Several companies have released their preliminary earnings forecasts for the first half of 2026.
Lingyun Guang (688400.SH) expects its net profit attributable to the parent company's owners to be approximately 663 million yuan, representing a year-on-year increase of around 590%. In the first half of the year, the company continued to advance its AI strategic transformation, seized growth opportunities from downstream intelligent upgrades and new AI infrastructure, continuously optimized its product structure and industrial layout, and achieved positive results in business expansion.
Hygon Information Technology Co.,Ltd. (688041.SH) anticipates a net profit attributable to the parent company's owners in the range of 1.70 billion to 1.83 billion yuan, marking an increase of 41.50% to 52.32% compared to the same period last year. The company has continued to optimize its "CPU+DCU" business layout. Through high-intensity R&D investment, it has consistently achieved technological innovation and product performance improvements, maintaining a leading domestic market position.
During the reporting period, driven by multiple factors including the accelerated iteration of large AI models, the large-scale deployment of AI Agent applications, and the commercialization of domestic substitution processes, the company continued to increase R&D investment and iteratively optimize product performance. It firmly grasped the development opportunity window, expanded the market footprint of its high-end processor products, achieved rapid growth in operating revenue, and sustained overall performance growth.
Ouke Yi (688308.SH) forecasts a net profit attributable to the listed company's shareholders between 360 million and 420 million yuan, compared to a net profit of 775,400 yuan in the same period last year. During the reporting period, the company capitalized on the rising demand for high-end cutting tools, further completed its product structure upgrade, and achieved a year-on-year increase in sales of CNC cutting tool products. While affected by rising prices of key raw materials like tungsten carbide, the company adjusted product prices to solidify product profitability. Additionally, due to a low comparative base in the first half of 2025, the year-on-year growth appears particularly significant.
Zhaoyan New Drug (603127.SH) experienced significant stock price movement. Its stock saw a cumulative deviation in closing prices exceeding 20% over three consecutive trading days on July 14, 15, and 16, 2026, constituting a stock trading anomaly. The company's stock price has risen significantly in the short term, carrying risks of overheated market sentiment and irrational speculation. Trading risks are extremely high, and there is a constant risk of a price decline. Furthermore, the fair value of the company's biological assets is influenced by various uncertain factors, posing a substantial risk of value fluctuation.
Yinxin Technology (300231.SZ) disclosed a lawsuit involving its controlling shareholder. The company recently received notice from its controlling shareholder and actual controller, Zhan Lixiong, that his spouse, Zheng Dan, as the plaintiff, has filed a lawsuit with the Haidian District People's Court in Beijing, requesting a divorce judgment and property division. The litigation pertains only to the personal equity interest of the controlling shareholder and actual controller in the company. His spouse is not involved in the company's operations and management, and the lawsuit is not expected to have a significant impact on the company's production and operations. The case has not yet been heard, and the outcome cannot be determined at this time. There is uncertainty regarding whether the company's actual control will change.
Several companies announced new contracts or orders.
Jingce Electronics (300567.SZ) reported that its controlling subsidiary, Shanghai Jingce, recently signed a sales contract with a customer to sell semiconductor front-end metrology and inspection equipment, including film thickness series products and OCD equipment, with a contract value of 223 million yuan. As of the announcement date, over the past twelve consecutive months, Shanghai Jingce has signed multiple sales contracts with this customer and its related companies, with cumulative contract amounts reaching 330 million yuan (including this latest contract). If this contract is successfully fulfilled, it is expected to positively impact the company's operating results.
VeriSilicon Microelectronics (688521.SH) reported a continuation of the strong growth trend from previously signed orders. New orders signed from April 30, 2026, to July 16, 2026, further increased to 6.413 billion yuan. Orders related to AI computing power and the data processing field each accounted for over 90% of the total. From January 1, 2026, to July 16, 2026, the company's total newly signed orders amounted to 14.653 billion yuan, the vast majority of which are for one-stop chip customization services. These orders have clear conversion expectations, although the revenue conversion will require a certain period.
Shenzhen Heungkong Holding Co.,Ltd. (600162.SH) announced that its wholly-owned subsidiary, Guangzhou Heungkong Yunhan Technology Co., Ltd., has signed an "Internet Data Center Business Agreement" with China Mobile Communications Group Ningxia Co., Ltd. (600941.SH). Under the agreement, China Mobile Ningxia will utilize corresponding data center facilities to provide management services for related equipment to Heungkong Yunhan on an outsourcing and leasing basis. This includes leasing database systems or servers and their storage space, communication lines, and egress bandwidth, along with other application services. Heungkong Yunhan will pay fees to China Mobile Ningxia, with the total estimated amount being 796 million yuan. The agreement term is five years.
Rongsheng Petrochemical (002493.SZ) announced a project investment. Its controlling subsidiary, Zhejiang Petroleum & Chemical Co., Ltd. (ZPC), plans to invest in a renovation and upgrading project for an integrated refining and chemical complex. The total investment for this project is estimated to be approximately 19.6 billion yuan, with a construction period expected to be two years. Upon completion, the project is projected to achieve an annual net profit of 1.41 billion yuan. The post-tax financial internal rate of return for the project is 11.08%, with a post-tax investment payback period of 8.93 years.
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