-- 据《日经新闻》周四报道，日本消费品制造商正进一步进军半导体材料领域，以满足人工智能驱动的需求。 报道称，花王株式会社（TYO:4452）已在台湾设立中心，开发和生产芯片清洗剂，客户包括台积电（TPE:2330）。随着先进芯片对污染控制的需求日益增长，花王此举旨在推动芯片清洗剂的研发和生产。 报道称，花王半导体清洗剂的销售额增长了约40%，带动化学品收入增长7%，达到4515亿日元。 报道称，味之素（TYO:2802）正在扩大其ABF绝缘膜的产能。ABF绝缘膜在全球芯片基板市场占有超过95%的份额。味之素计划到2030年投资超过250亿日元用于ABF绝缘膜的生产。 报道称，樱花色彩产品株式会社和日新制粉（TYO:2002）旗下的日新工程公司也在将传统技术应用于芯片生产工艺。 （市场动态新闻来源于与全球市场专业人士的对话。这些信息据信来自可靠来源，但可能包含传闻和推测。准确性无法保证。）
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Agricultural Bank of China Posts Modest Q1 Profit Growth as Credit Provisions Bite
Agricultural Bank of China (HKG:1288, SHA:601288) recorded a modest increase in profit in the first quarter of 2026 versus a year earlier, as the lender booked a sharp jump in credit provisions.Profit attributable to shareholders in Q1 jumped 4.5% to 75.2 billion yuan from 71.9 billion yuan, according to a Shenzhen Stock Exchange filing on Thursday.Earnings per share edged up 5.3% year on year to 0.20 yuan from 0.19 yuan.Operating income rose 10.5% to 206.3 billion yuan from 186.7 billion yuan, driven by two main factors. Net interest income climbed 7.6% to 151.2 billion yuan, helped by a 3% drop in interest expense to 152.2 billion yuan, even as interest income edged up 2% to 303.4 billion yuan. Net fee and commission income grew 7.9% to 30.2 billion yuan.Net interest margin, a gauge of profitability, was at 1.26%, the bank said without providing comparable figures.The bank also booked a larger gain on the derecognition of amortized cost assets at 11.1 billion yuan from 6.3 billion yuan in Q1 2025.Additionally, ABC booked a sevenfold jump in net gains on financial investments to 2.8 billion yuan from 420 million yuan.The cost-to-income ratio shrank 157 basis points to 24.01%, as operating expenses grew just 3.6% to 54.0 billion yuan against operating income growth of 10.5%.Meanwhile, credit impairment losses ballooned in Q1 to 73.7 billion yuan from 57.1 billion yuan. As a result, operating profit rose only 1.4% to 78.7 billion yuan from 77.6 billion yuan.The bank did not provide a breakdown of where provisions were allocated.This, however, was partially offset by a lower tax bill. Income tax expense shrank 44% to 3.1 billion yuan from 5.5 billion yuan.Income tax paid during the quarter narrowed sharply to 8.6 billion yuan from 25.7 billion yuan a year earlier.ABC is one of China's five biggest lenders alongside Industrial and Commercial Bank of China (SHA:601398, HKG:1398), Bank of Communications (SHA:601328, HKG:3328), China Construction Bank (SHA:601939, HKG:0939) and Bank of China (HKG:3988, SHA:601988).ABC is the second-largest in terms of asset size. Total assets in Q1 expanded 4.6% from the end of 2025 to over 51 trillion yuan.Loans and advances to customers grew almost 5% to 28.5 trillion yuan, with corporate loans accounting for 16.7 trillion yuan, retail loans 9.7 trillion yuan, and discounted bills 1.6 trillion yuan. The bank's financial investments in Q1 rose 5.1% to 17.1 trillion yuan.In terms of asset quality, the bank's non-performing loan ratio edged down to 1.25% from 1.27%, with its non-performing loan balance rising by 11.9 billion yuan to 355.4 billion yuan.Allowance to non-performing loans was unchanged at 292.55%.Ming Tan, a director at S&P Global Ratings, said Chinese banks "have little direct exposure to the Middle East," as per Singapore Business Times."If the war worsens, it could have second-order impacts on asset quality. Chinese megabanks have above-average exposure to sectors such as transportation, utilities, and manufacturing. These sectors are hit harder by higher energy prices," Tan added.Meanwhile, Bloomberg reported, citing Morgan Stanley analysts, that Chinese banks could see a revenue recovery in 2026 as margin pressure softens and fee income stabilizes.Analysts led by Richard Xu wrote in a late March note, as cited by Bloomberg: "The repricing of deposits and a move toward 'anti-involution' in loan pricing-reducing irrational competition-are among the factors expected to support NIM this year."Vivian Xue, a director for financial institutions at Fitch Ratings, said Chinese lenders' balance sheets will be supported by more cautious loan expansion and a commitment to actively clearing out "toxic assets," Bloomberg reported.
$HKG:1288$SHA:601288
Asia
Piccadilly Agro Industries' Consolidated Net Profit Rises in Fiscal Q4
Piccadilly Agro Industries' (NSE:PICCADIL,BOM:530305) consolidated net profit rose to 452.3 million Indian rupees in the fiscal fourth quarter ended March 31, from 398.0 million rupees a year ago.Earnings per share came in at 4.62 rupees from 4.22 rupees a year earlier, the alcoholic beverages manufacturer said in a filing to the Indian stock exchanges on Tuesday.Revenue from operations in fiscal Q4 also increased to 3.60 billion rupees from 2.72 billion rupees a year ago.
$BOM:530305$NSE:PICCADIL
Asia
Shenzhen Hepalink Pharmaceutical's Profit Rises 20% in Q1
Shenzhen Hepalink Pharmaceutical (HKG:9989, SHE:002399) posted net profit attributable to shareholders of 187.6 million yuan for the first quarter, up 20% from 156.6 million yuan a year earlier, according to a Wednesday Hong Kong bourse filing.Hong Kong-listed shares of the pharmaceutical firm were up over 1% in Thursday's late morning trade.Earnings per share came in at 0.1278 yuan, compared with 0.1067 yuan a year earlier.Operating revenue fell 4.6% to 1.33 billion yuan from 1.39 billion yuan in the prior-year period.
$HKG:9989$SHE:002399