Asian Tech Stocks Show Strong H1 Revenue Gains

Manufacturing activity has softened—ISM’s Manufacturing PMI fell to 49.1% in September with New Orders at 48.9% and slower supplier deliveries—yet electronics services and pockets like medical/life sciences and e-commerce are supporting demand, and U.S. market resilience amid credit-market worries and dovish Fed signals has investors hunting high-growth Asian tech opportunities. Shenzhen SEICHI reported H1 2025 revenue up 22.7% to CNY 443.63m while net income fell to CNY 30.59m after CNY 16.2m of one-off costs and the company repurchased CNY 40.17m of shares, underscoring an R&D-led growth strategy. QuantumCTek nearly doubled revenue to CNY 189.73m (from CNY 99.71m), narrowed its net loss to CNY 26.47m (from CNY 55.12m) and projects strong double‑digit revenue and earnings recovery driven by quantum-security R&D. ArcSoft posted H1 sales of CNY 410m with revenue up 27.4% and net income of CNY 88.54m (earnings +33.9%), reflecting heavy R&D investment in computer vision. Dividend-focused Anpec yields about 3.72% with payouts covered by earnings and cash flow (payout ratio 82.9%, cash payout 52.7%), though Yageo’s recent 21.43% stake purchase for TWD 3.7bn could affect future dividend stability.