opto Electr Material

Jiangsu Nata Opto-electronic Material Co., Ltd. researches, develops, produces, and sells electronic materials in China, the United States, and internationally. Its products include precursor materials such as MO sources, customized products, novel silicon precursors, ALD/CVD, and OLED materials; electronic specialty gases, including hydrogen-based and fluorine-based gases; and photoresist supporting materials. These products are used in integrated circuits, compound semiconductors, LED, photovoltaics, flat panel displays, petrochemical, and power industries. The company was founded in 2000 and is based in Suzhou, China.

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Nata Opto-electronic Material's 2026 interim report shows net profit of 256 million yuan

Nata Opto-electronic Material released its 2026 interim report. Total operating revenue was 1.368 billion yuan, and net profit attributable to the parent company was 256 million yuan. Net cash inflow from operating activities was 299 million yuan, a decrease of 101 million yuan, or 25.27 percent, compared with the same period last year. The company's latest asset-liability ratio was 35.47 percent, gross margin was 40.55 percent, return on equity was 7.22 percent, and diluted earnings per share was 0.37 yuan. The number of shareholders was 189,900, and the top ten shareholders held 23.39 percent of total share capital.
300346.CS · Capital · Neutral Interim report shows net profit of 256 million yuan, but no comparison to expectations or prior period, making impact unclear.
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Nata Opto-electronic Material's first-half attributable net profit was 256 million yuan, up 23.1% year on year

Nata Opto-electronic Material released its 2026 interim report. First-half attributable net profit was 256 million yuan, up 23.1% year on year. Operating revenue was 1.37 billion yuan, up 11.4% year on year. Attributable net profit excluding non-recurring items was 221 million yuan, up 36.4% year on year. Net operating cash flow was 299 million yuan, down 25.3% year on year. Earnings per share were 0.3701 yuan. In the second quarter, operating revenue was 707 million yuan, up 17.5% year on year, and attributable net profit was 132 million yuan, up 17.2% year on year. As of the end of the second quarter, total assets were 6.185 billion yuan, up 0.4% from the end of the previous year, and equity attributable to the parent was 3.543 billion yuan, up 1.8% from the end of the previous year. The company said its main business remained stable, as it continued to focus on core electronic materials such as advanced precursors, specialty electronic gases and photoresists, with applications of its products in integrated circuits, flat-panel displays and LEDs continuing to expand.
300346.CS · Capital · Positive First-half net profit up 23.1% YoY, revenue up 11.4%, and ex-non-recurring profit up 36.4%.
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Number of ten-billion-yuan securities private funds hits a record 157

The latest monitoring data from third-party institution PaiPaiWang shows that as of July 31, the number of ten-billion-yuan securities private funds reached 157, an increase of 15 from 142 in June, setting a new record high. The State Council has approved in principle the annual forest logging quotas for key forest areas during the 15th Five-Year Plan period, as compiled by the National Forestry and Grassland Administration. The international standard ISO 19991:2026, Fusion technology — Experimental magnetic confinement fusion facilities — Ultrasonic molecular beam injection fueling technology for fusion devices, led by China, has been officially published. Data from the Ministry of Industry and Information Technology shows that in the first half of 2026, China's internet and related service enterprises above designated size achieved over one trillion yuan in internet business revenue. On the corporate front, InventisBio and Merck have signed a cooperation agreement to jointly advance the clinical development of small-molecule drugs in the oncology field. Nanda Optoelectronics has six ArF photoresist products that have passed customer verification and achieved sales, with the current 50-ton capacity not yet fully utilized. Fullhan Microelectronics supplies chips to humanoid robot companies and industrial robot companies. Yuanjie Technology plans to invest approximately 4.268 billion yuan to build a semiconductor technology industrial park project, expanding the production scale of high-end laser chips. Pengling Technology has made phased progress in the liquid cooling field, with energy storage liquid cooling business already delivering, and preliminary cooperation intentions reached in computing center and server liquid cooling. Yaben Chemical plans to raise no more than 841 million yuan through a private placement for innovative pharmaceutical CDMO projects. New Beiyang has won a bid for a project from China Post worth approximately 110 million yuan. Longsys has obtained a commitment letter for a 720 million yuan special stock repurchase loan. On the capital front, on August 11, the main funds in the Shanghai and Shenzhen markets saw a net outflow of 39.872 billion yuan. The auto parts, engineering consulting services, and communication equipment sectors saw the largest net inflows. The new stock Ultra Pure Materials surged 662.24% on its first trading day. The Dragon and Tiger List shows that three institutional seats made a combined net purchase of 767 million yuan.
300375.CS · Demand · Positive Pengling Technology's liquid cooling business has made progress with energy storage liquid cooling already delivering and preliminary cooperation in computing center and server liquid cooling.
688382.CG · Technology · Positive InventisBio and Merck sign agreement to jointly advance clinical development of small-molecule oncology drugs.
300613.CS · Demand · Positive Fullhan Microelectronics supplies chips to humanoid and industrial robot companies, indicating product demand.
688498.CG · Capital · Positive Yuanjie Technology plans to invest 4.268 billion yuan to build semiconductor industrial park, expanding high-end laser chip production.
300346.CS · Demand · Positive Nanda Optoelectronics has six ArF photoresist products that passed customer verification and achieved sales.
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Nanda Optoelectronics' high-purity trimethylindium capacity currently around 2 tons per year

Nanda Optoelectronics stated on an interactive platform that the company's total annual trimethylindium capacity is 5 tons, of which the capacity for high-purity trimethylindium usable in indium phosphide production is adjusted upward based on market conditions and currently stands at around 2 tons per year. The company is actively monitoring the market and accelerating the optimization and integration of its business toward high-end compounds.
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Critical Materials & Supply Chain › Semiconductor Materials Supply
300346.CS · Supply · Positive Company expands high-purity trimethylindium capacity for indium phosphide production, indicating growth in high-end compounds.
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