Several listed companies, including Eoptolink Technology Inc.,Ltd. (SZSE: 300502), Sharetronic Data Technology Co.,Ltd. (SZSE: 300857), and Anhui Tongguan Copper Foil Group Co.,Ltd. (SZSE: 301217), have issued preliminary earnings reports forecasting substantial year-on-year profit growth.
Eoptolink's First-Half Profit Forecast
Eoptolink Technology Inc.,Ltd. expects its net profit attributable to shareholders for the first half of 2026 to be between 7.0 billion yuan and 8.0 billion yuan, representing a year-on-year increase of 77.56% to 102.93%. The company attributes this significant growth to sustained investment in artificial intelligence-related computing power and product structure optimization, which have led to a substantial rise in both sales revenue and net profit compared to the same period last year.
Sharetronic Data's Profit Surge
Sharetronic Data Technology Co.,Ltd. forecasts a net profit attributable to shareholders for the first half of 2026 in the range of 1.5 billion yuan to 1.9 billion yuan, a surge of 247.18% to 339.76% compared to the previous year. The company states that the performance improvement is primarily due to seizing opportunities in the AI industry, expanding its intelligent computing product and service business, growth in server remanufacturing operations, and steady development in data storage services.
Anhui Tongguan Copper Foil's Exceptional Growth
Anhui Tongguan Copper Foil Group Co.,Ltd. anticipates its first-half 2026 net profit to be between 205 million yuan and 225 million yuan, marking an extraordinary year-on-year increase of 486.49% to 543.70%. The company cites a supply shortage for high-frequency and high-speed copper foil driven by demand from major clients, leading to a year-on-year sales volume increase. Furthermore, an optimized product mix with a higher proportion of high-value-added products like high-frequency copper foil has boosted processing fee income. Continuous efforts in cost reduction and efficiency improvement have also enhanced product gross margins.
Other Companies Reporting Strong Growth
Several other A-share companies also reported strong preliminary earnings. Hubei Feilihua Quartz Glass Co., Ltd. (SZSE: 300395) expects first-half net profit to grow 21.78% to 39.82%, benefiting from improved global semiconductor industry sentiment and opportunities in import substitution.
Wuhan P&S Information Technology Co., Ltd. (SZSE: 300184) forecasts a net profit increase of 206.87% to 217.28%, driven by surging AI-related computing power demand which boosted sales in its AI sector by over 150%. Significant sales growth was seen in key product lines like Murata's MLCCs and STMicroelectronics' optical module MCUs, alongside doubled revenue in industrial and new energy sectors and near-doubled sales to automotive clients.
Yangzhou Yangjie Electronic Technology Co., Ltd. (SZSE: 300373) anticipates a 20% to 40% rise in first-half net profit, citing an upturn in the power semiconductor industry, rapid growth in automotive electronics and SiC business revenue, and effective lean production.
Chongqing Polycomp International Corp. (SZSE: 301526) expects its first-half net profit to grow 151% to 194%, driven by ongoing product structure optimization leading to increases in both volume and price, particularly in electronic-grade glass fiber products.
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